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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
SR
7226
Summer Road
West Palm Beach,
Florida
| $161M | +$19M | +13% | 11.8% | 130% | 26 | 26.92% | 7 |
|
| 7227 |
MWM
7227
Mascagni Wealth Management
Clinton,
Mississippi
| $161M | +$20.6M | +15% | 17.6% | – | 145 | 14.48% | 4.4 |
|
| 7228 |
MCM
7228
MidAtlantic Capital Management
Richmond,
Virginia
| $161M | +$16M | +11% | 12.1% | – | 91 | 13.19% | 8.5 |
|
| 7229 |
ACM
7229
Arlington Capital Management
Arlington Heights,
Illinois
| $161M | -$16.5M | -9% | 13.5% | 154% | 159 | 59.75% | 3.5 |
|
| 7230 |
SAM
7230
Steinberg Asset Management
New York
| $161M | +$6.3M | +4% | 7.85% | 130% | 46 | 17.39% | 16 |
|
| 7231 |
EB
7231
Exchange Bank
Santa Rosa,
California
| $161M | +$16.3M | +11% | 12% | 75.2% | 133 | 14.29% | 8.9 |
|
| 7232 |
MLIM
7232
Mountain Lake Investment Management
Boca Raton,
Florida
| $161M | +$5.77M | +4% | 0.65% | 64% | 33 | 18.18% | 6.2 |
|
| 7233 |
PIP
7233
Philadelphia Investment Partners
Voorhees,
New Jersey
| $161M | +$13.6M | +9% | 11.1% | – | 204 | 15.69% | 0.9 |
|
| 7234 |
ACM
7234
Arthedge Capital Management
Jericho,
New York
| $161M | +$45.1M | +39% | 23.9% | 80.7% | 14 | 28.57% | 13.2 |
|
| 7235 |
AFA
7235
Avant Financial Advisors
Austin,
Texas
| $161M | +$18.3M | +13% | 9.83% | – | 70 | 8.57% | 5.4 |
|
| 7236 |
FFWM
7236
Future Financial Wealth Management
Cincinnati,
Ohio
| $160M | +$5.27M | +3% | 15.1% | 59.5% | 140 | 14.29% | 12.3 |
|
| 7237 |
PCM
7237
Palouse Capital Management
Spokane,
Washington
| $160M | +$9.14M | +6% | 22.5% | 67.8% | 144 | 20.14% | 11.3 |
|
| 7238 |
CWP
7238
Corepath Wealth Partners
Scottsdale,
Arizona
| $160M | +$12M | +8% | 13.1% | 56% | 47 | 14.89% | 11.3 |
|
| 7239 |
PS
7239
Planning Strategies
Lancaster,
Pennsylvania
| $160M | – | – | 10.4% | – | 1,068 | – | 0 |
|
| 7240 |
BRIA
7240
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $160M | +$17.8M | +12% | 10.2% | – | 105 | 11.43% | 7.5 |
|
| 7241 |
GWA
7241
Gibson Wealth Advisors
Tyler,
Texas
| $160M | +$11.1M | +7% | 11% | – | 38 | 23.68% | 15.8 |
|
| 7242 |
HA
7242
HFG Advisors
Cincinatti,
Ohio
| $160M | +$18.2M | +13% | 16.3% | 69.7% | 130 | 20% | 9.9 |
|
| 7243 |
SH
7243
SLT Holdings
Scottsdale,
Arizona
| $160M | +$12.4M | +8% | 30.6% | – | 175 | 36.57% | 3.1 |
|
| 7244 |
SA
7244
Stolz & Associates
Tacoma,
Washington
| $160M | +$16.9M | +12% | 7.5% | – | 33 | 12.12% | 1.8 |
|
| 7245 |
CI
7245
Chartist Inc
Seal Beach,
California
| $160M | +$21M | +15% | 14.6% | – | 21 | 4.76% | 27.1 |
|
| 7246 |
EU
7246
Emory University
Atlanta,
Georgia
| $160M | -$107M | -40% | 4.88% | – | 7 | 14.29% | 10.8 |
|
| 7247 |
WH
7247
Wallace Hart
Lexington,
Kentucky
| $160M | +$87.5M | +121% | 34.7% | – | 47 | 31.91% | 3.4 |
|
| 7248 |
CPW
7248
Cogent Private Wealth
Orlando,
Florida
| $160M | +$21.5M | +16% | 12.1% | – | 119 | 19.33% | 1.6 |
|
| 7249 |
NWS
7249
Nvest Wealth Strategies
Powell,
Ohio
| $160M | +$17.1M | +12% | 10.4% | – | 435 | 28.05% | 1.4 |
|
| 7250 |
SGM
7250
Sellaronda Global Management
New York
| $160M | +$7.48M | +5% | 15.1% | – | 12 | 50% | 1.6 |
|