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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
AL
5701
ADE LLC
Baltimore,
Maryland
| $110M | +$9.11M | +9% | 5.38% | 52.2% | 270 | 18.15% | 1.7 |
|
| 5702 |
AC
5702
AWH Capital
Dallas,
Texas
| $110M | +$8.05M | +8% | 18.5% | 183% | 34 | 26.47% | 4.9 |
|
| 5703 |
NWM
5703
Navigation Wealth Management
Fort Collins,
Colorado
| $110M | +$13.3M | +14% | 3.74% | 9.65% | 91 | 40.66% | 0.7 |
|
| 5704 |
CIAS
5704
CFS Investment Advisory Services
Totowa,
New Jersey
| $110M | – | – | 6.08% | 54.1% | 27 | – | 0.7 |
|
| 5705 |
SFMG
5705
Sage Financial Management Group
Mclean,
Virginia
| $110M | -$20.2M | -16% | 6.08% | 47.3% | 123 | 78.05% | 2 |
|
| 5706 |
CFG
5706
CNO Financial Group
Carmel,
Indiana
| $110M | -$15.3M | -12% | 0.91% | – | 14 | 57.14% | 3 |
|
| 5707 |
EPWM
5707
Essex Private Wealth Management
Topsfield,
Massachusetts
| $110M | +$4.74M | +5% | 6.15% | 29.3% | 66 | 7.58% | 5 |
|
| 5708 |
MVA
5708
Mount Vernon Associates
Baltimore,
Maryland
| $109M | +$7.38M | +7% | 7.88% | 119% | 57 | 1.75% | 19.9 |
|
| 5709 |
FC
5709
Farley Capital
New York
| $109M | +$6.76M | +7% | 5.12% | 105% | 19 | 21.05% | 15.4 |
|
| 5710 |
DCM
5710
Dean Capital Management
Overland Park,
Kansas
| $109M | -$39.1M | -26% | 1.85% | 89.7% | 87 | 26.44% | 3.7 |
|
| 5711 |
TC
5711
Tsai Capital
New York
| $109M | +$7.66M | +8% | 7.96% | 29.2% | 18 | 0% | 1.8 |
|
| 5712 |
HPM
5712
Hudson Portfolio Management
Garrison,
New York
| $109M | +$4.95M | +5% | 5.48% | – | 103 | 13.59% | 0.9 |
|
| 5713 |
HBT
5713
Heartland Bank & Trust
Bloomington,
Illinois
| $109M | -$771K | -0.7% | 11.5% | 105% | 162 | 62.96% | 1 |
|
| 5714 |
AWM
5714
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $108M | -$17.3M | -14% | 7.67% | 73.1% | 160 | 28.13% | 5 |
|
| 5715 |
HFAS
5715
Hummer Financial Advisory Services
Chicago,
Illinois
| $108M | +$5.32M | +5% | 6.32% | 71.8% | 110 | 9.09% | 4.8 |
|
| 5716 |
OC
5716
Oppenheimer & Close
New York
| $108M | +$19.1M | +22% | 11% | 149% | 58 | 13.79% | 13.4 |
|
| 5717 |
LAM
5717
L2 Asset Management
Wayland,
Massachusetts
| $108M | +$10.8M | +11% | 6.84% | 128% | 107 | 34.58% | 2.7 |
|
| 5718 |
JFS
5718
JD Financial Services
Carlisle,
Pennsylvania
| $108M | +$28.9M | +37% | 4.58% | – | 47 | 36.17% | 1.4 |
|
| 5719 |
GWM
5719
Greenhouse Wealth Management
Westport,
Connecticut
| $108M | +$7.02M | +7% | 7.45% | 78.8% | 53 | 5.66% | 2 |
|
| 5720 |
1CP
5720
17 Capital Partners
Pheonix,
Arizona
| $108M | – | – | 10.1% | – | 99 | – | 0 |
|
| 5721 |
PSC
5721
Piper Sandler & Co
Minneapolis,
Minnesota
| $108M | -$12.8M | -11% | 0.02% | 0.04% | 18 | 16.67% | 1.5 |
|
| 5722 |
TC
5722
Tenret Company
Tampa,
Florida
| $108M | – | – | 5% | – | 25 | – | 0 |
|
| 5723 |
OWA
5723
Opal Wealth Advisors
Jericho,
New York
| $107M | +$15.5M | +17% | 7.73% | 55.6% | 94 | 22.34% | 1.6 |
|
| 5724 |
APC
5724
Aristotle Pacific Capital
Newport Beach,
California
| $107M | -$46.8M | -30% | 3.24% | 1.84% | 22 | 22.73% | 1.9 |
|
| 5725 |
DAM
5725
Derbend Asset Management
Peachtree City,
Georgia
| $107M | – | – | 9.43% | 23.9% | 87 | – | 0 |
|