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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
NS
7026
Northland Securities
Minneapolis,
Minnesota
| $172M | +$66.6M | +63% | 19.5% | – | 124 | 19.35% | 1.7 |
|
| 7027 |
WFP
7027
Welch Financial Planning
Boulder,
Colorado
| $172M | +$32.6M | +23% | 19% | – | 77 | 20.78% | 1.6 |
|
| 7028 |
BLFG
7028
Brian Low Financial Group
Baton Rouge,
Louisiana
| $171M | +$24.3M | +16% | 9.23% | – | 128 | 18.75% | 3.1 |
|
| 7029 |
BWMG
7029
Bannerman Wealth Management Group
Lewisville,
Texas
| $171M | +$23M | +15% | 11.3% | – | 38 | 15.79% | 4.6 |
|
| 7030 |
LWM
7030
Lifetime Wealth Management
Rockwall,
Texas
| $171M | -$4.5M | -3% | 0.25% | – | 94 | 12.77% | 1.8 |
|
| 7031 |
PP
7031
Pingora Partners
Wilson,
Wyoming
| $171M | +$2.57M | +2% | 6.63% | – | 191 | 7.33% | 8.6 |
|
| 7032 |
DSCM
7032
Del-Sette Capital Management
Schenectady,
New York
| $171M | +$4.12M | +2% | 11.6% | 108% | 51 | 15.69% | 8.7 |
|
| 7033 |
FW
7033
Fidato Wealth
Middleburg Heights,
Ohio
| $171M | +$17.1M | +11% | 12.6% | – | 16 | 18.75% | 10.4 |
|
| 7034 |
CPC
7034
CFC Planning Company
Cicero,
Indiana
| $171M | +$30.9M | +22% | 24.5% | – | 88 | 37.5% | 3.7 |
|
| 7035 |
GCWM
7035
Guided Capital Wealth Management
Houston,
Texas
| $171M | +$19.4M | +13% | 10.3% | – | 37 | 13.51% | 4.2 |
|
| 7036 |
AIP
7036
Alexis Investment Partners
Montgomery,
Texas
| $171M | +$25.8M | +18% | 13.8% | – | 42 | 26.19% | 4.2 |
|
| 7037 |
LFA
7037
Longview Financial Advisors
Huntsville,
Alabama
| $171M | +$7.33M | +4% | 5.15% | 47.4% | 162 | 73.46% | 8.5 |
|
| 7038 |
RW
7038
Ridgeline Wealth
Mesa,
Arizona
| $171M | +$31.3M | +22% | 13.7% | – | 61 | 16.39% | 4.5 |
|
| 7039 |
FFAS
7039
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $171M | +$10.8M | +7% | 7.66% | – | 107 | 72.9% | 1.2 |
|
| 7040 |
SVP
7040
Strategic Value Partners
Greenwich,
Connecticut
| $171M | +$37.9M | +28% | 28.5% | – | 1 | 0% | 2 |
|
| 7041 |
IIM
7041
Invariant Investment Management
Camp Hill,
Pennsylvania
| $171M | +$8.13M | +5% | 6.08% | – | 72 | 8.33% | 1.9 |
|
| 7042 |
CPA
7042
Cathy Pareto & Associates
Coral Gables,
Florida
| $171M | +$21.6M | +14% | 12% | – | 107 | 14.95% | 4.7 |
|
| 7043 |
WBCM
7043
Wilson & Boucher Capital Management
Moraga,
California
| $170M | +$19.7M | +13% | 17% | 69.8% | 122 | 8.2% | 14.2 |
|
| 7044 |
BDS
7044
Banco de Sabadell
Miami,
Florida
| $170M | +$19.6M | +13% | 12.3% | 75.1% | 62 | 1.61% | 22.2 |
|
| 7045 |
P
7045
Pfizer
New York
| $170M | -$68.4M | -29% | 6.77% | – | 18 | 5.56% | 5.7 |
|
| 7046 |
NL
7046
NDWM LLC
La Jolla,
California
| $170M | +$16M | +10% | 9.88% | – | 42 | 16.67% | 6.2 |
|
| 7047 |
WA
7047
WPG Advisers
Baltimore,
Maryland
| $170M | +$34.4M | +25% | 19.8% | – | 1,588 | 9.51% | 5 |
|
| 7048 |
EWM
7048
Evolution Wealth Management
Fort Myers,
Florida
| $170M | +$33.3M | +24% | 13.5% | – | 981 | 17.84% | 2.6 |
|
| 7049 |
HP
7049
Harbourvest Partners
Boston,
Massachusetts
| $170M | +$69.1M | +69% | 47.4% | 8.96% | 6 | 16.67% | 7.5 |
|
| 7050 |
GA
7050
Gordian Advisors
Tucson,
Arizona
| $170M | +$19.9M | +13% | 11.4% | – | 67 | 20.9% | 5.6 |
|