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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
PPWM
6326
Paragon Private Wealth Management
Lexington,
Kentucky
| $102M | -$10.3M | -9% | 2.72% | 93.9% | 118 | 15.25% | 0.2 |
|
| 6327 |
KL
6327
KCK Ltd
Hamilton,
Bermuda
| $102M | -$39.1M | -28% | 26.7% | – | 4 | 0% | 0.3 |
|
| 6328 |
DAM
6328
Derbend Asset Management
Peachtree City,
Georgia
| $102M | $0 | 0% | 5.02% | 23.9% | 85 | 1.18% | 0.7 |
|
| 6329 |
MIM
6329
Meixler Investment Management
Show Low,
Arizona
| $102M | +$5.23M | +5% | 12.1% | 66.2% | 94 | 22.34% | 0.2 |
|
| 6330 |
BIS
6330
BG Investment Services
Hagatna,
Guam
| $102M | -$8.69M | -8% | 5.37% | – | 11 | 27.27% | 0.2 |
|
| 6331 |
PHIC
6331
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $102M | -$5.03M | -5% | 3.94% | 72.1% | 108 | 6.48% | 0.2 |
|
| 6332 |
RCWM
6332
Royal Capital Wealth Management
Carmel,
Indiana
| $102M | -$865K | -0.8% | 1.7% | 83.8% | 109 | 11.01% | 0.2 |
|
| 6333 |
AM
6333
Account Management
Boxford,
Massachusetts
| $102M | -$13.6M | -12% | 3.12% | 87.4% | 27 | 14.81% | 4.1 |
|
| 6334 |
IDP
6334
In-Depth Partners
Miami,
Florida
| $102M | -$62.6M | -38% | 16.2% | 157% | 14 | 7.14% | 0.2 |
|
| 6335 |
BCM
6335
Barden Capital Management
Austin,
Texas
| $102M | -$2.93M | -3% | 5.84% | 80.1% | 63 | 7.94% | 0.2 |
|
| 6336 |
IA
6336
Integrity Advisory
Overland Park,
Kansas
| $102M | – | – | 4.72% | – | 80 | – | 0 |
|
| 6337 |
KWM
6337
Kolinsky Wealth Management
Ramsey,
New Jersey
| $102M | -$6.23M | -6% | 5.38% | 44.6% | 166 | 24.7% | 0.2 |
|
| 6338 |
MFG
6338
Menard Financial Group
Houston,
Texas
| $101M | -$20.5M | -17% | 4.07% | 141% | 159 | 28.3% | 1.2 |
|
| 6339 |
DWA
6339
Delos Wealth Advisors
Dallas,
Texas
| $101M | -$3.59M | -3% | 0.96% | 58% | 466 | 45.71% | 0.6 |
|
| 6340 |
RI
6340
Rinkey Investments
San Diego,
California
| $101M | -$7.64M | -7% | 2.55% | 38.4% | 293 | 86.35% | 0.2 |
|
| 6341 |
FWM
6341
Forefront Wealth Management
Malvern,
Pennsylvania
| $101M | -$3.66M | -3% | 1.47% | – | 64 | 37.5% | 0.2 |
|
| 6342 |
GC
6342
Gratia Capital
Los Angeles,
California
| $101M | +$16.1M | +19% | 2.26% | 42.4% | 43 | 37.21% | 0.5 |
|
| 6343 |
ATGP
6343
Addition Three General Partner
New York
| $101M | -$24.8M | -20% | 36.9% | – | 1 | 0% | 0.3 |
|
| 6344 |
TBNY
6344
Trustco Bank (New York)
Albany,
New York
| $101M | -$13.5M | -12% | 0.52% | 131% | 71 | 5.63% | 5.3 |
|
| 6345 |
HFW
6345
Horizon Family Wealth
Chicago,
Illinois
| $101M | +$2.74M | +3% | 5.63% | 68.6% | 64 | 31.25% | 0.2 |
|
| 6346 |
GWMI
6346
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $101M | -$3.2M | -3% | 4% | 103% | 243 | 7.41% | 0.2 |
|
| 6347 |
OFG
6347
OmniStar Financial Group
Wilmington,
North Carolina
| $101M | +$2.89M | +3% | 0.43% | 67.1% | 124 | 16.94% | 1 |
|
| 6348 |
NCM
6348
Northland Capital Management
Virginia,
Minnesota
| $101M | -$16.7M | -14% | 4.09% | 37.5% | 23 | 39.13% | 0.2 |
|
| 6349 |
LCM
6349
Linker Capital Management
Prospect,
Kentucky
| $101M | -$3.52M | -3% | 1.93% | – | 40 | 2.5% | 0.2 |
|
| 6350 |
CA
6350
Carson Advisory
Athens,
Georgia
| $101M | +$1.83M | +2% | 0.08% | 68.6% | 146 | 16.44% | 0.2 |
|