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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
NWMG
6726
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $122M | – | – | 14.3% | – | 97 | – | 0 |
|
| 6727 |
EI
6727
EDMP Inc
Lutz,
Florida
| $122M | +$11.3M | +10% | 10.6% | 71.6% | 84 | 13.1% | 3.8 |
|
| 6728 |
SRB
6728
Shotwell Rutter Baer
Lansing,
Michigan
| $122M | +$8.82M | +8% | 5.8% | 45.5% | 34 | 2.94% | 0.5 |
|
| 6729 |
S
6729
Sunpointe
St. Louis,
Missouri
| $122M | -$32.1M | -21% | 5.72% | – | 192 | 26.04% | 0.6 |
|
| 6730 |
HA
6730
HC Advisors
Sandy Springs,
Georgia
| $122M | +$13.2M | +12% | 6.74% | 63.5% | 53 | 5.66% | 2.9 |
|
| 6731 |
PWP
6731
Parkwoods Wealth Partners
Syracuse,
New York
| $122M | – | – | 6.68% | – | 31 | – | 0 |
|
| 6732 |
CC
6732
Cultivar Capital
Denton,
Texas
| $122M | +$2.17M | +2% | 8.59% | 38.3% | 196 | 86.22% | 0.7 |
|
| 6733 |
1WM
6733
1858 Wealth Management
Akron,
Ohio
| $122M | +$1.03M | +0.9% | 7.71% | – | 135 | 22.96% | 0.6 |
|
| 6734 |
IWP
6734
Innova Wealth Partners
Newtown,
Pennsylvania
| $122M | -$18.3M | -13% | 5.06% | 68% | 149 | 87.92% | 0.3 |
|
| 6735 |
ACM
6735
Arlington Capital Management
Arlington Heights,
Illinois
| $122M | +$6.37M | +6% | 5.06% | 154% | 103 | 28.16% | 0.7 |
|
| 6736 |
CCG
6736
Coastwise Capital Group
La Jolla,
California
| $121M | +$16.5M | +16% | 6.62% | 88.8% | 130 | 14.62% | 1.7 |
|
| 6737 |
PWCM
6737
Processus Wealth & Capital Management
Brentwood,
Tennessee
| $121M | +$712K | +0.6% | 1.12% | – | 34 | 2.94% | 0.7 |
|
| 6738 |
NL
6738
NDWM LLC
La Jolla,
California
| $121M | +$8.48M | +8% | 4.54% | – | 35 | 14.29% | 0.7 |
|
| 6739 |
OF
6739
Outfitter Financial
Brunswick,
Maine
| $121M | +$1.09M | +0.9% | 5.28% | 95.9% | 78 | 2.56% | 3 |
|
| 6740 |
AL
6740
ACAS LLC
Rancho Santa Fe,
California
| $121M | +$6.3M | +5% | 7.09% | – | 89 | 5.62% | 2.3 |
|
| 6741 |
FNWA
6741
Financial Network Wealth Advisors
Murray,
Utah
| $121M | -$12.6M | -9% | 5.99% | – | 1,033 | 29.91% | 0.3 |
|
| 6742 |
MSA
6742
McAlister Sweet & Associates
Houston,
Texas
| $121M | -$18.1M | -13% | 4.07% | 83.6% | 34 | 17.65% | 2 |
|
| 6743 |
MSAGDF
6743
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $121M | -$21.3M | -15% | 8.45% | 34.5% | 27 | 11.11% | 3.1 |
|
| 6744 |
RIA
6744
Richwood Investment Advisors
Cincinnati,
Ohio
| $121M | +$6.8M | +6% | 8.02% | 66% | 102 | 1.96% | 2.6 |
|
| 6745 |
BCVI
6745
Bain Capital Venture Investors
Boston,
Massachusetts
| $121M | -$88.8M | -42% | 5.53% | 34.2% | 4 | 25% | 1.9 |
|
| 6746 |
JIM
6746
JCP Investment Management
Houston,
Texas
| $121M | +$31.1M | +35% | 5.86% | 94.7% | 19 | 52.63% | 1 |
|
| 6747 |
ARMT
6747
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $121M | – | – | 6.49% | – | 134 | – | 3.8 |
|
| 6748 |
CC
6748
Capstone Capital
Henderson,
Nevada
| $121M | +$8.63M | +8% | 5.68% | 62.8% | 25 | 16% | 0.6 |
|
| 6749 |
MSF
6749
Mustard Seed Financial
Magnolia,
Arkansas
| $120M | +$16M | +15% | 5.72% | – | 84 | 7.14% | 0.7 |
|
| 6750 |
KGC
6750
Kennon-Green & Company
New Albany,
Ohio
| $120M | +$11.5M | +11% | 10.1% | 58.4% | 44 | 6.82% | 1.6 |
|