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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
FS
6501
Financial Symmetry
Raleigh,
North Carolina
| $129M | +$14.3M | +13% | 1.6% | 68.5% | 42 | 16.67% | 0.4 |
|
| 6502 |
FF
6502
Farrell Financial
Orchard Park,
New York
| $128M | +$6.24M | +5% | 1.89% | 57.8% | 72 | 9.72% | 0.5 |
|
| 6503 |
PFP
6503
Paragon Financial Partners
Woodland Hills,
California
| $128M | +$6.87M | +6% | 6.26% | 90.6% | 86 | 8.14% | 2.1 |
|
| 6504 |
LWMNY
6504
Landmark Wealth Management (New York)
Melville,
New York
| $128M | -$87.6M | -41% | 0.99% | 37.9% | 75 | 38.67% | 1.7 |
|
| 6505 |
SRA
6505
Secured Retirement Advisors
St Louis Park,
Minnesota
| $128M | +$10.3M | +9% | 2.09% | – | 119 | 11.76% | 0.4 |
|
| 6506 |
VBCG
6506
Valley Brook Capital Group
Venetia,
Pennsylvania
| $128M | +$3.13M | +3% | 3.19% | 106% | 121 | 9.92% | 2.8 |
|
| 6507 |
PAG
6507
Paladin Advisory Group
Clive,
Iowa
| $128M | +$1.81M | +1% | 2.39% | 71.9% | 230 | 3.91% | 1.2 |
|
| 6508 |
TF
6508
Tenon Financial
Metuchen,
New Jersey
| $128M | +$9.74M | +8% | 1.08% | – | 43 | 16.28% | 0.2 |
|
| 6509 |
PBK
6509
Peoples Bank (Kansas)
Pratt,
Kansas
| $128M | +$260K | +0.2% | 1.16% | 74.5% | 276 | 2.9% | 0.7 |
|
| 6510 |
CIG
6510
Cascade Investment Group
Colorado Springs,
Colorado
| $128M | -$5.52M | -4% | 3.48% | 93.2% | 149 | 18.12% | 1.2 |
|
| 6511 |
BCM
6511
Bancreek Capital Management
Santa Monica,
California
| $128M | -$6.08M | -5% | 3.82% | 33.6% | 20 | 10% | 1.6 |
|
| 6512 |
CAM
6512
Clio Asset Management
Charlottesville,
Virginia
| $128M | -$10.3M | -7% | 6.53% | 60.6% | 12 | 0% | 0.9 |
|
| 6513 |
WFL
6513
Wealth Forward LLC
Fargo,
North Dakota
| $128M | +$965K | +0.8% | 0.05% | 48.8% | 32 | 3.13% | 0.5 |
|
| 6514 |
CCA
6514
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $128M | +$1.86M | +1% | 1.51% | 78.3% | 124 | 13.71% | 1.8 |
|
| 6515 |
AI
6515
Arrien Investments
Boise,
Idaho
| $128M | +$1.29M | +1% | 0.81% | 42.7% | 41 | 4.88% | 1 |
|
| 6516 |
PSC
6516
Piper Sandler & Co
Minneapolis,
Minnesota
| $128M | -$17.4M | -12% | 0.07% | 0.04% | 22 | 27.27% | 0.6 |
|
| 6517 |
BCM
6517
Beaumont Capital Management
Boston,
Massachusetts
| $128M | -$7.99M | -6% | 0.34% | 45.4% | 54 | 27.78% | 1 |
|
| 6518 |
WFS
6518
Walker Financial Services
Bowling Green,
Kentucky
| $128M | +$6.19M | +5% | 0.45% | 18.9% | 28 | 10.71% | 1.5 |
|
| 6519 |
HPCM
6519
Hein Park Capital Management
New York
| $128M | -$14.5M | -10% | 5.26% | 122% | 3 | 0% | 1.3 |
|
| 6520 |
BCG
6520
BayBridge Capital Group
Pleasanton,
California
| $128M | +$13.1M | +11% | 1.56% | 78.5% | 83 | 1.2% | 0.4 |
|
| 6521 |
TFP
6521
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $128M | +$4.55M | +4% | 1.56% | 101% | 99 | 4.04% | 2.2 |
|
| 6522 |
AA
6522
Atmos Advisory
Pittsburgh,
Pennsylvania
| $128M | +$2.97M | +2% | 0.38% | 31.9% | 20 | 0% | 2.5 |
|
| 6523 |
WA
6523
WESPAC Advisors
Orinda,
California
| $128M | -$44M | -26% | 5.18% | 112% | 188 | 35.64% | 1 |
|
| 6524 |
WCM
6524
Windham Capital Management
Boston,
Massachusetts
| $128M | +$683K | +0.5% | 1.16% | 8.3% | 44 | 0% | 4 |
|
| 6525 |
SAM
6525
Steinberg Asset Management
New York
| $128M | +$9.81M | +8% | 13% | 130% | 44 | 4.55% | 3.9 |
|