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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
RCWM
6301
Royal Capital Wealth Management
Carmel,
Indiana
| $106M | +$6.84M | +7% | 7.08% | 83.8% | 102 | 11.76% | 1.3 |
|
| 6302 |
AWA
6302
Authentikos Wealth Advisory
Morgan Hill,
California
| $106M | +$7.21M | +7% | 2.71% | 43.5% | 77 | 38.96% | 0.2 |
|
| 6303 |
CIEP
6303
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $106M | -$12.9M | -11% | 8.18% | 172% | 7 | 28.57% | 1.2 |
|
| 6304 |
BFP
6304
Briaud Financial Planning
College Station,
Texas
| $106M | +$261K | +0.2% | 1.37% | 93.1% | 21 | 4.76% | 2.1 |
|
| 6305 |
CFAM
6305
Center For Asset Management
Palm Beach Gardens,
Florida
| $106M | +$3.64M | +4% | 4.82% | 60.7% | 136 | 51.47% | 1.3 |
|
| 6306 |
ACL
6306
Applied Capital LLC
Hollywood,
Florida
| $106M | +$5.01M | +5% | 6% | 78.3% | 82 | 12.2% | 0.5 |
|
| 6307 |
PFP
6307
Paragon Financial Partners
Woodland Hills,
California
| $106M | +$10.3M | +11% | 7.94% | 90.6% | 85 | 3.53% | 1.3 |
|
| 6308 |
LJCM
6308
Lee Johnson Capital Management
Fort Worth,
Texas
| $106M | +$8.75M | +9% | 6.01% | 118% | 17 | 29.41% | 1.1 |
|
| 6309 |
KWM
6309
Kolinsky Wealth Management
Ramsey,
New Jersey
| $105M | +$11.2M | +12% | 10.5% | 44.6% | 149 | 20.13% | 1.1 |
|
| 6310 |
CS
6310
Crescent Sterling
Metairie,
Louisiana
| $105M | +$2.47M | +2% | 3.82% | 58.4% | 80 | 10% | 0.4 |
|
| 6311 |
DSCM
6311
Del-Sette Capital Management
Schenectady,
New York
| $105M | +$3.83M | +4% | 5.24% | 108% | 30 | 20% | 0.8 |
|
| 6312 |
SA
6312
SFI Advisors
Montclair,
New Jersey
| $105M | +$5.68M | +6% | 5.94% | 82.9% | 81 | 11.11% | 1.1 |
|
| 6313 |
UWM
6313
Udine Wealth Management
Boca Raton,
Florida
| $105M | +$40.5M | +62% | 12.2% | 127% | 27 | 44.44% | 0.6 |
|
| 6314 |
ABP
6314
Arthur B. Page
| $105M | -$1.47M | -1% | 7.89% | 40.4% | 50 | 8% | 6.8 |
|
| 6315 |
SL
6315
Stevard LLC
Chicago,
Illinois
| $105M | -$1.19M | -1% | 1.87% | – | 46 | 6.52% | 2.8 |
|
| 6316 |
CNWM
6316
Clay Northam Wealth Management
Huntington Beach,
California
| $105M | +$7.9M | +8% | 10.5% | 125% | 83 | 9.64% | 1.2 |
|
| 6317 |
EI
6317
EDMP Inc
Lutz,
Florida
| $105M | +$5.1M | +5% | 4.08% | 71.6% | 66 | 10.61% | 3.8 |
|
| 6318 |
EG
6318
Ellerson Group
Annapolis,
Maryland
| $105M | +$12.7M | +14% | 8.31% | 148% | 50 | 22% | 0.4 |
|
| 6319 |
RSA
6319
River Street Advisors
Aurora,
Illinois
| $105M | +$3.16M | +3% | 7.22% | 88.8% | 111 | 6.31% | 0.5 |
|
| 6320 |
NRWA
6320
North Ridge Wealth Advisors
Beaverton,
Oregon
| $105M | +$4.71M | +5% | 2.72% | 29.5% | 42 | 14.29% | 0.2 |
|
| 6321 |
WFS
6321
Widmann Financial Services
Bowie,
Maryland
| $105M | +$5.34M | +5% | 4.38% | 75.2% | 88 | 10.23% | 1.3 |
|
| 6322 |
MWM
6322
Massachusetts Wealth Management
North Andover,
Massachusetts
| $105M | +$7.56M | +8% | 4.67% | 106% | 83 | 4.82% | 0.5 |
|
| 6323 |
HFW
6323
Horizon Family Wealth
Chicago,
Illinois
| $105M | +$10.1M | +11% | 7.24% | 68.6% | 66 | 15.15% | 1 |
|
| 6324 |
NI
6324
NetEase Inc
Hangzhou,
China
| $104M | +$24.4M | +31% | 49.1% | 464% | 2 | 0% | 1 |
|
| 6325 |
BCM
6325
BlueMar Capital Management
Miami,
Florida
| $104M | -$2.99M | -3% | 4.01% | 27.4% | 24 | 12.5% | 1.8 |
|