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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
PWP
7451
Phillips Wealth Planners
Starkville,
Mississippi
| $110M | +$15.7M | +17% | 7.95% | 82% | 198 | 17.68% | 1.6 |
|
| 7452 |
IMC
7452
Investment Management Corporation
Roanoke,
Virginia
| $110M | -$688K | -0.6% | 7.73% | – | 193 | 13.99% | 0.5 |
|
| 7453 |
JRFS
7453
James Reed Financial Services
Cleveland,
Ohio
| $110M | +$20.5M | +23% | 8.7% | – | 19 | 21.05% | 1.7 |
|
| 7454 |
VFIA
7454
Virtus Fixed Income Advisers
Hartford,
Connecticut
| $110M | – | – | 0.28% | – | 26 | – | 0 |
|
| 7455 |
BAM
7455
Broyhill Asset Management
Charlotte,
North Carolina
| $110M | -$12.9M | -10% | 3.76% | – | 82 | 13.41% | 0.5 |
|
| 7456 |
SSCM
7456
Seven Six Capital Management
New York
| $110M | -$1.4M | -1% | 0.39% | – | 28 | 21.43% | 0.4 |
|
| 7457 |
FFP
7457
Frisco Financial Planning
Frisco,
Texas
| $110M | +$6.77M | +7% | 5.3% | – | 20 | 0% | 0.5 |
|
| 7458 |
CWM
7458
Crowley Wealth Management
Wilmington,
Delaware
| $110M | +$4.91M | +5% | 8.38% | – | 429 | 8.86% | 0.5 |
|
| 7459 |
OWA
7459
ORBA Wealth Advisors
Chicago,
Illinois
| $110M | -$88.5M | -45% | 6.49% | – | 111 | 42.34% | 1.3 |
|
| 7460 |
CM
7460
CM Management
Gulf Breeze,
Florida
| $110M | +$10.3M | +10% | 5.23% | 110% | 76 | 40.79% | 2 |
|
| 7461 |
CJ
7461
Caitlin John
Brighton,
Michigan
| $110M | +$7.79M | +8% | 9.14% | – | 172 | 48.26% | 0.9 |
|
| 7462 |
RCWM
7462
Red Crane Wealth Management
San Francisco,
California
| $110M | +$5.28M | +5% | 7.33% | – | 70 | 18.57% | 0.4 |
|
| 7463 |
SA
7463
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $110M | +$20.7M | +23% | 27% | 146% | 102 | 6.86% | 2.3 |
|
| 7464 |
1M
7464
13D Management
New York
| $110M | -$3.8M | -3% | 8.69% | 157% | 22 | 13.64% | 1.6 |
|
| 7465 |
BAWC
7465
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $110M | +$9.55M | +10% | 6.46% | 58.2% | 76 | 17.11% | 2 |
|
| 7466 |
TWA
7466
Talisman Wealth Advisors
Mountainside,
New Jersey
| $110M | +$12.2M | +12% | 8.89% | 70.8% | 115 | 13.04% | 1.7 |
|
| 7467 |
PFW
7467
Petros Family Wealth
Bloomington,
Minnesota
| $109M | +$19.1M | +21% | 12.9% | – | 143 | 21.68% | 0.4 |
|
| 7468 |
NDWM
7468
New Dimensions Wealth Management
Allen,
Texas
| $109M | +$9.44M | +9% | 6.61% | – | 20 | 10% | 0.2 |
|
| 7469 |
OFI
7469
Outbound Financial Inc
Boulder,
Colorado
| $109M | – | – | 8.26% | – | 42 | – | 0 |
|
| 7470 |
APW
7470
Axim Planning & Wealth
Springboro,
Ohio
| $109M | -$3.4M | -3% | 8.21% | 3.66% | 79 | 53.16% | 0.7 |
|
| 7471 |
TF
7471
Telligent Fund
Hong Kong
| $109M | +$19.3M | +21% | 39.6% | – | 41 | 51.22% | 0.3 |
|
| 7472 |
RC
7472
Rahlfs Capital
Lake Kiowa,
Texas
| $109M | +$9.34M | +9% | 8.28% | – | 90 | 16.67% | 0.4 |
|
| 7473 |
QC
7473
Quantedge Capital
Singapore
| $109M | -$207M | -65% | 0.94% | 110% | 122 | 59.84% | 1.6 |
|
| 7474 |
SFP
7474
Sherwood Financial Partners
Westlake Village,
California
| $109M | +$6.1M | +6% | 7.03% | – | 10 | 40% | 0.3 |
|
| 7475 |
D
7475
Drystone
Ivy,
Virginia
| $109M | +$9.24M | +9% | 11.9% | – | 18 | 0% | 3.2 |
|