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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
SLG
6801
Sanchez Levi Garrett
| $184M | +$24.8M | +16% | 12.9% | – | 76 | 5.26% | 1 |
|
| 6802 |
SMC
6802
Sun Mountain Capital
Tortola,
| $184M | +$71M | +63% | 14.8% | – | 2 | 50% | 1 |
|
| 6803 |
TC
6803
Tacita Capital
Toronto,
Ontario, Canada
| $184M | +$15.3M | +9% | 10.8% | 72.3% | 247 | 17% | 15.3 |
|
| 6804 |
EIM
6804
Ervin Investment Management
Seattle,
Washington
| $184M | +$13.3M | +8% | 10.8% | 84.3% | 50 | 12% | 12.3 |
|
| 6805 |
CA
6805
Commerce Advisors
Memphis,
Tennessee
| $184M | +$65.1M | +55% | 11.3% | – | 137 | 18.25% | 0.9 |
|
| 6806 |
SWA
6806
Sterling Wealth Advisors
Plantation,
Florida
| $184M | +$8.63M | +5% | 9.8% | – | 20 | 0% | 5.6 |
|
| 6807 |
TC
6807
Triavera Capital
Larkspur,
California
| $184M | +$16.5M | +10% | 10.8% | – | 17 | 17.65% | 5 |
|
| 6808 |
BW
6808
BXM Wealth
Englewood,
Colorado
| $184M | +$53.9M | +41% | 22.2% | – | 171 | 28.07% | 3.5 |
|
| 6809 |
LCA
6809
Legend Capital Advisors
New York
| $184M | +$23.8M | +15% | 39% | – | 160 | 61.88% | 1.8 |
|
| 6810 |
NLA
6810
Northern Lights Advisors
Seattle,
Washington
| $184M | +$36.2M | +24% | 11.6% | – | 73 | 23.29% | 1.5 |
|
| 6811 |
MFG
6811
Menard Financial Group
Houston,
Texas
| $184M | +$40.6M | +28% | 28.3% | 141% | 95 | 29.47% | 9.7 |
|
| 6812 |
KIM
6812
Kestrel Investment Management
San Mateo,
California
| $184M | +$16.2M | +10% | 14% | 89.2% | 42 | 11.9% | 7.6 |
|
| 6813 |
RPGNY
6813
Retirement Planning Group (New York)
Malta,
New York
| $184M | +$28.4M | +18% | 15.6% | – | 111 | 18.02% | 4.1 |
|
| 6814 |
LWM
6814
LeConte Wealth Management
Maryville,
Tennessee
| $184M | +$28.8M | +19% | 20% | – | 188 | 23.94% | 2.8 |
|
| 6815 |
HG
6815
Herbst Group
Westport,
Connecticut
| $183M | +$21.5M | +13% | 23% | 139% | 73 | 30.14% | 6.6 |
|
| 6816 |
MCA
6816
Millennium Capital Advisors
Little Rock,
Arkansas
| $183M | +$21M | +13% | 16.6% | 114% | 148 | 17.57% | 11.2 |
|
| 6817 |
AWF
6817
Alpha Wealth Funds
Park City,
Utah
| $183M | +$34.2M | +23% | 4.86% | – | 78 | 66.67% | 1.8 |
|
| 6818 |
BWM
6818
BCO Wealth Management
Carlsbad,
New Mexico
| $183M | +$16.9M | +10% | 8.43% | – | 46 | 10.87% | 4.8 |
|
| 6819 |
MCA
6819
McGuire Capital Advisors
Bethany,
Oklahoma
| $183M | +$27.1M | +17% | 31% | – | 994 | 21.03% | 1.7 |
|
| 6820 |
CIA
6820
Cascade Investment Advisors
Oregon City,
Oregon
| $183M | +$14.4M | +9% | 14.4% | 71.4% | 121 | 10.74% | 18.2 |
|
| 6821 |
CJ
6821
Caitlin John
Brighton,
Michigan
| $183M | +$16.5M | +10% | 15.3% | – | 1,074 | 19.83% | 3 |
|
| 6822 |
CCM
6822
Crew Capital Management
Cincinnati,
Ohio
| $183M | +$32.3M | +21% | 26.6% | 104% | 127 | 25.98% | 10.4 |
|
| 6823 |
OIM
6823
Opus Investment Management
Worcester,
Massachusetts
| $183M | +$15.4M | +9% | 7.28% | 52.8% | 32 | 9.38% | 38.6 |
|
| 6824 |
BWM
6824
BNB Wealth Management
Silver Spring,
Maryland
| $183M | +$27.2M | +17% | 24.2% | – | 100 | 16% | 1.7 |
|
| 6825 |
TIM
6825
Tevis Investment Management
Plano,
Texas
| $183M | +$7.18M | +4% | 7.8% | 58.7% | 110 | 15.45% | 10 |
|