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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
PSF
5926
Pacific Sun Financial
Los Angeles,
California
| $242M | +$36M | +17% | 18.6% | 70.3% | 222 | 10.81% | 20.1 |
|
| 5927 |
SS
5927
Sound Stewardship
Overland Park,
Kansas
| $242M | +$24.1M | +11% | 8.38% | 43.2% | 73 | 13.7% | 9.1 |
|
| 5928 |
EAM
5928
Eukles Asset Management
Cincinnati,
Ohio
| $242M | +$18.1M | +8% | 12.5% | 77.2% | 243 | 8.23% | 19.5 |
|
| 5929 |
HSWS
5929
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $242M | +$23.4M | +11% | 12.5% | – | 68 | 11.76% | 6.5 |
|
| 5930 |
IF
5930
IRON Financial
Northbrook,
Illinois
| $242M | +$13.5M | +6% | 8.66% | 51.4% | 156 | 10.26% | 12.3 |
|
| 5931 |
LIWM
5931
Long Island Wealth Management
Melville,
New York
| $242M | +$26.6M | +12% | 10.4% | – | 97 | 10.31% | 7.4 |
|
| 5932 |
DEA
5932
DoubleLine ETF Adviser
Tampa,
Florida
| $242M | -$20.6M | -8% | 6.25% | 51.6% | 217 | 40.55% | 4 |
|
| 5933 |
WCP
5933
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $242M | +$28.6M | +13% | 10.8% | – | 185 | 20.54% | 4.3 |
|
| 5934 |
TFP
5934
TrueWealth Financial Partners
Bellevue,
Washington
| $242M | -$8.88M | -4% | 7.61% | 36.4% | 66 | 57.58% | 1.5 |
|
| 5935 |
RPSM
5935
Royalty Pharma Sub-Manager
New York
| $242M | +$69.2M | +40% | 27.9% | – | 5 | 40% | 1.5 |
|
| 5936 |
FH
5936
Financial Harvest
Winter Park,
Florida
| $242M | +$72.1M | +42% | 10.2% | – | 67 | 14.93% | 3.2 |
|
| 5937 |
SA
5937
Sunesis Advisors
Overland Park,
Kansas
| $242M | +$20.6M | +9% | 9.96% | – | 63 | 9.52% | 11.4 |
|
| 5938 |
UI
5938
Unconventional Investor
Portsmouth,
New Hampshire
| $242M | +$31.1M | +15% | 11.1% | 62.7% | 51 | 13.73% | 10.6 |
|
| 5939 |
ACP
5939
Arcus Capital Partners
Atlanta,
Georgia
| $242M | -$36.5M | -13% | 13.3% | 69.2% | 131 | 25.19% | 12.3 |
|
| 5940 |
TP
5940
Thayer Partners
Wyndmoor,
Pennsylvania
| $242M | +$31.5M | +15% | 12.2% | – | 104 | 13.46% | 1.8 |
|
| 5941 |
PFA
5941
Peak Financial Advisors
Denver,
Colorado
| $242M | +$15.6M | +7% | 6.03% | 40.1% | 90 | 35.56% | 6.8 |
|
| 5942 |
CWWM
5942
Curry Webb Wealth Management
Indianapolis,
Indiana
| $241M | +$29.9M | +14% | 11.4% | – | 69 | 11.59% | 1.8 |
|
| 5943 |
PPW
5943
PACK Private Wealth
Wayzata,
Minnesota
| $241M | +$23.7M | +11% | 11.4% | 52.8% | 62 | 9.68% | 11 |
|
| 5944 |
ACM
5944
Alethea Capital Management
Mercer Island,
Washington
| $241M | +$46.5M | +24% | 33% | 275% | 43 | 72.09% | 3.4 |
|
| 5945 |
NIA
5945
NIA Impact Advisors
Berkeley,
California
| $241M | +$16.5M | +7% | 25.5% | – | 94 | 28.72% | 9.9 |
|
| 5946 |
RA
5946
Riverstone Advisors
New Braunfels,
Texas
| $241M | +$38.4M | +19% | 20.9% | 104% | 88 | 19.32% | 9.2 |
|
| 5947 |
FA
5947
Financial Avengers
Oakland,
California
| $241M | +$21.8M | +10% | 10.6% | 108% | 156 | 3.85% | 15.8 |
|
| 5948 |
WC
5948
Westhampton Capital
Winston-Salem,
North Carolina
| $241M | +$26.9M | +13% | 19.5% | 95.6% | 136 | 8.82% | 17.7 |
|
| 5949 |
AL
5949
ARWA LLC
Fort Worth,
Texas
| $241M | +$39.2M | +19% | 10.2% | – | 173 | 33.53% | 1.5 |
|
| 5950 |
PFA
5950
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $241M | +$41.9M | +21% | 26.1% | 95.3% | 111 | 10.81% | 13.8 |
|