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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
LHEI
6401
Leo H. Evart Inc
Redwood City,
California
| $96.7M | -$5.94M | -6% | 5.1% | – | 45 | 13.33% | 0.2 |
|
| 6402 |
MPCL
6402
My Personal CFO LLC
Vancouver,
Washington
| $96.6M | -$18.1M | -16% | 8.18% | 83.4% | 63 | 14.29% | 0.2 |
|
| 6403 |
CCA
6403
Covey Capital Advisors
Atlanta,
Georgia
| $96.6M | -$28M | -22% | 8.89% | 118% | 40 | 10% | 2.8 |
|
| 6404 |
MCMI
6404
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $96.6M | -$79.6M | -45% | 45.2% | – | 1 | 0% | 0.3 |
|
| 6405 |
CCFP
6405
Charles Carroll Financial Partners
Kingston,
Massachusetts
| $96.5M | -$4.18M | -4% | 5.64% | – | 46 | 26.09% | 0.2 |
|
| 6406 |
ULWM
6406
Upper Left Wealth Management
Tampa,
Florida
| $96.5M | -$3.67M | -4% | 3.04% | 52.7% | 56 | 17.86% | 0.2 |
|
| 6407 |
AE
6407
AMH Equity
Great Neck,
New York
| $96.4M | +$24.5M | +34% | 4.2% | 267% | 40 | 50% | 0.1 |
|
| 6408 |
MF
6408
Meridian Financial
Holliston,
Massachusetts
| $96.4M | -$10.7M | -10% | 4.43% | 58.5% | 102 | 14.71% | 0.2 |
|
| 6409 |
CI
6409
Centerstone Investors
New York
| $96.4M | -$17.1M | -15% | 0.5% | 73.7% | 23 | 21.74% | 2.8 |
|
| 6410 |
KA
6410
Kearns & Associates
Palos Verdes Estates,
California
| $96.4M | -$5.96M | -6% | 5.3% | 78.7% | 16 | 0% | 0.3 |
|
| 6411 |
JI
6411
Jeereddi Investments
Los Angeles,
California
| $96.2M | -$7.28M | -7% | 7.96% | 37.7% | 56 | 17.86% | 1.6 |
|
| 6412 |
VPW
6412
Vericrest Private Wealth
Newtown,
Pennsylvania
| $96.2M | -$11.7M | -11% | 6.45% | – | 40 | 5% | 0.2 |
|
| 6413 |
KAM
6413
Kraft Asset Management
Nashville,
Tennessee
| $96.2M | +$4.18M | +5% | 3% | 41% | 21 | 14.29% | 0.2 |
|
| 6414 |
DG
6414
Daventry Group
New York
| $96.1M | +$7.32M | +8% | 11.9% | 26.2% | 9 | 33.33% | 0.2 |
|
| 6415 |
MWM
6415
Moulton Wealth Management
Spokane,
Washington
| $96.1M | -$40.7M | -30% | 4.81% | 47.8% | 31 | 51.61% | 1.2 |
|
| 6416 |
ERM
6416
Elm Ridge Management
Briarcliff Manor,
New York
| $96M | +$17.4M | +22% | 26.8% | 93.6% | 30 | 13.33% | 2.7 |
|
| 6417 |
1CP
6417
17 Capital Partners
Pheonix,
Arizona
| $95.9M | -$13.8M | -13% | 8.82% | – | 107 | 22.43% | 0.6 |
|
| 6418 |
FNBSF
6418
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $95.8M | +$2.25M | +2% | 2.9% | 70.3% | 122 | 10.66% | 3.3 |
|
| 6419 |
PAWC
6419
P.A.W. Capital
Greenwich,
Connecticut
| $95.7M | -$13.3M | -12% | 10.8% | 54.6% | 63 | 9.52% | 3.8 |
|
| 6420 |
PSIWM
6420
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $95.7M | -$3.04M | -3% | 2.84% | 37.9% | 51 | 11.76% | 0.9 |
|
| 6421 |
SWG
6421
Summit Wealth Group
White River Junction,
Vermont
| $95.5M | +$7.73M | +9% | 4.4% | 53% | 35 | 34.29% | 0.8 |
|
| 6422 |
MFG
6422
MTM Financial Group
Bethlehem,
Pennsylvania
| $95.4M | – | – | 2.03% | 36.5% | 47 | – | 0 |
|
| 6423 |
TCM
6423
Tegean Capital Management
New York
| $95.3M | -$4.13M | -4% | 5.7% | – | 80 | 26.25% | 0.5 |
|
| 6424 |
BSWA
6424
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $95.3M | -$2.76M | -3% | 7.03% | – | 106 | 74.53% | 0.1 |
|
| 6425 |
SFG
6425
Synergy Financial Group
San Ramon,
California
| $95.2M | -$16.2M | -15% | 15.7% | 133% | 106 | 9.43% | 0.2 |
|