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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
4FG
5601
4Thought Financial Group
Syosset,
New York
| $115M | +$4.26M | +4% | 0.79% | 37.6% | 100 | 1% | 0.5 |
|
| 5602 |
WFM
5602
Wolff Financial Management
Kalamazoo,
Michigan
| $115M | – | – | 0.43% | 52.8% | 39 | – | 1.9 |
|
| 5603 |
ETM
5603
Euclidean Technologies Management
Seattle,
Washington
| $115M | -$10.4M | -8% | 4.92% | 124% | 106 | 33.02% | 0.9 |
|
| 5604 |
4WM
5604
4J Wealth Management
Alexandria,
Virginia
| $115M | +$487K | +0.4% | 0.41% | 68.2% | 77 | 6.49% | 0.7 |
|
| 5605 |
PL
5605
Protective Life
Birmingham,
Alabama
| $115M | +$1.04M | +0.9% | 0.86% | 38.4% | 13 | 0% | 2.6 |
|
| 5606 |
AWM
5606
Accurate Wealth Management
Wesley Chapel,
Florida
| $115M | +$1.11M | +1% | 1.03% | 93.2% | 154 | 24.68% | 0.2 |
|
| 5607 |
AM
5607
Ampfield Management
New York
| $115M | -$7.79M | -6% | 7.72% | 56.9% | 18 | 38.89% | 0.3 |
|
| 5608 |
GCCM
5608
Green Court Capital Management
Hong Kong
| $114M | – | – | 7.08% | 33.4% | 2 | – | 0 |
|
| 5609 |
ASA
5609
Armstrong Shaw Associates
New Canaan,
Connecticut
| $114M | -$746K | -0.6% | 0.54% | 51.2% | 44 | 4.55% | 4.8 |
|
| 5610 |
OIM
5610
Orca Investment Management
Roseburg,
Oregon
| $114M | +$3.27M | +3% | 2.08% | 122% | 64 | 4.69% | 4.4 |
|
| 5611 |
AC
5611
Applied Capital
Little Rock,
Arkansas
| $114M | +$9.96M | +10% | 1.62% | 52.6% | 48 | 10.42% | 0.5 |
|
| 5612 |
FFM
5612
FengHe Fund Management
Singapore
| $114M | -$76M | -40% | 12.9% | 902% | 20 | 50% | 0.4 |
|
| 5613 |
MFG
5613
Menard Financial Group
Houston,
Texas
| $114M | +$8.45M | +8% | 1.21% | 141% | 169 | 18.34% | 0.8 |
|
| 5614 |
BBW
5614
Blue Barn Wealth
Orem,
Utah
| $114M | +$16.6M | +17% | 0.49% | 46.4% | 109 | 39.45% | 0.2 |
|
| 5615 |
UOMF
5615
University of Massachusetts Foundation
Newton,
Massachusetts
| $114M | -$2.39M | -2% | 2.74% | 53.6% | 5 | 20% | 1.1 |
|
| 5616 |
APC
5616
Aristotle Pacific Capital
Newport Beach,
California
| $114M | +$6.47M | +6% | 0.99% | 1.84% | 19 | 15.79% | 0.7 |
|
| 5617 |
JIC
5617
Juniper Investment Company
New York
| $114M | -$37M | -25% | 9.77% | 358% | 12 | 25% | 1.4 |
|
| 5618 |
PFA
5618
Peak Financial Advisors
Denver,
Colorado
| $114M | -$2.56M | -2% | 1.21% | 40.1% | 84 | 34.52% | 0.5 |
|
| 5619 |
EGA
5619
Evermore Global Advisors
Summit,
New Jersey
| $114M | -$785K | -0.7% | 1.87% | 133% | 19 | 26.32% | 2.2 |
|
| 5620 |
FHC
5620
Fort Henry Capital
Wheeling,
West Virginia
| $114M | -$106K | -0.1% | 0.67% | 37% | 13 | 7.69% | 0.6 |
|
| 5621 |
PHIMC
5621
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $114M | -$266K | -0.2% | 0.9% | 82.6% | 59 | 8.47% | 4.6 |
|
| 5622 |
ACM
5622
Alethea Capital Management
Mercer Island,
Washington
| $114M | -$45.4M | -29% | 18.1% | 275% | 113 | 53.1% | 2 |
|
| 5623 |
SLWS
5623
Swaine & Leidel Wealth Services
Sebring,
Florida
| $113M | – | – | 1.38% | – | 59 | – | 1 |
|
| 5624 |
EL
5624
EMFO LLC
Weston,
Florida
| $113M | -$1.05M | -0.9% | 2.46% | 25.8% | 368 | 14.4% | 0.2 |
|
| 5625 |
WCM
5625
Washington Capital Management
Seattle,
Washington
| $113M | +$30.4M | +37% | 2.34% | 76.9% | 127 | 34.65% | 2.2 |
|