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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
AM
6826
Ampfield Management
New York
| $109M | -$36M | -25% | 11.9% | 56.9% | 5 | 0% | 2.2 |
|
| 6827 |
FF
6827
Fox Financial
Wyomissing,
Pennsylvania
| $108M | -$1.95M | -2% | 2.6% | – | 14 | 7.14% | 0.5 |
|
| 6828 |
LA
6828
LPF Advisors
Sarasota,
Florida
| $108M | +$8.61M | +9% | 0.74% | – | 37 | 21.62% | 0.4 |
|
| 6829 |
RAS
6829
RPS Advisory Solutions
Louisville,
Kentucky
| $108M | – | – | 7.35% | – | 82 | – | 0 |
|
| 6830 |
HA
6830
HC Advisors
Sandy Springs,
Georgia
| $108M | -$101M | -48% | 2.75% | 63.5% | 92 | 46.74% | 2.8 |
|
| 6831 |
WHCFA
6831
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $108M | +$1.59M | +1% | 1.22% | – | 50 | 14% | 0.2 |
|
| 6832 |
BC
6832
Birchview Capital
Burlington,
Vermont
| $108M | -$14.5M | -12% | 0.72% | 327% | 63 | 11.11% | 3.3 |
|
| 6833 |
BDL
6833
Bey-Douglas LLC
Marietta,
Georgia
| $108M | +$3.52M | +3% | 5.67% | – | 40 | 12.5% | 0.4 |
|
| 6834 |
DFC
6834
DB Fitzpatrick & Co
Boise,
Idaho
| $108M | -$956K | -0.9% | 0.76% | 37.1% | 93 | 10.75% | 1.8 |
|
| 6835 |
CTA
6835
Camelot Technology Advisors
San Francisco,
California
| $108M | -$563K | -0.5% | 0.81% | 71% | 63 | 6.35% | 0.5 |
|
| 6836 |
KSCM
6836
Kamunting Street Capital Management
Miami Beach,
Florida
| $108M | +$5.24M | +5% | 2.92% | 7.47% | 22 | 40.91% | 0.9 |
|
| 6837 |
TAC
6837
Twenty Acre Capital
Newtown,
Pennsylvania
| $108M | +$4.17M | +4% | 0.16% | 196% | 17 | 5.88% | 1.7 |
|
| 6838 |
MC
6838
Mayar Capital
London,
United Kingdom
| $108M | -$9.33M | -8% | 1.71% | 14.7% | 13 | 7.69% | 2.5 |
|
| 6839 |
FWM
6839
FMFE Wealth Management
Syracuse,
New York
| $108M | -$1.39M | -1% | 1.76% | – | 25 | 8% | 0.4 |
|
| 6840 |
ACM
6840
Agincourt Capital Management
Richmond,
Virginia
| $107M | +$1.27M | +1% | 0.86% | 0.36% | 4 | 0% | 2.5 |
|
| 6841 |
WN
6841
Williams & Novak
Westlake Village,
California
| $107M | +$19.4M | +22% | 3.66% | 61.6% | 134 | 38.06% | 0.3 |
|
| 6842 |
AC
6842
Aldebaran Capital
Carmel,
Indiana
| $107M | +$2.37M | +2% | 1.38% | 80.4% | 36 | 8.33% | 1.2 |
|
| 6843 |
BAM
6843
BTS Asset Management
Lincoln,
Massachusetts
| $107M | -$13.5M | -11% | 0.88% | 8.8% | 41 | 58.54% | 1.3 |
|
| 6844 |
OIM
6844
Oracle Investment Management
Greenwich,
Connecticut
| $107M | -$43.3M | -29% | 44.1% | 865% | 30 | 36.67% | 2.8 |
|
| 6845 |
DFA
6845
Davies Financial Advisors
Murrieta,
California
| $107M | +$9.16M | +9% | 6.23% | – | 76 | 25% | 0.2 |
|
| 6846 |
HA
6846
HFG Advisors
Cincinatti,
Ohio
| $107M | -$5.65M | -5% | 1.25% | 69.7% | 111 | 18.02% | 1.7 |
|
| 6847 |
KOMWMG
6847
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $107M | +$5.48M | +5% | 0.97% | 60.2% | 75 | 10.67% | 2.2 |
|
| 6848 |
MCI
6848
MRP Capital Investments
Alpharetta,
Georgia
| $107M | +$7.15M | +7% | 4.53% | 222% | 120 | 30.83% | 0.8 |
|
| 6849 |
GWA
6849
Gibson Wealth Advisors
Tyler,
Texas
| $107M | +$3.04M | +3% | 1.81% | – | 35 | 2.86% | 2.2 |
|
| 6850 |
ARA
6850
Alexander Randolph Advisory
Mclean,
Virginia
| $107M | -$7.41M | -6% | 4.08% | – | 53 | 1.89% | 0.5 |
|