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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
CCIA
5776
Cherry Creek Investment Advisors
Englewood,
Colorado
| $254M | +$24M | +10% | 19.9% | 140% | 136 | 14.71% | 11 |
|
| 5777 |
EIA
5777
Eastover Investment Advisors
Charlotte,
North Carolina
| $254M | +$20.5M | +9% | 14.7% | 105% | 50 | 2% | 13.7 |
|
| 5778 |
AFO
5778
Aurelius Family Office
Bedford,
New Hampshire
| $254M | +$23.9M | +10% | 9.09% | – | 49 | 4.08% | 5.6 |
|
| 5779 |
GAM
5779
GEM Asset Management
Plymouth,
Michigan
| $254M | +$27.2M | +12% | 15.1% | 62.9% | 118 | 11.02% | 9.3 |
|
| 5780 |
FFA
5780
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $254M | -$36.4M | -13% | 26.1% | – | 89 | 44.94% | 9.5 |
|
| 5781 |
G
5781
Gainplan
Bloomfield Hills,
Michigan
| $254M | +$120M | +90% | 14% | 103% | 71 | 30.99% | 8.1 |
|
| 5782 |
MCM
5782
McKinney Capital Management
Houston,
Texas
| $254M | +$137M | +118% | 25.2% | – | 87 | 47.13% | 0.5 |
|
| 5783 |
OPWM
5783
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $254M | +$34.9M | +16% | 19.8% | 91.4% | 160 | 16.25% | 10.6 |
|
| 5784 |
TGI
5784
TRV GP IV
Boston,
Massachusetts
| $254M | -$13.2M | -5% | 23.4% | 1,102% | 2 | 0% | 12 |
|
| 5785 |
SRCM
5785
Signature Resources Capital Management
Newport Beach,
California
| $254M | +$42.6M | +20% | 15.5% | – | 746 | 16.89% | 5.5 |
|
| 5786 |
SOAG
5786
Silver Oak Advisory Group
Portland,
Oregon
| $254M | +$21.8M | +9% | 7.02% | 27% | 87 | 9.2% | 11.3 |
|
| 5787 |
FB
5787
First Bancorp
Damariscotta,
Maine
| $253M | +$52.2M | +26% | 15.3% | 73.8% | 531 | 75.14% | 3.9 |
|
| 5788 |
WWM
5788
WJ Wealth Management
Glendale,
Arizona
| $253M | +$39.9M | +19% | 18.3% | 90.6% | 88 | 29.55% | 9.1 |
|
| 5789 |
OC
5789
Optima Capital
Beaverton,
Oregon
| $253M | +$38M | +18% | 12.1% | – | 179 | 18.99% | 4.2 |
|
| 5790 |
DWM
5790
Dogwood Wealth Management
Lenexa,
Kansas
| $253M | +$23.1M | +10% | 10.6% | – | 939 | 17.78% | 4.5 |
|
| 5791 |
9FG
5791
93 Financial Group
Woburn,
Massachusetts
| $253M | +$29.1M | +13% | 16.6% | – | 9 | 0% | 2 |
|
| 5792 |
DA
5792
DCM Advisors
New York
| $253M | +$33.5M | +15% | 14.7% | 99.3% | 39 | 5.13% | 17.1 |
|
| 5793 |
ECM
5793
EMC Capital Management
Houston,
Texas
| $253M | – | – | 20.5% | – | 53 | – | 10.2 |
|
| 5794 |
HHWM
5794
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $253M | +$26.3M | +12% | 8.91% | 48.4% | 49 | 4.08% | 8 |
|
| 5795 |
SI
5795
SimpliFi Inc
San Diego,
California
| $253M | +$14.9M | +6% | 6.14% | 26.7% | 45 | 4.44% | 12.8 |
|
| 5796 |
GHA
5796
Granite Harbor Advisors
Houston,
Texas
| $253M | +$23.8M | +10% | 11.1% | 61.5% | 137 | 10.95% | 8.4 |
|
| 5797 |
CCP
5797
Cane Capital Partners
Saint Francisville,
Louisiana
| $253M | +$23.6M | +10% | 29.6% | – | 168 | 42.86% | 1.4 |
|
| 5798 |
BIM
5798
Brentview Investment Management
Northfield,
Illinois
| $253M | +$21.5M | +9% | 11.8% | – | 64 | 4.69% | 5 |
|
| 5799 |
CAIMH
5799
Central Asset Investments & Management Holdings
Hong Kong
| $253M | +$145M | +135% | 166% | 3,210% | 32 | 65.63% | 3.3 |
|
| 5800 |
EFMC
5800
Empire Financial Management Company
New York
| $253M | -$190M | -43% | 9.99% | 78.3% | 224 | 43.75% | 8.9 |
|