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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
PWMG
6351
Provence Wealth Management Group
Irvine,
California
| $76.2M | -$11.2M | -13% | 14.9% | – | 67 | 23.88% | 0.4 |
|
| 6352 |
CRC
6352
Catawba River Capital
Lake Wylie,
South Carolina
| $76.1M | -$74.9M | -50% | 11.3% | 89.5% | 25 | 40% | 1.7 |
|
| 6353 |
MAM
6353
Madryn Asset Management
New York
| $76.1M | -$39.1M | -34% | 30.9% | – | 4 | 0% | 0.5 |
|
| 6354 |
HP
6354
Highlander Partners
Dallas,
Texas
| $76M | -$3.74M | -5% | 8.24% | 241% | 25 | 12% | 0.5 |
|
| 6355 |
MAG
6355
Mayfair Advisory Group
Birmingham,
Alabama
| $75.9M | -$2.08M | -3% | 12.4% | 64.6% | 130 | 30.77% | 1.2 |
|
| 6356 |
RRCP
6356
Rip Road Capital Partners
Boston,
Massachusetts
| $75.9M | -$120M | -61% | 29.4% | 121% | 20 | 45% | 1 |
|
| 6357 |
CFAM
6357
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| $75.4M | -$40M | -35% | 10.2% | – | 66 | 31.82% | 0.5 |
|
| 6358 |
KA
6358
Kearns & Associates
Palos Verdes Estates,
California
| $75.4M | -$21M | -22% | 16.2% | 78.7% | 16 | 18.75% | 0.5 |
|
| 6359 |
IP
6359
Invenire Partners
Ridgefield,
Connecticut
| $75.3M | -$4.41M | -6% | 14.9% | – | 32 | 18.75% | 0.4 |
|
| 6360 |
TWP
6360
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $75.3M | -$16.8M | -18% | 13.2% | 53.7% | 53 | 30.19% | 1.2 |
|
| 6361 |
SPWM
6361
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $74.9M | -$5.02M | -6% | 1.53% | – | 165 | 44.24% | 0.2 |
|
| 6362 |
NIM
6362
NuWave Investment Management
Parsippany,
New Jersey
| $74.8M | +$294K | +0.4% | 21.9% | 26.4% | 368 | 59.78% | 0.3 |
|
| 6363 |
LG
6363
Lane Generational
Dover,
Massachusetts
| $74.8M | -$33.7M | -31% | 28.2% | 148% | 36 | 13.89% | 0.5 |
|
| 6364 |
EWM
6364
Echo Wealth Management
Plymouth,
Minnesota
| $74.8M | -$10.3M | -12% | 15.1% | 41% | 53 | 16.98% | 1.3 |
|
| 6365 |
ATGP
6365
Addition Three General Partner
New York
| $74.7M | -$26.2M | -26% | 29.2% | – | 1 | 0% | 0.5 |
|
| 6366 |
MUMSS
6366
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $74.6M | -$40.5M | -35% | 34.9% | – | 174 | 2.3% | 0.6 |
|
| 6367 |
KM
6367
Kalos Management
Alpharetta,
Georgia
| $74.4M | -$71.7M | -49% | 13.2% | 48.5% | 182 | 26.92% | 1.9 |
|
| 6368 |
CC
6368
Caxton Corporation
Princeton,
New Jersey
| $74.4M | -$5.99M | -7% | 13.7% | 512% | 39 | 64.1% | 1.6 |
|
| 6369 |
1I
6369
1888 Investments
Denver,
Colorado
| $74.4M | -$3.92M | -5% | 24.3% | 38.6% | 8 | 62.5% | 0.2 |
|
| 6370 |
HJMC
6370
Hellman Jordan Management Company
Quincy,
Massachusetts
| $74.4M | -$17.8M | -19% | 20.1% | 203% | 73 | 38.36% | 0.8 |
|
| 6371 |
JMF
6371
Johnson Midwest Financial
Glidden,
Iowa
| $74.4M | +$3.89M | +6% | 11.7% | 58.6% | 335 | 18.81% | 1.1 |
|
| 6372 |
LDFO
6372
Louis-Dreyfus Family Office
Wilton,
Connecticut
| $74.3M | -$9.27M | -11% | 16.8% | – | 6 | 16.67% | 0.4 |
|
| 6373 |
ICM
6373
Infini Capital Management
Central,
Hong Kong
| $74.3M | +$24.1M | +48% | 20.7% | – | 40 | 85% | 0.2 |
|
| 6374 |
AC
6374
AWH Capital
Dallas,
Texas
| $74.2M | -$22.7M | -23% | 18.5% | 183% | 28 | 14.29% | 1.9 |
|
| 6375 |
FWM
6375
Forefront Wealth Management
Malvern,
Pennsylvania
| $74.2M | -$26.9M | -27% | 13.1% | – | 56 | 30.36% | 0.4 |
|