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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 |
KWM
5751
Kiker Wealth Management
Jasper,
Georgia
| $256M | +$46.8M | +22% | 1.88% | – | 189 | 44.97% | 1 |
|
| 5752 |
MPCL
5752
My Personal CFO LLC
Vancouver,
Washington
| $256M | +$27.8M | +12% | 16.9% | 83.4% | 92 | 5.43% | 5.5 |
|
| 5753 |
SCM
5753
Sage Capital Management
Stockton,
New Jersey
| $256M | +$43.3M | +20% | 22.1% | – | 178 | 14.61% | 7.9 |
|
| 5754 |
BFF
5754
Byrne Financial Freedom
Franklin,
Massachusetts
| $256M | +$47.2M | +23% | 37.2% | – | 124 | 20.97% | 3.9 |
|
| 5755 |
MWM
5755
Meritas Wealth Management
Larkspur,
California
| $256M | +$34.9M | +16% | 10.8% | 63% | 67 | 16.42% | 9.9 |
|
| 5756 |
VPWA
5756
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $256M | +$43.2M | +20% | 10.5% | – | 112 | 11.61% | 6.1 |
|
| 5757 |
PCM
5757
Punch Card Management
Winter Park,
Florida
| $256M | -$14.7M | -5% | 10.5% | 41% | 5 | 0% | 14.2 |
|
| 5758 |
WMS
5758
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| $256M | +$34.9M | +16% | 10.9% | – | 46 | 15.22% | 4.7 |
|
| 5759 |
YWM
5759
Yoder Wealth Management
Walnut Creek,
California
| $256M | +$36.5M | +17% | 15.3% | 69.3% | 133 | 9.77% | 9.3 |
|
| 5760 |
CWL
5760
Causey Wealth LLC
Greenwood Village,
Colorado
| $256M | +$20.3M | +9% | 9.13% | – | 87 | 11.49% | 4.5 |
|
| 5761 |
1M
5761
1248 Management
Kansas City,
Missouri
| $256M | +$40.1M | +19% | 20.8% | – | 162 | 17.9% | 4.1 |
|
| 5762 |
TFG
5762
Tull Financial Group
Chesapeake,
Virginia
| $256M | +$31.5M | +14% | 11.3% | – | 35 | 11.43% | 5.4 |
|
| 5763 |
AA
5763
Altrafin AG
Zurich,
| $255M | -$34.9M | -12% | 22.5% | 97.6% | 56 | 28.57% | 9.7 |
|
| 5764 |
TPF
5764
Tribridge Partners Financial
Columbia,
Maryland
| $255M | +$13.5M | +6% | 9.92% | – | 87 | 13.79% | 3.3 |
|
| 5765 |
MAM
5765
Mainsail Asset Management
Birmingham,
Alabama
| $255M | +$32.4M | +15% | 13.8% | – | 208 | 51.44% | 2.9 |
|
| 5766 |
CWA
5766
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $255M | +$15M | +6% | 14.7% | 57.5% | 297 | 12.46% | 10.3 |
|
| 5767 |
PCM
5767
Politan Capital Management
New York
| $255M | -$730M | -74% | 61.2% | 75.4% | 3 | 33.33% | 15 |
|
| 5768 |
VIPI
5768
Vista Investment Partners II
Richmond,
Indiana
| $255M | +$32.2M | +14% | 21.9% | – | 184 | 27.72% | 4 |
|
| 5769 |
SWM
5769
Shelton Wealth Management
Fort Worth,
Texas
| $255M | +$26.4M | +12% | 19.6% | 88% | 168 | 32.74% | 7.6 |
|
| 5770 |
SFC
5770
Sprinkle Financial Consultants
Littleton,
Colorado
| $255M | +$38.1M | +18% | 11.7% | 64.1% | 108 | 12.96% | 6.8 |
|
| 5771 |
SIF
5771
State Insurance Fund
New York
| $255M | +$38.9M | +18% | 18% | – | 1 | 0% | 10 |
|
| 5772 |
FWP
5772
Flatrock Wealth Partners
Newport Beach,
California
| $255M | +$32.3M | +15% | 17% | – | 193 | 24.35% | 1.6 |
|
| 5773 |
HM
5773
Harvest Management
New York
| $254M | +$48.1M | +23% | 14.6% | 610% | 95 | 74.74% | 1.1 |
|
| 5774 |
MFA
5774
Millington Financial Advisors
Naperville,
Illinois
| $254M | +$16.9M | +7% | 17.7% | 77.5% | 130 | 10% | 7.4 |
|
| 5775 |
EWM
5775
Essex Woodlands Management
The Woodlands,
Texas
| $254M | +$3.69M | +1% | 1.68% | 55% | 5 | 0% | 28.4 |
|