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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
AIA
5676
Alternative Investment Advisors
Maitland,
Florida
| $263M | +$33.8M | +15% | 15.6% | 70.2% | 92 | 32.61% | 1.3 |
|
| 5677 |
CCM
5677
Cambridge Capital Management
O'fallon,
Illinois
| $263M | +$30.9M | +13% | 11.3% | – | 48 | 10.42% | 1.9 |
|
| 5678 |
HP
5678
Haven Private
Orlando,
Florida
| $263M | +$33.4M | +15% | 12.1% | – | 182 | 14.84% | 1.1 |
|
| 5679 |
BCM
5679
Birmingham Capital Management
Birmingham,
Alabama
| $263M | +$25.9M | +11% | 18.2% | 103% | 92 | 5.43% | 9.9 |
|
| 5680 |
5SA
5680
5th Street Advisors
Southport,
Connecticut
| $263M | +$30.7M | +13% | 9.66% | 47.5% | 58 | 12.07% | 1.5 |
|
| 5681 |
PCA
5681
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $263M | +$35.2M | +15% | 13% | – | 198 | 19.7% | 1 |
|
| 5682 |
FF
5682
Financial Futures
Brielle,
New Jersey
| $263M | +$35M | +15% | 11.2% | 48.5% | 84 | 19.05% | 2.2 |
|
| 5683 |
MPW
5683
Melone Private Wealth
Auburn Hills,
Michigan
| $263M | +$17.7M | +7% | 8.35% | 30.3% | 61 | 6.56% | 3.2 |
|
| 5684 |
MWM
5684
Massachusetts Wealth Management
North Andover,
Massachusetts
| $262M | +$31.8M | +14% | 21.4% | 106% | 99 | 2.02% | 2.6 |
|
| 5685 |
FAG
5685
Fortitude Advisory Group
Gig Harbor,
Washington
| $262M | +$39.4M | +18% | 25% | 131% | 252 | 16.27% | 2.6 |
|
| 5686 |
MWM
5686
MOKAN Wealth Management
Overland Park,
Kansas
| $262M | +$35.8M | +16% | 20.5% | – | 126 | 38.1% | 1 |
|
| 5687 |
EWS
5687
Eagle Wealth Strategies
West Deptford,
New Jersey
| $262M | +$33.7M | +15% | 17.5% | – | 126 | 15.87% | 1.7 |
|
| 5688 |
WAM
5688
Werlinich Asset Management
Stamford,
Connecticut
| $262M | +$55.5M | +27% | 49.1% | 232% | 62 | 16.13% | 3.5 |
|
| 5689 |
TLCM
5689
Twin Lakes Capital Management
Redwood Shores,
California
| $262M | +$41.6M | +19% | 33.7% | 131% | 223 | 8.52% | 3.9 |
|
| 5690 |
EF
5690
Exeter Financial
Scottsdale,
Arizona
| $261M | +$16.5M | +7% | 8.85% | 59.1% | 103 | 6.8% | 5.9 |
|
| 5691 |
SBCM
5691
Silverberg Bernstein Capital Management
Armonk,
New York
| $261M | +$79.5M | +44% | 56% | 133% | 71 | 5.63% | 2 |
|
| 5692 |
FAM
5692
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| $261M | +$43.1M | +20% | 11% | – | 104 | 15.38% | 0.9 |
|
| 5693 |
NI
5693
NYL Investors
New York
| $261M | -$3.83M | -1% | 3.95% | 12.7% | 31 | 6.45% | 5.7 |
|
| 5694 |
NFG
5694
Northbridge Financial Group
Tampa,
Florida
| $261M | +$28.4M | +12% | 18.6% | – | 188 | 12.23% | 0.4 |
|
| 5695 |
HFS
5695
Horizon Financial Services
Winston Salem,
North Carolina
| $261M | +$34.5M | +15% | 10.9% | 39.5% | 610 | 38.52% | 1 |
|
| 5696 |
BW
5696
Bravera Wealth
Bismarck,
North Dakota
| $261M | +$38.7M | +17% | 13.5% | – | 418 | 17.7% | 0.5 |
|
| 5697 |
VEA
5697
Virtus ETF Advisers
New York
| $261M | +$45.6M | +21% | 32.1% | 177% | 585 | 28.38% | 0.8 |
|
| 5698 |
RAM
5698
Revere Asset Management
Dallas,
Texas
| $261M | +$65.4M | +33% | 50.1% | 592% | 49 | 69.39% | 0.6 |
|
| 5699 |
TAM
5699
Tealwood Asset Management
Minneapolis,
Minnesota
| $261M | +$40.7M | +19% | 32.5% | 128% | 128 | 13.28% | 3.8 |
|
| 5700 |
RF
5700
Robbins Farley
Bedford,
New Hampshire
| $260M | +$34.5M | +15% | 17.7% | 98.2% | 157 | 8.92% | 3 |
|