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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
PFS
7901
Professional Financial Solutions
Falls Chruch,
Virginia
| $129M | +$16.3M | +14% | 11.1% | – | 41 | 7.32% | 1.8 |
|
| 7902 |
JF
7902
JMN Financial
New Albany,
Ohio
| $129M | +$26.8M | +26% | 24.5% | – | 266 | 42.86% | 1.2 |
|
| 7903 |
WHCFA
7903
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $129M | +$12.8M | +11% | 12.5% | – | 55 | 3.64% | 8 |
|
| 7904 |
RCG
7904
Ridge Creek Global
Strongsville,
Ohio
| $129M | +$10.6M | +9% | 14.5% | – | 95 | 11.58% | 1.8 |
|
| 7905 |
AFS
7905
AFG Fiduciary Services
Hingham,
Massachusetts
| $128M | -$42.6M | -25% | 14.4% | 61.9% | 93 | 35.48% | 11 |
|
| 7906 |
TP
7906
TenCore Partners
New York
| $128M | -$302K | -0.2% | 8.09% | 50.4% | 16 | 18.75% | 12.6 |
|
| 7907 |
SHF
7907
Safe Harbor Fiduciary
Pensacola,
Florida
| $128M | +$23.4M | +22% | 23.5% | – | 68 | 27.94% | 4.5 |
|
| 7908 |
TCM
7908
TT Capital Management
Coto De Caza,
California
| $128M | +$7.08M | +6% | 2.71% | – | 82 | 17.07% | 3.8 |
|
| 7909 |
JRPIM
7909
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| $128M | +$14.8M | +13% | 12.7% | – | 160 | 20.63% | 1.6 |
|
| 7910 |
KGC
7910
Kennon-Green & Company
New Albany,
Ohio
| $128M | +$6.26M | +5% | 3.9% | 58.4% | 41 | 4.88% | 11.3 |
|
| 7911 |
ML
7911
MILFAM LLC
Stuart,
Florida
| $128M | +$25.9M | +25% | 4.33% | – | 13 | 46.15% | 0.6 |
|
| 7912 |
JBW
7912
Journey Beyond Wealth
Roswell,
Georgia
| $128M | +$11.6M | +10% | 15.4% | – | 31 | 9.68% | 5.1 |
|
| 7913 |
CH
7913
CDKV Holdings
Denver,
Colorado
| $128M | +$14.1M | +12% | 12.3% | – | 282 | 4.61% | 1.9 |
|
| 7914 |
BFM
7914
Brooklands Fund Management
London,
United Kingdom
| $128M | +$39M | +44% | 13.3% | – | 77 | 70.13% | 0.9 |
|
| 7915 |
LRWM
7915
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $128M | +$13.8M | +12% | 11.7% | – | 51 | 5.88% | 5.1 |
|
| 7916 |
FFG
7916
Fortune Financial Group
Naples,
Florida
| $128M | +$16.6M | +15% | 13.2% | – | 125 | 37.6% | 1.2 |
|
| 7917 |
SIA
7917
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $128M | -$616M | -83% | 10.5% | 70.3% | 489 | 78.12% | 3.5 |
|
| 7918 |
CWM
7918
C2C Wealth Management
Scottsdale,
Arizona
| $128M | +$9.41M | +8% | 12.2% | 63.2% | 99 | 11.11% | 13.5 |
|
| 7919 |
CIS
7919
Continental Investors Services
Longview,
Washington
| $128M | +$21.8M | +21% | 12.1% | 76.6% | 88 | 15.91% | 10.2 |
|
| 7920 |
PM
7920
Parametrica Management
Wanchai,
Hong Kong
| $128M | +$39.6M | +45% | 117% | 584% | 30 | 66.67% | 5.9 |
|
| 7921 |
NYU
7921
New York University
New York
| $128M | +$124M | +3,929% | 18.8% | – | 2 | 100% | 0 |
|
| 7922 |
FCU
7922
Financial Concepts Unlimited
Centreville,
Maine
| $128M | +$15.9M | +14% | 15.6% | – | 47 | 12.77% | 0.9 |
|
| 7923 |
TLM
7923
Twin Lions Management
Stamford,
Connecticut
| $128M | -$37.9M | -23% | 13.6% | – | 10 | 10% | 4.3 |
|
| 7924 |
RPG
7924
Risk Paradigm Group
Austin,
Texas
| $128M | +$10.3M | +9% | 6.32% | – | 60 | 6.67% | 18.1 |
|
| 7925 |
OCM
7925
Osbon Capital Management
Boston,
Massachusetts
| $127M | +$4.96M | +4% | 27.5% | – | 541 | 30.31% | 3.4 |
|