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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
DPW
2551
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $1.01B | +$82.8M | +9% | 8.63% | – | 1,383 | 5.28% | 8.9 |
|
| 2552 |
GCM
2552
Gladstone Capital Management
London,
United Kingdom
| $1.01B | +$14.8M | +1% | 38.7% | 304% | 44 | 36.36% | 4.6 |
|
| 2553 |
IWP
2553
IAG Wealth Partners
Waukesha,
Wisconsin
| $1.01B | +$115M | +13% | 8.91% | 47.3% | 525 | 6.29% | 15.6 |
|
| 2554 |
RIM
2554
Redwood Investment Management
Scottsdale,
Arizona
| $1.01B | +$204M | +25% | 16.2% | 62.5% | 361 | 42.11% | 5.5 |
|
| 2555 |
SGK
2555
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $1.01B | +$34.7M | +4% | 8.38% | 59.5% | 786 | 3.56% | 6.9 |
|
| 2556 |
KCL
2556
KR Capital LP
New York City,
New York
| $1.01B | +$510M | +102% | 41.4% | – | 103 | 75.73% | 0.3 |
|
| 2557 |
CFP
2557
Catalyst Financial Partners
Boston,
Massachusetts
| $1.01B | +$161M | +19% | 19.9% | 98.6% | 435 | 19.31% | 7.5 |
|
| 2558 |
GBT
2558
Grove Bank & Trust
Miami,
Florida
| $1.01B | +$124M | +14% | 14.2% | 80.5% | 931 | 12.89% | 13.4 |
|
| 2559 |
OAM
2559
Occidental Asset Management
Burlingame,
California
| $1.01B | +$163M | +19% | 17.7% | 82.5% | 347 | 23.63% | 13.4 |
|
| 2560 |
ES
2560
Eagle Strategies
New York
| $1.01B | +$169M | +20% | 16.1% | 70.1% | 282 | 11.7% | 8.6 |
|
| 2561 |
PAMG
2561
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $1B | +$163M | +19% | 24.4% | 109% | 217 | 4.15% | 24.2 |
|
| 2562 |
MVIP
2562
Mar Vista Investment Partners
Los Angeles,
California
| $1B | +$5.09M | +0.5% | 14.3% | 73.9% | 36 | 11.11% | 23.4 |
|
| 2563 |
BDWCC
2563
B&D White Capital Company
Lakeway,
Texas
| $1B | +$196M | +24% | 10.9% | 38.1% | 102 | 35.29% | 4.8 |
|
| 2564 |
SWM
2564
Sendero Wealth Management
San Antonio,
Texas
| $1B | +$100M | +11% | 13.7% | 86.3% | 222 | 13.51% | 8.5 |
|
| 2565 |
BWP
2565
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $1B | +$104M | +12% | 12.1% | – | 143 | 24.48% | 4.2 |
|
| 2566 |
KL
2566
KIM LLC
Wichita,
Kansas
| $1B | +$27.4M | +3% | 26.9% | 49.7% | 69 | 4.35% | 3.5 |
|
| 2567 |
FAM
2567
Fulcrum Asset Management
London,
United Kingdom
| $1B | +$341M | +52% | 22.1% | – | 1,054 | 81.78% | 0.7 |
|
| 2568 |
AR
2568
Advisory Research
Chicago,
Illinois
| $1B | +$189M | +23% | 24.2% | 144% | 139 | 3.6% | 15.8 |
|
| 2569 |
HWM
2569
Hohimer Wealth Management
Seattle,
Washington
| $1B | +$155M | +18% | 15.3% | 99.7% | 424 | 16.98% | 7.1 |
|
| 2570 |
HFS
2570
Howard Financial Services
Dallas,
Texas
| $1B | +$113M | +13% | 12% | 50.2% | 279 | 23.66% | 10.3 |
|
| 2571 |
SSWM
2571
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $1B | +$112M | +13% | 14.2% | 75.8% | 424 | 11.08% | 20.6 |
|
| 2572 |
LOIM
2572
Liberty One Investment Management
Libertyville,
Illinois
| $1B | +$30.3M | +3% | 5.07% | 40.3% | 159 | 6.29% | 14.4 |
|
| 2573 |
AWP
2573
Ascent Wealth Partners
New Hartford,
New York
| $1B | +$140M | +16% | 20.5% | 94.4% | 204 | 9.8% | 16.1 |
|
| 2574 |
EFG
2574
Embree Financial Group
Chicago,
Illinois
| $999M | +$149M | +18% | 14.6% | – | 304 | 17.43% | 6.2 |
|
| 2575 |
1WA
2575
180 Wealth Advisors
Federal Way,
Washington
| $997M | +$118M | +13% | 22.1% | 136% | 515 | 12.62% | 15.2 |
|