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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
RWM
5601
Refined Wealth Management
Salt Lake City,
Utah
| $119M | – | – | 5.06% | 76.8% | 20 | – | 0 |
|
| 5602 |
CIM
5602
Courant Investment Management
Franklin,
Tennessee
| $119M | -$1.54M | -1% | 2.74% | 33.5% | 11 | 9.09% | 12 |
|
| 5603 |
NWA
5603
Navis Wealth Advisors
Rye Brook,
New York
| $119M | -$10.1M | -8% | 4.01% | 107% | 121 | 23.97% | 1.7 |
|
| 5604 |
PWM
5604
Provident Wealth Management
Brentwood,
Tennessee
| $119M | +$28.6M | +32% | 5.14% | 53.3% | 79 | 18.99% | 3.5 |
|
| 5605 |
CP
5605
Clayton Partners
Berkeley,
California
| $119M | +$15.5M | +15% | 8.9% | 109% | 42 | 28.57% | 0.8 |
|
| 5606 |
SPG
5606
Snow Phipps Group
New York
| $119M | – | – | 32.1% | 58% | 2 | – | 5 |
|
| 5607 |
SWM
5607
Salvus Wealth Management
Red Bank,
New Jersey
| $119M | +$11.6M | +11% | 8.2% | 104% | 98 | 17.35% | 1.7 |
|
| 5608 |
NED
5608
Nancy E. Dempze
| $119M | +$5.47M | +5% | 7.06% | 83.1% | 71 | 11.27% | 16.1 |
|
| 5609 |
WFA
5609
Wells Financial Advisors
Framingham,
Massachusetts
| $119M | +$7.09M | +6% | 6.37% | 54% | 62 | 1.61% | 1.9 |
|
| 5610 |
ACM
5610
Avalon Capital Management
Port Of Redwood City,
California
| $119M | +$11.1M | +10% | 7.37% | 151% | 36 | 47.22% | 5.8 |
|
| 5611 |
CWM
5611
Cadence Wealth Management
Westborough,
Massachusetts
| $118M | +$7.77M | +7% | 5.83% | 56.4% | 39 | 30.77% | 0.8 |
|
| 5612 |
CCA
5612
Cruiser Capital Advisors
Stamford,
Connecticut
| $118M | +$6.75M | +6% | 5.23% | 192% | 63 | 34.92% | 2.6 |
|
| 5613 |
PWM
5613
Pacific Wealth Management
San Diego,
California
| $118M | +$1.99M | +2% | 5.63% | 72.8% | 13 | 38.46% | 1.7 |
|
| 5614 |
SMC
5614
S. Muoio & Co
New York
| $118M | +$24.6M | +26% | 12.8% | 327% | 115 | 45.22% | 7.2 |
|
| 5615 |
HIP
5615
HPS Investment Partners
New York
| $118M | -$23.2M | -16% | 22.3% | 55.9% | 5 | 40% | 2 |
|
| 5616 |
GAM
5616
GVO Asset Management
Zug,
Switzerland
| $118M | +$18.5M | +19% | 18.8% | 71.2% | 68 | 14.71% | 1.4 |
|
| 5617 |
SWA
5617
Safir Wealth Advisors
Greenland,
New Hampshire
| $118M | +$8.77M | +8% | 4.83% | 46.4% | 14 | 14.29% | 1.8 |
|
| 5618 |
VFG
5618
V2 Financial group
Naperville,
Illinois
| $118M | +$6.84M | +6% | 6.76% | 63.3% | 61 | 13.11% | 1.7 |
|
| 5619 |
YSP
5619
Yarra Square Partners
New York
| $118M | -$4.8M | -4% | 7.25% | 55.9% | 21 | 28.57% | 1.5 |
|
| 5620 |
FSCP
5620
Franklin Street Capital Partners
New York
| $118M | -$7.82M | -6% | 3.66% | – | 56 | 58.93% | 1.3 |
|
| 5621 |
GWA
5621
GGM Wealth Advisors
Baltimore,
Maryland
| $118M | -$7.56M | -6% | 6.54% | 25.9% | 93 | 9.68% | 1.7 |
|
| 5622 |
NCMW
5622
Northern Capital Management (Washington)
Spokane,
Washington
| $118M | +$7.66M | +7% | 6.8% | 80% | 44 | 9.09% | 1.9 |
|
| 5623 |
NTIMCH
5623
New Thinking Investment Management Company (HK)
Hong Kong
| $118M | – | – | 31.4% | – | 5 | – | 0 |
|
| 5624 |
RRC
5624
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $118M | +$30.1M | +34% | 3.8% | 28.6% | 47 | 8.51% | 11.3 |
|
| 5625 |
RA
5625
Raffles Associates
New York
| $118M | +$19.3M | +20% | 7.33% | 50% | 51 | 37.25% | 7.2 |
|