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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
BWA
6026
Beam Wealth Advisors
Covington,
Louisiana
| $89.8M | -$239K | -0.3% | 4.94% | 59.7% | 106 | 7.55% | 1.8 |
|
| 6027 |
RB
6027
Richmond Brothers
Jackson,
Michigan
| $89.8M | -$7.93M | -8% | 4.75% | 77.2% | 24 | 8.33% | 0.7 |
|
| 6028 |
MIG
6028
Mariner Investment Group
Harrison,
New York
| $89.7M | -$5.06M | -5% | 3.01% | – | 205 | 17.07% | 0.7 |
|
| 6029 |
CWA
6029
Consilium Wealth Advisory
Richardson,
Texas
| $89.7M | -$3.18M | -3% | 4.71% | 126% | 76 | 18.42% | 0.7 |
|
| 6030 |
CM
6030
CM Management
Gulf Breeze,
Florida
| $89.6M | -$4.37M | -5% | 2.07% | 110% | 74 | 10.81% | 1.3 |
|
| 6031 |
MW
6031
Milestone Wealth
Buffalo,
New York
| $89.5M | -$5.42M | -6% | 4.81% | – | 234 | 2.99% | 0.7 |
|
| 6032 |
LFA
6032
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $89.5M | -$4.44M | -5% | 4.41% | 92.3% | 107 | 5.61% | 0.7 |
|
| 6033 |
PCM
6033
Perkins Capital Management
Wayzata,
Minnesota
| $89.4M | -$7.24M | -7% | 0.18% | 303% | 112 | 13.39% | 3.9 |
|
| 6034 |
CAM
6034
Concorde Asset Management
Ann Arbor,
Michigan
| $89.3M | +$23M | +35% | 5.46% | – | 148 | 33.78% | 1.7 |
|
| 6035 |
CSI
6035
Cross Staff Investments
Pittsford,
New York
| $89.3M | -$1.4M | -2% | 0.2% | 81.2% | 115 | 10.43% | 0.7 |
|
| 6036 |
DWM
6036
Dopkins Wealth Management
Williamsville,
New York
| $89.2M | -$3.34M | -4% | 5.59% | 64.4% | 43 | 18.6% | 0.6 |
|
| 6037 |
ETM
6037
Euclidean Technologies Management
Seattle,
Washington
| $89.2M | -$7.67M | -8% | 6.3% | 124% | 78 | 20.51% | 1.6 |
|
| 6038 |
AL
6038
ADE LLC
Baltimore,
Maryland
| $89.2M | -$4.89M | -5% | 5.62% | 52.2% | 65 | 6.15% | 1.7 |
|
| 6039 |
APW
6039
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $89.2M | -$8.21M | -8% | 4.1% | 55.7% | 43 | 16.28% | 0.6 |
|
| 6040 |
ACM
6040
Alamar Capital Management
Santa Barbara,
California
| $89M | +$394K | +0.4% | 2.33% | – | 69 | 11.59% | 1.3 |
|
| 6041 |
CMS
6041
Capital Market Strategies
Palm Beach Gardens,
Florida
| $88.9M | -$6.33M | -7% | 4.3% | 120% | 144 | 11.11% | 0.7 |
|
| 6042 |
PFP
6042
Paragon Financial Partners
Woodland Hills,
California
| $88.9M | -$8.44M | -9% | 4.85% | 90.6% | 82 | 10.98% | 0.7 |
|
| 6043 |
LF
6043
LifeSteps Financial
Claremont,
California
| $88.7M | -$7.2M | -8% | 4.82% | 98.4% | 78 | 11.54% | 2.3 |
|
| 6044 |
CP
6044
Clayton Partners
Berkeley,
California
| $88.7M | -$4.03M | -4% | 3.89% | 109% | 37 | 32.43% | 1.1 |
|
| 6045 |
CSIA
6045
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $88.7M | -$3.35M | -4% | 6.72% | 64.9% | 28 | 28.57% | 0.6 |
|
| 6046 |
MA
6046
McBroom & Associates
Las Vegas,
Nevada
| $88.7M | -$3.25M | -4% | 2.28% | 133% | 36 | 22.22% | 0.6 |
|
| 6047 |
JWWM
6047
Johnson & White Wealth Management
York,
Pennsylvania
| $88.6M | – | – | 7.75% | 76.5% | 76 | – | 0 |
|
| 6048 |
AFG
6048
Affinia Financial Group
Burlington,
Massachusetts
| $88.6M | -$30.2M | -25% | 4.98% | 37.5% | 32 | 15.63% | 2 |
|
| 6049 |
TWM
6049
Trevian Wealth Management
Weston,
Massachusetts
| $88.6M | -$3.52M | -4% | 4.55% | 94.1% | 37 | 13.51% | 0.7 |
|
| 6050 |
SC
6050
Shearwater Capital
Denver,
Colorado
| $88.6M | -$4.27M | -5% | 6.42% | 74.4% | 37 | 8.11% | 0.7 |
|