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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
BFP
6676
Brewster Financial Planning
Brooklyn,
New York
| $119M | +$2.62M | +2% | 0.1% | 44.3% | 19 | 15.79% | 1.8 |
|
| 6677 |
SPWG
6677
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $119M | -$5.99M | -5% | 0.45% | 67.4% | 92 | 16.3% | 1.6 |
|
| 6678 |
ACP
6678
Acuta Capital Partners
Redwood City,
California
| $119M | -$35.2M | -23% | 1.17% | 7,269% | 42 | 42.86% | 0.9 |
|
| 6679 |
LG
6679
LAM Group
Lake Oswego,
Oregon
| $119M | -$4.01M | -3% | 0.55% | 54.3% | 134 | 8.21% | 1.3 |
|
| 6680 |
OC
6680
Opinicus Capital
Tampa,
Florida
| $119M | +$5.81M | +5% | 5.88% | – | 104 | 11.54% | 0.5 |
|
| 6681 |
DIM
6681
DC Investments Management
Mclean,
Virginia
| $119M | -$4.81M | -4% | 3.58% | 56.3% | 93 | 9.68% | 1.2 |
|
| 6682 |
DWAM
6682
Duncan Williams Asset Management
Memphis,
Tennessee
| $119M | +$7.64M | +7% | 2.27% | – | 71 | 15.49% | 0.2 |
|
| 6683 |
IA
6683
IFS Advisors
Overland Park,
Kansas
| $119M | +$4.02M | +4% | 2.2% | 54.2% | 157 | 3.18% | 2 |
|
| 6684 |
SERBOO
6684
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $119M | – | – | 0.73% | – | 2 | – | 0 |
|
| 6685 |
KWM
6685
Koa Wealth Management
Encinitas,
California
| $118M | +$7.4M | +7% | 3.72% | 74.8% | 50 | 6% | 0.5 |
|
| 6686 |
VIA
6686
Virtus Investment Advisers
Hartford,
Connecticut
| $118M | -$21.6M | -15% | 5.41% | 172% | 381 | 24.41% | 0.7 |
|
| 6687 |
WCM
6687
Washington Capital Management
Seattle,
Washington
| $118M | -$5.25M | -4% | 0.19% | 76.9% | 118 | 21.19% | 2.8 |
|
| 6688 |
SW
6688
Schulz Wealth
Mansfield,
Texas
| $118M | +$1.09M | +0.9% | 1.81% | – | 58 | 3.45% | 0.5 |
|
| 6689 |
MCM
6689
Moon Capital Management
New York
| $118M | +$18.5M | +19% | 2.24% | 76.3% | 20 | 50% | 2.6 |
|
| 6690 |
BWA
6690
Blodgett Wealth Advisors
Concord,
California
| $118M | +$7.19M | +6% | 12.4% | 124% | 66 | 13.64% | 2 |
|
| 6691 |
DM
6691
Diker Management
New York
| $118M | -$4.89M | -4% | 6.38% | 210% | 40 | 20% | 2.6 |
|
| 6692 |
BTC
6692
Bank & Trust Company
Litchfield,
Illinois
| $118M | – | – | 1.33% | – | 287 | – | 0 |
|
| 6693 |
EB
6693
Exchange Bank
Santa Rosa,
California
| $118M | -$4.01M | -3% | 1.51% | 75.2% | 116 | 7.76% | 0.9 |
|
| 6694 |
SV
6694
Sapphire Ventures
Austin,
Texas
| $118M | -$16.7M | -12% | 12% | 27.9% | 6 | 0% | 2.8 |
|
| 6695 |
TC
6695
Travelers Companies
Saint Paul,
Minnesota
| $117M | -$49.7M | -30% | 16.3% | – | 2 | 50% | 0.5 |
|
| 6696 |
MWM
6696
Mosley Wealth Management
Anaheim,
California
| $117M | +$10.9M | +10% | 2.96% | – | 111 | 22.52% | 0.4 |
|
| 6697 |
TA
6697
TPG Advisors
Northfield,
Illinois
| $117M | – | – | 2% | – | 84 | – | 0 |
|
| 6698 |
SC
6698
Schubert & Co
Mckinney,
Texas
| $117M | $0 | 0% | 0.35% | 47.3% | 32 | 0% | 2.1 |
|
| 6699 |
PWP
6699
PrairieView Wealth Partners
Orland Park,
Illinois
| $117M | +$7.15M | +6% | 0.76% | – | 20 | 25% | 0.4 |
|
| 6700 |
VSCP
6700
Vesey Street Capital Partners
New York
| $117M | -$62.8M | -35% | 34.9% | 47.8% | 1 | 0% | 2.5 |
|