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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
LFS
7076
Leibman Financial Services
Louisville,
Nebraska
| $130M | +$1.43M | +1% | 12% | 59.2% | 58 | 24.14% | 1.1 |
|
| 7077 |
BAWM
7077
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $130M | +$8.73M | +7% | 6.73% | – | 53 | 28.3% | 0.9 |
|
| 7078 |
IIA
7078
Integrity Investment Advisors
Fort Collins,
Colorado
| $130M | +$20.6M | +19% | 9.9% | – | 52 | 15.38% | 0.2 |
|
| 7079 |
ECP
7079
Elwood Capital Partners
New York
| $130M | +$14.3M | +12% | 12.6% | – | 23 | 8.7% | 0.5 |
|
| 7080 |
HCM
7080
Helios Capital Management
Singapore
| $130M | +$72.8M | +127% | 16% | 124% | 34 | 26.47% | 2 |
|
| 7081 |
BGI
7081
B Group Inc
Dallas,
Texas
| $130M | +$13.2M | +11% | 12.2% | – | 20 | 20% | 0.5 |
|
| 7082 |
DCI
7082
Data Collective IV
Palo Alto,
California
| $130M | +$43M | +49% | 75.4% | 317% | 5 | 0% | 3.3 |
|
| 7083 |
RSF
7083
Rik Saylor Financial
Fairfield,
Ohio
| $130M | +$16.4M | +14% | 7.5% | – | 83 | 6.02% | 0.5 |
|
| 7084 |
CCM
7084
Clearfield Capital Management
New York
| $130M | +$53.6M | +70% | 39.2% | 421% | 15 | 80% | 0.4 |
|
| 7085 |
GCWM
7085
Guided Capital Wealth Management
Houston,
Texas
| $130M | +$10.1M | +8% | 13.8% | – | 35 | 2.86% | 0.4 |
|
| 7086 |
PSC
7086
Piper Sandler & Co
Minneapolis,
Minnesota
| $130M | -$3.26M | -2% | 0% | 0.04% | 23 | 13.04% | 0.8 |
|
| 7087 |
CC
7087
Colrain Capital
Boston,
Massachusetts
| $130M | +$12.6M | +11% | 12.1% | – | 24 | 4.17% | 6.9 |
|
| 7088 |
BF
7088
bLong Financial
Memphis,
Tennessee
| $130M | +$16.9M | +15% | 17.2% | – | 84 | 14.29% | 0.4 |
|
| 7089 |
CFGW
7089
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| $129M | +$8.37M | +7% | 9.37% | – | 141 | 9.93% | 0.5 |
|
| 7090 |
CF
7090
Cyr Financial
Hennepin,
Illinois
| $129M | +$17.6M | +16% | 7.23% | – | 59 | 16.95% | 0.7 |
|
| 7091 |
LI
7091
Latash Investments
Anchorage,
Alaska
| $129M | +$8.26M | +7% | 11.4% | 110% | 18 | 5.56% | 4.3 |
|
| 7092 |
BW
7092
Basepoint Wealth
Cedar Rapids,
Iowa
| $129M | +$1.58M | +1% | 6.06% | 113% | 111 | 13.51% | 2.6 |
|
| 7093 |
LFS
7093
Littlejohn Financial Services
Roseburg,
Oregon
| $129M | +$2.84M | +2% | 6.4% | – | 71 | 29.58% | 0.4 |
|
| 7094 |
DJFS
7094
Dean Jacobson Financial Services
Fort Worth,
Texas
| $129M | -$714K | -0.5% | 6.01% | 55.7% | 16 | 37.5% | 1.2 |
|
| 7095 |
GFA
7095
Gladwyn Financial Advisors
Chantilly,
Virginia
| $129M | – | – | 6.51% | – | 82 | – | 0 |
|
| 7096 |
IWM
7096
IMG Wealth Management
Jacksonville,
Florida
| $129M | +$17.7M | +16% | 8.76% | – | 517 | 50.1% | 0.3 |
|
| 7097 |
MPW
7097
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| $129M | +$7.57M | +6% | 6.92% | – | 118 | 19.49% | 0.4 |
|
| 7098 |
AC
7098
Avant Capital
Lafayette,
Louisiana
| $129M | +$8.67M | +7% | 5.93% | – | 71 | 7.04% | 2.7 |
|
| 7099 |
CAG
7099
Cypress Advisory Group
Scottsdale,
Arizona
| $129M | +$19.2M | +18% | 4.24% | – | 68 | 11.76% | 0.4 |
|
| 7100 |
CI
7100
CPR Investments
Rochester,
Michigan
| $129M | +$16.1M | +14% | 10.3% | 79.3% | 51 | 39.22% | 0.9 |
|