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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
RWS
5726
Resolute Wealth Strategies
Jackson,
Mississippi
| $258M | +$26.4M | +11% | 15.2% | 105% | 140 | 24.29% | 7.6 |
|
| 5727 |
M1FG
5727
Mach-1 Financial Group
Rogers,
Arkansas
| $258M | -$26M | -9% | 12.9% | 83.4% | 182 | 39.56% | 3.3 |
|
| 5728 |
BPCM
5728
Beach Point Capital Management
Santa Monica,
California
| $258M | +$3.99M | +2% | 21.7% | 110% | 14 | 21.43% | 5 |
|
| 5729 |
DC
5729
Darrow Company
Needham,
Massachusetts
| $258M | +$35.9M | +16% | 11.6% | 41.1% | 60 | 10% | 11 |
|
| 5730 |
LAS
5730
Lloyd Advisory Services
Suwanee,
Georgia
| $258M | -$91.4M | -26% | 8.99% | 47.7% | 1,064 | 62.69% | 1.8 |
|
| 5731 |
FCM
5731
Family Capital Management
Grand Rapids,
Michigan
| $258M | +$33.1M | +15% | 15.6% | 70.5% | 117 | 12.82% | 7.9 |
|
| 5732 |
GHP
5732
Great Hill Partners
Boston,
Massachusetts
| $258M | +$48M | +23% | 22.9% | 24% | 1 | 0% | 16 |
|
| 5733 |
ROC
5733
Robertson Opportunity Capital
Dallas,
Texas
| $258M | -$2.22M | -0.9% | 11.5% | 93.4% | 31 | 9.68% | 26.4 |
|
| 5734 |
IMC
5734
Inherent Management Corp
New York
| $258M | +$60.9M | +31% | 4.62% | – | 12 | 33.33% | 3.3 |
|
| 5735 |
EA
5735
Ergawealth Advisors
Oak Brook,
Illinois
| $258M | +$31.3M | +14% | 12.3% | 47.7% | 58 | 12.07% | 8.8 |
|
| 5736 |
PHM
5736
Prospect Hill Management
Short Hills,
New Jersey
| $257M | +$33.1M | +15% | 13% | 85.1% | 14 | 0% | 18.4 |
|
| 5737 |
BAM
5737
Beaumont Asset Management
Beaumont,
Texas
| $257M | +$35.3M | +16% | 12.5% | 64.3% | 83 | 13.25% | 12 |
|
| 5738 |
TCG
5738
Transcendent Capital Group
Edmond,
Oklahoma
| $257M | +$37.7M | +17% | 16.5% | – | 138 | 26.09% | 6 |
|
| 5739 |
UI
5739
Untitled Investments
New York
| $257M | -$11.6M | -4% | 22.3% | 79.6% | 19 | 21.05% | 6.6 |
|
| 5740 |
NERM
5740
New England Research & Management
Chicago,
Illinois
| $257M | +$20.3M | +9% | 13.5% | 56.4% | 167 | 34.13% | 18 |
|
| 5741 |
GFP
5741
Guardian Financial Partners
Orange,
California
| $257M | +$20.1M | +8% | 11.9% | 50.2% | 74 | 16.22% | 8.2 |
|
| 5742 |
HWA
5742
HMV Wealth Advisors
Shreveport,
Louisiana
| $257M | +$44M | +21% | 11.8% | – | 89 | 8.99% | 4.9 |
|
| 5743 |
LGW
5743
Leslie Global Wealth
Itasca,
Illinois
| $257M | +$67M | +35% | 13.9% | – | 92 | 21.74% | 5 |
|
| 5744 |
6F
5744
626 Financial
Portage,
Michigan
| $257M | +$32.4M | +14% | 13.4% | 71.3% | 133 | 13.53% | 13.1 |
|
| 5745 |
MCP
5745
Miller Capital Partners
Troy,
Michigan
| $257M | +$48.6M | +23% | 34.4% | – | 266 | 4.51% | 2 |
|
| 5746 |
BWM
5746
Birchcreek Wealth Management
Miami Township,
Ohio
| $257M | +$49M | +24% | 23.7% | 80.7% | 138 | 15.94% | 13 |
|
| 5747 |
DJC
5747
Daily Journal Corp
Los Angeles,
California
| $257M | +$16M | +7% | 7.97% | 108% | 4 | 0% | 42.8 |
|
| 5748 |
CB
5748
CNB Bank
Clearfield,
Pennsylvania
| $257M | +$18.9M | +8% | 14% | 91.6% | 534 | 5.24% | 18.8 |
|
| 5749 |
NIA
5749
NBZ Investment Advisors
Knoxville,
Tennessee
| $256M | +$27.4M | +12% | 12.3% | – | 87 | 17.24% | 3.9 |
|
| 5750 |
IWA
5750
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $256M | +$26.1M | +11% | 15.9% | 70.8% | 185 | 10.81% | 13.2 |
|