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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
TCGDR
7226
TB Capital Gestao de Recursos
Rio De Janeiro,
| $130M | +$14.8M | +13% | 6.84% | – | 18 | 5.56% | 0.3 |
|
| 7227 |
WN
7227
Williams & Novak
Westlake Village,
California
| $130M | +$12.4M | +11% | 7.04% | 61.6% | 156 | 24.36% | 1 |
|
| 7228 |
TCCP
7228
Tide Cove Capital Partners
San Diego,
California
| $130M | +$3.65M | +3% | 5.34% | – | 11 | 9.09% | 0.8 |
|
| 7229 |
CWMA
7229
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $130M | +$15.8M | +14% | 8.24% | – | 51 | 7.84% | 0.7 |
|
| 7230 |
PW
7230
PUREfi Wealth
Boston,
Massachusetts
| $130M | +$4.84M | +4% | 7.31% | – | 174 | 15.52% | 0.5 |
|
| 7231 |
PWM
7231
Partnership Wealth Management
Towson,
Maryland
| $130M | +$6.32M | +5% | 5.07% | 67.6% | 73 | 9.59% | 1.6 |
|
| 7232 |
WLG
7232
Williamson Legacy Group
Carmel,
Indiana
| $129M | +$10.8M | +9% | 28.1% | – | 143 | 59.44% | 0.5 |
|
| 7233 |
MWM
7233
Mascagni Wealth Management
Clinton,
Mississippi
| $129M | +$12M | +10% | 7.93% | – | 128 | 8.59% | 0.6 |
|
| 7234 |
AFW
7234
Atlantic Family Wealth
Coral Gables,
Florida
| $129M | +$14.5M | +13% | 6.81% | – | 57 | 12.28% | 0.6 |
|
| 7235 |
BC
7235
Barnett & Company
Chattanooga,
Tennessee
| $129M | +$2.2M | +2% | 4.55% | 65.9% | 88 | 20.45% | 3.6 |
|
| 7236 |
RC
7236
Rexford Capital
Bellaire,
Texas
| $129M | +$8.78M | +7% | 8.88% | – | 283 | 5.65% | 0.2 |
|
| 7237 |
GCG
7237
Gilbert Capital Group
North Yarmouth,
Maine
| $129M | +$8.63M | +7% | 6.74% | – | 54 | 16.67% | 0.2 |
|
| 7238 |
NC
7238
North Capital
Salt Lake City,
Utah
| $129M | +$13.3M | +11% | 6.15% | – | 751 | 21.44% | 0.4 |
|
| 7239 |
FCT
7239
First Community Trust
Dubuque,
Iowa
| $129M | +$6.14M | +5% | 9.76% | 128% | 343 | 5.83% | 2.7 |
|
| 7240 |
CFG
7240
Cornerstone Financial Group
Omaha,
Nebraska
| $129M | +$11.6M | +10% | 5.1% | – | 69 | 2.9% | 0.7 |
|
| 7241 |
RA
7241
RoundAngle Advisors
Red Bank,
New Jersey
| $129M | +$9.4M | +8% | 9.68% | – | 60 | 5% | 0.7 |
|
| 7242 |
BWM
7242
BAM Wealth Management
Lakewood,
Colorado
| $129M | – | – | 6.02% | – | 147 | – | 0 |
|
| 7243 |
BWM
7243
Bosman Wealth Management
Redlands,
California
| $129M | +$16.5M | +15% | 13.3% | – | 45 | 20% | 0.5 |
|
| 7244 |
WA
7244
WPG Advisers
Baltimore,
Maryland
| $129M | +$10.4M | +9% | 9.35% | – | 1,492 | 7.57% | 0.7 |
|
| 7245 |
BLFG
7245
Brian Low Financial Group
Baton Rouge,
Louisiana
| $129M | +$22.1M | +21% | 9.2% | – | 115 | 19.13% | 0.2 |
|
| 7246 |
KGC
7246
Kennon-Green & Company
New Albany,
Ohio
| $129M | +$3.81M | +3% | 4.73% | 58.4% | 43 | 11.63% | 2.6 |
|
| 7247 |
EW
7247
Entruity Wealth
Bakersfield,
California
| $129M | +$11.2M | +10% | 6.81% | – | 42 | 2.38% | 0.7 |
|
| 7248 |
GC
7248
Grizzlyrock Capital
Chicago,
Illinois
| $129M | -$18M | -12% | 0.29% | – | 26 | 26.92% | 0.8 |
|
| 7249 |
FF
7249
Farnam Financial
Phoenix,
Arizona
| $129M | +$17.5M | +16% | 6.33% | – | 52 | 9.62% | 0.9 |
|
| 7250 |
CPA
7250
Clear Point Advisors
Melville,
New York
| $129M | +$10M | +8% | 5.87% | – | 114 | 5.26% | 1.6 |
|