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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
DC
6051
Darrow Company
Needham,
Massachusetts
| $120M | +$12.6M | +12% | 3.3% | 41.1% | 30 | 6.67% | 1.3 |
|
| 6052 |
LFA
6052
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $120M | +$757K | +0.6% | 4.76% | 117% | 238 | 16.81% | 0.8 |
|
| 6053 |
LOIP
6053
Live Oak Investment Partners
Austin,
Texas
| $120M | +$5.88M | +5% | 3.99% | – | 304 | 0% | 0.4 |
|
| 6054 |
PGF
6054
Plan Group Financial
Oklahoma City,
Oklahoma
| $120M | – | – | 2.88% | 56.3% | 66 | – | 0.3 |
|
| 6055 |
VCM
6055
VeriStar Capital Management
New York
| $120M | +$10.1M | +9% | 6.67% | 41% | 13 | 38.46% | 0.9 |
|
| 6056 |
PWA
6056
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $120M | +$19.3M | +19% | 4.53% | 21.9% | 70 | 10% | 1.1 |
|
| 6057 |
WCM
6057
Washburn Capital Management
Vero Beach,
Florida
| $120M | +$3.7M | +3% | 9.92% | 117% | 49 | 10.2% | 2.4 |
|
| 6058 |
SG
6058
Somerset Group
Wayzata,
Minnesota
| $120M | +$4.66M | +4% | 5.92% | 84.6% | 66 | 3.03% | 5.8 |
|
| 6059 |
ACM
6059
Azarias Capital Management
Berwyn,
Pennsylvania
| $120M | +$9.03M | +8% | 6.99% | 58.2% | 21 | 9.52% | 1.3 |
|
| 6060 |
PP
6060
PFS Partners
Mine Hill,
New Jersey
| $119M | +$17.1M | +17% | 4% | 63.2% | 488 | 21.31% | 1.1 |
|
| 6061 |
PM
6061
Plustick Management
Charlottesville,
Virginia
| $119M | +$2.35M | +2% | 20.4% | 1,667% | 29 | 41.38% | 0.8 |
|
| 6062 |
TC
6062
Tenret Company
Tampa,
Florida
| $119M | +$6.77M | +6% | 3.4% | – | 27 | 0% | 1.8 |
|
| 6063 |
SWM
6063
SFG Wealth Management
Towson,
Maryland
| $119M | +$29.1M | +32% | 6.79% | 82.1% | 105 | 30.48% | 0.9 |
|
| 6064 |
AGAM
6064
Audent Global Asset Management
West Hollywood,
California
| $119M | +$47.9M | +67% | 14.2% | 112% | 57 | 24.56% | 1 |
|
| 6065 |
SC
6065
Samjo Capital
New York
| $119M | +$9.07M | +8% | 18.1% | 89.1% | 13 | 7.69% | 1.9 |
|
| 6066 |
DM
6066
Diker Management
New York
| $119M | +$23.3M | +24% | 19% | 210% | 41 | 14.63% | 2.1 |
|
| 6067 |
AWM
6067
Avondale Wealth Management
West Lake Hills,
Texas
| $119M | +$3.14M | +3% | 6.72% | 83.8% | 134 | 11.94% | 2.6 |
|
| 6068 |
AGFVA
6068
Accel Growth Fund V Associates
Palo Alto,
California
| $119M | -$4.68M | -4% | 0.66% | 1.17% | 2 | 0% | 2.1 |
|
| 6069 |
JGCM
6069
Joseph Group Capital Management
Columbus,
Ohio
| $119M | +$4.95M | +4% | 2.7% | 58.4% | 82 | 9.76% | 1.3 |
|
| 6070 |
DI
6070
DRH Investments
Thousand Oaks,
California
| $119M | -$4.25M | -3% | 2.81% | 81.2% | 18 | 50% | 1.5 |
|
| 6071 |
EWP
6071
Elevation Wealth Partners
Santa Rosa,
California
| $119M | +$9.46M | +9% | 4.62% | 69.9% | 376 | 10.64% | 0.2 |
|
| 6072 |
GCM
6072
GeoSphere Capital Management
Miami Beach,
Florida
| $119M | +$12.9M | +12% | 2.19% | 446% | 44 | 79.55% | 0.4 |
|
| 6073 |
HP
6073
Hyperion Partners
Berwyn,
Pennsylvania
| $119M | +$7.25M | +7% | 4.53% | – | 69 | 11.59% | 0.5 |
|
| 6074 |
DWM
6074
Defined Wealth Management
Beaverton,
Oregon
| $119M | +$11.4M | +11% | 5.61% | 70.3% | 104 | 10.58% | 1.9 |
|
| 6075 |
AA
6075
Atmos Advisory
Pittsburgh,
Pennsylvania
| $119M | +$2.71M | +2% | 1.94% | 31.9% | 20 | 0% | 1.5 |
|