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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
FWMM
6526
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $128M | +$4.94M | +4% | 2.61% | 64% | 46 | 17.39% | 1.1 |
|
| 6527 |
MCM
6527
Mork Capital Management
Healdsburg,
California
| $128M | -$5.04M | -4% | 3.82% | 61.9% | 109 | 3.67% | 2.9 |
|
| 6528 |
TIM
6528
Thor Investment Management
Cincinnati,
Ohio
| $127M | +$1.18M | +0.9% | 1.08% | 122% | 44 | 2.27% | 0.5 |
|
| 6529 |
FFP
6529
Forbes Financial Planning
East Greenwich,
Rhode Island
| $127M | +$11.1M | +10% | 1.01% | 46.7% | 32 | 15.63% | 1.7 |
|
| 6530 |
EAM
6530
Eschler Asset Management
London,
United Kingdom
| $127M | -$27.4M | -18% | 1.02% | 274% | 110 | 63.64% | 0.7 |
|
| 6531 |
CAM
6531
Campion Asset Management
Falls Church,
Virginia
| $127M | -$2.14M | -2% | 0.75% | 70.2% | 101 | 5.94% | 2.7 |
|
| 6532 |
GL
6532
Gerber LLC
Columbus,
Ohio
| $127M | +$8.01M | +7% | 1.35% | – | 101 | 8.91% | 0.5 |
|
| 6533 |
TS
6533
Twin Securities
New York
| $127M | +$26.8M | +27% | 1.93% | 506% | 19 | 63.16% | 0.2 |
|
| 6534 |
CPG
6534
Custom Portfolio Group
Englewood,
Colorado
| $127M | +$5.58M | +5% | 1.8% | – | 242 | 4.55% | 0.5 |
|
| 6535 |
CRIG
6535
Charter Research & Investment Group
Southport,
Connecticut
| $127M | +$816K | +0.6% | 3.01% | 82.3% | 84 | 3.57% | 6.6 |
|
| 6536 |
LW
6536
Lauer Wealth
Valparaiso,
Indiana
| $127M | +$11.7M | +10% | 2.51% | 89.4% | 48 | 18.75% | 0.9 |
|
| 6537 |
SFC
6537
Sprinkle Financial Consultants
Littleton,
Colorado
| $127M | +$9.75M | +8% | 1.69% | 64.1% | 71 | 15.49% | 0.4 |
|
| 6538 |
TC
6538
Taika Capital
Sunny Isles Beach,
Florida
| $127M | -$67.4M | -35% | 7.23% | 68.3% | 65 | 60% | 0.4 |
|
| 6539 |
HWM
6539
Howard Wealth Management
Madison,
Connecticut
| $127M | +$3.82M | +3% | 3.21% | 60.3% | 106 | 14.15% | 2.5 |
|
| 6540 |
TNAM
6540
Terra Nova Asset Management
New York
| $127M | +$1.21M | +1% | 5.28% | 172% | 86 | 6.98% | 3.1 |
|
| 6541 |
SCM
6541
Spring Capital Management
Amarillo,
Texas
| $127M | -$6.02M | -5% | 2.73% | 73.6% | 34 | 26.47% | 2.2 |
|
| 6542 |
BW
6542
Basepoint Wealth
Cedar Rapids,
Iowa
| $127M | -$6.2M | -5% | 3.78% | 113% | 116 | 5.17% | 1.8 |
|
| 6543 |
EFG
6543
Ehrlich Financial Group
Laguna Niguel,
California
| $127M | +$7.9M | +7% | 1.91% | – | 118 | 31.36% | 0.4 |
|
| 6544 |
DWS
6544
Discipline Wealth Solutions
Greenville,
South Carolina
| $127M | +$18.7M | +17% | 0.19% | 45.9% | 29 | 34.48% | 0.3 |
|
| 6545 |
SKK
6545
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $127M | +$1.33M | +1% | 1.4% | 38.5% | 59 | 10.17% | 2.6 |
|
| 6546 |
SR
6546
Syntax Research
Boca Raton,
Florida
| $126M | -$4.53M | -3% | 1.74% | 42.9% | 177 | 5.65% | 0.7 |
|
| 6547 |
HWM
6547
Horizons Wealth Management
Asheville,
North Carolina
| $126M | -$26.2M | -17% | 0.44% | – | 187 | 9.09% | 1.7 |
|
| 6548 |
SCA
6548
Sippican Capital Advisors
Boston,
Massachusetts
| $126M | -$2.23M | -2% | 0.49% | 90.1% | 123 | 15.45% | 5 |
|
| 6549 |
NCG
6549
Newport Capital Group
Red Bank,
New Jersey
| $126M | – | – | 1.24% | – | 50 | – | 0.8 |
|
| 6550 |
PEP
6550
Pickering Energy Partners
Houston,
Texas
| $126M | +$117M | +1,197% | 13.9% | 26.4% | 33 | 30.3% | 0.4 |
|