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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
AWM
7176
Alterna Wealth Management
Houston,
Texas
| $125M | -$6.93M | -5% | 6.95% | 48% | 126 | 30.16% | 2.3 |
|
| 7177 |
AAM
7177
Ackerman Asset Management
Rockville,
Maryland
| $125M | +$14.3M | +13% | 10.7% | – | 24 | 0% | 0.3 |
|
| 7178 |
MCM
7178
Multicoin Capital Management
Austin,
Texas
| $125M | +$29M | +30% | 30.2% | – | 2 | 0% | 1 |
|
| 7179 |
FWM
7179
Forefront Wealth Management
Malvern,
Pennsylvania
| $125M | +$16.7M | +15% | 11.6% | – | 63 | 25.4% | 1.5 |
|
| 7180 |
SPWM
7180
Schrum Private Wealth Management
St. Augustine,
Florida
| $125M | +$11M | +10% | 9.97% | 60.9% | 129 | 6.98% | 2.5 |
|
| 7181 |
AWM
7181
Apex Wealth Management
Bedford,
New Hampshire
| $125M | +$13.5M | +12% | 8.46% | – | 63 | 34.92% | 0.4 |
|
| 7182 |
FPW
7182
Flywheel Private Wealth
Los Altos,
California
| $125M | +$14.9M | +14% | 10.5% | – | 88 | 10.23% | 0.5 |
|
| 7183 |
PA
7183
Prossimo Advisors
San Luis Obispo,
California
| $125M | -$8.44M | -6% | 10.2% | 78.4% | 144 | 18.75% | 1.3 |
|
| 7184 |
SI
7184
SCP Investment
Orinda,
California
| $125M | +$7.29M | +6% | 15.7% | 32.8% | 58 | 46.55% | 1.6 |
|
| 7185 |
HAM
7185
Hedges Asset Management
Reno,
Nevada
| $124M | -$27.8M | -18% | 9.03% | – | 112 | 13.39% | 2.7 |
|
| 7186 |
MEAC
7186
M.E. Allison & Co
San Antonio,
Texas
| $124M | +$23.3M | +23% | 10.6% | – | 175 | 14.29% | 0.4 |
|
| 7187 |
WF
7187
WinCap Financial
Boston,
Massachusetts
| $124M | +$19M | +18% | 10.7% | – | 91 | 23.08% | 0.4 |
|
| 7188 |
CW
7188
Cooksen Wealth
The Woodlands,
Texas
| $124M | +$25.9M | +26% | 9.27% | 70.7% | 106 | 26.42% | 0.8 |
|
| 7189 |
HM
7189
HCEP Management
Hong Kong
| $124M | -$48.2M | -28% | 13.2% | 182% | 13 | 30.77% | 0.5 |
|
| 7190 |
XI
7190
XXEC Inc
Tulsa,
Oklahoma
| $124M | +$8.99M | +8% | 7.85% | 19.3% | 21 | 9.52% | 2.7 |
|
| 7191 |
JWM
7191
Jacksonville Wealth Management
Jacksonville,
Florida
| $124M | +$22.8M | +22% | 17% | – | 68 | 16.18% | 0.4 |
|
| 7192 |
AHIA
7192
Andrew Hill Investment Advisors
Naples,
Florida
| $124M | +$21M | +20% | 19.5% | – | 60 | 41.67% | 1.1 |
|
| 7193 |
FFA
7193
Fortune Financial Advisors
Overland Park,
Kansas
| $124M | +$8.31M | +7% | 6.75% | 76.8% | 100 | 10% | 1.7 |
|
| 7194 |
PAM
7194
Pacific Asset Management
Gig Harbor,
Washington
| $124M | +$12.7M | +11% | 8.74% | – | 59 | 16.95% | 0.4 |
|
| 7195 |
CA
7195
Cannon Advisors
Charlotte,
North Carolina
| $124M | +$15.6M | +14% | 13.7% | – | 73 | 23.29% | 0.6 |
|
| 7196 |
CWM
7196
Comprehensive Wealth Management
Lynnwood,
Washington
| $124M | -$19.6M | -14% | 5.12% | 36.9% | 46 | 43.48% | 1.3 |
|
| 7197 |
B
7197
BennBridge
Edinburgh,
United Kingdom
| $124M | +$1.13M | +0.9% | 12.3% | – | 6 | 0% | 0.5 |
|
| 7198 |
SGC
7198
Slocum, Gordon & Co
Newport,
Rhode Island
| $124M | -$10.1M | -8% | 1.63% | 55.2% | 143 | 18.18% | 1.9 |
|
| 7199 |
AC
7199
Anson Capital
Tyrone,
Georgia
| $124M | +$7.77M | +7% | 7.21% | 45.8% | 79 | 8.86% | 1.8 |
|
| 7200 |
HC
7200
Hoese & Co
Glencoe,
Minnesota
| $124M | +$8.66M | +8% | 5.79% | 46.3% | 177 | 26.55% | 2.8 |
|