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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
YAIA
8276
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $96.5M | -$3.52M | -4% | 3.29% | – | 36 | 5.56% | 0.3 |
|
| 8277 |
SPH
8277
Steel Partners Holdings
New York
| $96.4M | -$28.6M | -23% | 5.95% | – | 10 | 0% | 0.9 |
|
| 8278 |
UFA
8278
Unify Financial Advisors
Clearwater,
Florida
| $96.4M | +$397K | +0.4% | 1.02% | – | 99 | 15.15% | 0.2 |
|
| 8279 |
PFM
8279
Professional Financial Management
Appleton,
Wisconsin
| $96.1M | +$7.86M | +9% | 1.15% | – | 26 | 30.77% | 0.2 |
|
| 8280 |
AWA
8280
American Wealth Advisors
Johns Creek,
Georgia
| $96M | -$5.87M | -6% | 1.58% | – | 133 | 69.17% | 0.5 |
|
| 8281 |
EP
8281
E6 Portfolios
Midvale,
Utah
| $95.9M | +$8.48M | +10% | 0.47% | – | 61 | 11.48% | 0.2 |
|
| 8282 |
OCM
8282
Orchard Capital Management
Chicago,
Illinois
| $95.9M | -$19.3M | -17% | 8.48% | 140% | 49 | 16.33% | 2.5 |
|
| 8283 |
OPWM
8283
Oregon Pacific Wealth Management
Medford,
Oregon
| $95.8M | -$953K | -1% | 1.1% | – | 136 | 37.5% | 0.8 |
|
| 8284 |
IIM
8284
IFC & Insurance Marketing
Auburn,
California
| $95.8M | -$5.03M | -5% | 0.65% | – | 766 | 91.51% | 0.2 |
|
| 8285 |
FFS
8285
Fortress Financial Solutions
Tucson,
Arizona
| $95.7M | -$2.03M | -2% | 0.91% | – | 65 | 23.08% | 0.9 |
|
| 8286 |
RRA
8286
Red Reef Advisors
Boca Raton,
Florida
| $95.5M | -$2.66M | -3% | 2.61% | – | 186 | 12.37% | 0.2 |
|
| 8287 |
SA
8287
SFI Advisors
Montclair,
New Jersey
| $95.2M | -$60.7M | -39% | 0.62% | 82.9% | 67 | 29.85% | 2.8 |
|
| 8288 |
PEWA
8288
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $95.1M | +$42.2M | +80% | 0.08% | – | 143 | 39.16% | 0.2 |
|
| 8289 |
HCM
8289
Helios Capital Management
Singapore
| $95.1M | -$50.5M | -35% | 10.1% | 124% | 38 | 47.37% | 2.2 |
|
| 8290 |
PPWM
8290
Premier Private Wealth Management
Palm Harbor,
Florida
| $94.8M | -$1.67M | -2% | 0.98% | – | 56 | 16.07% | 0.2 |
|
| 8291 |
SCM
8291
SaddleRock Capital Management
New York
| $94.8M | -$11.3M | -11% | 3.82% | – | 24 | 41.67% | 0.2 |
|
| 8292 |
AI
8292
Aflac Inc
Columbus,
Georgia
| $94.8M | -$44M | -32% | 31.7% | 28.8% | 4 | 25% | 2.7 |
|
| 8293 |
AW
8293
Ankerstar Wealth
Leander,
Texas
| $94.7M | -$5.71M | -6% | 3.69% | – | 1,114 | 21.81% | 0.2 |
|
| 8294 |
GDCM
8294
Galaxy Digital Capital Management
New York
| $94.5M | -$1.65M | -2% | 5.22% | – | 70 | 55.71% | 0.4 |
|
| 8295 |
JC
8295
JCSD Capital
Walnut Creek,
California
| $94.5M | +$9.81M | +12% | 8.06% | – | 42 | 61.9% | 0.8 |
|
| 8296 |
BV
8296
Boxwood Ventures
Chicago,
Illinois
| $94.3M | -$5.02M | -5% | 0.44% | 88% | 35 | 8.57% | 2.6 |
|
| 8297 |
BFS
8297
Boyer Financial Services
Newport Beach,
California
| $94.3M | +$35.9K | +0% | 1.77% | – | 53 | 20.75% | 0.2 |
|
| 8298 |
SRM
8298
Shelter Rock Management
Jericho,
New York
| $94.3M | -$5.28M | -5% | 1.36% | – | 44 | 25% | 0.2 |
|
| 8299 |
BWM
8299
Briggs Wealth Management
Glastonbury,
Connecticut
| $94.3M | +$1.29M | +1% | 2.3% | – | 61 | 16.39% | 0.2 |
|
| 8300 |
NVIM
8300
New Vernon Investment Management
Highland Park,
Illinois
| $94.2M | -$8.54M | -8% | 6.6% | 83.1% | 43 | 23.26% | 3.9 |
|