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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
RWP
7301
Ridgeline Wealth Planning
Centerville,
Ohio
| $158M | +$20.9M | +15% | 16.7% | – | 55 | 10.91% | 4.6 |
|
| 7302 |
CAG
7302
Centerpoint Advisory Group
Overland Park,
Kansas
| $158M | +$24.9M | +19% | 18.3% | – | 120 | 12.5% | 4.6 |
|
| 7303 |
TC
7303
Town Capital
Bel Air,
Maryland
| $158M | +$34M | +28% | 14.4% | – | 88 | 36.36% | 1.4 |
|
| 7304 |
APW
7304
Aurora Private Wealth
Rockaway,
New Jersey
| $158M | +$17.1M | +12% | 18.9% | – | 195 | 23.59% | 11.1 |
|
| 7305 |
LDNAM
7305
Lepercq De Neuflize Asset Management
New York
| $158M | +$19.6M | +14% | 14.5% | – | 37 | 29.73% | 1.7 |
|
| 7306 |
BCI
7306
Blue Capital Inc
Omaha,
Nebraska
| $158M | +$4.41M | +3% | 14.4% | – | 153 | 50.33% | 2.1 |
|
| 7307 |
AWMG
7307
ADG Wealth Management Group
Metairie,
Louisiana
| $158M | +$12.8M | +9% | 10.6% | – | 54 | 31.48% | 3.9 |
|
| 7308 |
SFSG
7308
Sound Financial Strategies Group
Madison,
Mississippi
| $157M | +$11M | +7% | 9.56% | 26.4% | 127 | 17.32% | 6 |
|
| 7309 |
CM
7309
CM Management
Gulf Breeze,
Florida
| $157M | +$37.8M | +32% | 22.9% | 110% | 84 | 30.95% | 7.7 |
|
| 7310 |
PTFIS
7310
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| $157M | +$23.1M | +17% | 20.2% | – | 93 | 22.58% | 1.5 |
|
| 7311 |
DFS
7311
Demming Financial Services
Aurora,
Ohio
| $157M | +$19.6M | +14% | 12.2% | – | 42 | 14.29% | 1.6 |
|
| 7312 |
GA
7312
Gagnon Advisors
New York
| $157M | +$21.3M | +16% | 31.5% | 129% | 26 | 26.92% | 19 |
|
| 7313 |
AIG
7313
Abbington Investment Group
Westport,
Connecticut
| $157M | -$14.8M | -9% | 8.02% | – | 55 | 12.73% | 2.6 |
|
| 7314 |
BGAI
7314
Bruce G. Allen Investments
Denver,
Colorado
| $157M | +$4.07M | +3% | 9.28% | – | 1,124 | 11.3% | 8.2 |
|
| 7315 |
QGA
7315
Q Global Advisors
Fort Worth,
Texas
| $157M | +$43.5M | +38% | 17.8% | 79% | 52 | 13.46% | 7.6 |
|
| 7316 |
PM
7316
Penbrook Management
New York
| $157M | +$24.7M | +19% | 24.8% | 106% | 104 | 13.46% | 22.6 |
|
| 7317 |
AFW
7317
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $157M | +$22.4M | +17% | 20.9% | – | 190 | 30% | 3.6 |
|
| 7318 |
AWA
7318
Authentikos Wealth Advisory
Morgan Hill,
California
| $157M | +$8.55M | +6% | 16% | 43.5% | 79 | 20.25% | 4.3 |
|
| 7319 |
MFG
7319
Mosaic Financial Group
Chicago,
Illinois
| $156M | +$15.5M | +11% | 13.1% | – | 140 | 14.29% | 6.9 |
|
| 7320 |
BCM
7320
Bayesian Capital Management
Brooklyn,
New York
| $156M | +$74.4M | +91% | 7.46% | 107% | 328 | 90.24% | 0.2 |
|
| 7321 |
MCM
7321
Mork Capital Management
Healdsburg,
California
| $156M | +$15.5M | +11% | 17.7% | 61.9% | 106 | 4.72% | 14.1 |
|
| 7322 |
AFW
7322
Atlantic Family Wealth
Coral Gables,
Florida
| $156M | +$17.9M | +13% | 11% | – | 67 | 16.42% | 4.1 |
|
| 7323 |
ADBIC
7323
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $156M | -$378K | -0.2% | 3.15% | 74.9% | 106 | 7.55% | 19.1 |
|
| 7324 |
HSM
7324
H Squared Management
New York
| $156M | +$47.7M | +44% | 25.1% | – | 18 | 38.89% | 1.2 |
|
| 7325 |
FWM
7325
FMA Wealth Management
Duxbury,
Massachusetts
| $156M | +$5.83M | +4% | 8.04% | – | 43 | 13.95% | 7.5 |
|