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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
MWA
6426
Motive Wealth Advisors
Birmingham,
Michigan
| $96.6M | +$5.16M | +6% | 6.2% | 66% | 56 | 10.71% | 1.4 |
|
| 6427 |
AEPLI
6427
AH Equity Partners LSV II
Menlo Park,
California
| $96.4M | +$3.21M | +3% | 4.03% | – | 4 | 0% | 1.5 |
|
| 6428 |
T
6428
Tinicum
New York
| $96.4M | +$2.75M | +3% | 2.94% | 21.1% | 1 | 0% | 8.3 |
|
| 6429 |
OC
6429
Oppenheimer & Close
New York
| $96.3M | -$4.75M | -5% | 3.87% | 149% | 62 | 17.74% | 4.4 |
|
| 6430 |
DM
6430
Delphi Management
Brookline,
Massachusetts
| $96.2M | – | – | 6.44% | 111% | 82 | – | 2.3 |
|
| 6431 |
NWMG
6431
National Wealth Management Group
Cincinnati,
Ohio
| $96.2M | +$8.71M | +10% | 8.6% | 123% | 180 | 56.11% | 0.7 |
|
| 6432 |
ACM
6432
Agincourt Capital Management
Richmond,
Virginia
| $95.9M | -$26.7M | -22% | 2.96% | 0.36% | 4 | 0% | 1.5 |
|
| 6433 |
SM
6433
Salzhauer Michael
| $95.9M | -$17.4M | -15% | 3.66% | 107% | 108 | 27.78% | 3.8 |
|
| 6434 |
WIM
6434
Waycross Investment Management
Bellingham,
Washington
| $95.9M | -$4.06M | -4% | 4.04% | 49.6% | 52 | 7.69% | 0.5 |
|
| 6435 |
AAM
6435
American Asset Management
Boca Raton,
Florida
| $95.8M | +$2.27M | +2% | 2.22% | 42.5% | 15 | 6.67% | 2.6 |
|
| 6436 |
IDP
6436
In-Depth Partners
Miami,
Florida
| $95.6M | +$13.4M | +16% | 12.1% | 157% | 13 | 0% | 1.5 |
|
| 6437 |
BCM
6437
Barrier Capital Management
San Francisco,
California
| $95.6M | +$10.8M | +13% | 12.5% | 216% | 19 | 36.84% | 0.5 |
|
| 6438 |
MAG
6438
Millrace Asset Group
Berwyn,
Pennsylvania
| $95.5M | +$9.77M | +11% | 17.1% | 113% | 69 | 44.93% | 1.1 |
|
| 6439 |
CH
6439
CVI Holdings
Wilmington,
Delaware
| $95.2M | -$170M | -64% | 16.8% | 25.8% | 436 | 41.28% | 1.2 |
|
| 6440 |
QUSVM
6440
Qiming U.S. Ventures Management
Bellevue,
Washington
| $95.2M | +$12.5M | +15% | 27.5% | 1,484% | 7 | 0% | 1.4 |
|
| 6441 |
OL
6441
Owen LaRue
Elizabethtown,
Kentucky
| $95.1M | +$2.62M | +3% | 10.6% | 126% | 94 | 45.74% | 0.3 |
|
| 6442 |
FFWM
6442
Future Financial Wealth Management
Cincinnati,
Ohio
| $95M | +$4.24M | +5% | 5.46% | 59.5% | 123 | 21.95% | 1.7 |
|
| 6443 |
DFC
6443
DB Fitzpatrick & Co
Boise,
Idaho
| $94.8M | +$2.49M | +3% | 2.05% | 37.1% | 69 | 8.7% | 1.3 |
|
| 6444 |
ACM
6444
Ativo Capital Management
Chicago,
Illinois
| $94.8M | +$13M | +16% | 2.98% | 63.8% | 61 | 21.31% | 1.9 |
|
| 6445 |
HA
6445
HFG Advisors
Cincinatti,
Ohio
| $94.7M | +$6.93M | +8% | 6.09% | 69.7% | 97 | 13.4% | 1.1 |
|
| 6446 |
LAS
6446
LWM Advisory Services
Plantation,
Florida
| $94.7M | +$1.02M | +1% | 6.76% | 64.9% | 85 | 17.65% | 1.1 |
|
| 6447 |
GC
6447
Gratia Capital
Los Angeles,
California
| $94.7M | +$34.1M | +56% | 12.6% | 42.4% | 35 | 57.14% | 0.6 |
|
| 6448 |
UAML
6448
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $94.6M | -$3.26M | -3% | 9.9% | – | 242 | 49.59% | 1.7 |
|
| 6449 |
SIA
6449
Schear Investment Advisers
Cincinnati,
Ohio
| $94.6M | +$11M | +13% | 12.3% | 241% | 88 | 12.5% | 0.5 |
|
| 6450 |
SWM
6450
Sanctuary Wealth Management
Pocatello,
Idaho
| $94.5M | – | – | 8.29% | – | 288 | – | 0.7 |
|