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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
TFCM
6351
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $214M | +$37.9M | +22% | 39.5% | 131% | 95 | 4.21% | 18.4 |
|
| 6352 |
KWM
6352
Kingsman Wealth Management
Pensacola,
Florida
| $214M | +$35.4M | +20% | 31.1% | – | 83 | 24.1% | 3.5 |
|
| 6353 |
FA
6353
Fortis Advisors
Wayne,
Pennsylvania
| $214M | +$14M | +7% | 17.6% | 72.8% | 131 | 16.03% | 12.2 |
|
| 6354 |
KFS
6354
Keynote Financial Services
Vernon,
Connecticut
| $214M | +$25.5M | +14% | 26.4% | – | 193 | 13.99% | 6.9 |
|
| 6355 |
ACM
6355
Ayrshire Capital Management
Westport,
Connecticut
| $214M | +$20.2M | +10% | 17.7% | 78.4% | 57 | 24.56% | 12.9 |
|
| 6356 |
ACM
6356
Ararat Capital Management
Westport,
Connecticut
| $213M | +$35.9M | +20% | 28.3% | 99.2% | 19 | 31.58% | 7.2 |
|
| 6357 |
SC
6357
Stephenson & Company
San Clemente,
California
| $213M | +$29M | +16% | 9.29% | – | 50 | 14% | 6.9 |
|
| 6358 |
AW
6358
Alchemi Wealth
Essex,
Connecticut
| $213M | +$33.2M | +18% | 24.6% | – | 176 | 16.48% | 1.7 |
|
| 6359 |
GW
6359
Griffith & Werner
Canton,
Georgia
| $213M | +$11.6M | +6% | 11.4% | – | 80 | 21.25% | 4.9 |
|
| 6360 |
HB
6360
Horizon Bancorp
Michigan City,
Indiana
| $213M | +$5.49M | +3% | 7.73% | 33.4% | 209 | 7.18% | 14.5 |
|
| 6361 |
EWM
6361
Evergreen Wealth Management
Williamston,
Michigan
| $213M | +$19.5M | +10% | 10.3% | 62.1% | 58 | 12.07% | 9.9 |
|
| 6362 |
LWP
6362
LFG Wealth Partners
Elizabethtown,
Kentucky
| $213M | +$47.5M | +29% | 26.5% | – | 116 | 38.79% | 1.4 |
|
| 6363 |
MACM
6363
MAC Alpha Capital Management
Tampa,
Florida
| $213M | +$41.7M | +24% | 1.33% | – | 22 | 9.09% | 1.8 |
|
| 6364 |
B
6364
Birchbrook
Bangor,
Maine
| $213M | +$9.11M | +4% | 10.1% | – | 326 | 17.18% | 7.6 |
|
| 6365 |
BGI
6365
B Group Inc
Dallas,
Texas
| $213M | +$78.1M | +58% | 22.2% | – | 22 | 22.73% | 4.1 |
|
| 6366 |
WPA
6366
WIT Partners Advisory
Singapore
| $213M | -$129M | -38% | 14.1% | – | 19 | 31.58% | 2.7 |
|
| 6367 |
CCWP
6367
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $213M | +$22.3M | +12% | 15.9% | – | 103 | 26.21% | 1.5 |
|
| 6368 |
4FG
6368
4Thought Financial Group
Syosset,
New York
| $213M | +$10.6M | +5% | 8.54% | 37.6% | 99 | 0% | 15.4 |
|
| 6369 |
KCM
6369
KM Capital Management
Austin,
Texas
| $213M | +$64.1M | +43% | 13.1% | 60.8% | 94 | 68.09% | 5 |
|
| 6370 |
AWMM
6370
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| $213M | +$37.8M | +22% | 11.1% | – | 163 | 29.45% | 3.8 |
|
| 6371 |
GL
6371
Gerber LLC
Columbus,
Ohio
| $213M | +$33.5M | +19% | 20% | – | 102 | 18.63% | 6.6 |
|
| 6372 |
LFIA
6372
Legacy Financial Independent Advisors
Louisville,
Kentucky
| $213M | +$20.3M | +11% | 14.2% | – | 135 | 24.44% | 0.8 |
|
| 6373 |
FCB
6373
First County Bank
Stamford,
Connecticut
| $213M | +$25.2M | +13% | 17.5% | 101% | 173 | 9.25% | 9.7 |
|
| 6374 |
IAIM
6374
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $212M | +$45.2M | +27% | 23.5% | 81.5% | 8 | 0% | 12.8 |
|
| 6375 |
EPIM
6375
Equinox Partners Investment Management
Stamford,
Connecticut
| $212M | -$33M | -13% | 18.7% | 241% | 12 | 8.33% | 8.1 |
|