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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
ACA
5926
Ascension Capital Advisors
Houston,
Texas
| $101M | -$22.7M | -18% | 15.4% | 59.3% | 31 | 9.68% | 2 |
|
| 5927 |
RWIA
5927
Roger Wittlin Investment Advisory
San Francisco,
California
| $101M | -$7.25M | -7% | 11.7% | 54.1% | 33 | 39.39% | 0.3 |
|
| 5928 |
KFS
5928
Kaizen Financial Strategies
Campbell,
California
| $101M | -$26.2M | -21% | 17.9% | 126% | 139 | 19.42% | 1.1 |
|
| 5929 |
WCM
5929
Wavelength Capital Management
Westport,
Connecticut
| $101M | -$27.3M | -21% | 7.94% | – | 14 | 7.14% | 0.5 |
|
| 5930 |
FF
5930
Financial Futures
Brielle,
New Jersey
| $101M | -$26.6M | -21% | 11.5% | 48.5% | 64 | 39.06% | 0.4 |
|
| 5931 |
TC
5931
Touchstone Capital
Pittsburgh,
Pennsylvania
| $101M | -$14.8M | -13% | 10.8% | – | 22 | 9.09% | 1.1 |
|
| 5932 |
PC
5932
Prysm Capital
Princeton,
New Jersey
| $101M | -$216M | -68% | 48.8% | 46.6% | 1 | 0% | 0.5 |
|
| 5933 |
KCM
5933
Key Colony Management
Little Rock,
Arkansas
| $101M | -$28.4M | -22% | 16.6% | 113% | 12 | 33.33% | 1.3 |
|
| 5934 |
CAM
5934
Campion Asset Management
Falls Church,
Virginia
| $101M | -$16.3M | -14% | 12.5% | 70.2% | 95 | 6.32% | 1.2 |
|
| 5935 |
IAG
5935
Investmark Advisory Group
Shelton,
Connecticut
| $101M | +$4.19M | +4% | 10.4% | 65.1% | 98 | 17.35% | 0.5 |
|
| 5936 |
DC
5936
Darrow Company
Needham,
Massachusetts
| $101M | -$7.12M | -7% | 10.8% | 41.1% | 79 | 69.62% | 0.2 |
|
| 5937 |
BF
5937
Brooklyn FI
New York
| $101M | -$14.4M | -12% | 13.2% | 54.7% | 48 | 20.83% | 0.4 |
|
| 5938 |
ABLA
5938
Alan B. Lancz & Associates
Toledo,
Ohio
| $101M | -$12.1M | -11% | 13.6% | – | 194 | 28.35% | 0.4 |
|
| 5939 |
FWA
5939
FSM Wealth Advisors
Cleveland,
Ohio
| $101M | – | – | 13.6% | 62.8% | 113 | – | 0 |
|
| 5940 |
PFA
5940
Peak Financial Advisors
Denver,
Colorado
| $101M | -$15.7M | -13% | 7.61% | 40.1% | 89 | 40.45% | 0.6 |
|
| 5941 |
CPW
5941
Crestmont Private Wealth
Houston,
Texas
| $101M | -$4.52M | -4% | 14.3% | 54.8% | 60 | 68.33% | 0.4 |
|
| 5942 |
CFA
5942
Camarda Financial Advisors
Fleming Island,
Florida
| $101M | -$109M | -52% | 2.94% | 196% | 116 | 58.62% | 1.1 |
|
| 5943 |
DS
5943
Dalal Street
West Lake Hills,
Texas
| $101M | -$41.5M | -29% | 29% | 92.7% | 2 | 0% | 2.8 |
|
| 5944 |
TS
5944
Twin Securities
New York
| $101M | -$54.1M | -35% | 5.67% | 506% | 30 | 73.33% | 0.2 |
|
| 5945 |
SCA
5945
Sippican Capital Advisors
Boston,
Massachusetts
| $101M | -$19.7M | -16% | 12% | 90.1% | 111 | 9.91% | 4.8 |
|
| 5946 |
P
5946
Palladiem
Bryn Mawr,
Pennsylvania
| $101M | -$12.5M | -11% | 10.4% | – | 59 | 15.25% | 2.1 |
|
| 5947 |
AIP
5947
Alapocas Investment Partners
Beverly,
Massachusetts
| $101M | -$15.8M | -14% | 15.4% | 50% | 18 | 0% | 0.5 |
|
| 5948 |
KCM
5948
Khrom Capital Management
Miami Beach,
Florida
| $101M | +$14.6M | +17% | 18.9% | 35.6% | 19 | 47.37% | 0.6 |
|
| 5949 |
AWG
5949
Altus Wealth Group
Colorado Springs,
Colorado
| $101M | -$21.5M | -18% | 13.9% | 68.6% | 121 | 13.22% | 1.4 |
|
| 5950 |
EW
5950
Element Wealth
Ridgeland,
Mississippi
| $100M | -$23.6M | -19% | 14% | 59.6% | 211 | 11.37% | 1.8 |
|