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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 |
IIL
6676
Insight Inv LLC
El Segundo,
California
| $149M | +$3.72M | +3% | 8.01% | 136% | 136 | 16.91% | 2.6 |
|
| 6677 |
PBK
6677
Peoples Bank (Kansas)
Pratt,
Kansas
| $149M | +$1.64M | +1% | 6.26% | 74.5% | 336 | 65.48% | 1.6 |
|
| 6678 |
ZRP
6678
Zynergy Retirement Planning
Red Bank,
New Jersey
| $149M | +$8.11M | +6% | 5.48% | – | 115 | 78.26% | 1 |
|
| 6679 |
FF
6679
Farrell Financial
Orchard Park,
New York
| $149M | +$11.7M | +8% | 7.61% | 57.8% | 68 | 10.29% | 1.4 |
|
| 6680 |
GK
6680
Graney & King
Latham,
New York
| $149M | +$14.7M | +11% | 8.22% | – | 353 | 3.4% | 0.5 |
|
| 6681 |
FIS
6681
Fischer Investment Strategies
Westlake Village,
California
| $149M | +$13.2M | +10% | 10.6% | 81% | 40 | 25% | 0.7 |
|
| 6682 |
RA
6682
RiverTree Advisors
Winter Park,
Florida
| $149M | -$474K | -0.3% | 2.74% | 25.4% | 65 | 32.31% | 1.2 |
|
| 6683 |
BIG
6683
Bush Investment Group
Valdosta,
Georgia
| $149M | +$16.2M | +12% | 10.1% | – | 39 | 17.95% | 1.1 |
|
| 6684 |
CCA
6684
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $149M | +$12.9M | +9% | 9.09% | 78.3% | 135 | 11.11% | 2.3 |
|
| 6685 |
AMAL
6685
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $149M | +$2.11M | +1% | 1.34% | 124% | 17 | 5.88% | 4.6 |
|
| 6686 |
VWA
6686
VERITY Wealth Advisors
Sausalito,
United States
| $149M | +$13.9M | +10% | 9.6% | 59.9% | 75 | 4% | 4.4 |
|
| 6687 |
IIM
6687
InTrack Investment Management
South Burlington,
Vermont
| $149M | +$38.8M | +35% | 11.4% | 99.2% | 119 | 31.09% | 2.1 |
|
| 6688 |
RFS
6688
Richardson Financial Services
Medway,
Massachusetts
| $149M | +$17.5M | +13% | 8.23% | – | 648 | 13.12% | 1.1 |
|
| 6689 |
WFL
6689
Wealth Forward LLC
Fargo,
North Dakota
| $149M | +$8.29M | +6% | 6.22% | 48.8% | 34 | 8.82% | 1.3 |
|
| 6690 |
GA
6690
Gagnon Advisors
New York
| $149M | +$7.03M | +5% | 16.9% | 129% | 29 | 20.69% | 5.8 |
|
| 6691 |
SFA
6691
Salus Financial Advisors
Colorado Springs,
Colorado
| $149M | +$16.6M | +13% | 9.27% | – | 37 | 18.92% | 0.4 |
|
| 6692 |
FHC
6692
Fort Henry Capital
Wheeling,
West Virginia
| $149M | +$9.5M | +7% | 5.53% | 37% | 16 | 12.5% | 3.6 |
|
| 6693 |
KFS
6693
Keynote Financial Services
Vernon,
Connecticut
| $149M | +$8.7M | +6% | 4.05% | – | 165 | 6.06% | 1.1 |
|
| 6694 |
IAIM
6694
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $149M | +$23.3M | +19% | 14.4% | 81.5% | 6 | 0% | 3.1 |
|
| 6695 |
FCM
6695
FourWorld Capital Management
New York
| $149M | -$7.01M | -5% | 10.4% | 132% | 31 | 51.61% | 0.9 |
|
| 6696 |
SI
6696
Stonekeep Investments
Sante Fe,
New Mexico
| $149M | +$12.9M | +10% | 9.38% | – | 65 | 7.69% | 0.8 |
|
| 6697 |
PDN
6697
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $148M | -$2.82M | -2% | 1.8% | 36.9% | 71 | 0% | 7.8 |
|
| 6698 |
KAM
6698
Kopion Asset Management
Mckinney,
Texas
| $148M | +$19.8M | +15% | 16.1% | 80.5% | 21 | 9.52% | 3.9 |
|
| 6699 |
BFP
6699
Brewster Financial Planning
Brooklyn,
New York
| $148M | +$12.9M | +10% | 6.29% | 44.3% | 26 | 3.85% | 2 |
|
| 6700 |
CWP
6700
Clark Wealth Partners
O'fallon,
Illinois
| $148M | +$13.3M | +10% | 7.8% | – | 640 | 33.59% | 0.4 |
|