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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
AWA
6801
Authentikos Wealth Advisory
Morgan Hill,
California
| $144M | +$15.8M | +12% | 5.02% | 43.5% | 70 | 37.14% | 0.6 |
|
| 6802 |
BRWM
6802
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $144M | +$25.7M | +22% | 10.9% | – | 106 | 12.26% | 0.4 |
|
| 6803 |
FWMM
6803
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $144M | +$15.9M | +12% | 10% | 64% | 45 | 4.44% | 1.9 |
|
| 6804 |
CWA
6804
Clearview Wealth Advisors
Salem,
Oregon
| $144M | +$9.7M | +7% | 7.31% | 45.2% | 106 | 11.32% | 2.9 |
|
| 6805 |
WFS
6805
Widmann Financial Services
Bowie,
Maryland
| $143M | +$14.7M | +11% | 8.56% | 75.2% | 112 | 10.71% | 2.6 |
|
| 6806 |
RC
6806
Renaissance Capital
Stamford,
Connecticut
| $143M | +$13.9M | +11% | 37.1% | 410% | 29 | 6.9% | 1.1 |
|
| 6807 |
WBCM
6807
Wilson & Boucher Capital Management
Moraga,
California
| $143M | +$9.14M | +7% | 8% | 69.8% | 113 | 7.96% | 2.9 |
|
| 6808 |
CIM
6808
Chapman Investment Management
San Anselmo,
California
| $143M | +$9.34M | +7% | 10.1% | 44% | 29 | 3.45% | 3.7 |
|
| 6809 |
TP
6809
Teca Partners
Austin,
Texas
| $143M | +$3.77M | +3% | 11% | 66% | 13 | 38.46% | 0.9 |
|
| 6810 |
CIG
6810
Cascade Investment Group
Colorado Springs,
Colorado
| $143M | +$13.2M | +10% | 8.89% | 93.2% | 145 | 11.72% | 1.9 |
|
| 6811 |
IWA
6811
Integrity Wealth Advisors
Ventura,
California
| $143M | +$6.63M | +5% | 5.13% | – | 70 | 22.86% | 0.4 |
|
| 6812 |
TNAM
6812
Terra Nova Asset Management
New York
| $143M | +$16M | +13% | 18.4% | 172% | 91 | 8.79% | 3.3 |
|
| 6813 |
FSBI
6813
Fearless Solutions (Best Invest)
San Antonio,
Texas
| $143M | +$14.3M | +11% | 7.7% | – | 109 | 8.26% | 0.4 |
|
| 6814 |
WA
6814
WESPAC Advisors
Orinda,
California
| $143M | +$20.3M | +17% | 9.13% | 112% | 203 | 40.39% | 1 |
|
| 6815 |
AWM
6815
Allen Wealth Management
Boone,
North Carolina
| $143M | -$2.27M | -2% | 0.61% | – | 62 | 6.45% | 1.3 |
|
| 6816 |
CAIMH
6816
Central Asset Investments & Management Holdings
Hong Kong
| $143M | +$83.7M | +141% | 36.6% | 3,210% | 51 | 37.25% | 1.1 |
|
| 6817 |
BWG
6817
Berry Wealth Group
Granbury,
Texas
| $143M | +$15.1M | +12% | 13% | – | 111 | 17.12% | 0.9 |
|
| 6818 |
ACM
6818
Andina Capital Management
Lehi,
Utah
| $143M | +$2.4M | +2% | 7.22% | – | 151 | 21.85% | 0.6 |
|
| 6819 |
RP
6819
Repertoire Partners
New York
| $143M | -$84.2M | -37% | 14.5% | 37.5% | 19 | 73.68% | 0.5 |
|
| 6820 |
BCM
6820
Berbice Capital Management
Melville,
New York
| $143M | +$26.7M | +23% | 26.2% | – | 196 | 26.02% | 0.4 |
|
| 6821 |
DAM
6821
Doheny Asset Management
Los Angeles,
California
| $143M | +$15M | +12% | 18.2% | 135% | 68 | 5.88% | 5.9 |
|
| 6822 |
GHP
6822
Great Hill Partners
Boston,
Massachusetts
| $143M | +$53.3M | +60% | 59.7% | 24% | 1 | 0% | 3 |
|
| 6823 |
HC
6823
Hurley Capital
New York
| $143M | +$10.7M | +8% | 7.46% | – | 555 | 24.32% | 0.5 |
|
| 6824 |
SNBOSCI
6824
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $142M | +$4.83M | +4% | 5.73% | 61% | 90 | 5.56% | 6.7 |
|
| 6825 |
GL
6825
Gerber LLC
Columbus,
Ohio
| $142M | +$22.3M | +19% | 18.7% | – | 93 | 8.6% | 1.3 |
|