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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
CL
7151
CVFG LLC
Shelbyville,
Indiana
| $126M | +$16.1M | +15% | 9.34% | – | 98 | 8.16% | 0.4 |
|
| 7152 |
DRP
7152
Decade Renewable Partners
Houston,
Texas
| $126M | -$4.92M | -4% | 12.3% | – | 36 | 52.78% | 0.5 |
|
| 7153 |
KWM
7153
Koa Wealth Management
Encinitas,
California
| $126M | +$2.09M | +2% | 1.97% | 74.8% | 55 | 12.73% | 1.2 |
|
| 7154 |
IW
7154
Instrumental Wealth
Tampa,
Florida
| $126M | +$15.4M | +14% | 9.48% | 34.2% | 62 | 14.52% | 1.4 |
|
| 7155 |
IIM
7155
Illumine Investment Management
Poulsbo,
Washington
| $126M | +$3.6M | +3% | 11.6% | – | 95 | 13.68% | 0.5 |
|
| 7156 |
WH
7156
Wallace Hart
Lexington,
Kentucky
| $126M | +$85.9M | +216% | 18.2% | – | 61 | 75.41% | 0.4 |
|
| 7157 |
AI
7157
Acuitas Investments
Seattle,
Washington
| $126M | +$8.29M | +7% | 20.3% | 145% | 78 | 47.44% | 1.5 |
|
| 7158 |
EC
7158
EJF Capital
Arlington,
Virginia
| $126M | -$32M | -20% | 7.19% | 127% | 81 | 17.28% | 2.1 |
|
| 7159 |
LPP
7159
Life Planning Partners
Jacksonville,
Florida
| $126M | +$15.2M | +14% | 8.08% | – | 67 | 11.94% | 2.8 |
|
| 7160 |
MWA
7160
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $126M | +$7.88M | +7% | 7.52% | – | 76 | 18.42% | 1.2 |
|
| 7161 |
CCG
7161
Coastwise Capital Group
La Jolla,
California
| $126M | +$6.76M | +6% | 7.68% | 88.8% | 129 | 9.3% | 2.4 |
|
| 7162 |
JCM
7162
J2 Capital Management
Troy,
Michigan
| $125M | +$16.7M | +15% | 5.02% | – | 131 | 32.06% | 1.5 |
|
| 7163 |
ECA
7163
Elevate Capital Advisors
Eagle,
Colorado
| $125M | +$17.3M | +16% | 8.38% | – | 74 | 31.08% | 0.4 |
|
| 7164 |
CAM
7164
Crown Advisors Management
Larkspur,
California
| $125M | +$11.9M | +10% | 17.7% | 284% | 45 | 31.11% | 2.5 |
|
| 7165 |
DO
7165
denkapparat Operations
Berlin,
Germany
| $125M | +$30.8M | +33% | 9.56% | – | 272 | 32.35% | 0.3 |
|
| 7166 |
SAM
7166
Sequent Asset Management
Houston,
Texas
| $125M | -$54.3M | -30% | 10.6% | 51.3% | 84 | 23.81% | 3.9 |
|
| 7167 |
MCM
7167
Magnolia Capital Management
Cold Spring,
New York
| $125M | +$8.56M | +7% | 9.55% | 85.9% | 76 | 6.58% | 3.8 |
|
| 7168 |
CWM
7168
Centricity Wealth Management
Westerville,
Ohio
| $125M | +$15M | +14% | 7.97% | – | 457 | 7.66% | 0.5 |
|
| 7169 |
RSWA
7169
Robinson Smith Wealth Advisors
South Portland,
Maine
| $125M | +$5.66M | +5% | 6.64% | – | 96 | 16.67% | 1.2 |
|
| 7170 |
PW
7170
PUREfi Wealth
Boston,
Massachusetts
| $125M | +$25.1M | +25% | 10.3% | – | 166 | 23.49% | 0.4 |
|
| 7171 |
BFG
7171
Birch Financial Group
Keene,
New Hampshire
| $125M | +$12.8M | +11% | 6.54% | – | 124 | 20.97% | 0.4 |
|
| 7172 |
WCFP
7172
White & Co Financial Planning
Sunnyside,
Washington
| $125M | +$8.99M | +8% | 6.96% | – | 19 | 0% | 0.5 |
|
| 7173 |
KGC
7173
Kennon-Green & Company
New Albany,
Ohio
| $125M | +$2.48M | +2% | 4.31% | 58.4% | 42 | 2.38% | 2.4 |
|
| 7174 |
SF
7174
SageOak Financial
Tulsa,
Oklahoma
| $125M | +$12.2M | +11% | 6.24% | – | 35 | 17.14% | 0.4 |
|
| 7175 |
MQWP
7175
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $125M | +$4.24M | +4% | 6.82% | – | 133 | 9.02% | 0.5 |
|