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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
CWMS
6826
Cannon Wealth Management Services
Winston Salem,
North Carolina
| $183M | +$34.9M | +24% | 11.6% | – | 101 | 17.82% | 5.1 |
|
| 6827 |
TCGDR
6827
TB Capital Gestao de Recursos
Rio De Janeiro,
| $183M | +$19.2M | +12% | 2.61% | – | 21 | 28.57% | 2.9 |
|
| 6828 |
XAU
6828
XP Advisory US
Miami,
Florida
| $183M | – | – | 15.9% | – | 81 | – | 0 |
|
| 6829 |
DWA
6829
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $183M | +$24.9M | +16% | 13.7% | 67.5% | 115 | 12.17% | 19.3 |
|
| 6830 |
CFG
6830
Certior Financial Group
King Of Prussia,
Pennsylvania
| $183M | +$25.5M | +16% | 9.89% | – | 156 | 23.08% | 4 |
|
| 6831 |
BCM
6831
BluePath Capital Management
Atlanta,
Georgia
| $182M | +$37.6M | +26% | 30.4% | 101% | 129 | 15.5% | 5.2 |
|
| 6832 |
MW
6832
Members Wealth
Media,
Pennsylvania
| $182M | +$15M | +9% | 10.5% | – | 126 | 15.08% | 5.7 |
|
| 6833 |
DRC
6833
Darwins River Capital
New York
| $182M | -$4.46M | -2% | 3.67% | – | 55 | 83.64% | 0.5 |
|
| 6834 |
SIM
6834
Sterling Investment Management
Tucson,
Arizona
| $182M | +$15.6M | +9% | 2.23% | 44.1% | 72 | 18.06% | 15.6 |
|
| 6835 |
LAM
6835
Lakewood Asset Management
Naperville,
Illinois
| $182M | +$25.8M | +17% | 10% | 65.3% | 111 | 7.21% | 11 |
|
| 6836 |
TA
6836
TPG Advisors
Northfield,
Illinois
| $182M | +$21.8M | +14% | 10.1% | – | 117 | 8.55% | 6.1 |
|
| 6837 |
PSC
6837
Prentiss Smith & Co
Brattleboro,
Vermont
| $182M | +$9.98M | +6% | 13% | 63.9% | 69 | 8.7% | 25.3 |
|
| 6838 |
MPW
6838
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| $182M | +$32.1M | +21% | 10.2% | – | 166 | 27.11% | 3.6 |
|
| 6839 |
SRB
6839
Shotwell Rutter Baer
Lansing,
Michigan
| $182M | +$11.9M | +7% | 8.2% | – | 38 | 0% | 8.3 |
|
| 6840 |
BFP
6840
Brewster Financial Planning
Brooklyn,
New York
| $182M | +$16.8M | +10% | 9.26% | 40.8% | 30 | 13.33% | 10.5 |
|
| 6841 |
FNBOH
6841
First National Bank of Hutchinson
Hutchinson,
Kansas
| $182M | +$25.5M | +16% | 23.4% | 121% | 98 | 22.45% | 17.4 |
|
| 6842 |
CAM
6842
Crown Advisors Management
Larkspur,
California
| $182M | +$31.5M | +21% | 38.7% | 284% | 45 | 15.56% | 9.7 |
|
| 6843 |
PW
6843
PUREfi Wealth
Boston,
Massachusetts
| $182M | +$29.4M | +19% | 16.1% | – | 222 | 21.62% | 3.5 |
|
| 6844 |
EWA
6844
EQ Wealth Advisors
Dallas,
Texas
| $182M | +$11M | +6% | 5.54% | – | 57 | 5.26% | 5.2 |
|
| 6845 |
FCP
6845
Fosse Capital Partners
London,
United Kingdom
| $182M | +$46.6M | +34% | 11.8% | 80% | 3 | 33.33% | 14.7 |
|
| 6846 |
TFG
6846
Taylor Financial Group
Roanoke,
Virginia
| $182M | +$16.9M | +10% | 13.8% | – | 105 | 7.62% | 8.6 |
|
| 6847 |
ECA
6847
Elevate Capital Advisors
Eagle,
Colorado
| $182M | +$27.3M | +18% | 8.14% | – | 93 | 39.78% | 3.2 |
|
| 6848 |
LIM
6848
Lagoda Investment Management
New York
| $182M | +$19.7M | +12% | 27.2% | 250% | 25 | 0% | 26.4 |
|
| 6849 |
WMWM
6849
Wilkins Miller Wealth Management
Mobile,
Alabama
| $182M | +$16.5M | +10% | 9.49% | – | 96 | 8.33% | 5.1 |
|
| 6850 |
PWA
6850
Perspective Wealth Advisors
Loveland,
Colorado
| $182M | +$27.6M | +18% | 13% | – | 76 | 35.53% | 1.4 |
|