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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
DPW
2501
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $790M | -$20.9M | -3% | 2.84% | – | 1,477 | 7.11% |
|
| 2502 |
1IA
2502
1834 Investment Advisors
Milwaukee,
Wisconsin
| $790M | -$69.3M | -8% | 0.17% | 61.8% | 221 | 8.6% |
|
| 2503 |
LTAS
2503
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $789M | +$57.1M | +8% | 6.44% | 136% | 479 | 5.01% |
|
| 2504 |
MSA
2504
MUFG Securities Americas
New York
| $789M | – | – | 3.98% | – | 512 | – |
|
| 2505 |
SDH
2505
Sloy Dahl & Holst
Vancouver,
Washington
| $789M | +$203M | +35% | 41.5% | 109% | 115 | 15.65% |
|
| 2506 |
PHS
2506
Pekin Hardy Strauss
Chicago,
Illinois
| $788M | +$4.04M | +0.5% | 0.12% | 102% | 385 | 18.44% |
|
| 2507 |
PCI
2507
Planning Center Inc
Moline,
Illinois
| $788M | -$23.4M | -3% | 2.83% | 38.9% | 75 | 12% |
|
| 2508 |
NA
2508
Nottingham Advisors
Amherst,
New York
| $788M | -$116M | -13% | 2.2% | 44.3% | 152 | 17.76% |
|
| 2509 |
ACA
2509
Atlas Capital Advisors
Jackson,
Wyoming
| $788M | +$132M | +20% | 0.06% | – | 991 | 15.44% |
|
| 2510 |
CWM
2510
Cabot Wealth Management
Salem,
Massachusetts
| $787M | -$12.5M | -2% | 0.21% | 69.3% | 132 | 5.3% |
|
| 2511 |
OCG
2511
Opus Capital Group
Cincinnati,
Ohio
| $787M | -$12.8M | -2% | 2.11% | 49.7% | 126 | 5.56% |
|
| 2512 |
ME
2512
McIlrath & Eck
Arlington,
Washington
| $784M | +$8.06M | +1% | 0.86% | 44% | 1,040 | 12.69% |
|
| 2513 |
LJAC
2513
L.J. Altfest & Co
New York
| $784M | +$32.9M | +4% | 1.31% | 90.3% | 375 | 24.53% |
|
| 2514 |
SOW
2514
State of Wyoming
Cheyenne,
Wyoming
| $784M | +$83.2M | +12% | 2.82% | 131% | 1,920 | 30.42% |
|
| 2515 |
SFM
2515
Signet Financial Management
Parsippany,
New Jersey
| $783M | -$1.07M | -0.1% | 0.93% | 65.2% | 282 | 10.64% |
|
| 2516 |
JWBC
2516
J.W. Burns & Co
Dewitt,
New York
| $783M | +$13.9M | +2% | 2.52% | 78.5% | 192 | 5.21% |
|
| 2517 |
GEM
2517
Global Endowment Management
Charlotte,
North Carolina
| $782M | -$208M | -21% | 2.89% | 46.1% | 156 | 26.28% |
|
| 2518 |
BMC
2518
Battery Management Corp
Boston,
Massachusetts
| $781M | +$456M | +140% | 7.88% | 45.1% | 7 | 28.57% |
|
| 2519 |
RIM
2519
Rockbridge Investment Management
Syracuse,
New York
| $780M | +$8.19M | +1% | 2.33% | 38.6% | 137 | 9.49% |
|
| 2520 |
CA
2520
Continuum Advisory
Eagle,
Idaho
| $780M | -$3.2M | -0.4% | 0.44% | 77% | 1,985 | 10.43% |
|
| 2521 |
NCA
2521
Newbrook Capital Advisors
New York
| $780M | +$38.2M | +5% | 20% | 299% | 26 | 61.54% |
|
| 2522 |
CB
2522
Community Bank
Dewitt,
New York
| $780M | -$13M | -2% | 0.2% | 73.5% | 405 | 7.65% |
|
| 2523 |
LI
2523
LVZ Inc
Holland,
Michigan
| $780M | -$1.84M | -0.2% | 1.2% | 47.1% | 162 | 16.05% |
|
| 2524 |
RFA
2524
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $780M | -$10.4M | -1% | 1.07% | 46.4% | 114 | 3.51% |
|
| 2525 |
GWWM
2525
Great Waters Wealth Management
Shoreview,
Minnesota
| $779M | +$37.7M | +5% | 2.19% | 46.3% | 116 | 8.62% |
|