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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
NEPPG
5626
New England Professional Planning Group
Westerly,
Rhode Island
| $268M | +$28.7M | +12% | 13.4% | 59% | 52 | 9.62% | 4.7 |
|
| 5627 |
SSW
5627
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $268M | +$38.8M | +17% | 21% | 90.2% | 164 | 13.41% | 4.5 |
|
| 5628 |
WSIB
5628
Washington State Investment Board
Olympia,
Washington
| $268M | +$16.6M | +7% | 7.05% | 567% | 2 | 0% | 4.9 |
|
| 5629 |
CFS
5629
Compass Financial Services
West Des Moines,
Iowa
| $268M | +$36.7M | +16% | 12.4% | – | 58 | 5.17% | 1.3 |
|
| 5630 |
HCM
5630
HMS Capital Management
Nashville,
Tennessee
| $267M | +$8.83M | +3% | 29.1% | 130% | 123 | 10.57% | 3.1 |
|
| 5631 |
JWWM
5631
Johnson & White Wealth Management
York,
Pennsylvania
| $267M | +$31M | +13% | 14.9% | 76.5% | 118 | 11.02% | 1.9 |
|
| 5632 |
FGG
5632
Financial Guidance Group
Palm Harbor,
Florida
| $267M | +$18.5M | +7% | 9.61% | 52% | 92 | 4.35% | 2.7 |
|
| 5633 |
FPN
5633
Financial Planning Navigators
Maple Grove,
Minnesota
| $267M | +$39.1M | +17% | 11.8% | – | 72 | 31.94% | 0.3 |
|
| 5634 |
RI
5634
Ridgewood Investments
Springfield,
New Jersey
| $267M | +$22.7M | +9% | 12.1% | – | 221 | 11.76% | 3.7 |
|
| 5635 |
EW
5635
Element Wealth
Ridgeland,
Mississippi
| $267M | +$24.8M | +10% | 14.6% | 59.6% | 224 | 12.05% | 3.4 |
|
| 5636 |
FA
5636
FF Advisors
Manhattan Beach,
California
| $267M | +$20.2M | +8% | 14% | – | 127 | 13.39% | 1.7 |
|
| 5637 |
DFG
5637
Dupree Financial Group
Lexington,
Kentucky
| $267M | +$18.4M | +7% | 16.6% | 75.8% | 85 | 21.18% | 1.5 |
|
| 5638 |
BWG
5638
Beta Wealth Group
San Diego,
California
| $267M | +$24.9M | +10% | 9.99% | 45.4% | 119 | 10.08% | 2.3 |
|
| 5639 |
FOR
5639
Family Office Research
Bethesda,
Maryland
| $267M | +$36.4M | +16% | 14.9% | – | 91 | 24.18% | 1 |
|
| 5640 |
HBS
5640
Howard Bailey Securities
Fort Wayne,
Indiana
| $267M | +$23.4M | +10% | 9.61% | – | 145 | 32.41% | 1.1 |
|
| 5641 |
SSA
5641
SSA Swiss Advisors
Zurich,
| $266M | +$50.9M | +24% | 14.4% | – | 113 | 22.12% | 0.9 |
|
| 5642 |
MH
5642
Mishpacha Holdings
Road Town,
| $266M | +$143M | +116% | 166% | – | 6 | 66.67% | 0.2 |
|
| 5643 |
FCM
5643
Forager Capital Management
Birmingham,
Alabama
| $266M | +$65.1M | +32% | 30.6% | 52.6% | 11 | 18.18% | 2.6 |
|
| 5644 |
RGF
5644
Retirement Guys Formula
Maumee,
Ohio
| $266M | +$48.2M | +22% | 13% | 70.2% | 168 | 14.29% | 1.8 |
|
| 5645 |
VF
5645
Vawter Financial
Columbus,
Ohio
| $266M | +$27.8M | +12% | 10.3% | 48% | 131 | 6.87% | 1 |
|
| 5646 |
I
5646
IMPACTfolio
Denver,
Colorado
| $266M | +$30.2M | +13% | 12.3% | 51.2% | 37 | 5.41% | 2.7 |
|
| 5647 |
BCA
5647
Ballentine Capital Advisors
Greenville,
South Carolina
| $265M | +$23.8M | +10% | 9.53% | 48.8% | 28 | 10.71% | 2.2 |
|
| 5648 |
WFA
5648
WMG Financial Advisors
Knoxville,
Tennessee
| $265M | +$25.7M | +11% | 12.7% | 68% | 116 | 23.28% | 2.4 |
|
| 5649 |
CSC
5649
Caldwell Sutter Capital
Sausalito,
California
| $265M | +$19.3M | +8% | 12.7% | 79.5% | 957 | 9.82% | 2.6 |
|
| 5650 |
SFP
5650
Strategic Financial Partners
Bend,
Oregon
| $265M | +$33.6M | +15% | 12.7% | 54.8% | 91 | 14.29% | 3.7 |
|