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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
APC
5751
Asset Planning Corporation
Knoxville,
Tennessee
| $103M | +$6.59M | +7% | 4.29% | 44.5% | 31 | 6.45% | 1.8 |
|
| 5752 |
AWG
5752
Altus Wealth Group
Colorado Springs,
Colorado
| $102M | +$1.76M | +2% | 5.89% | 68.6% | 172 | 34.88% | 1.9 |
|
| 5753 |
CC
5753
Cypress Capital
Franklin,
Tennessee
| $102M | -$143M | -58% | 6.85% | 39.8% | 125 | 31.2% | 4.8 |
|
| 5754 |
SWAG
5754
Spectrum Wealth Advisory Group
Granite Bay,
California
| $102M | -$2.55M | -2% | 6.75% | 67.9% | 46 | 19.57% | 4.9 |
|
| 5755 |
CC
5755
Copperleaf Capital
Raleigh,
North Carolina
| $102M | +$8.43M | +9% | 6.01% | 102% | 60 | 3.33% | 3.8 |
|
| 5756 |
JMF
5756
Johnson Midwest Financial
Glidden,
Iowa
| $102M | +$6.09M | +6% | 4.34% | 58.6% | 310 | 13.87% | 1.7 |
|
| 5757 |
BCM
5757
Beaumont Capital Management
Boston,
Massachusetts
| $102M | +$915K | +0.9% | 5.98% | 45.4% | 38 | 47.37% | 1.2 |
|
| 5758 |
SC
5758
Soundwatch Capital
Rowayton,
Connecticut
| $101M | -$173M | -63% | 8.06% | 68.6% | 25 | 64% | 4.2 |
|
| 5759 |
CPI
5759
Crestview Partners II
New York
| $101M | +$1.9M | +2% | 14.7% | 157% | 2 | 0% | 17 |
|
| 5760 |
DAM
5760
Draper Asset Management
Smithtown,
New York
| $101M | +$8.27M | +9% | 13.6% | 187% | 61 | 32.79% | 1.5 |
|
| 5761 |
SAM
5761
Stringer Asset Management
Memphis,
Tennessee
| $101M | +$5.22M | +5% | 5.15% | 16.4% | 36 | 25% | 4.5 |
|
| 5762 |
NC
5762
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $101M | -$67.8M | -40% | 5.82% | 116% | 3 | 66.67% | 4 |
|
| 5763 |
MRL
5763
Mantle Ridge LP
New York
| $101M | -$1.43M | -1% | 1.39% | 44.2% | 1 | 0% | 7 |
|
| 5764 |
LSC
5764
Lesa Sroufe & Co
Seattle,
Washington
| $100M | +$10.3M | +11% | 10.9% | – | 74 | 10.81% | 13.2 |
|
| 5765 |
AIM
5765
Aurora Investment Managers
Naples,
Florida
| $100M | +$8.94M | +10% | 6.98% | 47% | 29 | 13.79% | 3.9 |
|
| 5766 |
BCM
5766
Burrage Capital Management
Boston,
Massachusetts
| $99.7M | -$23.7M | -19% | 15% | – | 30 | 36.67% | 3.1 |
|
| 5767 |
LRI
5767
Linden Rose Investment
Sugar Land,
Texas
| $99.4M | -$5.57M | -5% | 10.8% | – | 6 | 0% | 2 |
|
| 5768 |
CWM
5768
Comprehensive Wealth Management
Lynnwood,
Washington
| $99.4M | +$17.2M | +21% | 5.36% | 36.9% | 15 | 33.33% | 1.1 |
|
| 5769 |
NICM
5769
Neo Ivy Capital Management
New York
| $99.1M | +$7.84M | +9% | 2.53% | – | 670 | 67.91% | 1 |
|
| 5770 |
WCM
5770
Weld Capital Management
New York
| $98.8M | -$138M | -58% | 6.75% | – | 417 | 78.42% | 0.6 |
|
| 5771 |
CCM
5771
Community Capital Management
Plantation,
Florida
| $98.8M | +$8.05M | +9% | 7.51% | 55.6% | 113 | 48.67% | 4 |
|
| 5772 |
ALS
5772
Andrew L. Share
| $98.7M | +$5.78M | +6% | 29.9% | 14.8% | 3 | 33.33% | 5.3 |
|
| 5773 |
POIA
5773
Pin Oak Investment Advisors
Houston,
Texas
| $98.3M | -$19.4M | -16% | 9.89% | 62.7% | 439 | 15.49% | 9.4 |
|
| 5774 |
QWM
5774
QP Wealth Management
Eatontown,
New Jersey
| $97.7M | +$5.79M | +6% | 6.45% | – | 82 | 30.49% | 3.9 |
|
| 5775 |
BBW
5775
Blue Barn Wealth
Orem,
Utah
| $97.5M | – | – | 5.43% | 46.4% | 69 | – | 0 |
|