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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
AL
6076
ADE LLC
Baltimore,
Maryland
| $94.1M | -$12.3M | -12% | 12.3% | 52.2% | 74 | 12.16% | 1.5 |
|
| 6077 |
LFA
6077
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $94M | -$15.8M | -14% | 12.5% | 92.3% | 108 | 3.7% | 0.5 |
|
| 6078 |
CM
6078
CM Management
Gulf Breeze,
Florida
| $94M | -$25.2M | -21% | 12.7% | 110% | 76 | 15.79% | 1.1 |
|
| 6079 |
KAM
6079
Kopion Asset Management
Mckinney,
Texas
| $93.9M | -$24.1M | -20% | 24.2% | 80.5% | 18 | 5.56% | 2.3 |
|
| 6080 |
GPC
6080
Greenstone Partners & Co
Larkspur,
California
| $93.8M | -$22.6M | -19% | 16.7% | 527% | 10 | 0% | 1.2 |
|
| 6081 |
PPWM
6081
Paragon Private Wealth Management
Lexington,
Kentucky
| $93.8M | -$8.64M | -8% | 14% | 93.9% | 119 | 15.13% | 0.4 |
|
| 6082 |
GPTE
6082
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $93.7M | -$15.8M | -14% | 10.7% | 140% | 28 | 0% | 0.5 |
|
| 6083 |
NPAM
6083
Noble Path Asset Management
New York
| $93.6M | -$15.4M | -14% | 20.8% | – | 25 | 12% | 0.4 |
|
| 6084 |
ACM
6084
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $93.5M | +$68M | +266% | 54.9% | 1,745% | 9 | 88.89% | 0.1 |
|
| 6085 |
AWM
6085
Avaii Wealth Management
Appleton,
Wisconsin
| $93.5M | -$14.7M | -14% | 11.7% | 100% | 127 | 29.92% | 0.4 |
|
| 6086 |
IPCP
6086
Iron Park Capital Partners
New York
| $93.5M | -$25.4M | -21% | 7.49% | – | 56 | 32.14% | 0.4 |
|
| 6087 |
BFA
6087
Brown Financial Advisory
Fairhope,
Alabama
| $93.4M | -$29.6M | -24% | 14.9% | 66.3% | 29 | 10.34% | 1.4 |
|
| 6088 |
NWA
6088
Navis Wealth Advisors
Rye Brook,
New York
| $93.4M | -$19.4M | -17% | 11.4% | 107% | 108 | 13.89% | 1.3 |
|
| 6089 |
EFG
6089
Erickson Financial Group
Allentown,
Pennsylvania
| $93.3M | -$17.8M | -16% | 15.8% | 63.3% | 26 | 11.54% | 0.5 |
|
| 6090 |
ROC
6090
River Oaks Capital
Wayzata,
Minnesota
| $93.2M | -$9.74M | -9% | 9.81% | – | 54 | 7.41% | 3 |
|
| 6091 |
GWM
6091
Greenhouse Wealth Management
Westport,
Connecticut
| $93.2M | -$13.8M | -13% | 15.7% | 78.8% | 53 | 5.66% | 1.3 |
|
| 6092 |
PCM
6092
Presidio Capital Management
San Diego,
California
| $93.2M | -$22.2M | -19% | 14.5% | 56.1% | 36 | 36.11% | 0.4 |
|
| 6093 |
BA
6093
Bivin & Associates
Ponca City,
Oklahoma
| $93.1M | -$16.5M | -15% | 9.73% | – | 383 | 24.02% | 0.4 |
|
| 6094 |
CGA
6094
Channing Global Advisors
Miami,
Florida
| $93M | -$10.3M | -10% | 16% | 131% | 44 | 11.36% | 0.4 |
|
| 6095 |
RCM
6095
Regency Capital Management
Honolulu,
Hawaii
| $93M | -$44.6M | -32% | 14.7% | 92.1% | 114 | 34.21% | 0.8 |
|
| 6096 |
SAMT
6096
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $93M | -$24.1M | -21% | 11.4% | 68.4% | 66 | 12.12% | 3.3 |
|
| 6097 |
GWMI
6097
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $92.9M | -$7.75M | -8% | 10.7% | 103% | 243 | 7.41% | 0.5 |
|
| 6098 |
CWA
6098
Consilium Wealth Advisory
Richardson,
Texas
| $92.9M | -$46.7M | -33% | 16.1% | 126% | 85 | 18.82% | 0.5 |
|
| 6099 |
TA
6099
TCM Advisors
Martinsburg,
West Virginia
| $92.9M | -$15.2M | -14% | 14.1% | 56.1% | 58 | 0% | 0 |
|
| 6100 |
UCB
6100
United Community Bank
Greenville,
South Carolina
| $92.9M | -$7.06M | -7% | 12.6% | 66.2% | 265 | 12.83% | 0.4 |
|