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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
OFA
6101
Onyx Financial Advisors
Idaho Falls,
Idaho
| $117M | +$8.37M | +8% | 4.68% | 52.5% | 11 | 9.09% | 0.5 |
|
| 6102 |
MFFIA
6102
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $117M | -$768K | -0.7% | 2.89% | 136% | 64 | 7.81% | 0.5 |
|
| 6103 |
OW
6103
Olistico Wealth
Tulsa,
Oklahoma
| $117M | +$12.7M | +12% | 10.2% | 108% | 117 | 22.22% | 0.4 |
|
| 6104 |
PIP
6104
PB Investment Partners
Burlingame,
California
| $117M | +$3.07M | +3% | 10.7% | 81.1% | 12 | 16.67% | 1.3 |
|
| 6105 |
KFS
6105
Kaizen Financial Strategies
Campbell,
California
| $117M | +$15.5M | +15% | 10.4% | 126% | 122 | 22.95% | 1.5 |
|
| 6106 |
KL
6106
KilterHowling LLC
Boulder,
Colorado
| $117M | +$14.4M | +14% | 4.5% | 51.3% | 54 | 5.56% | 1.1 |
|
| 6107 |
CAM
6107
Costello Asset Management
Feasterville,
Pennsylvania
| $117M | +$19.6M | +20% | 5.02% | 65.9% | 221 | 14.48% | 2.7 |
|
| 6108 |
SCA
6108
Sassicaia Capital Advisers
Jericho,
New York
| $117M | +$1.63M | +1% | 29.6% | 4,519% | 56 | 76.79% | 0.2 |
|
| 6109 |
HIA
6109
Harvest Investment Advisors
Tallahassee,
Florida
| $117M | +$4.37M | +4% | 5.66% | 78.3% | 54 | 3.7% | 0.5 |
|
| 6110 |
DAM
6110
Doheny Asset Management
Los Angeles,
California
| $117M | +$5.3M | +5% | 8.98% | 135% | 75 | 6.67% | 6.1 |
|
| 6111 |
NED
6111
Nancy E. Dempze
| $117M | +$6.72M | +6% | 7.39% | 83.1% | 65 | 3.08% | 4.9 |
|
| 6112 |
JWM
6112
Jupiter Wealth Management
Glendale,
Colorado
| $116M | +$7.82M | +7% | 7.42% | 99.2% | 72 | 13.89% | 2.5 |
|
| 6113 |
NLVP
6113
New Leaf Venture Partners
New York
| $116M | -$4.58M | -4% | 8.17% | 17.1% | 17 | 17.65% | 3.8 |
|
| 6114 |
BAM
6114
Broadcrest Asset Management
Winter Park,
Florida
| $116M | +$1.32M | +1% | 4.96% | 54.1% | 7 | 14.29% | 1.3 |
|
| 6115 |
LC
6115
Lakehouse Capital
Sydney NSW,
Australia
| $116M | +$3.2M | +3% | 13.7% | 87.4% | 13 | 0% | 2.6 |
|
| 6116 |
MSA
6116
McAlister Sweet & Associates
Houston,
Texas
| $116M | +$25.3M | +28% | 7.88% | 83.6% | 40 | 35% | 0.7 |
|
| 6117 |
SP
6117
Successful Portfolios
Clearwater,
Florida
| $116M | -$43.1M | -27% | 7.05% | 110% | 195 | 24.62% | 4.2 |
|
| 6118 |
WSL
6118
Western Standard LLC
Los Angeles,
California
| $116M | +$17.5M | +18% | 7.69% | 83.7% | 45 | 66.67% | 0.6 |
|
| 6119 |
SW
6119
Signify Wealth
Saint Louis,
Missouri
| $116M | +$2.78M | +2% | 4.37% | 36.7% | 32 | 28.13% | 1.1 |
|
| 6120 |
HM
6120
Harvest Management
New York
| $116M | -$16.5M | -12% | 14.4% | 610% | 75 | 70.67% | 0.5 |
|
| 6121 |
SC
6121
SkyKnight Capital
San Francisco,
California
| $116M | -$3.43M | -3% | 2.79% | 11% | 3 | 0% | 1.5 |
|
| 6122 |
CP
6122
Clayton Partners
Berkeley,
California
| $116M | +$13M | +13% | 5.65% | 109% | 38 | 21.05% | 1.4 |
|
| 6123 |
BPFA
6123
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $116M | +$11M | +10% | 11.8% | 79.7% | 105 | 6.67% | 1.1 |
|
| 6124 |
VF
6124
Vawter Financial
Columbus,
Ohio
| $116M | +$17M | +17% | 3.62% | 48% | 69 | 18.84% | 0.4 |
|
| 6125 |
BFG
6125
Buttonwood Financial Group
Kansas City,
Missouri
| $115M | +$15.3M | +15% | 5.71% | 73.1% | 30 | 40% | 0.6 |
|