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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
OW
6051
Olistico Wealth
Tulsa,
Oklahoma
| $234M | +$30.8M | +15% | 17.7% | 108% | 346 | 4.91% | 5 |
|
| 6052 |
FFA
6052
Fortune Financial Advisors
Overland Park,
Kansas
| $234M | +$37.5M | +19% | 19.4% | 76.8% | 165 | 11.52% | 6.1 |
|
| 6053 |
AFWM
6053
Arta Finance Wealth Management
Mountain View,
California
| $234M | +$31.2M | +15% | 13.2% | – | 110 | 18.18% | 1.6 |
|
| 6054 |
SCM
6054
Sterneck Capital Management
Kansas City,
Missouri
| $233M | +$10.7M | +5% | 10.9% | 61.5% | 121 | 19.01% | 20.4 |
|
| 6055 |
MDCM
6055
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $233M | +$13.6M | +6% | 5.15% | 52.1% | 154 | 24.68% | 14.7 |
|
| 6056 |
MFG
6056
MTM Financial Group
Bethlehem,
Pennsylvania
| $233M | +$20.3M | +10% | 8.78% | 36.5% | 99 | 14.14% | 9.3 |
|
| 6057 |
LAM
6057
LECAP Asset Management
London,
United Kingdom
| $233M | -$32.7M | -12% | 12.4% | – | 398 | 69.1% | 1 |
|
| 6058 |
SICM
6058
Sustainable Insight Capital Management
New York
| $233M | -$64.6M | -22% | 34.8% | 150% | 106 | 45.28% | 6.5 |
|
| 6059 |
BWM
6059
Braeburn Wealth Management
Muskegon,
Michigan
| $233M | +$58M | +33% | 35.1% | – | 111 | 34.23% | 1.4 |
|
| 6060 |
II
6060
Ironclad Investments
Maitland,
Florida
| $233M | +$29M | +14% | 14.8% | – | 3 | 0% | 10 |
|
| 6061 |
TA
6061
TRB Advisors
New York
| $233M | +$87M | +60% | 27.8% | 64% | 8 | 62.5% | 9.5 |
|
| 6062 |
BS
6062
Brighton Securities
Rochester,
New York
| $233M | +$25.2M | +12% | 9.98% | – | 54 | 20.37% | 4.5 |
|
| 6063 |
DKCM
6063
Davidson Kahn Capital Management
Sherman Oaks,
California
| $233M | +$45.2M | +24% | 14.3% | – | 73 | 16.44% | 4.4 |
|
| 6064 |
MCF
6064
MKA Charitable Fund
San Francisco,
California
| $233M | +$8.39M | +4% | 13.3% | – | 1 | 0% | 10 |
|
| 6065 |
TPBG
6065
Turning Point Benefit Group
Frederick,
Maryland
| $232M | +$75.5M | +48% | 5.94% | – | 115 | 22.61% | 3.9 |
|
| 6066 |
LFA
6066
Lauterbach Financial Advisors
El Paso,
Texas
| $232M | +$27.7M | +14% | 12.4% | 71.2% | 87 | 9.2% | 11.8 |
|
| 6067 |
PC
6067
Panoramic Capital
Larkspur,
California
| $232M | +$90M | +63% | 87.2% | – | 56 | 55.36% | 2 |
|
| 6068 |
CHA
6068
Cooper/Haims Advisors
Victor,
New York
| $232M | +$19.9M | +9% | 12.3% | 53.1% | 125 | 24.8% | 13.9 |
|
| 6069 |
2
6069
2Xideas
Kusnacht,
Switzerland
| $232M | -$22.9M | -9% | 12.6% | 40.6% | 49 | 6.12% | 10.6 |
|
| 6070 |
TGV
6070
TRV GP VI
Boston,
Massachusetts
| $232M | +$96.7M | +71% | 32.8% | – | 4 | 25% | 4.5 |
|
| 6071 |
EMB
6071
Elefante Mark B
| $232M | +$50.4M | +28% | 27.4% | – | 62 | 9.68% | 18.8 |
|
| 6072 |
SP
6072
ShawSpring Partners
Boston,
Massachusetts
| $232M | -$35.5M | -13% | 9.18% | 3.53% | 14 | 35.71% | 1.9 |
|
| 6073 |
LC
6073
Lavelle Capital
San Francisco,
California
| $232M | +$70.9M | +44% | 10.4% | – | 84 | 25% | 1.5 |
|
| 6074 |
AGC
6074
ARP Global Capital
Dubai,
| $232M | +$61.7M | +36% | 41.7% | – | 36 | 77.78% | 0.5 |
|
| 6075 |
JHWEPV
6075
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $232M | -$1.48M | -0.6% | 33.1% | 407% | 1 | 0% | 18 |
|