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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
CGA
6651
Channing Global Advisors
Miami,
Florida
| $193M | +$22.2M | +13% | 21.3% | 131% | 50 | 24% | 10.2 |
|
| 6652 |
BCM
6652
Berbice Capital Management
Melville,
New York
| $193M | +$40.3M | +26% | 32.4% | – | 173 | 57.8% | 4 |
|
| 6653 |
BSC
6653
Brown Shipley & Co
London,
United Kingdom
| $193M | +$26.6M | +16% | 18% | 125% | 85 | 20% | 9.8 |
|
| 6654 |
HC
6654
Hurley Capital
New York
| $193M | +$6.44M | +3% | 9.5% | – | 786 | 28.37% | 3.7 |
|
| 6655 |
LWP
6655
LeClair Wealth Partners
Dublin,
Ohio
| $193M | -$96.4M | -33% | 14.2% | – | 222 | 94.14% | 0.5 |
|
| 6656 |
DBFM
6656
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| $193M | +$23.1M | +14% | 10.6% | – | 136 | 13.24% | 0.9 |
|
| 6657 |
JF
6657
Jericho Financial
Westerville,
Ohio
| $193M | +$34.4M | +22% | 33% | – | 42 | 7.14% | 5.5 |
|
| 6658 |
CFG
6658
Carter Financial Group
Barrington,
Illinois
| $193M | +$31.2M | +19% | 19.9% | – | 146 | 21.92% | 6.3 |
|
| 6659 |
QAM
6659
QSM Asset Management
London,
United Kingdom
| $193M | -$11.3M | -6% | 16% | – | 26 | 11.54% | 4.1 |
|
| 6660 |
LF
6660
Lighthouse Financial
Largo,
Florida
| $193M | +$27M | +16% | 21.4% | – | 81 | 9.88% | 4.7 |
|
| 6661 |
MAG
6661
M3 Advisory Group
Needham Heights,
Massachusetts
| $193M | +$30.6M | +19% | 20.8% | – | 167 | 17.37% | 6.9 |
|
| 6662 |
MF
6662
Manuka Financial
Richmond,
Virginia
| $193M | +$30.7M | +19% | 12.4% | – | 59 | 11.86% | 5.1 |
|
| 6663 |
OCM
6663
Occam Crest Management
Darien,
Connecticut
| $193M | +$27.9M | +17% | 45.8% | – | 44 | 54.55% | 1.8 |
|
| 6664 |
WAM
6664
Wernau Asset Management
Gloucester,
Massachusetts
| $193M | +$49.1M | +34% | 11.4% | – | 53 | 9.43% | 5.4 |
|
| 6665 |
MSF
6665
Mustard Seed Financial
Magnolia,
Arkansas
| $192M | +$25.6M | +15% | 8.51% | – | 101 | 12.87% | 7.6 |
|
| 6666 |
EWA
6666
Emergent Wealth Advisors
Williamsville,
New York
| $192M | +$23.2M | +14% | 16.1% | 74.2% | 133 | 14.29% | 6.3 |
|
| 6667 |
AFS
6667
Anderson Financial Strategies
Dayton,
Ohio
| $192M | +$10.5M | +6% | 10.3% | – | 41 | 34.15% | 3.6 |
|
| 6668 |
RB
6668
Richmond Brothers
Jackson,
Michigan
| $192M | +$42.1M | +28% | 16% | 77.2% | 97 | 63.92% | 3.3 |
|
| 6669 |
KPPF
6669
Klein Pavlis & Peasley Financial
Irvine,
California
| $192M | +$11.2M | +6% | 9.43% | – | 96 | 10.42% | 5.3 |
|
| 6670 |
HEM
6670
Henson-Edgewater Management
Avon,
Ohio
| $192M | +$34.8M | +22% | 30.5% | – | 70 | 11.43% | 1.8 |
|
| 6671 |
CF
6671
Cyr Financial
Hennepin,
Illinois
| $192M | +$22.1M | +13% | 7.62% | – | 63 | 9.52% | 5.1 |
|
| 6672 |
SF
6672
Seros Financial
Tempe,
Arizona
| $192M | +$34.9M | +22% | 19.4% | – | 69 | 20.29% | 4 |
|
| 6673 |
AIM
6673
Atlantic Investment Management
New York
| $192M | +$20.3M | +12% | 4.87% | 28.8% | 14 | 28.57% | 3.2 |
|
| 6674 |
CWR
6674
Chico Wealth RIA
Chico,
California
| $192M | +$28.2M | +17% | 17.3% | 74.7% | 49 | 24.49% | 7.3 |
|
| 6675 |
BCG
6675
BayBridge Capital Group
Pleasanton,
California
| $192M | +$30.5M | +19% | 12.7% | – | 106 | 19.81% | 6.5 |
|