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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 |
AGC
5576
Alden Global Capital
Brandon,
Florida
| $273M | +$95.5M | +54% | 23% | 99.8% | 19 | 26.32% | 1 |
|
| 5577 |
RWM
5577
RBA Wealth Management
Newport Beach,
California
| $273M | -$5.15M | -2% | 16.7% | 77.7% | 98 | 24.49% | 3.2 |
|
| 5578 |
BB
5578
Burford Brothers
Dallas,
Texas
| $272M | +$28.6M | +12% | 11.5% | – | 187 | 10.7% | 1.8 |
|
| 5579 |
LWM
5579
Lakeridge Wealth Management
Mentor,
Ohio
| $272M | +$39.9M | +17% | 12.3% | – | 192 | 14.06% | 1.7 |
|
| 5580 |
MPPW
5580
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $272M | +$25.9M | +11% | 13.8% | 82.3% | 150 | 4% | 4.7 |
|
| 5581 |
FF
5581
Foronjy Financial
Santa Barbara,
California
| $272M | +$31.6M | +13% | 10.5% | – | 117 | 24.79% | 0.8 |
|
| 5582 |
EA
5582
Evolution Advisers
Richmond,
Virginia
| $272M | +$34.8M | +15% | 9.26% | 40.8% | 946 | 83.51% | 0.6 |
|
| 5583 |
MCP
5583
Martin Capital Partners
Eugene,
Oregon
| $272M | +$2.87M | +1% | 5.86% | 42.3% | 75 | 13.33% | 4.3 |
|
| 5584 |
FWM
5584
FMB Wealth Management
Westlake Village,
California
| $272M | +$30.1M | +12% | 12.8% | 71.1% | 76 | 6.58% | 2.5 |
|
| 5585 |
EB
5585
Emprise Bank
Wichita,
Kansas
| $271M | +$22.4M | +9% | 9.24% | – | 113 | 9.73% | 1.8 |
|
| 5586 |
MLA
5586
MB, Levis & Associates
Center Valley,
Pennsylvania
| $271M | +$31.7M | +13% | 8.01% | 40% | 266 | 16.54% | 2.7 |
|
| 5587 |
LRIC
5587
Long Road Investment Counsel
Kalamazoo,
Michigan
| $271M | +$16.3M | +6% | 9.07% | 53.8% | 81 | 4.94% | 8.4 |
|
| 5588 |
ML
5588
MTCO Ltd
Nassau,
| $271M | +$2.01M | +0.7% | 4.83% | – | 4 | 50% | 0.4 |
|
| 5589 |
BWM
5589
Bernard Wealth Management
Royal Oak,
Michigan
| $271M | +$36.9M | +16% | 21.2% | – | 378 | 18.52% | 1.2 |
|
| 5590 |
APIM
5590
Agate Pass Investment Management
Bainbridge Island,
Washington
| $271M | +$15.8M | +6% | 13.7% | 68% | 113 | 10.62% | 3.3 |
|
| 5591 |
ESC
5591
Eurizon SLJ Capital
London,
| $271M | +$60.9M | +29% | 26.9% | – | 179 | 10.61% | 0.4 |
|
| 5592 |
AWM
5592
AAF Wealth Management
Westborough,
Massachusetts
| $271M | +$27.3M | +11% | 12.7% | 65.8% | 61 | 18.03% | 2.8 |
|
| 5593 |
OGF
5593
Orin Green Financial
San Diego,
California
| $271M | +$27.3M | +11% | 13.3% | 53.3% | 84 | 8.33% | 1.1 |
|
| 5594 |
MCM
5594
M1 Capital Management
Bloomfield Hills,
Michigan
| $271M | +$53.8M | +25% | 16.1% | – | 122 | 16.39% | 1.1 |
|
| 5595 |
AAG
5595
Avalon Advisory Group
Wexford,
Pennsylvania
| $271M | +$22.9M | +9% | 9.68% | 41.4% | 14 | 14.29% | 4 |
|
| 5596 |
IWS
5596
Integrity Wealth Solutions
Denver,
Colorado
| $271M | +$16.1M | +6% | 10.9% | – | 139 | 13.67% | 1.8 |
|
| 5597 |
KC
5597
Kaleidoscope Capital
Boston,
Massachusetts
| $271M | +$10.9M | +4% | 8.51% | – | 16 | 6.25% | 2.3 |
|
| 5598 |
PWS
5598
Peloton Wealth Strategists
Indianapolis,
Indiana
| $271M | +$23.3M | +9% | 11.2% | 51.3% | 94 | 11.7% | 3.5 |
|
| 5599 |
BH
5599
Burk Holdings
Tulsa,
Oklahoma
| $271M | +$37.2M | +16% | 12.3% | – | 698 | 10.89% | 0.4 |
|
| 5600 |
HWM
5600
Howard Wealth Management
Madison,
Connecticut
| $270M | +$32.9M | +14% | 11.9% | 60.3% | 156 | 8.97% | 2.8 |
|