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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
FBC
6501
Fairfield, Bush & Co
Darien,
Connecticut
| $203M | +$23.3M | +13% | 18.6% | 112% | 130 | 11.54% | 24.7 |
|
| 6502 |
OAM
6502
Oxford Asset Management
Oxford,
United Kingdom
| $203M | -$44.5M | -18% | 13.2% | – | 694 | 81.41% | 0.6 |
|
| 6503 |
CNWM
6503
Clay Northam Wealth Management
Huntington Beach,
California
| $203M | +$25.2M | +14% | 24% | 107% | 113 | 14.16% | 10.7 |
|
| 6504 |
SAS
6504
Sage Advisory Services
Austin,
Texas
| $203M | +$20.7M | +11% | 9.46% | 33.9% | 49 | 20.41% | 13.6 |
|
| 6505 |
PI
6505
Pettee Investors
Rowayton,
Connecticut
| $203M | +$9.02M | +5% | 24.8% | 96.1% | 119 | 6.72% | 27.4 |
|
| 6506 |
WCM
6506
Washburn Capital Management
Vero Beach,
Florida
| $203M | +$31M | +18% | 27.9% | 117% | 61 | 16.39% | 12.4 |
|
| 6507 |
AF
6507
AtlasMark Financial
Austin,
Texas
| $203M | +$48.3M | +31% | 17.6% | – | 51 | 13.73% | 17 |
|
| 6508 |
RIAS
6508
Rachor Investment Advisory Services
Linden,
Michigan
| $203M | +$12.8M | +7% | 6.92% | – | 469 | 57.78% | 1.8 |
|
| 6509 |
TPC
6509
Twin Peaks Capital
Hong Kong,
| $203M | +$58.8M | +41% | 59% | – | 26 | 61.54% | 0.8 |
|
| 6510 |
BLWM
6510
Bucket List Wealth Management
The Villages,
Florida
| $203M | +$36.9M | +22% | 13.4% | – | 64 | 12.5% | 1.6 |
|
| 6511 |
FA
6511
Financial Alternatives
La Jolla,
California
| $203M | +$17.4M | +9% | 9.26% | 50.2% | 85 | 8.24% | 11.6 |
|
| 6512 |
FPW
6512
Flywheel Private Wealth
Los Altos,
California
| $203M | +$27.4M | +16% | 13.9% | – | 110 | 6.36% | 4.3 |
|
| 6513 |
TMWM
6513
Taylor & Morgan Wealth Management
Flint,
Michigan
| $203M | +$27.6M | +16% | 14.6% | 85.9% | 91 | 15.38% | 10.6 |
|
| 6514 |
SFA
6514
Salus Financial Advisors
Colorado Springs,
Colorado
| $203M | +$31.4M | +18% | 11.4% | – | 39 | 12.82% | 4.7 |
|
| 6515 |
ECP
6515
Elwood Capital Partners
New York
| $203M | +$5.65M | +3% | 29.9% | – | 40 | 37.5% | 2.7 |
|
| 6516 |
VFG
6516
Valley Financial Group
Ambler,
Pennsylvania
| $203M | +$17.5M | +9% | 8.89% | – | 67 | 13.43% | 7.7 |
|
| 6517 |
ATIA
6517
American Trust Investment Advisors
Lebanon,
New Hampshire
| $203M | +$21.6M | +12% | 14% | 91% | 85 | 15.29% | 17.8 |
|
| 6518 |
TWP
6518
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $203M | +$21.6M | +12% | 11.2% | 53.7% | 105 | 20.95% | 8.9 |
|
| 6519 |
MRCM
6519
Mill Road Capital Management
Greenwich,
Connecticut
| $203M | +$11.7M | +6% | 28.3% | 85.1% | 23 | 4.35% | 13.1 |
|
| 6520 |
ER
6520
EVR Research
Richmond,
Virginia
| $203M | -$47.4M | -19% | 34.1% | 165% | 39 | 51.28% | 2.3 |
|
| 6521 |
LAMC
6521
Longview Asset Management (California)
San Rafael,
California
| $202M | +$18.3M | +10% | 6.06% | – | 165 | 13.94% | 4.8 |
|
| 6522 |
DFG
6522
Delphi Financial Group
Wilmington,
Delaware
| $202M | -$19.3M | -9% | 13.9% | 66.3% | 34 | 29.41% | 7.6 |
|
| 6523 |
HWA
6523
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $202M | +$35.3M | +21% | 16.2% | 58.3% | 75 | 30.67% | 9.9 |
|
| 6524 |
WPW
6524
Winthrop Partners - WNY
Buffalo,
New York
| $202M | +$14.5M | +8% | 9.29% | – | 90 | 6.67% | 23.7 |
|
| 6525 |
BM
6525
Brandywine Managers
Hockessin,
Delaware
| $202M | +$32.2M | +19% | 30.8% | 96.3% | 46 | 13.04% | 13.8 |
|