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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
JWM
5826
Jupiter Wealth Management
Glendale,
Colorado
| $250M | -$3.03M | -1% | 15.1% | 99.2% | 97 | 11.34% | 12.8 |
|
| 5827 |
BCA
5827
Bernzott Capital Advisors
Camarillo,
California
| $250M | +$41.2M | +20% | 17.6% | 46.6% | 40 | 17.5% | 11.6 |
|
| 5828 |
MC
5828
Matisse Capital
Portland,
Oregon
| $250M | +$15.3M | +7% | 15.8% | 66.9% | 179 | 20.11% | 10 |
|
| 5829 |
LWM
5829
Level Wealth Management
Greensboro,
North Carolina
| $250M | +$36.2M | +17% | 9.28% | – | 73 | 12.33% | 4.5 |
|
| 5830 |
BF
5830
Brogan Financial
Knoxville,
Tennessee
| $250M | +$22.2M | +10% | 9.3% | 46.4% | 64 | 12.5% | 9.4 |
|
| 5831 |
FHWM
5831
Fox Hill Wealth Management
Dedham,
Massachusetts
| $249M | +$41.5M | +20% | 33.3% | – | 131 | 19.08% | 6.7 |
|
| 5832 |
MC
5832
Mirabaud & Cie
Geneva,
Switzerland
| $249M | +$3.5M | +1% | 30.8% | – | 60 | 21.67% | 6.7 |
|
| 5833 |
RA
5833
Rockingstone Advisors
Great Barrington,
Massachusetts
| $249M | +$31.1M | +14% | 16.1% | 101% | 119 | 8.4% | 10.6 |
|
| 5834 |
VM
5834
VPR Management
Houston,
Texas
| $249M | -$1.21M | -0.5% | 0.73% | 54.5% | 66 | 1.52% | 14.9 |
|
| 5835 |
RSC
5835
Rising Stella Capital
Singapore,
| $249M | +$35.4M | +17% | 17.9% | – | 3 | 0% | 2 |
|
| 5836 |
GITFIT
5836
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $249M | +$55.2M | +29% | 33.1% | 105% | 157 | 10.83% | 11.2 |
|
| 5837 |
SC
5837
Schulhoff & Co
Cincinnati,
Ohio
| $249M | +$5.53M | +2% | 8.49% | 51.8% | 136 | 3.68% | 33.9 |
|
| 5838 |
IFO
5838
Independent Family Office
Albany,
New York
| $249M | +$5.94M | +2% | 6% | 68.4% | 97 | 19.59% | 14.4 |
|
| 5839 |
USB
5839
Union Savings Bank
Litchfield,
Connecticut
| $249M | +$20.8M | +9% | 13% | – | 328 | 4.27% | 9.5 |
|
| 5840 |
CWA
5840
Cascade Wealth Advisors
Wenatchee,
Washington
| $249M | +$21.1M | +9% | 8.91% | – | 63 | 7.94% | 6.3 |
|
| 5841 |
WW
5841
Windle Wealth
Oklahoma City,
Oklahoma
| $249M | +$12.2M | +5% | 4.95% | 73% | 35 | 8.57% | 11.8 |
|
| 5842 |
BWM
5842
BlackDiamond Wealth Management
New York
| $249M | +$40.7M | +20% | 16.9% | 70.8% | 242 | 22.73% | 7.5 |
|
| 5843 |
FCM
5843
Fogel Capital Management
Stuart,
Florida
| $249M | +$30M | +14% | 11.6% | – | 60 | 18.33% | 6.3 |
|
| 5844 |
CSIA
5844
Carl Stuart Investment Advisor
Austin,
Texas
| $249M | +$19.7M | +9% | 8.98% | 84.4% | 29 | 34.48% | 9 |
|
| 5845 |
AFT
5845
Alpha Family Trust
Los Angeles,
California
| $249M | +$42.5M | +21% | 42.8% | 198% | 225 | 20.89% | 7.9 |
|
| 5846 |
JSA
5846
Jim Saulnier & Associates
Fort Collins,
Colorado
| $249M | +$43.1M | +21% | 7.7% | – | 160 | 18.13% | 4.6 |
|
| 5847 |
PSU
5847
Pennsylvania State University
University Park,
Pennsylvania
| $249M | +$57.2M | +30% | 2.15% | – | 3 | 33.33% | 1.3 |
|
| 5848 |
FF
5848
Finley Financial
Las Vegas,
Nevada
| $248M | +$34.9M | +16% | 19.2% | – | 110 | 2.73% | 5.6 |
|
| 5849 |
PBC
5849
Pavion Blue Capital
Newport Beach,
California
| $248M | +$18.2M | +8% | 12.5% | 77.6% | 117 | 12.82% | 17.3 |
|
| 5850 |
SWM
5850
Steelhead Wealth Management
Glen Allen,
Virginia
| $248M | +$51.1M | +26% | 16.7% | – | 102 | 23.53% | 0.8 |
|