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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
PWM
6176
Penobscot Wealth Management
Portland,
Maine
| $111M | -$6.25M | -5% | 5.33% | 50.5% | 68 | 23.53% | 0.6 |
|
| 6177 |
EFG
6177
Erickson Financial Group
Allentown,
Pennsylvania
| $111M | -$4.9M | -4% | 7.87% | 63.3% | 26 | 3.85% | 0.2 |
|
| 6178 |
RA
6178
Rise Advisors
Rochester,
New York
| $111M | +$6.09M | +6% | 5.27% | 62.8% | 687 | 7.71% | 0.2 |
|
| 6179 |
PL
6179
Protective Life
Birmingham,
Alabama
| $111M | -$3.07M | -3% | 7.15% | 38.4% | 15 | 13.33% | 2.7 |
|
| 6180 |
AWA
6180
Archvest Wealth Advisors
Concord,
California
| $111M | -$4.56M | -4% | 4.47% | 47.8% | 45 | 13.33% | 0.2 |
|
| 6181 |
C
6181
CEDRUS
Littleton,
Colorado
| $111M | +$7.23M | +7% | 5.66% | 19.8% | 166 | 18.67% | 0.2 |
|
| 6182 |
TC
6182
Tenret Company
Tampa,
Florida
| $111M | -$687K | -0.6% | 5.52% | – | 33 | 21.21% | 0.6 |
|
| 6183 |
MCM
6183
Mork Capital Management
Healdsburg,
California
| $111M | -$36.7M | -25% | 1.04% | 61.9% | 116 | 20.69% | 2.4 |
|
| 6184 |
HFAS
6184
Hummer Financial Advisory Services
Chicago,
Illinois
| $111M | -$7.74M | -7% | 5.6% | 71.8% | 107 | 6.54% | 1.9 |
|
| 6185 |
BFA
6185
Buttonwood Financial Advisors
Baltimore,
Maryland
| $111M | +$8.58M | +8% | 2.95% | 73.4% | 70 | 30% | 0.2 |
|
| 6186 |
NICM
6186
Neo Ivy Capital Management
New York
| $111M | +$41.2M | +59% | 2.72% | – | 617 | 55.43% | 0.3 |
|
| 6187 |
MWM
6187
Maripau Wealth Management
Fort Wayne,
Indiana
| $111M | +$5.17M | +5% | 4.09% | 55.6% | 94 | 21.28% | 0.2 |
|
| 6188 |
TIM
6188
Tevis Investment Management
Plano,
Texas
| $111M | -$4.16M | -4% | 0.57% | 58.7% | 523 | 12.62% | 0.2 |
|
| 6189 |
ACM
6189
Alethea Capital Management
Mercer Island,
Washington
| $111M | -$7.29M | -6% | 1.09% | 275% | 104 | 54.81% | 2.7 |
|
| 6190 |
AAM
6190
American Asset Management
Boca Raton,
Florida
| $111M | -$3.01M | -3% | 2.91% | 42.5% | 9 | 11.11% | 4.7 |
|
| 6191 |
BCIMC
6191
Boyu Capital Investment Management Company
Hong Kong
| $110M | -$6.3M | -5% | 2.25% | – | 4 | 0% | 1.3 |
|
| 6192 |
WBCM
6192
Wilson & Boucher Capital Management
Moraga,
California
| $110M | -$630K | -0.6% | 3.45% | 69.8% | 112 | 8.04% | 0.2 |
|
| 6193 |
WP
6193
Wealthspan Partners
Davenport,
Iowa
| $110M | -$2.87M | -3% | 1.65% | 65% | 71 | 8.45% | 0.2 |
|
| 6194 |
CSIA
6194
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $110M | -$4.92M | -4% | 5.1% | 64.9% | 69 | 66.67% | 0.1 |
|
| 6195 |
PHAM
6195
Portland Hill Asset Management
London,
United Kingdom
| $110M | -$21.4M | -16% | 11.6% | 30.2% | 44 | 6.82% | 2.5 |
|
| 6196 |
DGM
6196
Darwin Global Management
St. Helier,
Jersey
| $110M | -$544M | -83% | 13.9% | 2,582% | 13 | 92.31% | 0.3 |
|
| 6197 |
AG
6197
Arctis Global
San Juan,
Puerto Rico
| $110M | -$157M | -59% | 14.9% | 69.5% | 16 | 68.75% | 0.6 |
|
| 6198 |
EL
6198
EMFO LLC
Weston,
Florida
| $110M | -$3.15M | -3% | 1% | 25.8% | 356 | 10.11% | 0.7 |
|
| 6199 |
IIL
6199
Insight Inv LLC
El Segundo,
California
| $110M | +$1.3M | +1% | 0.12% | 136% | 107 | 9.35% | 0.2 |
|
| 6200 |
PFG
6200
Piershale Financial Group
Barrington,
Illinois
| $110M | -$152M | -58% | 0.39% | 82% | 22 | 54.55% | 2.9 |
|