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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
CS
6126
Capital Square
Chattanooga,
Tennessee
| $228M | +$10.6M | +5% | 10.5% | 53.1% | 252 | 14.68% | 9.3 |
|
| 6127 |
CP
6127
Castleview Partners
Dallas,
Texas
| $228M | +$32.4M | +17% | 8.05% | 61.3% | 251 | 31.47% | 9.6 |
|
| 6128 |
BCM
6128
Beartown Capital Management
Huntington Woods,
Michigan
| $227M | +$18.8M | +9% | 63.1% | – | 56 | 51.79% | 1.2 |
|
| 6129 |
TVWM
6129
Tower View Wealth Management
Shorewood,
Wisconsin
| $227M | +$32.6M | +17% | 26% | 132% | 220 | 14.09% | 14.2 |
|
| 6130 |
SIAG
6130
Signet Investment Advisory Group
Providence,
Rhode Island
| $227M | +$9.06M | +4% | 6.12% | 59.6% | 73 | 5.48% | 21.5 |
|
| 6131 |
KWM
6131
KRM Wealth Management
Reno,
Nevada
| $227M | +$35.3M | +18% | 9.98% | – | 47 | 10.64% | 1.8 |
|
| 6132 |
NLWP
6132
Next Level Wealth Planning
Meridian,
Idaho
| $227M | +$32.5M | +17% | 17.2% | – | 76 | 6.58% | 4.5 |
|
| 6133 |
FCC
6133
Flower City Capital
Pittsford,
New York
| $227M | +$27.8M | +14% | 13.4% | 60.7% | 49 | 6.12% | 10.1 |
|
| 6134 |
WWA
6134
Wingate Wealth Advisors
Lexington,
Massachusetts
| $227M | +$39.9M | +21% | 9.86% | – | 132 | 12.12% | 4.6 |
|
| 6135 |
TA
6135
TFB Advisors
Overland Park,
Kansas
| $227M | +$36M | +19% | 18% | 80.4% | 199 | 14.07% | 7.8 |
|
| 6136 |
STA
6136
Smith Thornton Advisors
Huntsville,
Alabama
| $227M | +$28.4M | +14% | 11.4% | – | 146 | 15.07% | 6.3 |
|
| 6137 |
C
6137
Croban
Fremont,
Ohio
| $227M | +$14.3M | +7% | 6.36% | – | 86 | 20.93% | 7 |
|
| 6138 |
SCA
6138
Sassicaia Capital Advisers
Jericho,
New York
| $227M | +$138M | +156% | 195% | 4,519% | 57 | 84.21% | 0.9 |
|
| 6139 |
CIG
6139
Cairn Investment Group
Vancouver,
Washington
| $227M | +$25.6M | +13% | 7.28% | 61.3% | 66 | 6.06% | 16.8 |
|
| 6140 |
WF
6140
Wallace Foundation
New York
| $227M | +$30M | +15% | 14.9% | – | 1 | 0% | 2 |
|
| 6141 |
WDC
6141
Woodward Diversified Capital
Bakersfield,
California
| $227M | +$6.92M | +3% | 20.1% | 107% | 193 | 12.44% | 11.2 |
|
| 6142 |
RCM
6142
Ridgepath Capital Management
Knoxville,
Tennessee
| $227M | +$25.4M | +13% | 11.6% | – | 61 | 27.87% | 6.5 |
|
| 6143 |
FCM
6143
FirstWave Capital Management
Miami,
Florida
| $227M | +$132M | +141% | 72% | – | 69 | 69.57% | 0.6 |
|
| 6144 |
MBAM
6144
Mink Brook Asset Management
West Palm Beach,
Florida
| $227M | +$47.3M | +26% | 32.9% | – | 64 | 34.38% | 3 |
|
| 6145 |
OBWA
6145
Oak Barrel Wealth Advisory
Reston,
Virginia
| $226M | – | – | 17.1% | – | 86 | – | 1.8 |
|
| 6146 |
RCM
6146
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $226M | -$12.5M | -5% | 4.2% | 7.8% | 140 | 44.29% | 3.6 |
|
| 6147 |
GHI
6147
Gross & Hartman Investments
Leola,
Pennsylvania
| $226M | +$34.1M | +18% | 8.66% | – | 87 | 25.29% | 1.6 |
|
| 6148 |
BHA
6148
Beech Hill Advisors
New York
| $226M | +$26.5M | +13% | 24.3% | 105% | 99 | 7.07% | 21.3 |
|
| 6149 |
AWM
6149
Ariadne Wealth Management
Santa Barbara,
California
| $226M | +$3.34M | +2% | 20.6% | – | 292 | 28.08% | 5.1 |
|
| 6150 |
BA
6150
Baugh & Associates
Atlanta,
Georgia
| $226M | -$5.52M | -2% | 21.9% | 83.8% | 44 | 4.55% | 24.6 |
|