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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8101 |
ERWM
8101
E&R Wealth Management
Mount Pleasant,
South Carolina
| $118M | +$17.5M | +17% | 7.14% | – | 12 | 0% | 2 |
|
| 8102 |
TFA
8102
TrustWell Financial Advisors
Jacksonville,
Florida
| $118M | +$11.5M | +11% | 3.04% | – | 82 | 19.51% | 1.6 |
|
| 8103 |
NFTC
8103
North Forty Two & Co
Lake Oswego,
Oregon
| $118M | +$9.6M | +9% | 10.2% | – | 104 | 6.73% | 5.2 |
|
| 8104 |
CCM
8104
Cannon Capital Management
Salt Lake City,
Utah
| $118M | -$5.34M | -4% | 15.8% | – | 29 | 6.9% | 1.9 |
|
| 8105 |
OCM
8105
Obion Capital Management
Miami,
Florida
| $118M | +$16.2M | +16% | 9.85% | – | 17 | 17.65% | 1.7 |
|
| 8106 |
AC
8106
Arrow Capital
Sydney,
Australia
| $118M | +$17.6M | +18% | 16.2% | – | 36 | 83.33% | 0.6 |
|
| 8107 |
WCM
8107
Weber Capital Management
San Francisco,
California
| $118M | +$17.4M | +17% | 37.8% | – | 14 | 7.14% | 2 |
|
| 8108 |
MTI
8108
Merrithew & Thorsten Inc
San Diego,
California
| $117M | +$11.4M | +11% | 13.4% | – | 115 | 6.09% | 2 |
|
| 8109 |
TCM
8109
TABR Capital Management
Orange,
California
| $117M | +$8.66M | +8% | 19.9% | – | 76 | 57.89% | 2.3 |
|
| 8110 |
CFG
8110
CSP Financial Group
Scottsdale,
Arizona
| $117M | +$19.7M | +20% | 10.7% | – | 24 | 16.67% | 0.8 |
|
| 8111 |
RA
8111
Raffles Associates
New York
| $117M | +$2.07M | +2% | 2.7% | 50% | 54 | 20.37% | 13.6 |
|
| 8112 |
EFT
8112
Envision Financial Transparency
Greensboro,
North Carolina
| $117M | +$14.3M | +14% | 11.7% | – | 92 | 75% | 0.4 |
|
| 8113 |
PCC
8113
Park Circle Company
Baltimore,
Maryland
| $117M | +$9.22M | +9% | 10.5% | 70.5% | 56 | 14.29% | 20.6 |
|
| 8114 |
CA
8114
Corecam AG
Zurich,
| $117M | -$282K | -0.2% | 7.7% | – | 71 | 46.48% | 1.2 |
|
| 8115 |
AFG
8115
Artesa Financial Group
Conroe,
Texas
| $117M | +$12.2M | +12% | 20.6% | – | 65 | 20% | 1.5 |
|
| 8116 |
2WWM
8116
21 West Wealth Management
Tustin,
California
| $117M | +$9.4M | +9% | 11.2% | – | 67 | 8.96% | 3.5 |
|
| 8117 |
B
8117
Bedminster
Bluffton,
South Carolina
| $117M | +$9.57M | +9% | 12.4% | – | 58 | 20.69% | 1.7 |
|
| 8118 |
E
8118
Entelevest
Coral Gables,
Florida
| $117M | +$17.1M | +17% | 20.8% | – | 157 | 22.29% | 1.6 |
|
| 8119 |
MWC
8119
MKD Wealth Coaches
Troy,
Michigan
| $117M | +$15.4M | +15% | 12.8% | – | 32 | 15.63% | 14.6 |
|
| 8120 |
GCCM
8120
Green Court Capital Management
Hong Kong
| $117M | +$8.91M | +8% | 21.2% | 33.4% | 5 | 40% | 5.3 |
|
| 8121 |
OWA
8121
ORBA Wealth Advisors
Chicago,
Illinois
| $117M | +$33.1M | +39% | 12.7% | – | 91 | 35.16% | 5.7 |
|
| 8122 |
SWA
8122
Strategic Wealth Advisors
Scottsdale,
Arizona
| $117M | -$7.75M | -6% | 10.1% | – | 273 | 6.96% | 2 |
|
| 8123 |
MAM
8123
Markin Asset Management
Rye,
New York
| $117M | +$25.8M | +28% | 13.3% | – | 49 | 26.53% | 1.5 |
|
| 8124 |
TCRG
8124
Twin Cities Retirement Group
Plymouth,
Minnesota
| $117M | +$7.45M | +7% | 7.04% | – | 24 | 8.33% | 2 |
|
| 8125 |
KCA
8125
Kilner Capital Advisors
Gaithersburg,
Maryland
| $117M | +$12.3M | +12% | 11.7% | – | 18 | 0% | 2 |
|