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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
PWS
5776
Paragon Wealth Strategies
Jacksonville,
Florida
| $102M | +$12.6M | +14% | 3.79% | 59.8% | 192 | 89.06% | 0.2 |
|
| 5777 |
CA
5777
CV Advisors
Aventura,
Florida
| $102M | -$3.94M | -4% | 4.01% | 112% | 25 | 12% | 0.7 |
|
| 5778 |
4FG
5778
4Thought Financial Group
Syosset,
New York
| $102M | -$4.86M | -5% | 5.32% | 37.6% | 100 | 9% | 1.4 |
|
| 5779 |
MI
5779
Merk Investments
Menlo Park,
California
| $102M | -$342M | -77% | 2.88% | 303% | 17 | 11.76% | 2 |
|
| 5780 |
SA
5780
swisspartners Advisors
Zurich,
Switzerland
| $102M | -$16.4M | -14% | 5.04% | 73.2% | 26 | 11.54% | 1.9 |
|
| 5781 |
BOM
5781
Bank of Marin
Novato,
California
| $102M | -$11.9M | -10% | 5.58% | 80.3% | 119 | 9.24% | 2.3 |
|
| 5782 |
FCFC
5782
First Citizens Financial Corp
Mason City,
Iowa
| $102M | -$11.8M | -10% | 5.4% | 72.9% | 104 | 15.38% | 2.3 |
|
| 5783 |
APW
5783
Axim Planning & Wealth
Springboro,
Ohio
| $102M | -$27.3M | -21% | 22.9% | 3.66% | 176 | 16.48% | 0.2 |
|
| 5784 |
FWM
5784
Finer Wealth Management
Salem,
Massachusetts
| $102M | -$8M | -7% | 6.04% | 175% | 78 | 1.28% | 0.7 |
|
| 5785 |
NU
5785
Northwestern University
Evanston,
Illinois
| $102M | +$6.16M | +6% | 1.65% | 31.6% | 7 | 42.86% | 2.2 |
|
| 5786 |
PIP
5786
PB Investment Partners
Burlingame,
California
| $102M | -$10.8M | -10% | 6.22% | 81.1% | 10 | 10% | 0.6 |
|
| 5787 |
TF
5787
Threadgill Financial
Spring,
Texas
| $102M | -$18.9M | -16% | 4.95% | 49.3% | 51 | 50.98% | 0.6 |
|
| 5788 |
HCP
5788
Hiddenite Capital Partners
New York
| $101M | +$4.71M | +5% | 0.15% | 523% | 53 | 45.28% | 0.3 |
|
| 5789 |
DEM
5789
Disciplined Equity Management
Neptune Beach,
Florida
| $101M | -$8.83M | -8% | 6.3% | 72.3% | 72 | 36.11% | 0.5 |
|
| 5790 |
MIM
5790
Merrion Investment Management
Cranford,
New Jersey
| $101M | -$1.99M | -2% | 0.28% | 161% | 93 | 9.68% | 1.5 |
|
| 5791 |
ICMP
5791
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $101M | -$7.76M | -7% | 7.11% | 39.7% | 75 | 6.67% | 1.9 |
|
| 5792 |
FA
5792
Financial Advantage
Columbia,
Maryland
| $101M | -$7.52M | -7% | 6.1% | 24.3% | 128 | 5.47% | 3.5 |
|
| 5793 |
BCP
5793
Bluegrass Capital Partners
Palm Beach,
Florida
| $101M | -$9.24M | -8% | 7.92% | 60.1% | 13 | 15.38% | 1.3 |
|
| 5794 |
GL
5794
Gemsstock Ltd
London,
United Kingdom
| $101M | +$23.3M | +30% | 7.55% | 149% | 7 | 28.57% | 0.8 |
|
| 5795 |
VCM
5795
Viewpoint Capital Management
Seattle,
Washington
| $101M | -$5.54M | -5% | 3.43% | 120% | 117 | 5.98% | 0.7 |
|
| 5796 |
UOMF
5796
University of Maryland Foundation
Adelphi,
Maryland
| $101M | -$19.8M | -16% | 5.8% | 51.2% | 7 | 14.29% | 2.3 |
|
| 5797 |
RCF
5797
Rainwater Charitable Foundation
Fort Worth,
Texas
| $101M | -$26.9M | -21% | 5.58% | 44% | 3 | 0% | 1.9 |
|
| 5798 |
HFP
5798
Holistic Financial Partners
Indianapolis,
Indiana
| $101M | -$4.98M | -5% | 4.5% | 95.7% | 98 | 14.29% | 2.6 |
|
| 5799 |
EIM
5799
Ervin Investment Management
Seattle,
Washington
| $101M | -$6.85M | -6% | 5.3% | 84.3% | 34 | 5.88% | 0.7 |
|
| 5800 |
FZCM
5800
Flynn Zito Capital Management
Garden City,
New York
| $101M | -$80M | -44% | 4.95% | 97.3% | 111 | 82.88% | 0.2 |
|