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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
RIA
6001
Richwood Investment Advisors
Cincinnati,
Ohio
| $91.1M | -$8M | -8% | 5.41% | 66% | 106 | 3.77% | 0.7 |
|
| 6002 |
AF
6002
Aldebaran Financial
| $91M | -$3.52M | -4% | 5.81% | 89.7% | 78 | 7.69% | 5.1 |
|
| 6003 |
TC
6003
Tenret Company
Tampa,
Florida
| $90.8M | -$5.18M | -5% | 6.25% | – | 27 | 3.7% | 1.1 |
|
| 6004 |
SWMP
6004
Signature Wealth Management Partners
Montvale,
New Jersey
| $90.8M | -$6.82M | -7% | 4.93% | 80.4% | 110 | 11.82% | 1.5 |
|
| 6005 |
MHWM
6005
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $90.8M | -$4.09M | -4% | 5.04% | 84.1% | 53 | 7.55% | 0.7 |
|
| 6006 |
NMG
6006
New Millennium Group
Sandy,
Utah
| $90.7M | -$7.01M | -7% | 4.43% | 176% | 426 | 8.45% | 0.3 |
|
| 6007 |
VCM
6007
Vetamer Capital Management
Menlo Park,
California
| $90.7M | -$29.1M | -24% | 0.02% | – | 65 | 47.69% | 0.4 |
|
| 6008 |
CA
6008
Corriente Advisors
Fort Worth,
Texas
| $90.5M | -$146M | -62% | – | – | 4 | 0% | 0.3 |
|
| 6009 |
IIM
6009
InTrack Investment Management
South Burlington,
Vermont
| $90.5M | -$7.27M | -7% | 6.44% | 99.2% | 120 | 21.67% | 1.2 |
|
| 6010 |
MA
6010
Momentum Advisors
New York
| $90.5M | +$1.5M | +2% | 4.79% | – | 80 | 32.5% | 0.2 |
|
| 6011 |
AAM
6011
Artha Asset Management
Hoboken,
New Jersey
| $90.3M | -$18.2M | -17% | 11.1% | – | 33 | 75.76% | 0.2 |
|
| 6012 |
WFS
6012
Widmann Financial Services
Bowie,
Maryland
| $90.3M | -$6.37M | -7% | 6.68% | 75.2% | 83 | 4.82% | 0.7 |
|
| 6013 |
CA
6013
Carson Advisory
Athens,
Georgia
| $90.2M | +$702K | +0.8% | 7.07% | 68.6% | 134 | 14.18% | 0.7 |
|
| 6014 |
WCM
6014
Wavelength Capital Management
Westport,
Connecticut
| $90.2M | -$11.1M | -11% | 4.41% | – | 14 | 14.29% | 0.7 |
|
| 6015 |
IIL
6015
Insight Inv LLC
El Segundo,
California
| $90.2M | -$8.9M | -9% | 5.2% | 136% | 165 | 41.21% | 0.7 |
|
| 6016 |
DSCM
6016
Divisadero Street Capital Management
Miami,
Florida
| $90.2M | -$40.9M | -31% | 17.2% | 718% | 68 | 76.47% | 0.2 |
|
| 6017 |
TC
6017
Tsai Capital
New York
| $90.2M | +$5.86M | +7% | 6.23% | 29.2% | 22 | 18.18% | 1 |
|
| 6018 |
DFAM
6018
Deep Field Asset Management
Beverly Hills,
California
| $90M | +$29.6M | +49% | 0.3% | 20.1% | 14 | 42.86% | 1.8 |
|
| 6019 |
GWM
6019
Greenhouse Wealth Management
Westport,
Connecticut
| $90M | -$3.13M | -3% | 5.37% | 78.8% | 53 | 9.43% | 1.6 |
|
| 6020 |
VCM
6020
VeriStar Capital Management
New York
| $90M | -$19.1M | -18% | 11.4% | 41% | 12 | 16.67% | 0.6 |
|
| 6021 |
DJYG
6021
David J. Yvars Group
University Park,
Florida
| $90M | +$16.5M | +22% | 5.06% | 143% | 67 | 8.96% | 1.4 |
|
| 6022 |
MSCM
6022
Marlin Sams Capital Management
New York
| $89.9M | +$23.1M | +35% | 7.98% | 53.1% | 3 | 66.67% | 0.3 |
|
| 6023 |
EFG
6023
Erickson Financial Group
Allentown,
Pennsylvania
| $89.9M | -$3.4M | -4% | 4.65% | 63.3% | 24 | 8.33% | 0.7 |
|
| 6024 |
LCMP
6024
Linse Capital Management PR
San Juan,
Puerto Rico
| $89.9M | -$14.7M | -14% | 7.82% | – | 1 | 0% | 0.8 |
|
| 6025 |
WCM
6025
Whitefort Capital Management
New York
| $89.9M | +$9.79M | +12% | 3.6% | 243% | 28 | 10.71% | 0.6 |
|