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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
RCWM
6651
Royal Capital Wealth Management
Carmel,
Indiana
| $150M | +$7.66M | +5% | 8.92% | 83.8% | 90 | 6.67% | 2.8 |
|
| 6652 |
GWMI
6652
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $150M | +$423K | +0.3% | 10.5% | 103% | 226 | 73.45% | 2.9 |
|
| 6653 |
RHDIC
6653
R.H. Dinel Investment Counsel
Los Angeles,
California
| $150M | +$3.47M | +2% | 8.7% | 55.9% | 42 | 0% | 9.4 |
|
| 6654 |
MCA
6654
Millennium Capital Advisors
Little Rock,
Arkansas
| $150M | +$14.5M | +11% | 13.7% | 134% | 123 | 8.94% | 2.6 |
|
| 6655 |
EF
6655
Envision Financial
Brookfield,
Wisconsin
| $150M | +$17.3M | +13% | 6.28% | – | 45 | 11.11% | 0.4 |
|
| 6656 |
SMF
6656
Sterling Manor Financial
Saratoga Springs,
New York
| $150M | +$9.96M | +7% | 7.6% | 42.4% | 31 | 12.9% | 1.7 |
|
| 6657 |
HWMC
6657
Heritage Wealth Management (California)
San Diego,
California
| $150M | +$17M | +13% | 11.7% | – | 89 | 8.99% | 1.3 |
|
| 6658 |
ULWM
6658
Upper Left Wealth Management
Tampa,
Florida
| $150M | +$10.4M | +7% | 7.91% | 52.7% | 66 | 7.58% | 2.4 |
|
| 6659 |
KPPF
6659
Klein Pavlis & Peasley Financial
Irvine,
California
| $150M | +$11M | +8% | 9.75% | 97.4% | 84 | 22.62% | 1.1 |
|
| 6660 |
AIM
6660
AHL Investment Management
Winter Park,
Florida
| $150M | +$4.72M | +3% | 4.55% | 57.7% | 72 | 8.33% | 2.7 |
|
| 6661 |
RB
6661
Renasant Bank
Tupelo,
Mississippi
| $150M | -$1.16M | -0.8% | 7.98% | 65% | 164 | 14.63% | 2.7 |
|
| 6662 |
AC
6662
ASB Consultores
Aventura,
Florida
| $150M | -$4.07M | -3% | 12.7% | 84.6% | 163 | 36.2% | 1.3 |
|
| 6663 |
SI
6663
Sapience Investments
Newport Beach,
California
| $150M | +$9.76M | +7% | 11.3% | 54.9% | 93 | 9.68% | 3.2 |
|
| 6664 |
LAM
6664
Lakewood Asset Management
Naperville,
Illinois
| $150M | +$1.52M | +1% | 4.18% | 65.3% | 104 | 5.77% | 2.2 |
|
| 6665 |
BPFA
6665
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $150M | +$21.1M | +16% | 11.1% | 79.7% | 114 | 16.67% | 2.3 |
|
| 6666 |
GC
6666
Gould Capital
Tacoma,
Washington
| $150M | +$6.53M | +5% | 6.08% | 60.1% | 227 | 11.89% | 2.6 |
|
| 6667 |
FFAS
6667
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $150M | +$7.89M | +6% | 10.1% | – | 94 | 64.89% | 0.2 |
|
| 6668 |
LG
6668
LAM Group
Lake Oswego,
Oregon
| $150M | +$13.7M | +10% | 9% | 54.3% | 74 | 2.7% | 2.3 |
|
| 6669 |
MG
6669
McHugh Group
Bratenahl,
Ohio
| $150M | +$17.4M | +13% | 15% | – | 72 | 9.72% | 0.4 |
|
| 6670 |
KCM
6670
KRS Capital Management
Bloomfield,
Michigan
| $150M | +$23.9M | +19% | 23.1% | 272% | 111 | 11.71% | 2.5 |
|
| 6671 |
OA
6671
Oceanside Advisors
Mount Pleasant,
South Carolina
| $150M | +$11.3M | +8% | 6.31% | – | 46 | 2.17% | 1.4 |
|
| 6672 |
APW
6672
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $149M | +$13.9M | +10% | 8.86% | 55.7% | 257 | 26.46% | 1.2 |
|
| 6673 |
AL
6673
ACAS LLC
Rancho Santa Fe,
California
| $149M | +$17.8M | +14% | 8.07% | – | 94 | 10.64% | 2.7 |
|
| 6674 |
TT
6674
TI-Trust
Quincy,
Illinois
| $149M | -$1.8M | -1% | 6.72% | 85.8% | 131 | 6.11% | 4.1 |
|
| 6675 |
GWA
6675
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| $149M | +$26M | +21% | 9.27% | – | 63 | 33.33% | 0.3 |
|