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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
DFA
7101
Davies Financial Advisors
Murrieta,
California
| $129M | +$11.5M | +10% | 11.5% | – | 79 | 21.52% | 0.9 |
|
| 7102 |
SHFA
7102
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $129M | +$11.4M | +10% | 5.32% | 41.6% | 12 | 0% | 1.3 |
|
| 7103 |
DG
7103
DMC Group
Birmingham,
Alabama
| $129M | +$5.87M | +5% | 9.05% | 99.2% | 139 | 18.71% | 2.3 |
|
| 7104 |
PW
7104
Paladin Wealth
Arden Hills,
Minnesota
| $129M | +$17.3M | +16% | 9.51% | – | 115 | 20% | 0.6 |
|
| 7105 |
BC
7105
Broadwater Capital
Boston,
Massachusetts
| $129M | +$789K | +0.6% | 5.19% | – | 227 | 3.96% | 1.5 |
|
| 7106 |
VF
7106
Visa Foundation
San Francisco,
California
| $129M | -$4.27M | -3% | 11.9% | 48.5% | 1 | 0% | 3.5 |
|
| 7107 |
MC
7107
Marest Capital
Tarzana,
California
| $129M | +$8.15M | +7% | 12.3% | – | 30 | 56.67% | 1 |
|
| 7108 |
7CM
7108
7G Capital Management
New York
| $129M | +$11.8M | +10% | 13% | 137% | 8 | 12.5% | 2.5 |
|
| 7109 |
DWA
7109
Delos Wealth Advisors
Dallas,
Texas
| $128M | +$2.11M | +2% | 6.3% | 58% | 262 | 79.01% | 0.6 |
|
| 7110 |
DC
7110
Dahring Cusmano
Novi,
Michigan
| $128M | +$12.2M | +11% | 8.09% | – | 56 | 3.57% | 0.5 |
|
| 7111 |
DI
7111
Disciplined Investors
Waco,
Texas
| $128M | +$17.5M | +16% | 11% | – | 123 | 8.13% | 0.5 |
|
| 7112 |
SMAM
7112
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $128M | +$1.24M | +1% | 4.33% | – | 85 | 32.94% | 0.7 |
|
| 7113 |
USWG
7113
U.S. Wealth Group
Woodbury,
New York
| $128M | +$2.07M | +2% | 10.2% | – | 42 | 7.14% | 0.5 |
|
| 7114 |
USWIA
7114
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $128M | +$15.8M | +14% | 12.6% | – | 101 | 20.79% | 1 |
|
| 7115 |
SF
7115
Strategent Financial
Harrisonburg,
Virginia
| $128M | +$17.7M | +16% | 7.9% | – | 35 | 5.71% | 0.5 |
|
| 7116 |
TM
7116
TFJ Management
Somerville,
Massachusetts
| $128M | +$22.5M | +21% | 20.3% | – | 14 | 14.29% | 0.4 |
|
| 7117 |
PFG
7117
Pacific Financial Group
Bellevue,
Washington
| $128M | +$4.2M | +3% | 9.24% | 61.1% | 64 | 18.75% | 6.5 |
|
| 7118 |
HFS
7118
Hopwood Financial Services
Reston,
Virginia
| $128M | -$1.61M | -1% | 8.31% | – | 313 | 9.27% | 0.5 |
|
| 7119 |
AAA
7119
American Alpha Advisors
New York
| $128M | +$8.58M | +7% | 10.2% | – | 105 | 36.19% | 0.4 |
|
| 7120 |
ACM
7120
Aryeh Capital Management
Toronto,
Ontario, Canada
| $128M | -$12.3M | -9% | 1.19% | 87.7% | 15 | 33.33% | 1.4 |
|
| 7121 |
TA
7121
Tiptree Advisors
New York
| $128M | +$6.83M | +6% | 17.4% | – | 30 | 53.33% | 0.3 |
|
| 7122 |
BWA
7122
Blodgett Wealth Advisors
Concord,
California
| $128M | +$10.3M | +9% | 16.9% | 124% | 64 | 9.38% | 2.6 |
|
| 7123 |
GSWA
7123
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $128M | +$17.7M | +16% | 4.63% | – | 134 | 35.07% | 0.2 |
|
| 7124 |
CAM
7124
Clio Asset Management
Charlottesville,
Virginia
| $128M | +$1.81M | +1% | 6.6% | 60.6% | 15 | 6.67% | 1.5 |
|
| 7125 |
HGP
7125
Haven Global Partners
Atlanta,
Georgia
| $127M | +$32M | +34% | 14.5% | – | 10 | 0% | 0.5 |
|