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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
GIM
7351
Guardian Investment Management
Tiburon,
California
| $155M | +$28.3M | +22% | 18.7% | 89.7% | 60 | 0% | 27.6 |
|
| 7352 |
AWMI
7352
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| $155M | +$27.6M | +22% | 14% | – | 133 | 27.07% | 1.5 |
|
| 7353 |
BFWM
7353
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $155M | +$8.75M | +6% | 16.2% | – | 230 | 27.83% | 4.1 |
|
| 7354 |
WT
7354
WHI Trust
Chicago,
Illinois
| $155M | +$22M | +17% | 8.01% | – | 88 | 32.95% | 2 |
|
| 7355 |
DIS
7355
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $155M | -$1.97M | -1% | 2.58% | 86% | 56 | 8.93% | 22.3 |
|
| 7356 |
TCCP
7356
Tide Cove Capital Partners
San Diego,
California
| $155M | +$7.62M | +5% | 9.77% | – | 13 | 0% | 5.1 |
|
| 7357 |
EW
7357
Entruity Wealth
Bakersfield,
California
| $155M | +$7.23M | +5% | 4.98% | – | 59 | 30.51% | 4.2 |
|
| 7358 |
API
7358
Asset Planning Inc
Cypress,
California
| $154M | +$13.8M | +10% | 14.7% | – | 341 | 14.37% | 4.8 |
|
| 7359 |
OFI
7359
Outbound Financial Inc
Boulder,
Colorado
| $154M | +$21M | +16% | 8.2% | – | 46 | 8.7% | 3.5 |
|
| 7360 |
BW
7360
Blalock Williams
Alexander City,
Alabama
| $154M | +$24.9M | +19% | 20.1% | – | 165 | 19.39% | 3.9 |
|
| 7361 |
EF
7361
Entrust Financial
Wayne,
Pennsylvania
| $154M | +$11.2M | +8% | 13.1% | – | 464 | 10.99% | 1.8 |
|
| 7362 |
MWM
7362
M3 Wealth Management
Cincinnati,
Ohio
| $154M | +$24.2M | +19% | 14.1% | – | 36 | 5.56% | 1.8 |
|
| 7363 |
OA
7363
Oasis Advisors
Forest City,
Iowa
| $154M | -$355M | -70% | 13.2% | – | 240 | 90% | 0.7 |
|
| 7364 |
GRIM
7364
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $154M | +$8.67M | +6% | 14% | 70.2% | 21 | 38.1% | 9.7 |
|
| 7365 |
LWM
7365
Lionshead Wealth Management
New York
| $154M | +$18.3M | +13% | 16.3% | – | 121 | 18.18% | 4.6 |
|
| 7366 |
MFG
7366
Mustico Financial Group
Elmira,
New York
| $154M | +$10.8M | +8% | 10.8% | – | 51 | 13.73% | 3 |
|
| 7367 |
LCM
7367
LRT Capital Management
Austin,
Texas
| $154M | +$46.8M | +44% | 28.3% | 76.3% | 118 | 69.49% | 3.2 |
|
| 7368 |
MAM
7368
Maytree Asset Management
Hong Kong
| $154M | +$12.5M | +9% | 150% | 402% | 49 | 69.39% | 0.7 |
|
| 7369 |
MFG
7369
Macco Financial Group
Green Bay,
Wisconsin
| $154M | +$21.9M | +17% | 13.6% | – | 23 | 13.04% | 1.5 |
|
| 7370 |
HC
7370
Hoese & Co
Glencoe,
Minnesota
| $154M | +$19.2M | +14% | 10.4% | 46.3% | 188 | 30.85% | 9.8 |
|
| 7371 |
BCP
7371
Bluegrass Capital Partners
Palm Beach,
Florida
| $154M | +$15.1M | +11% | 13.3% | 60.1% | 11 | 9.09% | 13.6 |
|
| 7372 |
SWA
7372
Safir Wealth Advisors
Greenland,
New Hampshire
| $154M | +$15.6M | +11% | 10.7% | 46.4% | 20 | 20% | 14.8 |
|
| 7373 |
SF
7373
SageOak Financial
Tulsa,
Oklahoma
| $154M | +$11.4M | +8% | 7.75% | – | 38 | 10.53% | 4.9 |
|
| 7374 |
ACA
7374
AllStreet Capital Advisors
Los Angeles,
California
| $154M | +$18.5M | +14% | 10.5% | – | 68 | 7.35% | 1.9 |
|
| 7375 |
AC
7375
Anson Capital
Tyrone,
Georgia
| $154M | +$7.54M | +5% | 6.55% | 45.8% | 97 | 11.34% | 9.3 |
|