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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
AWA
7501
Archvest Wealth Advisors
Concord,
California
| $113M | -$1.84M | -2% | 7.08% | 47.8% | 68 | 22.06% | 2 |
|
| 7502 |
G
7502
Greycroft
New York
| $113M | -$25M | -18% | 17.3% | 20% | 13 | 7.69% | 1.5 |
|
| 7503 |
NA
7503
Nestegg Advisors
Hauppauge,
New York
| $113M | +$8.79M | +8% | 7.62% | – | 52 | 17.31% | 0.6 |
|
| 7504 |
SI
7504
Severin Investments
St. Louis,
Missouri
| $112M | +$5.83M | +5% | 8.36% | – | 202 | 29.7% | 0.6 |
|
| 7505 |
HCG
7505
Haven Capital Group
Westlake Village,
California
| $112M | -$1.15M | -1% | 10.1% | – | 43 | 18.6% | 0.6 |
|
| 7506 |
F8IS
7506
Figure 8 Investment Strategies
Boise,
Idaho
| $112M | +$9.86M | +10% | 11% | – | 62 | 12.9% | 0.6 |
|
| 7507 |
RFW
7507
Rainier Family Wealth
Tacoma,
Washington
| $112M | +$12.1M | +12% | 9.79% | – | 80 | 15% | 0.7 |
|
| 7508 |
TPM
7508
Totem Point Management
New York
| $112M | +$17.2M | +18% | 22.9% | 577% | 16 | 31.25% | 1.3 |
|
| 7509 |
CDWM
7509
Campbell Deegan Wealth Management
Richmond,
Virginia
| $112M | +$10.4M | +10% | 6.14% | – | 44 | 4.55% | 0.7 |
|
| 7510 |
4A
7510
4Wealth Advisors
Burr Ridge,
Illinois
| $112M | +$13.5M | +14% | 7.09% | – | 144 | 13.89% | 0.6 |
|
| 7511 |
SB
7511
Semitam Bonam
Goshen,
New York
| $112M | +$5.58M | +5% | 4.59% | – | 47 | 10.64% | 0.2 |
|
| 7512 |
PLC
7512
Peapod Lane Capital
Bedford Hills,
New York
| $112M | +$11.9M | +12% | 13.9% | – | 60 | 10% | 0.6 |
|
| 7513 |
CCM
7513
Chicago Capital Management
Chicago,
Illinois
| $112M | -$24.3M | -18% | 11.6% | 295% | 41 | 43.9% | 0.7 |
|
| 7514 |
HAP
7514
Harbor Asset Planning
Belmont,
Massachusetts
| $112M | +$7.03M | +7% | 6.98% | – | 411 | 0.73% | 0.2 |
|
| 7515 |
CCM
7515
Crabel Capital Management
Los Angeles,
California
| $112M | -$51.6M | -32% | 4.21% | 13.9% | 63 | 39.68% | 1.3 |
|
| 7516 |
JRFS
7516
James Reed Financial Services
Cleveland,
Ohio
| $112M | +$1.33M | +1% | 5.96% | – | 18 | 5.56% | 1.9 |
|
| 7517 |
CCC
7517
Chesapeake Capital Corp
Tampa,
Florida
| $111M | – | – | 17.1% | – | 150 | – | 0.7 |
|
| 7518 |
AAM
7518
American Asset Management
Boca Raton,
Florida
| $111M | +$3.01M | +3% | 4.47% | 42.5% | 33 | 24.24% | 1.8 |
|
| 7519 |
LGG
7519
Luts & Greenleigh Group
Bethesda,
Maryland
| $111M | +$7.15M | +7% | 7.12% | – | 85 | 9.41% | 2 |
|
| 7520 |
DWA
7520
Davis Wealth Advisors
Salem,
New Hampshire
| $111M | +$17.2M | +18% | 6.65% | – | 76 | 22.37% | 0.6 |
|
| 7521 |
LA
7521
LWM Advisors
El Dorado Hills,
California
| $111M | +$7.36M | +7% | 6.88% | – | 29 | 10.34% | 0.7 |
|
| 7522 |
LM
7522
Luminus Management
Houston,
Texas
| $111M | -$273M | -71% | 8.04% | 8.7% | 25 | 48% | 1.1 |
|
| 7523 |
LSL
7523
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $111M | +$6.83M | +7% | 6.59% | – | 82 | 9.76% | 0.7 |
|
| 7524 |
1L
7524
10Elms LLP
Tulsa,
Oklahoma
| $111M | +$6.14M | +6% | 4.77% | – | 505 | 2.97% | 0.7 |
|
| 7525 |
D
7525
Drystone
Ivy,
Virginia
| $111M | +$2.03M | +2% | 2% | – | 18 | 0% | 3.4 |
|