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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 |
VWWMG
6526
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $135M | +$2.37M | +2% | 5.44% | – | 394 | 14.72% | 0.6 |
|
| 6527 |
TIM
6527
Tevis Investment Management
Plano,
Texas
| $135M | +$10.7M | +9% | 7.72% | 58.7% | 93 | 10.75% | 2.1 |
|
| 6528 |
RL
6528
Retireful LLC
Haslett,
Michigan
| $135M | -$77.5M | -36% | 7.74% | 437% | 132 | 79.55% | 0.3 |
|
| 6529 |
WA
6529
WESPAC Advisors
Orinda,
California
| $135M | +$7.35M | +6% | 6.46% | 112% | 172 | 30.23% | 1.1 |
|
| 6530 |
WI
6530
Wintrust Investments
Chicago,
Illinois
| $135M | -$1.09B | -89% | 6.77% | 27.5% | 520 | 15% | 2.1 |
|
| 6531 |
LAS
6531
LWM Advisory Services
Plantation,
Florida
| $135M | +$15.9M | +13% | 6.42% | 64.9% | 96 | 19.79% | 1.6 |
|
| 6532 |
MAM
6532
Mainsail Asset Management
Birmingham,
Alabama
| $135M | +$8.72M | +7% | 8.01% | 90.4% | 65 | 23.08% | 0.6 |
|
| 6533 |
PWSG
6533
Pacific Wealth Strategies Group
Santa Barbara,
California
| $135M | +$13.8M | +11% | 6.83% | 75.5% | 53 | 16.98% | 4.5 |
|
| 6534 |
HCM
6534
Heights Capital Management
San Francisco,
California
| $135M | – | – | 18% | – | 138 | – | 0 |
|
| 6535 |
TNAM
6535
Terra Nova Asset Management
New York
| $135M | +$7.99M | +6% | 10.7% | 172% | 87 | 9.2% | 3.1 |
|
| 6536 |
EWA
6536
Elevate Wealth Advisory
Athens,
Georgia
| $135M | +$11.5M | +9% | 6.77% | – | 121 | 8.26% | 0.6 |
|
| 6537 |
AA
6537
AlphaCentric Advisors
San Juan,
Puerto Rico
| $135M | -$1.28M | -0.9% | 9.75% | – | 245 | 17.55% | 1 |
|
| 6538 |
WF
6538
Wayfinding Financial
Lynnwood,
Washington
| $134M | -$43.2M | -24% | 3.84% | 68.3% | 128 | 72.66% | 1.5 |
|
| 6539 |
WAM
6539
WealthTrust Asset Management
Destin,
Florida
| $134M | -$2.78M | -2% | 7% | 97.9% | 109 | 39.45% | 1.4 |
|
| 6540 |
OA
6540
Oceanside Advisors
Mount Pleasant,
South Carolina
| $134M | +$10.4M | +8% | 5.87% | – | 50 | 8% | 0.7 |
|
| 6541 |
SCH
6541
Shengqi Capital (HK)
Hong Kong
| $134M | – | – | 17.7% | – | 3 | – | 0 |
|
| 6542 |
RC
6542
Rareview Capital
Las Vegas,
Nevada
| $134M | +$29.4M | +28% | 5.6% | – | 55 | 29.09% | 0.5 |
|
| 6543 |
CPL
6543
CAP Partners LLC
Franklin,
Tennessee
| $134M | +$10.8M | +9% | 6.95% | – | 137 | 13.14% | 0.6 |
|
| 6544 |
D
6544
Dentgroup
Baton Rouge,
Louisiana
| $134M | +$9.73M | +8% | 5.86% | 53.6% | 89 | 16.85% | 1.9 |
|
| 6545 |
KFG
6545
Kingdom Financial Group
Peoria,
Arizona
| $134M | -$14M | -9% | 5.31% | 46.2% | 55 | 16.36% | 1 |
|
| 6546 |
SMWM
6546
Silvia McColl Wealth Management
San Diego,
California
| $134M | +$12.7M | +11% | 6.33% | 82.7% | 120 | 18.33% | 1.5 |
|
| 6547 |
AHIA
6547
Andrew Hill Investment Advisors
Naples,
Florida
| $134M | +$12.8M | +11% | 11.8% | – | 58 | 29.31% | 1 |
|
| 6548 |
IAP
6548
Indie Asset Partners
Carmel,
Indiana
| $134M | +$7.92M | +6% | 3.14% | 119% | 119 | 17.65% | 2.2 |
|
| 6549 |
OFG
6549
OmniStar Financial Group
Wilmington,
North Carolina
| $133M | +$23M | +21% | 8.71% | 67.1% | 172 | 60.47% | 0.8 |
|
| 6550 |
BDS
6550
Banco de Sabadell
Miami,
Florida
| $133M | -$2.84M | -2% | 5.45% | 75.1% | 61 | 4.92% | 5.5 |
|