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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 |
AC
6501
Amitell Capital
Singapore
| $137M | +$16.1M | +13% | 9.44% | 196% | 50 | 40% | 1 |
|
| 6502 |
SCM
6502
Shorepath Capital Management
Park City,
Utah
| $137M | +$6.6M | +5% | 4.55% | – | 23 | 4.35% | 0.7 |
|
| 6503 |
LFA
6503
Longview Financial Advisors
Huntsville,
Alabama
| $136M | +$4.99M | +4% | 4.23% | 47.4% | 48 | 12.5% | 0.7 |
|
| 6504 |
CIG
6504
Cascade Investment Group
Colorado Springs,
Colorado
| $136M | +$8.3M | +6% | 6.98% | 93.2% | 135 | 8.89% | 1.4 |
|
| 6505 |
1M
6505
13D Management
New York
| $136M | -$666K | -0.5% | 12.6% | 157% | 24 | 20.83% | 1.6 |
|
| 6506 |
PFG
6506
Pacific Financial Group
Bellevue,
Washington
| $136M | -$4.76M | -3% | 5.95% | 61.1% | 59 | 10.17% | 6.7 |
|
| 6507 |
CCA
6507
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $136M | +$8.26M | +6% | 6.28% | 78.3% | 124 | 12.9% | 1.9 |
|
| 6508 |
BCM
6508
Beaumont Capital Management
Boston,
Massachusetts
| $136M | +$8.29M | +6% | 7.27% | 45.4% | 60 | 40% | 1.1 |
|
| 6509 |
CAM
6509
Campion Asset Management
Falls Church,
Virginia
| $136M | +$8.99M | +7% | 8.94% | 70.2% | 96 | 5.21% | 2.9 |
|
| 6510 |
MAG
6510
M3 Advisory Group
Needham Heights,
Massachusetts
| $136M | +$14.7M | +12% | 5.3% | – | 156 | 19.23% | 0.6 |
|
| 6511 |
PMSA
6511
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $136M | +$12.4M | +10% | 6.48% | – | 151 | 7.95% | 0.7 |
|
| 6512 |
GL
6512
Gerber LLC
Columbus,
Ohio
| $136M | +$8.94M | +7% | 8.65% | – | 97 | 6.19% | 0.7 |
|
| 6513 |
BA
6513
Brightwater Advisory
Tampa,
Florida
| $136M | +$6.42M | +5% | 7.01% | – | 62 | 3.23% | 0.6 |
|
| 6514 |
NCG
6514
Newport Capital Group
Red Bank,
New Jersey
| $136M | +$9.38M | +7% | 5.84% | – | 58 | 18.97% | 0.9 |
|
| 6515 |
BC
6515
Broadwater Capital
Boston,
Massachusetts
| $136M | +$5.97M | +5% | 7.15% | – | 239 | 0.84% | 0.7 |
|
| 6516 |
BW
6516
Basepoint Wealth
Cedar Rapids,
Iowa
| $136M | +$8.94M | +7% | 9.94% | 113% | 117 | 10.26% | 2 |
|
| 6517 |
CRIG
6517
Charter Research & Investment Group
Southport,
Connecticut
| $136M | +$8.67M | +7% | 7.96% | 82.3% | 85 | 5.88% | 6.6 |
|
| 6518 |
PCMU
6518
Paragon Capital Management (Utah)
Provo,
Utah
| $136M | +$4.49M | +3% | 4.95% | 72.3% | 82 | 36.59% | 1.3 |
|
| 6519 |
PAG
6519
Paladin Advisory Group
Clive,
Iowa
| $136M | +$7.29M | +6% | 5.74% | 71.9% | 236 | 5.08% | 1.4 |
|
| 6520 |
MIM
6520
Meixler Investment Management
Show Low,
Arizona
| $136M | +$4.92M | +4% | 6.37% | 66.2% | 120 | 20.83% | 1.6 |
|
| 6521 |
TDC
6521
Thompson Davis & Co
Richmond,
Virginia
| $135M | +$20.1M | +17% | 16.1% | 188% | 138 | 26.09% | 2.3 |
|
| 6522 |
VAM
6522
Vienna Asset Management
Saratoga,
California
| $135M | +$14.6M | +12% | 5.59% | – | 56 | 39.29% | 1.1 |
|
| 6523 |
SH
6523
SeaTown Holdings
Singapore
| $135M | -$2.7M | -2% | 8.82% | 220% | 16 | 31.25% | 1.6 |
|
| 6524 |
EWA
6524
Emergent Wealth Advisors
Williamsville,
New York
| $135M | +$10.9M | +9% | 6.31% | 74.2% | 120 | 19.17% | 0.6 |
|
| 6525 |
PWA
6525
Providence Wealth Advisors
Frankfort,
Illinois
| $135M | +$9.81M | +8% | 6.63% | 112% | 87 | 14.94% | 4.2 |
|