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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
KWM
7526
Koa Wealth Management
Encinitas,
California
| $147M | +$8.74M | +6% | 6.82% | – | 60 | 16.67% | 7.3 |
|
| 7527 |
SCM
7527
Saber Capital Management
Fuquay Varina,
North Carolina
| $147M | +$12.4M | +9% | 17% | – | 40 | 20% | 4.5 |
|
| 7528 |
CCP
7528
Crocodile Capital Partners
Ursensollen,
Germany
| $147M | +$7.26M | +5% | 9.49% | 126% | 12 | 0% | 4.7 |
|
| 7529 |
RIP
7529
Reliant Investment Partners
Pinehurst,
North Carolina
| $147M | +$26.3M | +22% | 27% | – | 131 | 17.56% | 4.3 |
|
| 7530 |
MW
7530
Mueller Wealth
Mishicot,
Wisconsin
| $147M | +$21.5M | +17% | 8.9% | – | 18 | 5.56% | 1.8 |
|
| 7531 |
MVF
7531
Markin Volterra Fund
Rye,
New York
| $147M | +$81.9M | +126% | 99% | – | 71 | 54.93% | 0.8 |
|
| 7532 |
NC
7532
Nitorum Capital
New York
| $147M | +$32.9M | +29% | 27.2% | 87.1% | 23 | 13.04% | 15.7 |
|
| 7533 |
WIM
7533
Wiregrass Investment Management
Thomasville,
Georgia
| $147M | +$26.1M | +22% | 18.4% | – | 117 | 21.37% | 1.6 |
|
| 7534 |
LP
7534
LB Partners
Charlottesville,
Virginia
| $147M | +$35.1M | +31% | 38.6% | – | 40 | 22.5% | 5.1 |
|
| 7535 |
FC
7535
Fjell Capital
Fargo,
North Dakota
| $147M | +$16.6M | +13% | 19.3% | – | 70 | 8.57% | 4.7 |
|
| 7536 |
SGWP
7536
Sun Group Wealth Partners
Irvine,
California
| $147M | +$19.4M | +15% | 21.9% | – | 87 | 22.99% | 1.5 |
|
| 7537 |
PCM
7537
Potomac Capital Management
New York
| $147M | +$31.5M | +27% | 45.7% | – | 81 | 33.33% | 6.2 |
|
| 7538 |
GIM
7538
Guild Investment Management
Los Angeles,
California
| $146M | +$6.49M | +5% | 7.29% | 101% | 64 | 34.38% | 7.6 |
|
| 7539 |
MFN
7539
Midwest Financial Network
Tinley Park,
Illinois
| $146M | +$20.6M | +16% | 9.18% | – | 106 | 23.58% | 3.3 |
|
| 7540 |
IVP
7540
Intrinsic Value Partners
Phoenix,
Arizona
| $146M | +$16.6M | +13% | 15.7% | 126% | 73 | 5.48% | 12.2 |
|
| 7541 |
SCM
7541
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $146M | +$47.1M | +47% | 47.4% | 40.8% | 1 | 0% | 18 |
|
| 7542 |
LM
7542
Luminus Management
Houston,
Texas
| $146M | -$19.2M | -12% | 0.86% | 8.7% | 37 | 54.05% | 3 |
|
| 7543 |
FF
7543
Fairway Financial
Casselberry,
Florida
| $146M | +$14.7M | +11% | 10.8% | – | 23 | 0% | 5.6 |
|
| 7544 |
CF
7544
Collier Financial
Denver,
Colorado
| $146M | +$15M | +11% | 9.48% | – | 144 | 7.64% | 4.9 |
|
| 7545 |
SA
7545
Seneschal Advisors
Tacoma,
Washington
| $146M | +$11.3M | +8% | 9.44% | – | 625 | 9.44% | 2.9 |
|
| 7546 |
CRA
7546
Clear Retirement Advice
San Mateo,
California
| $146M | +$18.7M | +15% | 8.46% | – | 54 | 0% | 2 |
|
| 7547 |
BFA
7547
Bridgelight Financial Advisors
Shelton,
Connecticut
| $146M | +$28M | +24% | 12.3% | – | 51 | 25.49% | 1.5 |
|
| 7548 |
EFG
7548
Elm3 Financial Group
Alpharetta,
Georgia
| $146M | +$27.6M | +23% | 21% | – | 142 | 22.54% | 3.8 |
|
| 7549 |
DG
7549
DMC Group
Birmingham,
Alabama
| $146M | -$2.06M | -1% | 24.9% | 99.2% | 154 | 25.32% | 10.4 |
|
| 7550 |
AFA
7550
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| $146M | +$1.13M | +0.8% | 17.1% | – | 57 | 15.79% | 4.3 |
|