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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
DG
6201
DMC Group
Birmingham,
Alabama
| $107M | +$6.8M | +7% | 2.4% | 99.2% | 125 | 12% | 1.4 |
|
| 6202 |
GWMI
6202
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $107M | -$2.68M | -2% | 0.97% | 103% | 236 | 7.63% | 1.5 |
|
| 6203 |
PCC
6203
Park Circle Company
Baltimore,
Maryland
| $107M | -$67.2K | -0.1% | 1.86% | 70.5% | 111 | 6.31% | 3.4 |
|
| 6204 |
PMAM
6204
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $107M | -$4.27M | -4% | 3.1% | 28.7% | 76 | 17.11% | 1.2 |
|
| 6205 |
AMAL
6205
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $107M | -$8.63M | -7% | 2.16% | 124% | 16 | 6.25% | 4.8 |
|
| 6206 |
QT
6206
Quantamental Technologies
White Plains,
New York
| $106M | -$133M | -56% | 3.71% | 24.2% | 623 | 81.38% | 0.2 |
|
| 6207 |
GC
6207
Gratia Capital
Los Angeles,
California
| $106M | +$11.8M | +12% | 7.3% | 42.4% | 34 | 44.12% | 0.7 |
|
| 6208 |
CCA
6208
Cravens & Co Advisors
Cookeville,
Tennessee
| $106M | -$2.25M | -2% | 2.66% | 70.4% | 71 | 4.23% | 0.7 |
|
| 6209 |
GFP
6209
Guardian Financial Partners
Orange,
California
| $106M | +$72M | +209% | 2.48% | 50.2% | 43 | 65.12% | 0.5 |
|
| 6210 |
KAM
6210
Kraft Asset Management
Nashville,
Tennessee
| $106M | -$4.98M | -4% | 2.1% | 41% | 37 | 21.62% | 1.1 |
|
| 6211 |
VWA
6211
VERITY Wealth Advisors
Sausalito,
United States
| $106M | -$5.09M | -5% | 3.81% | 59.9% | 69 | 4.35% | 3.4 |
|
| 6212 |
CWM
6212
Comprehensive Wealth Management
Lynnwood,
Washington
| $106M | -$9.21M | -8% | 3.84% | 36.9% | 34 | 14.71% | 1.3 |
|
| 6213 |
SG
6213
Somerset Group
Wayzata,
Minnesota
| $106M | -$13.4M | -11% | 3.72% | 84.6% | 64 | 1.56% | 6.1 |
|
| 6214 |
OF
6214
Outfitter Financial
Brunswick,
Maine
| $106M | -$5.53M | -5% | 0.24% | 95.9% | 77 | 5.19% | 2.5 |
|
| 6215 |
EL
6215
EMFO LLC
Weston,
Florida
| $106M | -$4.04M | -4% | 3.42% | 25.8% | 312 | 7.37% | 1.9 |
|
| 6216 |
KFG
6216
Kingdom Financial Group
Peoria,
Arizona
| $106M | +$4.19M | +4% | 3.55% | 46.2% | 76 | 21.05% | 0.2 |
|
| 6217 |
CCP
6217
Crocodile Capital Partners
Ursensollen,
Germany
| $106M | +$8.28M | +8% | 25.9% | 126% | 6 | 16.67% | 0.7 |
|
| 6218 |
WWC
6218
Waypoint Wealth Counsel
Atlanta,
Georgia
| $106M | -$5.71M | -5% | 2.58% | 96.6% | 96 | 11.46% | 0.7 |
|
| 6219 |
AI
6219
Arrien Investments
Boise,
Idaho
| $106M | -$11.8M | -10% | 4.44% | 42.7% | 40 | 15% | 0.5 |
|
| 6220 |
CIG
6220
Cascade Investment Group
Colorado Springs,
Colorado
| $106M | -$3.34M | -3% | 1.53% | 93.2% | 132 | 14.39% | 0.7 |
|
| 6221 |
KA
6221
Kearns & Associates
Palos Verdes Estates,
California
| $106M | -$4.31M | -4% | 3.8% | 78.7% | 44 | 4.55% | 1 |
|
| 6222 |
IDP
6222
In-Depth Partners
Miami,
Florida
| $106M | +$10.5M | +11% | 0.76% | 157% | 13 | 0% | 1.7 |
|
| 6223 |
DI
6223
DRH Investments
Thousand Oaks,
California
| $106M | -$12.9M | -11% | 3.95% | 81.2% | 20 | 55% | 1.3 |
|
| 6224 |
RSA
6224
River Street Advisors
Aurora,
Illinois
| $106M | +$1.11M | +1% | 2.32% | 88.8% | 113 | 9.73% | 0.7 |
|
| 6225 |
BWLSA
6225
Blue Water Life Science Advisors
Larkspur,
California
| $106M | -$42.2M | -29% | 23% | 503% | 7 | 0% | 1.5 |
|