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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
PIA
7326
Polaris Investment Advisors
Framingham,
Massachusetts
| $156M | +$19M | +14% | 15.9% | – | 79 | 12.66% | 1.7 |
|
| 7327 |
CCP
7327
Cyrus Capital Partners
New York
| $156M | -$40.1M | -20% | 4.91% | 163% | 7 | 57.14% | 3.5 |
|
| 7328 |
WCM
7328
WLTH Capital Management
Chandler,
Arizona
| $156M | +$28.4M | +22% | 7.01% | – | 30 | 16.67% | 1.7 |
|
| 7329 |
APW
7329
Allied Private Wealth
Boca Raton,
Florida
| $156M | – | – | 12.9% | – | 906 | – | 0 |
|
| 7330 |
MFF
7330
Michels Family Financial
Fort Worth,
Texas
| $156M | +$17.3M | +12% | 12.4% | – | 156 | 16.03% | 4.7 |
|
| 7331 |
HCA
7331
Harpswell Capital Advisors
Yarmouth,
Maine
| $156M | +$21.5M | +16% | 10.1% | – | 47 | 25.53% | 2 |
|
| 7332 |
AC
7332
AlpenGlobal Capital
Tahoe City,
California
| $156M | -$1.3M | -0.8% | 7.74% | – | 36 | 2.78% | 5.1 |
|
| 7333 |
JAA
7333
Joel Adams & Associates
Asheville,
North Carolina
| $156M | +$21.1M | +16% | 9.51% | – | 68 | 5.88% | 5 |
|
| 7334 |
ACL
7334
APEIRON Capital Ltd
Hong Kong
| $156M | +$48.8M | +46% | 202% | 487% | 22 | 77.27% | 1.9 |
|
| 7335 |
RWC
7335
Rare Wolf Capital
Bellevue,
Washington
| $156M | +$1.3M | +0.8% | 14.4% | – | 137 | 19.71% | 1.8 |
|
| 7336 |
SC
7336
Settian Capital
New York
| $156M | +$12.8M | +9% | 13.7% | 62.5% | 27 | 18.52% | 9.3 |
|
| 7337 |
BF
7337
Bonfire Financial
Colorado Springs,
Colorado
| $156M | +$22.7M | +17% | 13.8% | – | 62 | 11.29% | 5 |
|
| 7338 |
FLP
7338
Financial Life Planners
Tempe,
Arizona
| $156M | +$25.2M | +19% | 18.1% | – | 372 | 10.48% | 1.8 |
|
| 7339 |
RB
7339
Renasant Bank
Tupelo,
Mississippi
| $156M | +$14.3M | +10% | 12.3% | 65% | 156 | 21.79% | 12.1 |
|
| 7340 |
CP
7340
Clarendon Private
Boston,
Massachusetts
| $156M | +$25.4M | +20% | 22.5% | – | 130 | 13.08% | 4.2 |
|
| 7341 |
CWM
7341
Clearview Wealth Management
Irvine,
California
| $156M | +$14.2M | +10% | 13.7% | – | 63 | 6.35% | 1 |
|
| 7342 |
GA
7342
GraniteShares Advisors
New York
| $156M | +$16.7M | +12% | 5.93% | 86.2% | 103 | 25.24% | 6.9 |
|
| 7343 |
IAG
7343
Ipsen Advisor Group
Little Rock,
Arkansas
| $155M | +$12.6M | +9% | 9.26% | – | 112 | 11.61% | 9.8 |
|
| 7344 |
MQWP
7344
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $155M | +$14.9M | +11% | 15.6% | – | 143 | 4.9% | 5.2 |
|
| 7345 |
SWR
7345
Spahn Wealth & Retirement
Scottsdale,
Arizona
| $155M | +$76.9M | +98% | 10.3% | – | 40 | 42.5% | 2.7 |
|
| 7346 |
EEL
7346
Expect Equity LLC
Pikesville,
Maryland
| $155M | +$26.8M | +21% | 22.4% | – | 67 | 10.45% | 3.8 |
|
| 7347 |
CC
7347
Cultivar Capital
Denton,
Texas
| $155M | -$1.19M | -0.8% | 0.01% | – | 47 | 17.02% | 6.4 |
|
| 7348 |
VF
7348
Visa Foundation
San Francisco,
California
| $155M | +$23.6M | +18% | 17.9% | 48.5% | 2 | 50% | 9 |
|
| 7349 |
RCM
7349
Rockbridge Capital Management
Alexandria,
Virginia
| $155M | +$6.24M | +4% | 2.74% | – | 31 | 12.9% | 4.4 |
|
| 7350 |
SMAM
7350
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $155M | -$9.64M | -6% | 6.34% | – | 91 | 18.68% | 5.3 |
|