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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 |
EWM
6401
Echo Wealth Management
Plymouth,
Minnesota
| $92.8M | +$302K | +0.3% | 2.43% | 42.9% | 42 | 14.29% | 1.8 |
|
| 6402 |
GCS
6402
Gordian Capital (Singapore)
Singapore
| $92.7M | +$20.8M | +29% | 2.51% | 321% | 139 | 12.23% | 1.3 |
|
| 6403 |
SIA
6403
Schear Investment Advisers
Cincinnati,
Ohio
| $92.7M | -$1.9M | -2% | 0.7% | 241% | 81 | 3.7% | 0.7 |
|
| 6404 |
ACM
6404
Agincourt Capital Management
Richmond,
Virginia
| $92.7M | -$3.22M | -3% | 3.73% | 0.36% | 4 | 0% | 1.8 |
|
| 6405 |
FC
6405
Farley Capital
New York
| $92.7M | +$650K | +0.7% | 3.51% | 105% | 12 | 8.33% | 5.5 |
|
| 6406 |
LW
6406
Lauer Wealth
Valparaiso,
Indiana
| $92.6M | -$4.1M | -4% | 3.52% | 89.4% | 50 | 18% | 0.4 |
|
| 6407 |
P
6407
Palladiem
Bryn Mawr,
Pennsylvania
| $92.6M | -$4.58M | -5% | 1.98% | – | 64 | 23.44% | 2.3 |
|
| 6408 |
PFA
6408
Peak Financial Advisors
Denver,
Colorado
| $92.5M | -$34.9M | -27% | 1.46% | 40.1% | 78 | 46.15% | 1 |
|
| 6409 |
CC
6409
Copperleaf Capital
Raleigh,
North Carolina
| $92.5M | -$14.2M | -13% | 3.36% | 102% | 88 | 22.73% | 1.6 |
|
| 6410 |
SFS
6410
Starfox Financial Services
The Woodlands,
Texas
| $92.5M | -$4.68M | -5% | 2.23% | – | 30 | 30% | 1.1 |
|
| 6411 |
OIM
6411
Oder Investment Management
Woodland Hills,
California
| $92.3M | +$1.05M | +1% | 2.82% | 97.5% | 89 | 4.49% | 1.9 |
|
| 6412 |
EPL
6412
EDBI Pte Ltd
Singapore
| $92.3M | -$31.4M | -25% | 11.9% | 6.21% | 19 | 10.53% | 1.4 |
|
| 6413 |
BAM
6413
Bosun Asset Management
Chicago,
Illinois
| $92.3M | -$9.67M | -9% | 1.35% | 278% | 208 | 59.62% | 1 |
|
| 6414 |
PWS
6414
Precision Wealth Strategies
Saint Louis,
Missouri
| $92.2M | +$31.1M | +51% | 0.71% | 106% | 110 | 66.36% | 0.8 |
|
| 6415 |
CG
6415
Clifford Group
Wayland,
Massachusetts
| $92.2M | -$907K | -1% | 3.14% | 67.9% | 72 | 4.17% | 0.7 |
|
| 6416 |
RFMS
6416
RWQ Financial Management Services
Naples,
Florida
| $92.1M | -$21.9M | -19% | 2.55% | 415% | 27 | 33.33% | 1.4 |
|
| 6417 |
MWM
6417
Melfa Wealth Management
Westborough,
Massachusetts
| $92M | -$6.64M | -7% | 6.89% | 42.9% | 142 | 3.52% | 0.7 |
|
| 6418 |
TAC
6418
Twenty Acre Capital
Newtown,
Pennsylvania
| $92M | -$1.55M | -2% | 6.67% | 196% | 20 | 25% | 1.1 |
|
| 6419 |
EVP
6419
Evergreen Venture Partners
Tel Aviv,
Israel
| $92M | +$16.5M | +22% | 21.9% | 88.4% | 1 | 0% | 1.8 |
|
| 6420 |
NWMG
6420
National Wealth Management Group
Cincinnati,
Ohio
| $91.9M | -$4.25M | -4% | 0.73% | 123% | 156 | 39.1% | 0.9 |
|
| 6421 |
MFS
6421
Monetta Financial Services
Wheaton,
Illinois
| $91.8M | -$10.5M | -10% | 0.54% | 275% | 57 | 35.09% | 2.6 |
|
| 6422 |
CAP
6422
Columbia Advisory Partners
Spokane,
Washington
| $91.8M | -$1.76M | -2% | 2.53% | 69.7% | 70 | 21.43% | 0.9 |
|
| 6423 |
SWM
6423
Sanctuary Wealth Management
Pocatello,
Idaho
| $91.7M | -$2.81M | -3% | 2.31% | – | 314 | 16.88% | 0.9 |
|
| 6424 |
BOC
6424
Bull Oak Capital
San Diego,
California
| $91.4M | -$45.3M | -33% | 2.8% | 55.7% | 97 | 98.97% | 0 |
|
| 6425 |
HA
6425
HFG Advisors
Cincinatti,
Ohio
| $91.4M | -$3.31M | -3% | 2.77% | 69.7% | 102 | 16.67% | 1.3 |
|