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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 |
WWM
5601
Westwood Wealth Management
Los Angeles,
California
| $111M | +$24.6M | +28% | 5.52% | 425% | 45 | 15.56% | 0.6 |
|
| 5602 |
ADBIC
5602
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $111M | -$9.12M | -8% | 6.69% | 83.3% | 83 | 26.51% | 4.6 |
|
| 5603 |
6C
5603
6elm Capital
New York
| $111M | +$53.9M | +94% | 4.79% | – | 15 | 40% | 0.3 |
|
| 5604 |
SCA
5604
Sandy Cove Advisors
Hingham,
Massachusetts
| $111M | +$1.1M | +1% | 4.53% | 78% | 80 | 11.25% | 0.7 |
|
| 5605 |
SAM
5605
Silphium Asset Management
London,
United Kingdom
| $111M | +$45.2M | +69% | 24% | 128% | 54 | 66.67% | 0.3 |
|
| 5606 |
WAM
5606
Walker Asset Management
Verona,
Missouri
| $111M | +$154K | +0.1% | 1.37% | 87.6% | 92 | 9.78% | 0.7 |
|
| 5607 |
UAM
5607
Unison Asset Management
North Miami Beach,
Florida
| $111M | +$8.71M | +9% | 3.86% | 81.4% | 34 | 26.47% | 1.3 |
|
| 5608 |
WFA
5608
WMG Financial Advisors
Knoxville,
Tennessee
| $111M | -$4.3M | -4% | 6.11% | 68% | 154 | 16.23% | 0.6 |
|
| 5609 |
SI
5609
Schusterman Interests
Tulsa,
Oklahoma
| $111M | +$16.4M | +17% | 16.6% | 344% | 14 | 28.57% | 0.6 |
|
| 5610 |
WOSD
5610
WFA of San Diego
San Diego,
California
| $111M | -$5.79M | -5% | 3.94% | – | 438 | 80.59% | 1.7 |
|
| 5611 |
ACMA
5611
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $111M | +$6.01M | +6% | 0.36% | 62.7% | 103 | 10.68% | 0.7 |
|
| 5612 |
BFA
5612
Buttonwood Financial Advisors
Baltimore,
Maryland
| $111M | +$64K | +0.1% | 4.51% | 73.4% | 73 | 5.48% | 0.6 |
|
| 5613 |
RCM
5613
Riverpark Capital Management
New York
| $111M | -$9.32M | -8% | 1.23% | 152% | 34 | 23.53% | 3.7 |
|
| 5614 |
NFG
5614
Northeast Financial Group
Tannersville,
Pennsylvania
| $111M | -$7.59M | -6% | 4.81% | 31.6% | 36 | 22.22% | 1.3 |
|
| 5615 |
PCMM
5615
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $111M | +$13.5M | +14% | 4.69% | 94% | 44 | 22.73% | 1.3 |
|
| 5616 |
LCM
5616
Lynx1 Capital Management
San Juan,
Puerto Rico
| $111M | -$6.52M | -6% | 5.46% | 883% | 12 | 0% | 0.6 |
|
| 5617 |
RWM
5617
Refined Wealth Management
Salt Lake City,
Utah
| $111M | -$1M | -0.9% | 2.31% | 99.6% | 25 | 0% | 1 |
|
| 5618 |
KCFA
5618
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $111M | +$7.89M | +8% | 5.48% | 95.1% | 119 | 12.61% | 0.7 |
|
| 5619 |
MFG
5619
MTM Financial Group
Bethlehem,
Pennsylvania
| $111M | -$3.47M | -3% | 3.57% | 36.5% | 50 | 8% | 0.5 |
|
| 5620 |
FB
5620
First Bancorp
Damariscotta,
Maine
| $110M | +$4.73M | +4% | 6.38% | 73.8% | 112 | 11.61% | 1.2 |
|
| 5621 |
BC
5621
Bowman & Company
Oshkosh,
Wisconsin
| $110M | -$4.22M | -4% | 4.69% | 59.7% | 86 | 19.77% | 0.6 |
|
| 5622 |
LHWM
5622
Lake Hills Wealth Management
Austin,
Texas
| $110M | -$25M | -18% | 0% | 83.7% | 56 | 98.21% | 0 |
|
| 5623 |
MCM
5623
Masterton Capital Management
New York
| $110M | +$27M | +32% | 5.04% | 1.94% | 25 | 44% | 0.5 |
|
| 5624 |
KCM
5624
Khrom Capital Management
Miami Beach,
Florida
| $110M | +$9.57M | +10% | 13% | 35.6% | 16 | 31.25% | 0.8 |
|
| 5625 |
DB
5625
Dravo Bay
Rehoboth Beach,
Delaware
| $110M | -$6.91M | -6% | 6.41% | 45.2% | 43 | 18.6% | 0.7 |
|