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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
HWA
2576
HHM Wealth Advisors
Chattanooga,
Tennessee
| $996M | +$127M | +15% | 12.9% | 62.3% | 957 | 14.42% | 13.1 |
|
| 2577 |
LG
2577
Leuthold Group
Minneapolis,
Minnesota
| $995M | +$56.4M | +6% | 18.5% | 126% | 246 | 17.89% | 6.9 |
|
| 2578 |
NMC
2578
Nine Masts Capital
Central,
Hong Kong
| $995M | +$302M | +44% | 7.94% | 88.1% | 311 | 65.59% | 1 |
|
| 2579 |
RBC
2579
Romano Brothers & Co
Evanston,
Illinois
| $994M | +$114M | +13% | 23.6% | 101% | 335 | 5.97% | 12.2 |
|
| 2580 |
SFA
2580
Souders Financial Advisors
Cincinnati,
Ohio
| $994M | +$118M | +13% | 11.8% | 54.9% | 240 | 16.67% | 11.3 |
|
| 2581 |
AGDI
2581
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $994M | +$117M | +13% | 11.4% | – | 96 | 80.21% | 1.1 |
|
| 2582 |
RCG
2582
Rock Creek Group
Washington,
District of Columbia
| $994M | +$6.01M | +0.6% | 6.89% | 37.2% | 62 | 17.74% | 7.4 |
|
| 2583 |
PAI
2583
Power Alpha Investment
Road Town, Tortola,
British Virgin Islands
| $994M | +$119M | +14% | 14.7% | – | 5 | 20% | 2 |
|
| 2584 |
DA
2584
Denali Advisors
San Diego,
California
| $993M | +$93.3M | +10% | 19% | 106% | 347 | 19.88% | 6.7 |
|
| 2585 |
CAL
2585
Capital Advisors Ltd
Shaker Heights,
Ohio
| $991M | +$111M | +13% | 13.2% | 54.2% | 1,623 | 10.66% | 17.4 |
|
| 2586 |
JPWM
2586
Jamison Private Wealth Management
Milton,
Georgia
| $990M | +$168M | +20% | 27.1% | 121% | 229 | 8.3% | 8.6 |
|
| 2587 |
PGFG
2587
Pine Grove Financial Group
Woodbury,
Minnesota
| $990M | +$130M | +15% | 11.6% | – | 227 | 20.7% | 1.6 |
|
| 2588 |
KI
2588
KTF Investments
Seal Beach,
California
| $989M | +$405M | +69% | 48.8% | – | 100 | 16% | 1.8 |
|
| 2589 |
SOW
2589
State of Wyoming
Cheyenne,
Wyoming
| $989M | +$145M | +17% | 25.4% | 131% | 2,319 | 42.39% | 5.3 |
|
| 2590 |
NG
2590
Novem Group
Rochester,
New York
| $988M | +$115M | +13% | 12.3% | – | 506 | 25.69% | 4 |
|
| 2591 |
ACS
2591
Archford Capital Strategies
Swansea,
Illinois
| $987M | +$114M | +13% | 17.2% | 76.2% | 376 | 13.83% | 16 |
|
| 2592 |
GEM
2592
Global Endowment Management
Charlotte,
North Carolina
| $987M | +$90.4M | +10% | 10.2% | 46.1% | 132 | 50% | 13.5 |
|
| 2593 |
FPGK
2593
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $985M | +$149M | +18% | 18.1% | 70.7% | 258 | 15.12% | 12 |
|
| 2594 |
SAA
2594
Southeast Asset Advisors
Thomasville,
Georgia
| $984M | +$72M | +8% | 11.3% | 91.5% | 237 | 13.5% | 16.3 |
|
| 2595 |
APFP
2595
Action Point Financial Planning
Grand Rapids,
Michigan
| $984M | +$872M | +778% | 12.2% | – | 2,789 | 97.42% | 0 |
|
| 2596 |
LI
2596
LVZ Inc
Holland,
Michigan
| $984M | +$108M | +12% | 10.6% | 47.1% | 184 | 16.3% | 12.3 |
|
| 2597 |
SLG
2597
Stanley-Laman Group
Berwyn,
Pennsylvania
| $984M | +$170M | +21% | 35.6% | 124% | 327 | 18.96% | 8.7 |
|
| 2598 |
CPBTD
2598
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $984M | +$200M | +26% | 20% | – | 928 | 12.5% | 6.4 |
|
| 2599 |
CVM
2599
Cheviot Value Management
Beverly Hills,
California
| $984M | -$11.6M | -1% | 2.73% | 77.8% | 449 | 6.9% | 7.9 |
|
| 2600 |
MHIC
2600
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $984M | +$61.1M | +7% | 12.1% | 66.7% | 203 | 6.9% | 28.9 |
|