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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
EM
6076
ELCO Management
New York
| $232M | +$23.5M | +11% | 9.98% | 93% | 188 | 17.02% | 16 |
|
| 6077 |
OPOWM
6077
One Plus One Wealth Management
Jupiter,
Florida
| $232M | -$5.36M | -2% | 0.63% | 69.2% | 100 | 19% | 10.7 |
|
| 6078 |
WM
6078
Wishbone Management
Chicago,
Illinois
| $232M | +$96.1M | +71% | 25.5% | 58.7% | 6 | 50% | 3.6 |
|
| 6079 |
SF
6079
Steffes Financial
Overland Park,
Kansas
| $232M | +$42.1M | +22% | 15.1% | – | 36 | 11.11% | 1.6 |
|
| 6080 |
ACM
6080
Accent Capital Management
Centerville,
Ohio
| $231M | +$25.2M | +12% | 21.2% | – | 419 | 48.93% | 3.9 |
|
| 6081 |
NME
6081
Notis-McConarty Edward
| $231M | +$30.2M | +15% | 24.2% | 91.2% | 73 | 9.59% | 33.1 |
|
| 6082 |
PFSC
6082
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $231M | +$20.3M | +10% | 19.6% | 93% | 278 | 3.96% | 34 |
|
| 6083 |
GPW
6083
Gray Private Wealth
Canton,
Massachusetts
| $231M | +$32.6M | +16% | 13.9% | – | 61 | 22.95% | 6.2 |
|
| 6084 |
LV
6084
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $231M | +$27.3M | +13% | 13.4% | – | 1 | 0% | 5 |
|
| 6085 |
NA
6085
N10 Assets
Greenwich,
Connecticut
| $231M | – | – | 48.3% | – | 34 | – | 0 |
|
| 6086 |
FFG
6086
Foundry Financial Group
Laconia,
New Hampshire
| $231M | +$29.7M | +15% | 13.3% | – | 82 | 17.07% | 6 |
|
| 6087 |
VH
6087
VVR Holdings
Bellingham,
Washington
| $231M | +$37.7M | +19% | 17.2% | – | 45 | 28.89% | 1.6 |
|
| 6088 |
FCMT
6088
Founders Capital Management (Texas)
Houston,
Texas
| $231M | +$26.3M | +13% | 24.1% | 131% | 427 | 10.3% | 17.7 |
|
| 6089 |
LWA
6089
Legacy Wealth Advisors
Miami,
Florida
| $231M | +$35.1M | +18% | 12.8% | – | 155 | 34.19% | 1.2 |
|
| 6090 |
PPWM
6090
PFG Private Wealth Management
Lutz,
Florida
| $231M | -$5.05M | -2% | 9.55% | 48.3% | 86 | 26.74% | 6.3 |
|
| 6091 |
CWM
6091
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $231M | +$28.4M | +14% | 11.9% | 51.7% | 75 | 13.33% | 15 |
|
| 6092 |
AF
6092
AGP Franklin
Franklin,
Tennessee
| $231M | +$30.4M | +15% | 24.1% | – | 107 | 26.17% | 3.9 |
|
| 6093 |
CCA
6093
Cooper Capital Advisors
Encinitas,
California
| $231M | +$87.7M | +61% | 17.1% | – | 44 | 27.27% | 3.5 |
|
| 6094 |
HDA
6094
Harold Davidson & Associates
Los Angeles,
California
| $231M | +$24.7M | +12% | 22.7% | – | 66 | 19.7% | 5.1 |
|
| 6095 |
BWM
6095
Bullock Wealth Management
Bloomington,
Indiana
| $231M | +$31.2M | +16% | 18% | – | 650 | 10.92% | 7.3 |
|
| 6096 |
NA
6096
Note Advisors
Buffalo,
New York
| $231M | +$30.5M | +15% | 7.96% | – | 88 | 5.68% | 5.2 |
|
| 6097 |
BFS
6097
Burrus Financial Services
Salt Lake City,
Utah
| $230M | +$11.9M | +5% | 6.76% | 30.2% | 11 | 0% | 9 |
|
| 6098 |
KIC
6098
Kensington Investment Counsel
Long Beach,
California
| $230M | +$22.5M | +11% | 21.1% | 81.9% | 93 | 19.35% | 13.3 |
|
| 6099 |
SFG
6099
Strive Financial Group
Carmel,
Indiana
| $230M | +$41.6M | +22% | 16.3% | – | 944 | 29.34% | 1.5 |
|
| 6100 |
BCM
6100
Banyan Capital Management
Atlanta,
Georgia
| $230M | -$1.96M | -0.8% | 4.14% | 42.5% | 55 | 0% | 8.8 |
|