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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 |
SIM
5926
Sterling Investment Management
Tucson,
Arizona
| $126M | +$450K | +0.4% | 2.87% | 44.1% | 63 | 9.52% | 4.7 |
|
| 5927 |
MMC
5927
Mainsail Management Company
Austin,
Texas
| $126M | -$2.56M | -2% | 1.46% | 55% | 2 | 0% | 0.5 |
|
| 5928 |
BSWA
5928
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $126M | +$7.19M | +6% | 5.91% | – | 98 | 3.06% | 1.2 |
|
| 5929 |
PL
5929
Protective Life
Birmingham,
Alabama
| $126M | -$24.8M | -16% | 0.2% | 38.4% | 19 | 5.26% | 3.3 |
|
| 5930 |
I
5930
IMPACTfolio
Denver,
Colorado
| $126M | +$6.45M | +5% | 4.53% | 51.2% | 52 | 34.62% | 0.7 |
|
| 5931 |
PWMG
5931
Pioneer Wealth Management Group
Austin,
Texas
| $126M | +$13.5M | +12% | 2.09% | – | 37 | 16.22% | 0.4 |
|
| 5932 |
AGC
5932
Alden Global Capital
Brandon,
Florida
| $126M | +$95.9M | +320% | 10.7% | 99.8% | 23 | 65.22% | 0.3 |
|
| 5933 |
LA
5933
Lane & Associates
Moorestown,
New Jersey
| $126M | +$13.5M | +12% | 5.64% | – | 101 | 4.95% | 0.4 |
|
| 5934 |
PPWM
5934
Paragon Private Wealth Management
Lexington,
Kentucky
| $126M | +$7.13M | +6% | 6.35% | 93.9% | 134 | 7.46% | 1.1 |
|
| 5935 |
RH
5935
RFG Holdings
Argyle,
Texas
| $126M | -$55.6K | -0% | 5.22% | 72.3% | 18 | 5.56% | 1.6 |
|
| 5936 |
IDBONY
5936
Israel Discount Bank of New York
New York
| $126M | -$7.53M | -6% | 4.04% | 40.8% | 87 | 5.75% | 4.3 |
|
| 5937 |
GF
5937
Gates Foundation
Seattle,
Washington
| $126M | +$12.4M | +11% | 13.8% | 58.1% | 9 | 0% | 2.1 |
|
| 5938 |
BWCS
5938
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $125M | -$17M | -12% | 4.42% | 75.4% | 105 | 16.19% | 2.3 |
|
| 5939 |
FC
5939
Foursixthree Capital
New York
| $125M | +$89.2M | +246% | 49.5% | – | 24 | 54.17% | 0.3 |
|
| 5940 |
ACM
5940
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $125M | -$138M | -52% | 4.06% | 1,745% | 19 | 68.42% | 0.2 |
|
| 5941 |
CRC
5941
Catawba River Capital
Lake Wylie,
South Carolina
| $125M | +$15.4M | +14% | 2.17% | 89.5% | 23 | 21.74% | 1.9 |
|
| 5942 |
SCM
5942
Sebold Capital Management
Lisle,
Illinois
| $125M | -$1.38M | -1% | 4.4% | – | 72 | 11.11% | 0.5 |
|
| 5943 |
4FG
5943
4Thought Financial Group
Syosset,
New York
| $125M | +$4.46M | +4% | 3.31% | 37.6% | 92 | 10.87% | 2 |
|
| 5944 |
PAWA
5944
Palo Alto Wealth Advisors
Palo Alto,
California
| $125M | +$479K | +0.4% | 9.37% | 108% | 43 | 13.95% | 0.5 |
|
| 5945 |
OCMH
5945
Oxbow Capital Management (HK)
Hong Kong
| $125M | -$143M | -53% | 36.6% | 2,244% | 12 | 83.33% | 0.2 |
|
| 5946 |
HKIMG
5946
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $125M | +$9.38M | +8% | 11.4% | 84.6% | 132 | 18.18% | 1 |
|
| 5947 |
MCM
5947
Mendel Capital Management
Little Rock,
Arkansas
| $125M | +$14.3M | +13% | 6.91% | – | 94 | 10.64% | 1 |
|
| 5948 |
FRA
5948
FFG Retirement Advisors
Centennial,
Colorado
| $125M | +$8.15M | +7% | 2.72% | 41.1% | 37 | 18.92% | 0.4 |
|
| 5949 |
PCM
5949
Presidio Capital Management
San Diego,
California
| $125M | +$9.57M | +8% | 3.66% | 56.1% | 44 | 11.36% | 0.8 |
|
| 5950 |
WA
5950
WESPAC Advisors
Orinda,
California
| $125M | +$18.5M | +17% | 2.98% | 112% | 134 | 26.12% | 0.6 |
|