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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
PTCG
6976
Pring Turner Capital Group
Alamo,
California
| $175M | +$8.46M | +5% | 6.63% | 70.8% | 76 | 9.21% | 19.2 |
|
| 6977 |
CWA
6977
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $175M | +$25.8M | +17% | 16.3% | – | 108 | 32.41% | 3.5 |
|
| 6978 |
HAFG
6978
Hansen & Associates Financial Group
Roseville,
California
| $174M | -$11.3M | -6% | 4.85% | – | 48 | 18.75% | 2.9 |
|
| 6979 |
BAM
6979
Boyar Asset Management
New York
| $174M | -$1.34M | -0.8% | 16.3% | 75.5% | 81 | 8.64% | 30.6 |
|
| 6980 |
SV
6980
Stilwell Value
New York
| $174M | +$7.5M | +4% | 4.01% | 87.9% | 26 | 11.54% | 21.2 |
|
| 6981 |
AWM
6981
Alterna Wealth Management
Houston,
Texas
| $174M | +$42.3M | +32% | 8.59% | 48% | 124 | 27.42% | 9.9 |
|
| 6982 |
AIA
6982
Accelerate Investment Advisors
Aliso Viejo,
California
| $174M | +$24.4M | +16% | 13.5% | – | 156 | 19.23% | 4.3 |
|
| 6983 |
PMSA
6983
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $174M | +$18.1M | +12% | 15.6% | – | 178 | 11.24% | 8 |
|
| 6984 |
PIA
6984
Prakash Investment Advisors
Andover,
Massachusetts
| $174M | +$45.6M | +35% | 64.7% | – | 107 | 23.36% | 3 |
|
| 6985 |
NWA
6985
Northwest Wealth Advisors
Bellingham,
Washington
| $174M | +$34M | +24% | 15% | – | 67 | 5.97% | 1.8 |
|
| 6986 |
6SA
6986
6th Street Advisors
Daphne,
Alabama
| $174M | +$15.1M | +10% | 9.99% | – | 65 | 15.38% | 0.9 |
|
| 6987 |
PWSG
6987
Pacific Wealth Strategies Group
Santa Barbara,
California
| $174M | +$13.8M | +9% | 11.8% | 75.5% | 64 | 10.94% | 15.9 |
|
| 6988 |
KCM
6988
Kalehua Capital Management
Dallas,
Texas
| $174M | +$32.6M | +23% | 45.2% | – | 33 | 45.45% | 1.1 |
|
| 6989 |
CPCP
6989
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $174M | +$19.9M | +13% | 10.1% | – | 78 | 10.26% | 6.8 |
|
| 6990 |
MCM
6990
MontVue Capital Management
Lynchburg,
Virginia
| $174M | +$27M | +18% | 15.5% | – | 78 | 14.1% | 7.2 |
|
| 6991 |
MEAC
6991
M.E. Allison & Co
San Antonio,
Texas
| $174M | +$22.9M | +15% | 18.3% | – | 205 | 10.73% | 4.7 |
|
| 6992 |
CTFG
6992
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $174M | +$116M | +203% | 30.9% | – | 129 | 75.19% | 3.3 |
|
| 6993 |
MW
6993
Melia Wealth
Tulsa,
Oklahoma
| $174M | -$32.9M | -16% | 2.8% | – | 23 | 4.35% | 8.2 |
|
| 6994 |
SF
6994
Strategent Financial
Harrisonburg,
Virginia
| $174M | +$26.4M | +18% | 14.3% | – | 41 | 0% | 5.2 |
|
| 6995 |
LW
6995
Livet Wealth
Salt Lake City,
Utah
| $173M | +$16.1M | +10% | 9.25% | – | 131 | 17.56% | 1.7 |
|
| 6996 |
EP
6996
Ehrenkranz Partners
New York
| $173M | +$46.8M | +37% | 25.1% | – | 54 | 22.22% | 2.2 |
|
| 6997 |
PAM
6997
PVG Asset Management
Golden,
Colorado
| $173M | +$3.83M | +2% | 37.6% | – | 139 | 15.11% | 2.9 |
|
| 6998 |
NIM
6998
Natixis Investment Managers
Boston,
Massachusetts
| $173M | +$96.3M | +125% | 2.43% | – | 4 | 50% | 1 |
|
| 6999 |
SFP
6999
SwitchPoint Financial Planning
Lehi,
Utah
| $173M | +$25.7M | +17% | 11.8% | – | 72 | 12.5% | 4.6 |
|
| 7000 |
C
7000
Covestor
London,
United Kingdom
| $173M | +$28.8M | +20% | 27.7% | 136% | 2,923 | 7.29% | 13.9 |
|