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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
CIA
6576
Cohen Investment Advisors
Bedford,
New Hampshire
| $124M | -$29.9M | -19% | 1.74% | 76.2% | 78 | 3.85% | 3.3 |
|
| 6577 |
CP
6577
Clayton Partners
Berkeley,
California
| $124M | +$6.6M | +6% | 4.54% | 109% | 39 | 15.38% | 1.9 |
|
| 6578 |
D
6578
Dentgroup
Baton Rouge,
Louisiana
| $124M | +$3.24M | +3% | 0.97% | 53.6% | 89 | 22.47% | 1.8 |
|
| 6579 |
KWA
6579
Kellett Wealth Advisors
Cincinnati,
Ohio
| $124M | -$20.5M | -14% | 2.82% | 76.3% | 92 | 31.52% | 1.5 |
|
| 6580 |
DJFS
6580
Dean Jacobson Financial Services
Fort Worth,
Texas
| $124M | +$471K | +0.4% | 0.21% | 55.7% | 13 | 7.69% | 1.4 |
|
| 6581 |
MA
6581
Mosaic Advisors
Houston,
Texas
| $124M | +$1.47M | +1% | 0.42% | 50.9% | 17 | 17.65% | 2.2 |
|
| 6582 |
HLA
6582
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $124M | -$22.7M | -15% | 1.39% | 187% | 20 | 15% | 1.9 |
|
| 6583 |
CG
6583
Clifford Group
Wayland,
Massachusetts
| $124M | +$2.75M | +2% | 2.63% | 67.9% | 74 | 5.41% | 1.3 |
|
| 6584 |
OA
6584
Oceanside Advisors
Mount Pleasant,
South Carolina
| $124M | +$2.93M | +2% | 0.3% | – | 48 | 6.25% | 0.5 |
|
| 6585 |
FWM
6585
FMA Wealth Management
Duxbury,
Massachusetts
| $124M | +$3.03M | +3% | 0.68% | – | 43 | 6.98% | 0.4 |
|
| 6586 |
PMSA
6586
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $124M | +$2.08M | +2% | 0.76% | – | 140 | 5% | 0.5 |
|
| 6587 |
EWS
6587
Eagle Wealth Strategies
West Deptford,
New Jersey
| $124M | +$605K | +0.5% | 1.71% | – | 96 | 9.38% | 0.5 |
|
| 6588 |
RL
6588
RPO LLC
Stamford,
Connecticut
| $123M | +$53.9M | +77% | 6.36% | 66.2% | 61 | 45.9% | 0.7 |
|
| 6589 |
LI
6589
Latash Investments
Anchorage,
Alaska
| $123M | -$17.2M | -12% | 3.16% | 110% | 20 | 15% | 4.1 |
|
| 6590 |
ACM
6590
Archon Capital Management
Seattle,
Washington
| $123M | -$167M | -57% | 10.9% | 222% | 37 | 45.95% | 2.5 |
|
| 6591 |
NC
6591
Napatree Capital
Westerly,
Rhode Island
| $123M | +$20.1M | +19% | 1.76% | – | 138 | 13.77% | 0.4 |
|
| 6592 |
WA
6592
Wealthstar Advisors
Plano,
Texas
| $123M | -$164M | -57% | 2.6% | – | 152 | 94.74% | 1.2 |
|
| 6593 |
SI
6593
Stonekeep Investments
Sante Fe,
New Mexico
| $123M | – | – | 2.76% | – | 48 | – | 0 |
|
| 6594 |
EWA
6594
Elevate Wealth Advisory
Athens,
Georgia
| $123M | +$8.37M | +7% | 0.18% | – | 114 | 9.65% | 0.5 |
|
| 6595 |
PIP
6595
PB Investment Partners
Burlingame,
California
| $123M | -$9.48M | -7% | 6.75% | 81.1% | 9 | 11.11% | 2.1 |
|
| 6596 |
ZC
6596
Zeit Capital
Greenwood Village,
Colorado
| $123M | -$713K | -0.6% | 1.15% | 51.6% | 30 | 3.33% | 3.2 |
|
| 6597 |
BRF
6597
B. Riley Financial
Los Angeles,
California
| $123M | +$18.1M | +17% | 16.8% | 682% | 20 | 40% | 1.6 |
|
| 6598 |
CPL
6598
CAP Partners LLC
Franklin,
Tennessee
| $123M | +$9.76M | +9% | 2.72% | – | 131 | 12.21% | 0.4 |
|
| 6599 |
SWM
6599
Schwallier Wealth Management
Grand Rapids,
Michigan
| $123M | -$1.06M | -0.9% | 0.1% | – | 31 | 16.13% | 0.4 |
|
| 6600 |
SA
6600
Sage Advisors
Boulder,
Colorado
| $123M | +$10.6M | +9% | 5.18% | – | 26 | 7.69% | 0.5 |
|