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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
HWA
5876
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $97.3M | -$5.36M | -5% | 7.41% | 58.3% | 38 | 26.32% | 1.8 |
|
| 5877 |
PCC
5877
Park Circle Company
Baltimore,
Maryland
| $97.2M | -$24.6M | -20% | 3.74% | 70.5% | 142 | 11.27% | 2.6 |
|
| 5878 |
AIM
5878
AHL Investment Management
Winter Park,
Florida
| $97.2M | -$2.2M | -2% | 5.6% | 57.7% | 58 | 8.62% | 0.7 |
|
| 5879 |
CRCM
5879
Crystal Rock Capital Management
Bannockburn,
Illinois
| $97.1M | -$8.32M | -8% | 3.01% | 172% | 27 | 3.7% | 4.2 |
|
| 5880 |
MCM
5880
Magnolia Capital Management
Cold Spring,
New York
| $97.1M | -$5.21M | -5% | 4.94% | 85.9% | 124 | 4.03% | 1.4 |
|
| 5881 |
DA
5881
DSC Advisors
Chicago,
Illinois
| $97M | -$3.03M | -3% | 4.36% | 3.18% | 121 | 31.4% | 1.9 |
|
| 5882 |
MIM
5882
Meros Investment Management
Dallas,
Texas
| $97M | -$10.8M | -10% | 6.75% | 102% | 41 | 21.95% | 0.6 |
|
| 5883 |
MCAV
5883
Meritech Capital Associates VI
Palo Alto,
California
| $97M | -$5.99M | -6% | 1.04% | – | 6 | 0% | 0.7 |
|
| 5884 |
GWM
5884
Gitterman Wealth Management
Edison,
New Jersey
| $97M | -$9.99M | -9% | 5.08% | 33% | 90 | 40% | 1 |
|
| 5885 |
AMAL
5885
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $97M | -$18.8M | -16% | 5.87% | 124% | 17 | 17.65% | 4.3 |
|
| 5886 |
TM
5886
Titan Managers
Scottsdale,
Arizona
| $96.9M | -$3.43M | -3% | 0.15% | 2.57% | 8 | 12.5% | 1 |
|
| 5887 |
VAM
5887
Verity Asset Management
Durham,
North Carolina
| $96.9M | – | – | 5.04% | 79.7% | 170 | – | 2.3 |
|
| 5888 |
FPW
5888
Flagship Private Wealth
Woburn,
Massachusetts
| $96.9M | -$6.14M | -6% | 5.41% | 62.7% | 73 | 8.22% | 1.5 |
|
| 5889 |
SC
5889
Sarissa Consulting
Santa Monica,
California
| $96.9M | +$26.6M | +38% | 12.3% | – | 78 | 66.67% | 0.2 |
|
| 5890 |
S
5890
swisspartners
Vaduz,
Liechtenstein
| $96.6M | -$8M | -8% | 5.59% | – | 87 | 18.39% | 1.3 |
|
| 5891 |
WP
5891
Wealthspan Partners
Davenport,
Iowa
| $96.6M | -$177K | -0.2% | 4% | 65% | 67 | 7.46% | 0.7 |
|
| 5892 |
MFC
5892
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $96.6M | -$8.59M | -8% | 5.56% | 56.5% | 132 | 13.64% | 0.7 |
|
| 5893 |
PAM
5893
Premier Asset Management
Chicago,
Illinois
| $96.5M | -$27.2M | -22% | 2.92% | 104% | 131 | 46.56% | 2.1 |
|
| 5894 |
AI
5894
Acuitas Investments
Seattle,
Washington
| $96.5M | -$7.18M | -7% | 2.6% | 145% | 48 | 27.08% | 0.8 |
|
| 5895 |
ZC
5895
Zeit Capital
Greenwood Village,
Colorado
| $96.3M | -$7.82M | -8% | 6.65% | 51.6% | 35 | 8.57% | 1.7 |
|
| 5896 |
AWM
5896
Avaii Wealth Management
Appleton,
Wisconsin
| $96.3M | +$2.75M | +3% | 4.53% | 100% | 120 | 23.33% | 0.5 |
|
| 5897 |
BFG
5897
Buttonwood Financial Group
Kansas City,
Missouri
| $96.2M | -$6M | -6% | 6.51% | 77.9% | 22 | 18.18% | 0.4 |
|
| 5898 |
HLCM
5898
Hickory Lane Capital Management
New York
| $96.2M | -$13.4M | -12% | 1.03% | – | 30 | 10% | 1.2 |
|
| 5899 |
SWA
5899
Safir Wealth Advisors
Greenland,
New Hampshire
| $96.1M | -$6.11M | -6% | 4.64% | 46.4% | 14 | 7.14% | 1.6 |
|
| 5900 |
SFP
5900
Strategic Financial Planning
Plano,
Texas
| $96M | -$7.84M | -8% | 7.63% | 47.5% | 35 | 17.14% | 2.2 |
|