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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
ML
8151
MILFAM LLC
Stuart,
Florida
| $102M | – | – | 2.15% | – | 8 | – | 0 |
|
| 8152 |
VR
8152
Valued Retirements
Houston,
Texas
| $102M | +$41.8K | +0% | 2.45% | – | 99 | 16.16% | 1.6 |
|
| 8153 |
PAS
8153
Parsonex Advisory Services
Englewood,
Colorado
| $102M | -$54.6M | -35% | 9.53% | – | 100 | 45% | 0.7 |
|
| 8154 |
RHCA
8154
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $102M | -$5.72M | -5% | 0.41% | 91.9% | 42 | 4.76% | 4.2 |
|
| 8155 |
FHM
8155
Framtiden Holdings Management
Chicago,
Illinois
| $102M | +$9.95M | +11% | 4.36% | – | 6 | 0% | 0.3 |
|
| 8156 |
SAM
8156
Stembrook Asset Management
Red Bank,
New Jersey
| $102M | -$3.73M | -4% | 3.05% | – | 50 | 8% | 0.2 |
|
| 8157 |
LIC
8157
Laurus Investment Counsel
Toronto,
Canada
| $102M | -$20.7M | -17% | 9.64% | 14.1% | 46 | 6.52% | 3.3 |
|
| 8158 |
PSC
8158
Piper Sandler & Co
Minneapolis,
Minnesota
| $102M | -$39.2M | -28% | 0.05% | 0.04% | 20 | 0% | 0.4 |
|
| 8159 |
IOOF
8159
Independent Order of Foresters
Toronto,
Ontario, Canada
| $102M | -$69.9M | -41% | 4.28% | 66.3% | 2 | 0% | 6 |
|
| 8160 |
BU
8160
Brown University
Providence,
Rhode Island
| $102M | -$40.7M | -29% | 20.6% | 37.9% | 12 | 25% | 2.3 |
|
| 8161 |
MBAML
8161
Marble Bar Asset Management LLP
London,
| $102M | +$97.5M | +2,261% | 0.16% | – | 34 | 76.47% | 0.1 |
|
| 8162 |
FC
8162
Fundamenta Capital
Montevideo,
| $102M | +$14.6M | +17% | 14% | – | 10 | 70% | 0.1 |
|
| 8163 |
BHFP
8163
Blom & Howell Financial Planning
Modesto,
California
| $102M | +$1.21M | +1% | 1.27% | – | 64 | 7.81% | 0.2 |
|
| 8164 |
IWA
8164
Independent Wealth Advisors
Cary,
North Carolina
| $102M | +$6.01M | +6% | 0.46% | – | 71 | 12.68% | 0.2 |
|
| 8165 |
OFP
8165
OFC Financial Planning
Short Hills,
New Jersey
| $102M | -$3.57M | -3% | 2.27% | – | 57 | 1.75% | 1.2 |
|
| 8166 |
JF
8166
JMN Financial
New Albany,
Ohio
| $102M | +$1.45M | +1% | 3.24% | – | 242 | 42.15% | 0.2 |
|
| 8167 |
GIA
8167
Gem Investment Advisors
Teaneck,
New Jersey
| $102M | -$3.82M | -4% | 5.08% | – | 37 | 18.92% | 0.2 |
|
| 8168 |
WWA
8168
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| $102M | -$383K | -0.4% | 1.92% | – | 87 | 5.75% | 1 |
|
| 8169 |
MWC
8169
MKD Wealth Coaches
Troy,
Michigan
| $102M | +$1.61M | +2% | 1.92% | – | 29 | 10.34% | 3.8 |
|
| 8170 |
GAA
8170
Green Alpha Advisors
Niwot,
Colorado
| $102M | -$7.59M | -7% | 3.05% | 316% | 116 | 8.62% | 3.4 |
|
| 8171 |
JC
8171
JBGlobal.com
New York
| $102M | +$22.1M | +28% | 1.06% | – | 30 | 46.67% | 0.7 |
|
| 8172 |
CG
8172
Curat Global
Springfield,
New Hampshire
| $102M | +$11.5M | +13% | 2.76% | – | 293 | 13.99% | 1 |
|
| 8173 |
AWMA
8173
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $101M | -$27M | -21% | 2.73% | – | 105 | 80% | 0.2 |
|
| 8174 |
SSA
8174
Shepherd Street Advisors
Larkspur,
California
| $101M | -$2.78M | -3% | 0.42% | – | 90 | 6.67% | 0.2 |
|
| 8175 |
BAM
8175
Burkett Asset Management
Victoria,
| $101M | +$2.51M | +3% | 1.54% | – | 67 | 22.39% | 0.2 |
|