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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
MAMG
6951
Milestone Asset Management Group
Avon,
Connecticut
| $135M | +$24.4M | +22% | 12.1% | – | 103 | 10.68% | 0.4 |
|
| 6952 |
MPIA
6952
Milestones Private Investment Advisors
Fairport,
New York
| $135M | – | – | 7.94% | – | 119 | – | 0 |
|
| 6953 |
FIG
6953
FSA Investment Group
Pensacola,
Florida
| $135M | +$17.6M | +15% | 8.61% | – | 26 | 34.62% | 0.4 |
|
| 6954 |
HEC
6954
Hudson Executive Capital
New York
| $135M | +$31.1M | +30% | 31.7% | 127% | 3 | 0% | 4.8 |
|
| 6955 |
BCM
6955
Basso Capital Management
Stamford,
Connecticut
| $135M | +$17.5M | +15% | 7.52% | 85.5% | 81 | 16.05% | 1.6 |
|
| 6956 |
CFG
6956
Copley Financial Group
San Diego,
California
| $135M | +$4.22M | +3% | 6.91% | – | 108 | 12.96% | 0.7 |
|
| 6957 |
PAP
6957
Persistent Asset Partners
Hong Kong
| $135M | +$15.6M | +13% | 11.3% | – | 253 | 60.87% | 0.2 |
|
| 6958 |
MAMHA
6958
MY.Alpha Management HK Advisors
Hong Kong
| $135M | -$66.3M | -33% | 14.6% | 423% | 25 | 68% | 0.7 |
|
| 6959 |
GFG
6959
Grantvest Financial Group
Matawan,
New Jersey
| $135M | +$11.4M | +9% | 5.42% | – | 142 | 12.68% | 0.4 |
|
| 6960 |
CSI
6960
Cross Staff Investments
Pittsford,
New York
| $135M | +$2.14M | +2% | 6.47% | 81.2% | 131 | 8.4% | 2.8 |
|
| 6961 |
WCM
6961
Washington Capital Management
Seattle,
Washington
| $135M | +$10.6M | +9% | 8.97% | 76.9% | 129 | 25.58% | 2.6 |
|
| 6962 |
EAM
6962
Exome Asset Management
New York
| $135M | +$22M | +20% | 10.4% | – | 86 | 58.14% | 0.4 |
|
| 6963 |
GWA
6963
Gibson Wealth Advisors
Tyler,
Texas
| $134M | +$9.8M | +8% | 7.47% | – | 40 | 7.5% | 2.6 |
|
| 6964 |
AIA
6964
Accelerate Investment Advisors
Aliso Viejo,
California
| $134M | +$15M | +13% | 8.67% | – | 134 | 28.36% | 0.5 |
|
| 6965 |
PFA
6965
Presper Financial Architects
Akron,
Ohio
| $134M | – | – | 8.85% | – | 46 | – | 0 |
|
| 6966 |
DWM
6966
David Wealth Management
Fairfax,
Virginia
| $134M | +$14.8M | +12% | 7.41% | – | 57 | 17.54% | 0.4 |
|
| 6967 |
WW
6967
Winnow Wealth
Waco,
Texas
| $134M | +$25.9M | +24% | 9.1% | – | 717 | 88.42% | 0.2 |
|
| 6968 |
AAG
6968
Accordant Advisory Group
Annapolis,
Maryland
| $134M | +$32M | +31% | 9.1% | – | 187 | 30.48% | 0.8 |
|
| 6969 |
SWM
6969
Seed Wealth Management
Evanston,
Illinois
| $134M | +$11.4M | +9% | 8.57% | 58.4% | 161 | 14.91% | 1.9 |
|
| 6970 |
SH
6970
SLT Holdings
Scottsdale,
Arizona
| $134M | +$27.9M | +26% | 27.1% | – | 119 | 36.97% | 0.3 |
|
| 6971 |
SAM
6971
Steinberg Asset Management
New York
| $134M | +$11.3M | +9% | 8.01% | 130% | 40 | 15% | 4.6 |
|
| 6972 |
TCM
6972
Teza Capital Management
Chicago,
Illinois
| $134M | -$84.6M | -39% | 7.88% | 140% | 494 | 56.48% | 0.6 |
|
| 6973 |
CFG
6973
Certior Financial Group
King Of Prussia,
Pennsylvania
| $134M | +$10.4M | +8% | 7.39% | – | 124 | 12.1% | 0.4 |
|
| 6974 |
CCA
6974
Cravens & Co Advisors
Cookeville,
Tennessee
| $134M | +$5.29M | +4% | 9.61% | 63.3% | 59 | 10.17% | 2 |
|
| 6975 |
FWM
6975
Fingerlakes Wealth Management
Ithaca,
New York
| $134M | +$16.4M | +14% | 11.7% | 80.2% | 93 | 8.6% | 2.8 |
|