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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
TCTWM
6976
Three Cord True Wealth Management
Beaver,
Pennsylvania
| $134M | +$17.3M | +15% | 8.89% | – | 32 | 28.13% | 0.4 |
|
| 6977 |
BF
6977
Baring Financial
Bellingham,
Washington
| $134M | +$14.8M | +12% | 9.27% | – | 67 | 2.99% | 0.5 |
|
| 6978 |
CRIG
6978
Charter Research & Investment Group
Southport,
Connecticut
| $134M | +$3.18M | +2% | 5.42% | 82.3% | 83 | 4.82% | 7.1 |
|
| 6979 |
AM
6979
Ampfield Management
New York
| $134M | +$48.9M | +58% | 26.2% | 56.9% | 5 | 20% | 2.2 |
|
| 6980 |
PP
6980
Pingora Partners
Wilson,
Wyoming
| $134M | -$938K | -0.7% | 3.58% | – | 210 | 4.29% | 1.3 |
|
| 6981 |
MCM
6981
Massar Capital Management
Stamford,
Connecticut
| $134M | +$44.4M | +50% | 14.3% | – | 171 | 69.01% | 0.1 |
|
| 6982 |
SWM
6982
Sagace Wealth Management
St. Petersburg,
Florida
| $134M | +$1.37M | +1% | 7.86% | – | 69 | 18.84% | 0.8 |
|
| 6983 |
SW
6983
Schulz Wealth
Mansfield,
Texas
| $134M | +$2.66M | +2% | 7.04% | – | 68 | 10.29% | 1.2 |
|
| 6984 |
FH
6984
Financial Harvest
Winter Park,
Florida
| $134M | +$12.5M | +10% | 7.93% | – | 105 | 98.1% | 0 |
|
| 6985 |
WAM
6985
WealthTrust Asset Management
Destin,
Florida
| $134M | -$1.17M | -0.9% | 12.6% | 97.9% | 96 | 31.25% | 1.8 |
|
| 6986 |
JWM
6986
JP Wealth Management
Mt. Pleasant,
South Carolina
| $134M | +$9.58M | +8% | 9.59% | – | 17 | 23.53% | 0.4 |
|
| 6987 |
OFG
6987
OmniStar Financial Group
Wilmington,
North Carolina
| $134M | +$6.75M | +5% | 2.99% | 67.1% | 124 | 19.35% | 1.2 |
|
| 6988 |
VBCG
6988
Valley Brook Capital Group
Venetia,
Pennsylvania
| $134M | +$6.21M | +5% | 11.6% | 106% | 116 | 5.17% | 3.4 |
|
| 6989 |
AUIM
6989
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $133M | +$7.63M | +6% | 7.29% | 39.9% | 46 | 6.52% | 1.6 |
|
| 6990 |
NIP
6990
Norwood Investment Partners
Mill Valley,
California
| $133M | +$21.4M | +19% | 14.7% | 25.2% | 18 | 38.89% | 1.4 |
|
| 6991 |
GWA
6991
Genesis Wealth Advisors
Braintree,
Massachusetts
| $133M | +$9.8M | +8% | 7.01% | – | 64 | 7.81% | 5.8 |
|
| 6992 |
CAM
6992
Campion Asset Management
Falls Church,
Virginia
| $133M | +$3.95M | +3% | 7.33% | 70.2% | 85 | 8.24% | 3.7 |
|
| 6993 |
NFA
6993
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $133M | +$12.1M | +10% | 13.2% | 109% | 109 | 5.5% | 2.1 |
|
| 6994 |
FFS
6994
Forge Financial Services
Edmond,
Oklahoma
| $133M | +$20M | +18% | 10.5% | – | 22 | 13.64% | 0.5 |
|
| 6995 |
MSK
6995
Melissa S. Kampmann
| $133M | +$6.66M | +5% | 10.7% | 70.4% | 43 | 11.63% | 1.6 |
|
| 6996 |
HFAS
6996
Hummer Financial Advisory Services
Chicago,
Illinois
| $133M | +$9.98M | +8% | 7.42% | 71.8% | 117 | 11.11% | 3.7 |
|
| 6997 |
EMB
6997
Elefante Mark B
| $133M | +$6.93M | +5% | 7.61% | – | 62 | 16.13% | 4.2 |
|
| 6998 |
MWS
6998
MFA Wealth Services
Thousand Oaks,
California
| $133M | +$11.5M | +9% | 7.63% | – | 116 | 10.34% | 0.5 |
|
| 6999 |
PM
6999
Penbrook Management
New York
| $133M | +$691K | +0.5% | 12.3% | 106% | 111 | 11.71% | 5.8 |
|
| 7000 |
AV
7000
Alamea Verwaltungs
Edison,
New Jersey
| $133M | +$17.2M | +15% | 11.7% | – | 98 | 17.35% | 0.2 |
|