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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
DF
6201
Downshift Financial
Boulder,
Colorado
| $223M | +$29.6M | +15% | 12.6% | – | 670 | 88.81% | 0.2 |
|
| 6202 |
SIAM
6202
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $223M | +$14.2M | +7% | 7.53% | 37.8% | 41 | 9.76% | 27.1 |
|
| 6203 |
SFS
6203
Symphony Financial Services
Akron,
Ohio
| $223M | +$27.8M | +14% | 13.2% | – | 110 | 14.55% | 5.7 |
|
| 6204 |
TF
6204
Tudor Financial
Dayton,
Ohio
| $222M | +$26.9M | +14% | 13.4% | – | 156 | 13.46% | 5.4 |
|
| 6205 |
SPWG
6205
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $222M | +$23.7M | +12% | 10.2% | 67.4% | 106 | 14.15% | 9.8 |
|
| 6206 |
ACM
6206
Ategra Capital Management
Vienna,
Virginia
| $222M | +$21.1M | +10% | 13.2% | 114% | 28 | 17.86% | 9.2 |
|
| 6207 |
MAMF
6207
Mirabaud Asset Management (France)
Paris,
France
| $222M | +$26.5M | +14% | 0% | – | 28 | 0% | 0.5 |
|
| 6208 |
WWM
6208
Whalen Wealth Management
Las Vegas,
Nevada
| $222M | +$35.6M | +19% | 22% | 90.2% | 225 | 36% | 2.8 |
|
| 6209 |
BWM
6209
BankPlus Wealth Management
Jackson,
Mississippi
| $222M | +$28.7M | +15% | 12.4% | – | 129 | 11.63% | 4.5 |
|
| 6210 |
MCM
6210
Mendel Capital Management
Little Rock,
Arkansas
| $222M | +$23.3M | +12% | 15.1% | – | 102 | 7.84% | 13.2 |
|
| 6211 |
CCA
6211
Coign Capital Advisors
Draper,
Utah
| $222M | +$31.9M | +17% | 11.1% | – | 97 | 26.8% | 4.4 |
|
| 6212 |
PWM
6212
PTM Wealth Management
North Wales,
United States
| $222M | +$33.4M | +18% | 16.2% | – | 63 | 11.11% | 3.8 |
|
| 6213 |
1CP
6213
17 Capital Partners
Pheonix,
Arizona
| $222M | +$27.8M | +14% | 17.5% | – | 184 | 10.87% | 8.6 |
|
| 6214 |
SA
6214
Sylvest Advisors
Dallas,
Texas
| $222M | +$33.8M | +18% | 12.2% | – | 83 | 21.69% | 4.2 |
|
| 6215 |
LCM
6215
Lionhunter Capital Management
New York
| $222M | – | – | 13.5% | – | 109 | – | 0 |
|
| 6216 |
HCA
6216
Hyperion Capital Advisors
New York
| $222M | +$14.1M | +7% | 22.8% | 86.1% | 73 | 15.07% | 13.3 |
|
| 6217 |
ACG
6217
Ampersand Capital Group
Burlingame,
California
| $222M | +$38.9M | +21% | 8.01% | – | 7 | 0% | 6 |
|
| 6218 |
FCT
6218
First Community Trust
Dubuque,
Iowa
| $221M | +$85.9M | +63% | 28.3% | 128% | 370 | 12.97% | 12.6 |
|
| 6219 |
MM
6219
Monolith Management
Hong Kong
| $221M | -$111M | -33% | 68.7% | – | 41 | 73.17% | 1.3 |
|
| 6220 |
AFTS
6220
American Financial & Tax Strategies
New York
| $221M | +$15.6M | +8% | 8.8% | – | 102 | 4.9% | 8.8 |
|
| 6221 |
MAM
6221
MWA Asset Management
Lexington,
Massachusetts
| $221M | +$38.7M | +21% | 37.1% | 174% | 135 | 11.11% | 8.3 |
|
| 6222 |
WA1
6222
Wimmer Associates 1
Pasadena,
California
| $221M | +$16.6M | +8% | 13.8% | 78.9% | 116 | 7.76% | 29.3 |
|
| 6223 |
EPG
6223
Estate Planners Group
Yardley,
Pennsylvania
| $221M | +$13M | +6% | 11.1% | – | 86 | 33.72% | 1.6 |
|
| 6224 |
AIM
6224
Ausbil Investment Management
Sydney,
Australia
| $221M | +$20M | +10% | 8.53% | 115% | 77 | 33.77% | 5.3 |
|
| 6225 |
RIM
6225
Ryan Investment Management
Basalt,
Colorado
| $221M | +$43.1M | +24% | 12% | – | 33 | 48.48% | 2.2 |
|