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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 |
EPW
5601
Evergreen Private Wealth
Greenwood Village,
Colorado
| $270M | +$23M | +9% | 16.3% | – | 91 | 7.69% | 2.2 |
|
| 5602 |
AFO
5602
Allie Family Office
Miami,
Florida
| $270M | +$41M | +18% | 9.76% | 59% | 125 | 32% | 2.4 |
|
| 5603 |
CCAM
5603
Cascades Capital Asset Management
Greensboro,
North Carolina
| $270M | +$31.8M | +13% | 16.2% | – | 178 | 17.42% | 1.2 |
|
| 5604 |
CC
5604
Citrine Capital
San Francisco,
California
| $270M | +$39.5M | +17% | 9.03% | – | 66 | 21.21% | 0.9 |
|
| 5605 |
E
5605
EntreWealth
Austin,
Texas
| $270M | +$46.8M | +21% | 9.1% | – | 147 | 34.01% | 0.8 |
|
| 5606 |
PFWA
5606
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $270M | +$28.8M | +12% | 11.8% | 72% | 155 | 21.94% | 3.3 |
|
| 5607 |
NF
5607
NavPoint Financial
Prior Lake,
Minnesota
| $270M | +$22.6M | +9% | 5.31% | – | 75 | 6.67% | 1.7 |
|
| 5608 |
VP
5608
Verisail Partners
Chamblee,
Georgia
| $270M | +$23.3M | +9% | 8.68% | – | 28 | 17.86% | 1.2 |
|
| 5609 |
TW
5609
Titan Wealth
St Peter Port,
| $269M | +$37.8M | +16% | 19% | – | 56 | 17.86% | 0.4 |
|
| 5610 |
RA
5610
Rosalind Advisors
Toronto,
Ontario, Canada
| $269M | +$20.3M | +8% | 22.9% | – | 45 | 42.22% | 1 |
|
| 5611 |
GPFA
5611
Game Plan Financial Advisors
Westlake,
Ohio
| $269M | +$46.9M | +21% | 18.8% | – | 492 | 35.37% | 1.7 |
|
| 5612 |
PM
5612
Plustick Management
Charlottesville,
Virginia
| $269M | +$61.9M | +30% | 77.6% | 1,667% | 32 | 56.25% | 0.7 |
|
| 5613 |
ZEP
5613
Zeno Equity Partners
London,
United Kingdom
| $269M | +$22.6M | +9% | 8.83% | – | 16 | 18.75% | 1.1 |
|
| 5614 |
LBW
5614
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $269M | -$221M | -45% | 3.84% | – | 7 | 14.29% | 0.5 |
|
| 5615 |
5W
5615
5T Wealth
Napa,
California
| $269M | +$15.5M | +6% | 10.8% | – | 139 | 10.79% | 1.1 |
|
| 5616 |
VFG
5616
V2 Financial group
Naperville,
Illinois
| $268M | +$53.7M | +25% | 15.8% | 63.3% | 127 | 18.11% | 2.5 |
|
| 5617 |
OCP
5617
Oakcliff Capital Partners
New York
| $268M | +$41.8M | +18% | 13% | 133% | 9 | 11.11% | 5.4 |
|
| 5618 |
OHWP
5618
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $268M | -$159M | -37% | 11.5% | 64.7% | 299 | 32.11% | 3 |
|
| 5619 |
CLA
5619
Carnegie Lake Advisors
Princeton,
New Jersey
| $268M | +$16.4M | +7% | 13.1% | – | 176 | 9.66% | 1.5 |
|
| 5620 |
MRI
5620
Mad River Investors
Boston,
Massachusetts
| $268M | -$9.76M | -4% | 1.69% | 225% | 33 | 12.12% | 3.6 |
|
| 5621 |
MI
5621
Moneywise Inc
Forest,
Virginia
| $268M | +$39M | +17% | 13.8% | 58% | 89 | 11.24% | 3 |
|
| 5622 |
AP
5622
Aspect Partners
Fairfax,
Virginia
| $268M | +$23.4M | +10% | 9.88% | – | 766 | 18.8% | 1.8 |
|
| 5623 |
AB
5623
ANB Bank
Denver,
Colorado
| $268M | +$20.8M | +8% | 14.6% | – | 140 | 17.86% | 1.1 |
|
| 5624 |
EMC
5624
Everest Management Corp
Cupertino,
California
| $268M | +$70.6M | +36% | 18.3% | – | 89 | 23.6% | 1 |
|
| 5625 |
EAIC
5625
Empower Annuity Insurance Company
Hartford,
Connecticut
| $268M | +$197K | +0.1% | 0.07% | 0.86% | 1 | 0% | 3.5 |
|