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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
G
6301
GuidedMoney
Black Earth,
Wisconsin
| $216M | +$25.6M | +13% | 9.45% | – | 34 | 14.71% | 1.7 |
|
| 6302 |
PIM
6302
Pullen Investment Management
Bradenton,
Florida
| $216M | +$16.8M | +8% | 10.9% | – | 108 | 18.52% | 6.5 |
|
| 6303 |
BFA
6303
Brendel Financial Advisors
Hanover,
New Hampshire
| $216M | +$13.9M | +7% | 13.3% | 126% | 116 | 31.03% | 7.4 |
|
| 6304 |
CQWA
6304
Chokshi & Queen Wealth Advisors
San Diego,
California
| $216M | +$28.8M | +15% | 17.8% | – | 69 | 20.29% | 3.7 |
|
| 6305 |
PD
6305
Planning Directions
Glen Mills,
Pennsylvania
| $216M | +$18.3M | +9% | 11.1% | 46.3% | 113 | 8.85% | 13.4 |
|
| 6306 |
KCM
6306
Kennicott Capital Management
Corte Madera,
California
| $216M | +$32.8M | +18% | 19.3% | 85.5% | 48 | 8.33% | 14.3 |
|
| 6307 |
SFS
6307
Sharp Financial Services
Horsham,
Pennsylvania
| $216M | +$13.4M | +7% | 10.4% | – | 135 | 17.04% | 5.8 |
|
| 6308 |
JHC
6308
J. Hagan Capital
Louisville,
Kentucky
| $216M | +$30.5M | +16% | 13.9% | – | 96 | 17.71% | 3.1 |
|
| 6309 |
ACM
6309
AUA Capital Management
Camp Hill,
Pennsylvania
| $216M | +$20.1M | +10% | 11.6% | 61.4% | 85 | 7.06% | 26.8 |
|
| 6310 |
PFA
6310
Petra Financial Advisors
Colorado Srpings,
Colorado
| $216M | +$54.1M | +33% | 18.6% | 129% | 184 | 45.11% | 5.3 |
|
| 6311 |
FWA
6311
FOCUS Wealth Advisors
Houston,
Texas
| $216M | +$11.1M | +5% | 13.8% | 63.8% | 69 | 26.09% | 12.7 |
|
| 6312 |
CWMA
6312
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $216M | +$72.1M | +50% | 15.8% | – | 189 | 74.07% | 1.4 |
|
| 6313 |
CWA
6313
Capital Wealth Alliance
Scottsdale,
Arizona
| $215M | -$5.82M | -3% | 3.63% | 108% | 105 | 17.14% | 9.9 |
|
| 6314 |
HCP
6314
Hardin Capital Partners
Greenville,
South Carolina
| $215M | -$153K | -0.1% | 1.45% | – | 153 | 16.34% | 6.1 |
|
| 6315 |
WI
6315
Wealth Intelligence
Columbus,
Georgia
| $215M | +$7.32M | +4% | 5.92% | – | 59 | 1.69% | 1.8 |
|
| 6316 |
MUAMU
6316
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $215M | +$21.7M | +11% | 22.3% | 138% | 108 | 23.15% | 8.2 |
|
| 6317 |
FG
6317
Franchise GP
Grand Cayman,
| $215M | -$56.7M | -21% | 77.7% | – | 49 | 46.94% | 1.2 |
|
| 6318 |
CWP
6318
Cornerstone Wealth Partners
Okemos,
Michigan
| $215M | +$38.9M | +22% | 9.76% | – | 21 | 28.57% | 1.8 |
|
| 6319 |
LD
6319
Lipe & Dalton
Syracuse,
New York
| $215M | +$24.1M | +13% | 19% | 89.6% | 99 | 12.12% | 26.3 |
|
| 6320 |
CWRP
6320
Cassady Wealth & Retirement Planning
Henderson,
Nevada
| $215M | +$21.9M | +11% | 10.1% | – | 105 | 4.76% | 1.9 |
|
| 6321 |
DC
6321
Destiny Capital
Golden,
Colorado
| $215M | +$27.4M | +15% | 15.2% | – | 60 | 15% | 9.7 |
|
| 6322 |
BWM
6322
Base Wealth Management
Lakewood Ranch,
Florida
| $215M | +$36.3M | +20% | 11.8% | – | 66 | 9.09% | 3.8 |
|
| 6323 |
GCL
6323
Gouws Capital LLC
Charlotte,
North Carolina
| $215M | +$26.1M | +14% | 20.2% | 114% | 59 | 8.47% | 12.6 |
|
| 6324 |
KWA
6324
Kellett Wealth Advisors
Cincinnati,
Ohio
| $215M | +$30.3M | +16% | 12.6% | 68.1% | 98 | 20.41% | 8.4 |
|
| 6325 |
KCM
6325
KRS Capital Management
Bloomfield,
Michigan
| $215M | +$51.7M | +32% | 49.1% | 233% | 129 | 14.73% | 11.4 |
|