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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
RVM
6751
Robinson Value Management
San Antonio,
Texas
| $187M | +$7.05M | +4% | 9.1% | 70.8% | 77 | 7.79% | 14.2 |
|
| 6752 |
SCM
6752
Solas Capital Management
Darien,
Connecticut
| $187M | +$12.7M | +7% | 19.6% | 62.5% | 23 | 13.04% | 7.8 |
|
| 6753 |
FOFP
6753
Fee-Only Financial Planning
Okatie,
South Carolina
| $187M | +$20.9M | +13% | 14.3% | 65.9% | 48 | 16.67% | 11 |
|
| 6754 |
EFG
6754
Erickson Financial Group
Allentown,
Pennsylvania
| $187M | +$27M | +17% | 16% | 63.3% | 25 | 0% | 15.1 |
|
| 6755 |
SIM
6755
SummerHaven Investment Management
Stamford,
Connecticut
| $187M | +$23.7M | +15% | 24.1% | 143% | 195 | 2.56% | 6.8 |
|
| 6756 |
FD
6756
Financial Designs
Claremont,
California
| $187M | +$6.92M | +4% | 9.09% | 49% | 42 | 7.14% | 4.3 |
|
| 6757 |
BCA
6757
Bay Capital Advisors
Virginia Beach,
Virginia
| $187M | +$24.3M | +15% | 14.7% | – | 110 | 4.55% | 5.4 |
|
| 6758 |
VW
6758
Vantus Wealth
Lancaster,
Pennsylvania
| $187M | – | – | 18.1% | – | 236 | – | 1.5 |
|
| 6759 |
WFS
6759
Widmann Financial Services
Bowie,
Maryland
| $186M | +$18.3M | +11% | 12.6% | 75.2% | 128 | 9.38% | 12.2 |
|
| 6760 |
ACA
6760
Adirondack Capital Advisors
Syracuse,
New York
| $186M | +$30.8M | +20% | 12.1% | – | 45 | 2.22% | 1.9 |
|
| 6761 |
FPH
6761
Financial Planning Hawaii
Honolulu,
Hawaii
| $186M | +$16.9M | +10% | 11.4% | – | 137 | 12.41% | 1.8 |
|
| 6762 |
IWA
6762
Invera Wealth Advisors
Bend,
Oregon
| $186M | +$30.6M | +20% | 21% | – | 136 | 30.88% | 4.2 |
|
| 6763 |
FFP
6763
Forbes Financial Planning
East Greenwich,
Rhode Island
| $186M | +$13.3M | +8% | 9.17% | 46.7% | 40 | 10% | 9.8 |
|
| 6764 |
BCM
6764
Brookmont Capital Management
Dallas,
Texas
| $186M | +$7.81M | +4% | 4.92% | 36.6% | 63 | 9.52% | 26.1 |
|
| 6765 |
AW
6765
Affinity Wealth
Canton,
Ohio
| $186M | +$29.5M | +19% | 13.3% | – | 28 | 14.29% | 3.7 |
|
| 6766 |
SPF
6766
South Plains Financial
Lubbock,
Texas
| $186M | +$14.2M | +8% | 15% | – | 228 | 10.09% | 5.4 |
|
| 6767 |
OCA
6767
Optimus Capital Advisors
Coppel,
Texas
| $186M | +$17.1M | +10% | 7.92% | – | 43 | 23.26% | 1.4 |
|
| 6768 |
CRFG
6768
Columbia River Financial Group
Vancouver,
Washington
| $186M | +$13.9M | +8% | 8.26% | – | 59 | 3.39% | 5.5 |
|
| 6769 |
MBWA
6769
Marin Bay Wealth Advisors
San Anselmo,
California
| $186M | +$19.8M | +12% | 18.6% | – | 141 | 18.44% | 1.7 |
|
| 6770 |
PCU
6770
Palliser Capital (UK)
London,
United Kingdom
| $186M | +$57.2M | +44% | 2.04% | 57% | 24 | 83.33% | 0.7 |
|
| 6771 |
TT
6771
TI-Trust
Quincy,
Illinois
| $186M | +$17.8M | +11% | 21.3% | 85.8% | 134 | 5.97% | 18.9 |
|
| 6772 |
GPI
6772
General Partner Inc
Pittsburgh,
Pennsylvania
| $186M | +$21.7M | +13% | 13.2% | 83.1% | 169 | 3.55% | 11.4 |
|
| 6773 |
TFA
6773
Tranquilli Financial Advisor
Clinton,
New Jersey
| $186M | +$14.6M | +9% | 8.82% | 55.1% | 150 | 22% | 9 |
|
| 6774 |
LOIP
6774
Live Oak Investment Partners
Austin,
Texas
| $186M | +$16.4M | +10% | 8.83% | – | 99 | 12.12% | 8.4 |
|
| 6775 |
FWM
6775
Fingerlakes Wealth Management
Ithaca,
New York
| $186M | +$35M | +23% | 20.7% | 80.2% | 105 | 11.43% | 13.6 |
|