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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
MAG
5576
MRA Advisory Group
Parsippany,
New Jersey
| $118M | +$1.14M | +1% | 0.89% | 86.8% | 135 | 17.04% | 0.6 |
|
| 5577 |
MF
5577
Montis Financial
Waltham,
Massachusetts
| $118M | -$3.02M | -3% | 0.17% | 46% | 71 | 12.68% | 0.7 |
|
| 5578 |
ZC
5578
Zeit Capital
Greenwood Village,
Colorado
| $117M | +$64K | +0.1% | 1.18% | 51.6% | 39 | 2.56% | 0.7 |
|
| 5579 |
MCM
5579
Mork Capital Management
Healdsburg,
California
| $117M | -$21.3M | -15% | 5.44% | 61.9% | 90 | 2.22% | 2.8 |
|
| 5580 |
CNFG
5580
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $117M | +$251K | +0.2% | 1.87% | 52.6% | 75 | 1.33% | 4.5 |
|
| 5581 |
NCMW
5581
Northern Capital Management (Washington)
Spokane,
Washington
| $117M | -$713K | -0.6% | 1.43% | 80% | 42 | 4.76% | 0.7 |
|
| 5582 |
GCM
5582
Granby Capital Management
Miami Beach,
Florida
| $117M | -$22.8M | -16% | 0.04% | 50% | 63 | 30.16% | 0.4 |
|
| 5583 |
BCM
5583
Beaumont Capital Management
Boston,
Massachusetts
| $117M | +$15.1M | +15% | 1.13% | 45.4% | 50 | 64% | 0.3 |
|
| 5584 |
BWA
5584
Beam Wealth Advisors
Covington,
Louisiana
| $117M | +$588K | +0.5% | 0.83% | 59.7% | 153 | 15.03% | 1.2 |
|
| 5585 |
PIG
5585
Pantheon Investment Group
Sierra Madre,
California
| $116M | -$2.98M | -2% | 0.63% | – | 81 | 11.11% | 1.3 |
|
| 5586 |
AG
5586
Appleton Group
Appleton,
Wisconsin
| $116M | -$14M | -11% | 1% | 58.3% | 56 | 33.93% | 1.7 |
|
| 5587 |
PPG
5587
Peak Planning Group
Centennial,
Colorado
| $116M | – | – | 0.57% | 105% | 77 | – | 0.8 |
|
| 5588 |
PA
5588
Proem Advisors
Dallas,
Texas
| $116M | -$11.3M | -9% | 1.55% | – | 21 | 14.29% | 0.6 |
|
| 5589 |
HBT
5589
Heartland Bank & Trust
Bloomington,
Illinois
| $116M | +$7.43M | +7% | 1.65% | 105% | 123 | 21.95% | 0.4 |
|
| 5590 |
TC
5590
Tsai Capital
New York
| $116M | +$7.13M | +7% | 5.3% | 29.2% | 19 | 15.79% | 0.7 |
|
| 5591 |
VFG
5591
V2 Financial group
Naperville,
Illinois
| $116M | -$1.79M | -2% | 2.12% | 63.3% | 62 | 8.06% | 0.6 |
|
| 5592 |
MCM
5592
Magnolia Capital Management
Cold Spring,
New York
| $116M | +$12.1M | +12% | 0.6% | 85.9% | 75 | 46.67% | 0.9 |
|
| 5593 |
BCPWM
5593
Bradley & Co Private Wealth Management
Miami,
Florida
| $116M | +$1.32M | +1% | 2.67% | – | 174 | 4.6% | 0.5 |
|
| 5594 |
OP
5594
Osmium Partners
Greenbrae,
California
| $116M | -$50.9M | -31% | 27.1% | 28.4% | 12 | 33.33% | 2.3 |
|
| 5595 |
PSB
5595
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $116M | -$1.23M | -1% | 0.05% | 85.5% | 341 | 5.57% | 0.5 |
|
| 5596 |
FH
5596
FWG Holdings
Winter Park,
Florida
| $116M | +$3.62M | +3% | 0.14% | 91.6% | 92 | 11.96% | 0.2 |
|
| 5597 |
WF
5597
Williams Financial
North Bennington,
Vermont
| $116M | -$7.53M | -6% | 0.52% | 28.5% | 52 | 44.23% | 0.6 |
|
| 5598 |
SCA
5598
Sippican Capital Advisors
Boston,
Massachusetts
| $115M | +$471K | +0.4% | 1.46% | 90.1% | 118 | 8.47% | 4.1 |
|
| 5599 |
SDAM
5599
Shulman DeMeo Asset Management
Lake Success,
New York
| $115M | -$142M | -55% | 0.71% | 79.3% | 145 | 97.93% | 0 |
|
| 5600 |
FA
5600
Financial Advantage
Columbia,
Maryland
| $115M | -$1.79M | -2% | 0.9% | 24.3% | 121 | 2.48% | 2.9 |
|