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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
APC
6126
Asset Planning Corporation
Knoxville,
Tennessee
| $115M | -$2.35M | -2% | 3.13% | 44.5% | 37 | 13.51% | 1.1 |
|
| 6127 |
WSWA
6127
Warren Street Wealth Advisors
Newport Beach,
California
| $115M | +$6.44M | +6% | 0.61% | 75.7% | 69 | 36.23% | 0.2 |
|
| 6128 |
APC
6128
Aristotle Pacific Capital
Newport Beach,
California
| $114M | -$26M | -18% | 5.93% | 1.84% | 19 | 42.11% | 1 |
|
| 6129 |
IFPL
6129
Investments & Financial Planning LLC
Lexington,
Kentucky
| $114M | +$2.99M | +3% | 5.75% | 63.6% | 33 | 3.03% | 0.2 |
|
| 6130 |
WA
6130
Wealthstream Advisors
New York
| $114M | -$2.94M | -3% | 5.37% | 88.2% | 74 | 14.86% | 0.2 |
|
| 6131 |
SPW
6131
Surience Private Wealth
Yakima,
Washington
| $114M | -$8.36M | -7% | 3.07% | 169% | 31 | 51.61% | 0.2 |
|
| 6132 |
HM
6132
Harvest Management
New York
| $114M | -$56.8M | -33% | 9.71% | 610% | 78 | 70.51% | 0.4 |
|
| 6133 |
4WM
6133
4J Wealth Management
Alexandria,
Virginia
| $114M | -$4.54M | -4% | 2.73% | 68.2% | 80 | 8.75% | 1.1 |
|
| 6134 |
MCA
6134
Maryland Capital Advisors
Chester,
Maryland
| $114M | -$7.08M | -6% | 3.8% | – | 197 | 5.08% | 0.2 |
|
| 6135 |
HCWM
6135
Harrison & Co Wealth Management
Roanoke,
Virginia
| $114M | -$4.64M | -4% | 3.68% | – | 83 | 7.23% | 0.2 |
|
| 6136 |
RCM
6136
Rain Capital Management
Lake Oswego,
Oregon
| $114M | -$10.7M | -9% | 3.79% | 18.2% | 48 | 4.17% | 3.4 |
|
| 6137 |
DWM
6137
Defined Wealth Management
Beaverton,
Oregon
| $114M | -$8.57M | -7% | 3.95% | 70.3% | 102 | 15.69% | 1.1 |
|
| 6138 |
MC
6138
Mayar Capital
London,
United Kingdom
| $114M | +$8.08M | +8% | 5.71% | 14.7% | 14 | 14.29% | 0.8 |
|
| 6139 |
HA
6139
Hofer & Associates
Thousand Oaks,
California
| $114M | +$3.17M | +3% | 1.88% | 61.7% | 52 | 3.85% | 0.2 |
|
| 6140 |
PC
6140
Pavadi Capital
New York
| $113M | -$18.3M | -14% | 6.6% | – | 27 | 25.93% | 0.2 |
|
| 6141 |
HPM
6141
Hudson Portfolio Management
Garrison,
New York
| $113M | +$316K | +0.3% | 1.12% | – | 110 | 9.09% | 0.8 |
|
| 6142 |
P
6142
Palladiem
Bryn Mawr,
Pennsylvania
| $113M | -$11.1M | -9% | 3.49% | – | 70 | 30% | 1.9 |
|
| 6143 |
VWA
6143
VERITY Wealth Advisors
Sausalito,
United States
| $113M | -$7.24M | -6% | 5.26% | 59.9% | 67 | 7.46% | 2.4 |
|
| 6144 |
ABLA
6144
Alan B. Lancz & Associates
Toledo,
Ohio
| $113M | -$1.28M | -1% | 0.94% | – | 162 | 17.28% | 0.2 |
|
| 6145 |
KIP
6145
Kayak Investment Partners
San Francisco,
California
| $113M | -$135M | -54% | 18.5% | 27% | 25 | 28% | 1.8 |
|
| 6146 |
BCM
6146
Barrier Capital Management
San Francisco,
California
| $113M | -$4.88M | -4% | 12% | 216% | 15 | 20% | 0.2 |
|
| 6147 |
MADR
6147
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $113M | +$8.09M | +8% | 5.93% | 114% | 14 | 28.57% | 0.2 |
|
| 6148 |
CCM
6148
Ciovacco Capital Management
Atlanta,
Georgia
| $113M | -$53M | -32% | 4.99% | 88.5% | 33 | 33.33% | 1 |
|
| 6149 |
MA
6149
McBroom & Associates
Las Vegas,
Nevada
| $113M | -$20M | -15% | 6.92% | 133% | 32 | 18.75% | 0.2 |
|
| 6150 |
WFS
6150
Widmann Financial Services
Bowie,
Maryland
| $113M | -$8.48M | -7% | 1.95% | 75.2% | 504 | 82.34% | 0.2 |
|