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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 |
ALWM
5926
Andrews Lucia Wealth Management
Danville,
California
| $94.9M | -$10.8M | -10% | 5.88% | 59.7% | 26 | 42.31% | 0.5 |
|
| 5927 |
KCG
5927
Kinsale Capital Group
Richmond,
Virginia
| $94.9M | -$5.3M | -5% | 5.56% | 70.9% | 2 | 0% | 0.8 |
|
| 5928 |
CWM
5928
Cordatus Wealth Management
Newtown,
Pennsylvania
| $94.9M | -$120M | -56% | 3.07% | 96.3% | 147 | 68.03% | 0.5 |
|
| 5929 |
WAM
5929
WealthTrust Asset Management
Destin,
Florida
| $94.9M | -$11M | -10% | 2.12% | 97.9% | 80 | 30% | 0.8 |
|
| 5930 |
WHCI
5930
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $94.9M | – | – | 5.18% | 51.4% | 118 | – | 0 |
|
| 5931 |
MCA
5931
Millennium Capital Advisors
Little Rock,
Arkansas
| $94.8M | -$7.59M | -7% | 4.35% | 114% | 97 | 11.34% | 0.7 |
|
| 5932 |
ASI
5932
Advisory Services & Investments
Bend,
Oregon
| $94.7M | -$10M | -10% | 6.73% | 19.9% | 42 | 14.29% | 1 |
|
| 5933 |
CBCM
5933
Cook & Bynum Capital Management
Birmingham,
Alabama
| $94.7M | -$5.7M | -6% | 11.2% | 46.8% | 5 | 0% | 5.2 |
|
| 5934 |
LCM
5934
LCM Capital Management
Chicago,
Illinois
| $94.7M | -$6.9M | -7% | 4.37% | 108% | 89 | 8.99% | 1.5 |
|
| 5935 |
5SA
5935
5th Street Advisors
Southport,
Connecticut
| $94.7M | -$828K | -0.9% | 6.6% | 47.5% | 20 | 25% | 0.6 |
|
| 5936 |
CAM
5936
Campion Asset Management
Falls Church,
Virginia
| $94.6M | -$6.56M | -6% | 6.15% | 70.2% | 93 | 8.6% | 1.4 |
|
| 5937 |
FC
5937
Family CFO
Los Altos,
California
| $94.4M | +$2.81M | +3% | 6.25% | 84% | 55 | 0% | 0.7 |
|
| 5938 |
GC
5938
Greencape Capital
Melbourne,
Australia
| $94.3M | -$77.6M | -45% | 17.1% | 98.1% | 3 | 0% | 3.8 |
|
| 5939 |
HCWM
5939
Harrison & Co Wealth Management
Roanoke,
Virginia
| $94.3M | -$11M | -10% | 5.33% | – | 80 | 11.25% | 0.7 |
|
| 5940 |
GL
5940
GHE LLC
Memphis,
Tennessee
| $94.2M | +$2.81M | +3% | 6.28% | 188% | 61 | 29.51% | 0.6 |
|
| 5941 |
TIAM2
5941
Tru Independence Asset Management 2
Portland,
Oregon
| $94.1M | -$27.4M | -23% | 1.2% | – | 87 | 44.83% | 0.8 |
|
| 5942 |
VBWMG
5942
Von Berge Wealth Management Group
San Diego,
California
| $94.1M | -$2.15M | -2% | 5.53% | 60.5% | 64 | 14.06% | 0.7 |
|
| 5943 |
SW
5943
Signify Wealth
Saint Louis,
Missouri
| $94M | +$21.9M | +30% | 3.86% | 36.7% | 31 | 48.39% | 0.7 |
|
| 5944 |
WQ
5944
Wealth Quarterback
Toms River,
New Jersey
| $94M | -$34.3M | -27% | 5.6% | 96.7% | 120 | 15.83% | 2.2 |
|
| 5945 |
NED
5945
Nancy E. Dempze
| $93.9M | -$5.61M | -6% | 2.81% | 83.1% | 68 | 7.35% | 4.3 |
|
| 5946 |
SAM
5946
Steinberg Asset Management
New York
| $93.9M | -$861K | -0.9% | 1.56% | 130% | 36 | 16.67% | 3.7 |
|
| 5947 |
EI
5947
EDMP Inc
Lutz,
Florida
| $93.8M | -$8.58M | -8% | 5.72% | 71.6% | 59 | 5.08% | 4.2 |
|
| 5948 |
OCM
5948
Objective Capital Management
Pepper Pike,
Ohio
| $93.8M | -$5.4M | -5% | 5.4% | – | 94 | 6.38% | 0.7 |
|
| 5949 |
RA
5949
Raffles Associates
New York
| $93.8M | +$1.92M | +2% | 0.16% | 50% | 58 | 31.03% | 1.9 |
|
| 5950 |
BW
5950
Basepoint Wealth
Cedar Rapids,
Iowa
| $93.7M | -$2.07M | -2% | 4.72% | 113% | 85 | 4.71% | 0.6 |
|