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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
CWM
6376
Certus Wealth Management
Redwood City,
California
| $101M | – | – | 5.13% | – | 60 | – | 0 |
|
| 6377 |
SWA
6377
Sightline Wealth Advisors
Groton,
Connecticut
| $101M | +$2.71M | +3% | 3.96% | 44.4% | 64 | 17.19% | 1.6 |
|
| 6378 |
CCG
6378
Capital CS Group
Irvine,
California
| $100M | -$5.23M | -5% | 2.73% | 22.5% | 107 | 69.16% | 0.5 |
|
| 6379 |
DAM
6379
Draper Asset Management
Smithtown,
New York
| $100M | +$22.2M | +28% | 22.9% | 187% | 46 | 41.3% | 1.1 |
|
| 6380 |
CI
6380
Centerstone Investors
New York
| $100M | +$15.3M | +18% | 5.13% | 73.7% | 26 | 15.38% | 3.1 |
|
| 6381 |
PHIC
6381
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $100M | +$5.06M | +5% | 7.42% | 72.1% | 103 | 7.77% | 1.4 |
|
| 6382 |
RL
6382
RPO LLC
Stamford,
Connecticut
| $100M | -$228M | -69% | 1.12% | 66.2% | 168 | 64.88% | 0.3 |
|
| 6383 |
OCM
6383
Orser Capital Management
Southlake,
Texas
| $100M | +$11.5M | +13% | 11.8% | 128% | 54 | 9.26% | 3.2 |
|
| 6384 |
MAG
6384
Mayfair Advisory Group
Birmingham,
Alabama
| $100M | +$7.95M | +9% | 4.7% | 64.6% | 132 | 15.91% | 1.7 |
|
| 6385 |
FAFN
6385
First Affirmative Financial Network
Colorado Springs,
Colorado
| $100M | +$13.7M | +16% | 4.87% | – | 203 | 21.67% | 1.1 |
|
| 6386 |
KCM
6386
KRS Capital Management
Bloomfield,
Michigan
| $100M | +$11.2M | +13% | 15% | 233% | 116 | 6.9% | 1.2 |
|
| 6387 |
DG
6387
DMC Group
Birmingham,
Alabama
| $100M | +$978K | +1% | 4.7% | 99.2% | 122 | 4.92% | 1.3 |
|
| 6388 |
LM
6388
Lansing Management
New York
| $99.9M | +$4.94M | +5% | 20.4% | 76.9% | 7 | 14.29% | 3.3 |
|
| 6389 |
SLFPAM
6389
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $99.8M | +$11.9M | +14% | 6.77% | 136% | 45 | 40% | 0.3 |
|
| 6390 |
KAM
6390
Karani Asset Management
New York
| $99.1M | +$4.73M | +5% | 14.5% | – | 38 | 21.05% | 2 |
|
| 6391 |
PCU
6391
Palliser Capital (UK)
London,
United Kingdom
| $99.1M | +$10.8M | +12% | 13.2% | 57% | 8 | 25% | 0.6 |
|
| 6392 |
EWS
6392
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $99.1M | +$12.7M | +15% | 7.59% | 70.9% | 111 | 15.32% | 1.1 |
|
| 6393 |
PWM
6393
Pinnacle Wealth Management
Roseville,
California
| $99.1M | – | – | 6.81% | 194% | 45 | – | 0.7 |
|
| 6394 |
ACA
6394
Apis Capital Advisors
New York
| $99.1M | +$5.22M | +6% | 14.1% | 1,532% | 36 | 50% | 0.8 |
|
| 6395 |
3CP
6395
3G Capital Partners
New York
| $99M | +$22.1M | +29% | 15.2% | 351% | 16 | 62.5% | 0.4 |
|
| 6396 |
MAM
6396
Maytree Asset Management
Hong Kong
| $99M | +$5.65M | +6% | 2.02% | 402% | 19 | 47.37% | 0.5 |
|
| 6397 |
CGA
6397
Channing Global Advisors
Miami,
Florida
| $98.8M | +$7.91M | +9% | 6.9% | 131% | 48 | 8.33% | 1.1 |
|
| 6398 |
MWM
6398
Melfa Wealth Management
Westborough,
Massachusetts
| $98.7M | -$1.41M | -1% | 0.29% | 42.9% | 145 | 8.28% | 0.5 |
|
| 6399 |
CWA
6399
Clearview Wealth Advisors
Salem,
Oregon
| $98.4M | -$269K | -0.3% | 2.77% | 45.2% | 745 | 18.26% | 1.7 |
|
| 6400 |
APW
6400
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $98.3M | +$3.18M | +3% | 5.53% | 55.7% | 118 | 29.66% | 0.5 |
|