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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
PBO
6626
Peoples Bank (Ohio)
Marietta,
Ohio
| $195M | +$31.6M | +19% | 16.4% | 71.7% | 109 | 15.6% | 24.2 |
|
| 6627 |
BFG
6627
Birch Financial Group
Keene,
New Hampshire
| $195M | +$23.3M | +14% | 13.2% | – | 153 | 22.88% | 4.1 |
|
| 6628 |
ONST
6628
Old North State Trust
Greensboro,
North Carolina
| $194M | +$26.1M | +16% | 23.1% | – | 159 | 10.69% | 17.9 |
|
| 6629 |
SAM
6629
SVRN Asset Management
Austin,
Texas
| $194M | +$91.2M | +88% | 9.6% | – | 53 | 33.96% | 1.4 |
|
| 6630 |
EFG
6630
Ehrlich Financial Group
Laguna Niguel,
California
| $194M | +$20.4M | +12% | 10.9% | – | 128 | 19.53% | 5.5 |
|
| 6631 |
AIC
6631
Aurora Investment Counsel
Atlanta,
Georgia
| $194M | +$14.1M | +8% | 10.4% | 31.7% | 127 | 27.56% | 4.3 |
|
| 6632 |
PDN
6632
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $194M | +$21.4M | +12% | 12.6% | 36.9% | 76 | 0% | 32.7 |
|
| 6633 |
DWM
6633
Defined Wealth Management
Beaverton,
Oregon
| $194M | +$23.6M | +14% | 16.4% | 70.3% | 120 | 13.33% | 14.1 |
|
| 6634 |
GPW
6634
Gentry Private Wealth
Wichita,
Kansas
| $194M | +$28.3M | +17% | 16.3% | – | 109 | 17.43% | 4 |
|
| 6635 |
IPWA
6635
International Private Wealth Advisors
San Diego,
California
| $194M | +$30.8M | +19% | 8.61% | – | 178 | 24.72% | 5.8 |
|
| 6636 |
KCM
6636
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $194M | +$42.8M | +28% | 8.31% | – | 834 | 30.46% | 1.4 |
|
| 6637 |
II
6637
Ibex Investors
Denver,
Colorado
| $194M | +$42.1M | +28% | 21% | 16.6% | 17 | 29.41% | 4.2 |
|
| 6638 |
PFO
6638
Pioneer Family Office
North Miami Beach,
Florida
| $194M | +$38.4M | +25% | 23.3% | – | 140 | 32.86% | 1.4 |
|
| 6639 |
TGP
6639
TMT General Partner
Hong Kong
| $194M | -$56M | -22% | 21.8% | – | 3 | 0% | 5.3 |
|
| 6640 |
SW
6640
Schulz Wealth
Mansfield,
Texas
| $194M | – | – | 8.96% | – | 70 | – | 7.3 |
|
| 6641 |
CPL
6641
Capital & Planning LLC
Jonesboro,
Georgia
| $194M | +$28.8M | +17% | 15.1% | – | 174 | 75.29% | 2 |
|
| 6642 |
OCM
6642
Orleans Capital Management
Mandeville,
Louisiana
| $194M | +$45.8M | +31% | 21.4% | 94.6% | 128 | 21.88% | 11.6 |
|
| 6643 |
HIM
6643
Harbour Investment Management
Edmonds,
Washington
| $194M | +$9.48M | +5% | 8.32% | 58.8% | 109 | 8.26% | 25.1 |
|
| 6644 |
EA
6644
Echo45 Advisors
Walnut Creek,
California
| $194M | +$15.8M | +9% | 10.3% | 53.6% | 83 | 14.46% | 9.1 |
|
| 6645 |
BA
6645
Ballew Advisors
Jackson,
Mississippi
| $194M | +$16.2M | +9% | 9.98% | 68% | 135 | 17.04% | 14.4 |
|
| 6646 |
WF
6646
Williams Financial
North Bennington,
Vermont
| $194M | +$21.7M | +13% | 6.87% | 28.5% | 31 | 22.58% | 2.9 |
|
| 6647 |
MFA
6647
McClarren Financial Advisors
State College,
Pennsylvania
| $193M | +$24.6M | +15% | 12.6% | 55.3% | 88 | 13.64% | 6.8 |
|
| 6648 |
ALS
6648
Andrew L. Share
| $193M | -$20.9M | -10% | 7.89% | 14.8% | 19 | 15.79% | 8.1 |
|
| 6649 |
CW
6649
Code Waechter
Tampa,
Florida
| $193M | +$25M | +15% | 12.9% | – | 131 | 12.98% | 4.8 |
|
| 6650 |
RFA
6650
ROI Financial Advisors
Beaverton,
Oregon
| $193M | +$26M | +16% | 25.5% | – | 71 | 8.45% | 7.2 |
|