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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6876 |
CFG
6876
Clayton Financial Group
St. Louis,
Missouri
| $181M | -$13.8M | -7% | 14.4% | 69.8% | 614 | 89.41% | 5.8 |
|
| 6877 |
AI
6877
Axecap Investments
Mason,
Ohio
| $181M | +$35.5M | +24% | 44.6% | – | 90 | 42.22% | 2.9 |
|
| 6878 |
AMAL
6878
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $181M | +$15.5M | +9% | 30.7% | 124% | 19 | 10.53% | 22.3 |
|
| 6879 |
SWM
6879
Shepherd Wealth Management
Cincinnati,
Ohio
| $181M | +$47.3M | +35% | 9.77% | – | 73 | 50.68% | 2.5 |
|
| 6880 |
RWS
6880
Rochester Wealth Strategies
Rochester,
Michigan
| $181M | +$15.7M | +10% | 8.65% | – | 29 | 24.14% | 3.8 |
|
| 6881 |
ACM
6881
Arrow Capital Management
New York
| $181M | +$36.5M | +25% | 19.4% | – | 21 | 23.81% | 10.4 |
|
| 6882 |
ULWM
6882
Upper Left Wealth Management
Tampa,
Florida
| $180M | +$11.1M | +7% | 2.9% | 43.1% | 73 | 6.85% | 12.1 |
|
| 6883 |
RFN
6883
Redwood Financial Network
Solon,
Ohio
| $180M | +$27.8M | +18% | 19.2% | 74.1% | 201 | 19.9% | 9.2 |
|
| 6884 |
CWD
6884
Clarity Wealth Development
Corvallis,
Oregon
| $180M | +$57.6M | +47% | 9.04% | – | 62 | 33.87% | 3.9 |
|
| 6885 |
WGS
6885
Washington Growth Strategies
Washington,
District of Columbia
| $180M | +$27.1M | +18% | 18.9% | – | 64 | 14.06% | 5 |
|
| 6886 |
PCR
6886
Potrero Capital Research
San Francisco,
California
| $180M | +$17M | +10% | 48.5% | 226% | 53 | 54.72% | 1.6 |
|
| 6887 |
IPAM
6887
Investment Partners Asset Management
Metuchen,
New Jersey
| $180M | +$17.9M | +11% | 14.6% | 86.1% | 177 | 10.17% | 7.5 |
|
| 6888 |
HIM
6888
Haveli Investment Management
Austin,
Texas
| $180M | +$161M | +875% | 19.1% | – | 4 | 75% | 0.5 |
|
| 6889 |
UA
6889
URS Advisory
Jupiter,
Florida
| $180M | +$42.9M | +31% | 16.9% | – | 61 | 16.39% | 1.5 |
|
| 6890 |
CCM
6890
Cox Capital Management
Andover,
Massachusetts
| $180M | +$29.1M | +19% | 22.4% | 106% | 83 | 14.46% | 11.3 |
|
| 6891 |
WA
6891
Watchtower Advisors
Old Greenwich,
Connecticut
| $180M | +$38.6M | +27% | 46.6% | 384% | 14 | 35.71% | 2.3 |
|
| 6892 |
IWM
6892
IMG Wealth Management
Jacksonville,
Florida
| $180M | +$22.6M | +14% | 11.6% | – | 632 | 23.1% | 3.5 |
|
| 6893 |
BRWM
6893
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $179M | +$22.3M | +14% | 16.5% | – | 119 | 19.33% | 4.4 |
|
| 6894 |
GC
6894
Gould Capital
Tacoma,
Washington
| $179M | +$14.2M | +9% | 9.58% | 60.1% | 221 | 9.5% | 12.1 |
|
| 6895 |
GPA
6895
Guerra Pan Advisors
Montclair,
New Jersey
| $179M | +$17.5M | +11% | 26.2% | 135% | 128 | 13.28% | 12.3 |
|
| 6896 |
BBA
6896
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $179M | +$19.5M | +12% | 12.1% | 59.5% | 142 | 16.2% | 8.2 |
|
| 6897 |
SGCM
6897
Sanchez Gaunt Capital Management
Reno,
Nevada
| $179M | +$18.9M | +12% | 15.3% | – | 201 | 14.43% | 0.9 |
|
| 6898 |
VF
6898
Vista Finance
Clayton,
Missouri
| $179M | +$53M | +42% | 7.18% | 47% | 80 | 45% | 4.2 |
|
| 6899 |
LEP
6899
Langdon Equity Partners
Toronto,
| $179M | +$45.3M | +34% | 10.7% | – | 13 | 46.15% | 1.4 |
|
| 6900 |
TWM
6900
Thryve Wealth Management
Irving,
Texas
| $179M | +$29.2M | +20% | 19.7% | – | 47 | 27.66% | 1.8 |
|