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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
UI
6226
Unconventional Investor
Portsmouth,
New Hampshire
| $110M | +$5.41M | +5% | 5.73% | 62.7% | 34 | 8.82% | 1.3 |
|
| 6227 |
KWA
6227
Kellett Wealth Advisors
Cincinnati,
Ohio
| $110M | +$6.11M | +6% | 3.63% | 76.3% | 63 | 20.63% | 1.1 |
|
| 6228 |
VP
6228
Verum Partners
Charlotte,
North Carolina
| $110M | +$16.4M | +18% | 4.63% | 53.9% | 108 | 43.52% | 0.3 |
|
| 6229 |
A
6229
Atomvest
Hong Kong
| $110M | -$2.37M | -2% | 22.6% | 90% | 5 | 40% | 1.4 |
|
| 6230 |
MGB
6230
Mass General Brigham
Somerville,
Massachusetts
| $110M | -$18.4M | -14% | 8.17% | – | 9 | 55.56% | 1.2 |
|
| 6231 |
TNAM
6231
Terra Nova Asset Management
New York
| $110M | +$7.85M | +8% | 8.85% | 172% | 87 | 8.05% | 2.7 |
|
| 6232 |
HCP
6232
Hiddenite Capital Partners
New York
| $110M | -$25.8M | -19% | 6.22% | 523% | 55 | 61.82% | 0.6 |
|
| 6233 |
APM
6233
Advanced Portfolio Management
New York
| $110M | +$9.37M | +9% | 1.73% | 19.8% | 119 | 87.39% | 0.1 |
|
| 6234 |
MWM
6234
MY Wealth Management
Germantown,
Maryland
| $110M | +$9.75M | +10% | 3.82% | 36.1% | 29 | 6.9% | 1.1 |
|
| 6235 |
RCA
6235
Reitz Capital Advisors
Freeland,
Michigan
| $110M | +$1.19M | +1% | 3.7% | 11% | 53 | 13.21% | 2.3 |
|
| 6236 |
RLWM
6236
RF&L Wealth Management
Acton,
Massachusetts
| $110M | +$6.41M | +6% | 7% | 69.9% | 52 | 3.85% | 0.5 |
|
| 6237 |
GWMI
6237
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $110M | +$5.71M | +5% | 4.04% | 103% | 248 | 10.08% | 1.3 |
|
| 6238 |
ACJ
6238
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $110M | +$39.3M | +56% | 22.3% | 33.4% | 15 | 26.67% | 1.2 |
|
| 6239 |
TPM
6239
Totem Point Management
New York
| $109M | +$5.71M | +5% | 12.9% | 577% | 19 | 36.84% | 0.8 |
|
| 6240 |
UL
6240
Unionview LLC
Seattle,
Washington
| $109M | +$2.87M | +3% | 6.43% | 21.2% | 88 | 12.5% | 1.2 |
|
| 6241 |
LFGH
6241
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $109M | +$12.3M | +13% | 3.37% | 12.9% | 37 | 35.14% | 1.5 |
|
| 6242 |
GAA
6242
Global Assets Advisory
Orlando,
Florida
| $109M | +$11.3M | +12% | 6.05% | 85.9% | 133 | 24.81% | 0.6 |
|
| 6243 |
CIG
6243
Cascade Investment Group
Colorado Springs,
Colorado
| $109M | +$7.93M | +8% | 7.16% | 93.2% | 128 | 9.38% | 0.5 |
|
| 6244 |
MCA
6244
Martin Capital Advisors
San Antonio,
Texas
| $109M | +$12.4M | +13% | 13% | 140% | 65 | 7.69% | 1.3 |
|
| 6245 |
CCA
6245
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $109M | +$579K | +0.5% | 5.18% | 78.3% | 100 | 11% | 1.3 |
|
| 6246 |
EWM
6246
Endowment Wealth Management
Appleton,
Wisconsin
| $109M | +$9.65M | +10% | 6.25% | 66.3% | 141 | 9.22% | 1.1 |
|
| 6247 |
PTCG
6247
Pring Turner Capital Group
Alamo,
California
| $109M | +$8.37M | +8% | 5.35% | 70.8% | 63 | 7.94% | 3.8 |
|
| 6248 |
FIS
6248
Fischer Investment Strategies
Westlake Village,
California
| $109M | – | – | 2.53% | 81% | 31 | – | 0 |
|
| 6249 |
NWA
6249
Navis Wealth Advisors
Rye Brook,
New York
| $109M | +$17.9M | +20% | 36.7% | 107% | 90 | 7.78% | 1.7 |
|
| 6250 |
RA
6250
RiverPark Advisors
New York
| $109M | -$40.4M | -27% | 12.4% | 87.5% | 61 | 22.95% | 4 |
|