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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
MAM
6551
Mainsail Asset Management
Birmingham,
Alabama
| $126M | +$3.4M | +3% | 3.7% | 90.4% | 59 | 15.25% | 0.4 |
|
| 6552 |
PWH
6552
Priebe Wealth Holdings
Maple Grove,
Minnesota
| $126M | -$2.1M | -2% | 2.46% | – | 64 | 18.75% | 0.4 |
|
| 6553 |
WWM
6553
Whalen Wealth Management
Las Vegas,
Nevada
| $126M | -$8.82M | -7% | 3.59% | 90.2% | 139 | 46.76% | 0.3 |
|
| 6554 |
FFA
6554
Frazier Financial Advisors
Columbus,
Ohio
| $126M | +$4.14M | +3% | 0.52% | – | 1,065 | 17.28% | 0.4 |
|
| 6555 |
SCM
6555
Segra Capital Management
Palm Beach,
Florida
| $126M | -$4.84M | -4% | 8.57% | 19% | 7 | 57.14% | 1 |
|
| 6556 |
WWM
6556
Wolff Wiese Magana
Carslbad,
California
| $126M | +$9.78M | +8% | 5.02% | 149% | 808 | 14.11% | 2.2 |
|
| 6557 |
MCM
6557
MontVue Capital Management
Lynchburg,
Virginia
| $126M | +$12.6M | +11% | 1.92% | – | 59 | 22.03% | 0.4 |
|
| 6558 |
AUIM
6558
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $126M | -$22.6M | -15% | 1.9% | 39.9% | 36 | 2.78% | 2.3 |
|
| 6559 |
IAP
6559
Indie Asset Partners
Carmel,
Indiana
| $126M | +$13.2M | +12% | 9.44% | 119% | 103 | 18.45% | 2.3 |
|
| 6560 |
PWA
6560
Providence Wealth Advisors
Frankfort,
Illinois
| $125M | +$8.3M | +7% | 4.63% | 112% | 84 | 9.52% | 4.2 |
|
| 6561 |
ICMP
6561
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $125M | +$3.07M | +3% | 0.33% | 39.7% | 82 | 7.32% | 2.1 |
|
| 6562 |
PWA
6562
Primoris Wealth Advisors
North Palm Beach,
Florida
| $125M | +$143K | +0.1% | 6.09% | 182% | 111 | 26.13% | 1.4 |
|
| 6563 |
BWG
6563
Berry Wealth Group
Granbury,
Texas
| $125M | +$4.68M | +4% | 2.67% | – | 92 | 20.65% | 0.4 |
|
| 6564 |
CPW
6564
Cove Private Wealth
Oyster Bay Cove,
New York
| $125M | +$8.05M | +7% | 7.14% | – | 77 | 5.19% | 0.5 |
|
| 6565 |
CC
6565
Copperleaf Capital
Raleigh,
North Carolina
| $125M | +$9.54M | +8% | 1.44% | 102% | 95 | 11.58% | 1.8 |
|
| 6566 |
QM
6566
QVIDTVM Management
The Woodlands,
Texas
| $125M | +$819K | +0.7% | 5.41% | 19.5% | 10 | 30% | 1 |
|
| 6567 |
PIS
6567
POM Investment Strategies
Raleigh,
North Carolina
| $125M | +$2.86M | +2% | 3.09% | – | 332 | 27.11% | 0.4 |
|
| 6568 |
CCM
6568
Crew Capital Management
Cincinnati,
Ohio
| $125M | +$1.59M | +1% | 3.7% | 104% | 125 | 15.2% | 1.5 |
|
| 6569 |
WWWM
6569
White Wing Wealth Management
The Wodlands,
Texas
| $125M | +$4.48M | +4% | 1.93% | – | 32 | 15.63% | 0.4 |
|
| 6570 |
SHFP
6570
Second Half Financial Partners
Sebring,
Florida
| $125M | -$99.9M | -44% | 0.45% | 36.8% | 70 | 50% | 1.1 |
|
| 6571 |
LWM
6571
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $125M | -$4.45M | -3% | 0.37% | 66% | 66 | 31.82% | 1.3 |
|
| 6572 |
NFA
6572
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $125M | -$3.41M | -3% | 2.93% | 109% | 114 | 9.65% | 1.4 |
|
| 6573 |
G
6573
Greycroft
New York
| $125M | -$18.1M | -13% | 0.81% | 20% | 8 | 12.5% | 0.9 |
|
| 6574 |
TIM
6574
Tevis Investment Management
Plano,
Texas
| $124M | +$6.88M | +6% | 2.21% | 58.7% | 94 | 11.7% | 1.8 |
|
| 6575 |
GAA
6575
Green Alpha Advisors
Niwot,
Colorado
| $124M | -$13.6M | -10% | 5.76% | 316% | 143 | 4.2% | 2.5 |
|