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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
IP
7626
Integras Partners
Alpharetta,
Georgia
| $99.3M | -$11.5M | -10% | 7.04% | – | 64 | 23.44% | 1.8 |
|
| 7627 |
SPL
7627
Smart Portfolios LLC
Seattle,
Washington
| $99.2M | +$7.26M | +8% | 10.4% | 41.3% | 100 | 7% | 7.7 |
|
| 7628 |
RHCA
7628
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $99.2M | +$61.3K | +0.1% | 7.07% | 91.9% | 40 | 10% | 16.3 |
|
| 7629 |
2WWM
7629
21 West Wealth Management
Tustin,
California
| $99.1M | – | – | 5.95% | – | 59 | – | 0 |
|
| 7630 |
IWC
7630
Infinity Wealth Counsel
Loveland,
Ohio
| $99.1M | +$6.48M | +7% | 5.86% | – | 60 | 5% | 1.9 |
|
| 7631 |
RLH
7631
RD Lewis Holdings
Maitland,
Florida
| $99.1M | +$10.7M | +12% | 11.2% | – | 89 | 13.48% | 1.9 |
|
| 7632 |
PFG
7632
Putney Financial Group
San Rafael,
California
| $99M | +$4M | +4% | 10.9% | – | 307 | 13.36% | 1.8 |
|
| 7633 |
RRCP
7633
Rip Road Capital Partners
Boston,
Massachusetts
| $98.7M | +$7.76M | +9% | 16% | 121% | 24 | 41.67% | 6.2 |
|
| 7634 |
KP
7634
Kitching Partners
Conshohocken,
Pennsylvania
| $98.5M | +$11.6M | +13% | 6.27% | – | 38 | 15.79% | 3.8 |
|
| 7635 |
4A
7635
4Wealth Advisors
Burr Ridge,
Illinois
| $98.4M | +$6.68M | +7% | 7.96% | – | 141 | 17.73% | 1.7 |
|
| 7636 |
KCM
7636
Kennondale Capital Management
Richmond,
Virginia
| $98M | +$6.27M | +7% | 10.6% | – | 83 | 3.61% | 1.9 |
|
| 7637 |
CWM
7637
ClientFirst Wealth Management
Little Rock,
Arkansas
| $97.9M | +$9.65M | +11% | 13.4% | – | 48 | 4.17% | 8.7 |
|
| 7638 |
FCC
7638
Florin Court Capital
London,
United Kingdom
| $97.8M | +$1.34M | +1% | 10.3% | 108% | 36 | 25% | 5.1 |
|
| 7639 |
II
7639
Ibex Investors
Denver,
Colorado
| $97.7M | +$22.5M | +30% | 28% | 16.6% | 9 | 11.11% | 13.6 |
|
| 7640 |
FEM
7640
Fulcrum Equity Management
Plano,
Texas
| $97.4M | +$5.82M | +6% | 8.73% | 110% | 128 | 45.31% | 5.4 |
|
| 7641 |
S
7641
SharpePoint
Phoenix,
Arizona
| $97.2M | -$17M | -15% | 17.4% | – | 79 | 48.1% | 1.7 |
|
| 7642 |
AB
7642
Aozora Bank
Tokyo,
Japan
| $97M | +$1.32M | +1% | 1.38% | 5.45% | 2 | 0% | 16 |
|
| 7643 |
DI
7643
DRH Investments
Thousand Oaks,
California
| $96.8M | +$11.3M | +13% | 6.94% | 81.2% | 12 | 16.67% | 11.8 |
|
| 7644 |
PHIMC
7644
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $96.6M | +$6.48M | +7% | 7.53% | 82.6% | 41 | 4.88% | 30 |
|
| 7645 |
VIM
7645
Villanova Investment Management
Wayne,
Pennsylvania
| $96.6M | -$4.34M | -4% | 4.66% | – | 56 | 7.14% | 3.4 |
|
| 7646 |
VPW
7646
Variant Private Wealth
Tysons,
Virginia
| $96.4M | +$3.22M | +3% | 17% | – | 41 | 12.2% | 1.9 |
|
| 7647 |
CG
7647
Circumference Group
Little Rock,
Arkansas
| $96.4M | +$14.8M | +18% | 11.9% | – | 24 | 12.5% | 4.4 |
|
| 7648 |
PWP
7648
PrairieView Wealth Partners
Orland Park,
Illinois
| $96.3M | +$14.5M | +18% | 6.61% | – | 31 | 41.94% | 3.2 |
|
| 7649 |
JC
7649
JBGlobal.com
New York
| $96.2M | +$39.8K | +0% | 2.52% | – | 34 | 23.53% | 1.8 |
|
| 7650 |
NFC
7650
Northstar Financial Companies
Conshohocken,
Pennsylvania
| $96.2M | +$4M | +4% | 7.02% | – | 114 | 21.05% | 1.8 |
|