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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
CA
6001
Continental Advisors
Park City,
Utah
| $237M | +$40.9M | +21% | 4.99% | 73.6% | 54 | 14.81% | 21.6 |
|
| 6002 |
GSF
6002
Grove Street Fiduciary
Peterborough,
New Hampshire
| $237M | +$9.84M | +4% | 6.12% | – | 80 | 13.75% | 5 |
|
| 6003 |
TRIA
6003
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $237M | +$6.72M | +3% | 13.2% | 76% | 105 | 17.14% | 13.8 |
|
| 6004 |
CFGF
6004
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $237M | +$14.9M | +7% | 9.25% | 44.1% | 52 | 11.54% | 16.3 |
|
| 6005 |
AL
6005
ADE LLC
Baltimore,
Maryland
| $237M | +$28M | +13% | 12.6% | 52.2% | 96 | 13.54% | 14 |
|
| 6006 |
MWA
6006
Miller Wealth Advisors
Ridgeway,
Colorado
| $237M | -$23.1M | -9% | 8.89% | 117% | 126 | 10.32% | 10 |
|
| 6007 |
TCM
6007
TAM Capital Management
Stamford,
Connecticut
| $237M | +$31.7M | +15% | 7.68% | 4.15% | 10 | 40% | 2.3 |
|
| 6008 |
IWMWV
6008
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $237M | +$13.4M | +6% | 8.55% | 35.2% | 31 | 32.26% | 17.8 |
|
| 6009 |
1L
6009
10Elms LLP
Tulsa,
Oklahoma
| $236M | +$77.8M | +49% | 10.8% | – | 528 | 10.61% | 4.8 |
|
| 6010 |
DRS
6010
Deane Retirement Strategies
New Orleans,
Louisiana
| $236M | -$12.4M | -5% | 1.53% | 73.4% | 77 | 58.44% | 5.8 |
|
| 6011 |
CCC
6011
Chelsea Counsel Company
Los Angeles,
California
| $236M | +$11.3M | +5% | 11.6% | 106% | 245 | 9.8% | 15.4 |
|
| 6012 |
JWM
6012
Johnson Wealth Management
Grand Forks,
North Dakota
| $236M | +$28.9M | +14% | 9.99% | – | 60 | 21.67% | 2.4 |
|
| 6013 |
CI
6013
Ceera Investments
Bellaire,
Texas
| $236M | +$7.9M | +3% | 7.87% | 47.9% | 109 | 22.02% | 8.3 |
|
| 6014 |
AG
6014
ASO Group
Road Town,
| $236M | -$1.24M | -0.5% | 9.87% | – | 57 | 3.51% | 1.9 |
|
| 6015 |
CGH
6015
CMG Global Holdings
Plano,
Texas
| $236M | +$25.9M | +12% | 14.9% | 79.4% | 104 | 11.54% | 15 |
|
| 6016 |
EP
6016
EPIQ Partners
Minneapolis,
Minnesota
| $236M | +$21.8M | +10% | 10.5% | 49.6% | 99 | 17.17% | 12.5 |
|
| 6017 |
FFC
6017
Frederick Financial Consultants
Frederick,
Maryland
| $236M | +$34.7M | +17% | 15.8% | – | 125 | 16% | 4.5 |
|
| 6018 |
APSI
6018
Asset Planning Services Inc
Covington,
Louisiana
| $236M | +$7.55M | +3% | 9.81% | 117% | 36 | 2.78% | 24.3 |
|
| 6019 |
LWM
6019
Latko Wealth Management
Frankfort,
Illinois
| $236M | +$30.5M | +15% | 14.8% | – | 39 | 12.82% | 5.4 |
|
| 6020 |
TFG
6020
Team Financial Group
Temecula,
California
| $236M | +$15.2M | +7% | 8.14% | 42.4% | 274 | 79.93% | 7.5 |
|
| 6021 |
BW
6021
BostonPremier Wealth
Hanover,
Massachusetts
| $235M | +$41.9M | +22% | 19.8% | – | 79 | 11.39% | 4.4 |
|
| 6022 |
AIC
6022
Allodium Investment Consultants
Minneapolis,
Minnesota
| $235M | +$26.6M | +13% | 10.2% | – | 57 | 8.77% | 5 |
|
| 6023 |
DIM
6023
DLK Investment Management
Solana Beach,
California
| $235M | -$17.8M | -7% | 5.17% | 80.4% | 126 | 50.79% | 6.2 |
|
| 6024 |
PAW
6024
Plan A Wealth
Lincoln,
Nebraska
| $235M | +$26.3M | +13% | 10.8% | – | 209 | 22.01% | 3.7 |
|
| 6025 |
PRI
6025
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $235M | +$33.4M | +17% | 9.74% | – | 96 | 19.79% | 6.6 |
|