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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
WAG
5826
Wallace Advisory Group
Lafayette,
California
| $131M | -$7.6K | -0% | 4.3% | 50.9% | 174 | 0.57% | 0.5 |
|
| 5827 |
BAM
5827
Broadmark Asset Management
San Francisco,
California
| $131M | +$65.5M | +99% | 8.28% | 39.6% | 2 | 50% | 0.3 |
|
| 5828 |
C
5828
Covestor
London,
United Kingdom
| $131M | +$16.6M | +14% | 5.89% | 136% | 2,852 | 7.96% | 1.2 |
|
| 5829 |
AC
5829
Avory & Company
Miami,
Florida
| $131M | -$14M | -10% | 1.94% | 61.6% | 40 | 35% | 1.1 |
|
| 5830 |
BCM
5830
Bancreek Capital Management
Santa Monica,
California
| $131M | +$12.5M | +11% | 7.44% | 33.6% | 21 | 9.52% | 1.4 |
|
| 5831 |
CWM
5831
Chicago Wealth Management
Chicago,
Illinois
| $131M | +$5.35M | +4% | 5.96% | 134% | 50 | 34% | 1.4 |
|
| 5832 |
AIM
5832
Aurora Investment Managers
Naples,
Florida
| $131M | +$15.9M | +14% | 16.9% | 74.4% | 51 | 15.69% | 1.7 |
|
| 5833 |
BIP
5833
Blue Investment Partners
Alamo,
California
| $131M | +$31.9M | +32% | 11.6% | – | 32 | 18.75% | 0.4 |
|
| 5834 |
WAM
5834
Worth Asset Management
Dallas,
Texas
| $131M | -$609K | -0.5% | 3.37% | 115% | 548 | 28.83% | 0.9 |
|
| 5835 |
ICP
5835
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $131M | -$53.3M | -29% | 6.15% | 79.6% | 239 | 45.19% | 1.1 |
|
| 5836 |
IAM
5836
Infusive Asset Management
New York
| $131M | +$16.2M | +14% | 9.16% | 33.8% | 17 | 23.53% | 1.6 |
|
| 5837 |
BCM
5837
BCK Capital Management
Stamford,
Connecticut
| $131M | +$16M | +14% | 4.5% | 161% | 97 | 58.76% | 0.6 |
|
| 5838 |
FC
5838
Financial Council
Towson,
Maryland
| $131M | +$8.38M | +7% | 8.03% | 80% | 74 | 12.16% | 1.1 |
|
| 5839 |
FOFP
5839
Fee-Only Financial Planning
Okatie,
South Carolina
| $131M | +$7.83M | +6% | 6.54% | 65.9% | 44 | 6.82% | 0.5 |
|
| 5840 |
TA
5840
Tactive Advisors
Jacksonville,
Florida
| $131M | -$3.62M | -3% | 12.3% | – | 83 | 53.01% | 0.2 |
|
| 5841 |
XI
5841
XXEC Inc
Tulsa,
Oklahoma
| $131M | +$5.67M | +5% | 6.62% | 19.3% | 25 | 12% | 1.7 |
|
| 5842 |
DAM
5842
Diamant Asset Management
Ridgefield,
Connecticut
| $131M | +$8.84M | +7% | 7.83% | 66.9% | 66 | 0% | 4.5 |
|
| 5843 |
LFA
5843
Lauterbach Financial Advisors
El Paso,
Texas
| $131M | +$7.07M | +6% | 5.36% | 71.2% | 61 | 1.64% | 1.1 |
|
| 5844 |
SCA
5844
Southern Capital Advisors
Jackson,
Tennessee
| $131M | -$4.29M | -3% | 5.06% | 58.2% | 81 | 23.46% | 1 |
|
| 5845 |
GC
5845
Gould Capital
Tacoma,
Washington
| $131M | +$985K | +0.8% | 4.04% | 60.1% | 205 | 7.8% | 1.4 |
|
| 5846 |
MA
5846
Mudita Advisors
London,
United Kingdom
| $131M | +$19M | +17% | 2.11% | 143% | 18 | 16.67% | 1.2 |
|
| 5847 |
NMC
5847
Nine Masts Capital
Central,
Hong Kong
| $131M | +$36.2M | +38% | 1.25% | 88.1% | 36 | 25% | 0.6 |
|
| 5848 |
WAC
5848
William Allan Corp
Fort Collins,
Colorado
| $131M | +$4.64M | +4% | 6.42% | 94.2% | 50 | 8% | 1.3 |
|
| 5849 |
KC
5849
Kades & Cheifetz
Berwyn,
Pennsylvania
| $130M | +$3.59M | +3% | 3.13% | – | 77 | 3.9% | 0.5 |
|
| 5850 |
CHA
5850
Cooper/Haims Advisors
Victor,
New York
| $130M | +$5.4M | +4% | 4.11% | 53.1% | 74 | 4.05% | 3.3 |
|