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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
DCM
2626
Disciplina Capital Management
Nashville,
Tennessee
| $968M | +$24.4M | +3% | 6.66% | 30% | 69 | 2.9% | 13.6 |
|
| 2627 |
SWM
2627
Stockman Wealth Management
Billings,
Montana
| $968M | +$61.5M | +7% | 12.1% | 73.5% | 190 | 12.11% | 21.5 |
|
| 2628 |
LSA
2628
L & S Advisors
Los Angeles,
California
| $967M | +$173M | +22% | 30.3% | 231% | 273 | 28.21% | 11.8 |
|
| 2629 |
IECM
2629
Intrinsic Edge Capital Management
Chicago,
Illinois
| $967M | +$365M | +60% | 44.3% | 283% | 155 | 50.97% | 2.7 |
|
| 2630 |
RWP
2630
Revolve Wealth Partners
Hackensack,
New Jersey
| $965M | +$195M | +25% | 13.7% | 60.3% | 362 | 38.12% | 7.1 |
|
| 2631 |
BST
2631
Bath Savings Trust
Bath,
Maine
| $965M | +$29.1M | +3% | 6.76% | 57.8% | 183 | 11.48% | 27.6 |
|
| 2632 |
BEAM
2632
Baker Ellis Asset Management
Vancouver,
Washington
| $964M | +$122M | +14% | 20.3% | 89.2% | 274 | 10.58% | 21.7 |
|
| 2633 |
GIG
2633
Goodnow Investment Group
Darien,
Connecticut
| $964M | +$50.8M | +6% | 13.3% | 131% | 31 | 32.26% | 13.1 |
|
| 2634 |
ACP
2634
Aviance Capital Partners
Naples,
Florida
| $963M | +$109M | +13% | 15.8% | 98.2% | 400 | 11% | 19 |
|
| 2635 |
LAM
2635
L2 Asset Management
Wayland,
Massachusetts
| $963M | -$88.6M | -8% | 19.9% | 128% | 445 | 18.43% | 7.2 |
|
| 2636 |
LGP
2636
Leonard Green & Partners
Los Angeles,
California
| $962M | -$1.81B | -65% | 30% | 53.9% | 6 | 33.33% | 18.3 |
|
| 2637 |
SCM
2637
Silverarc Capital Management
Boston,
Massachusetts
| $962M | -$17.7M | -2% | 33.4% | 2,765% | 98 | 51.02% | 4 |
|
| 2638 |
PL
2638
Parthenon LLC
Louisville,
Kentucky
| $962M | +$87.2M | +10% | 15.3% | 80.8% | 138 | 11.59% | 32.9 |
|
| 2639 |
AAP
2639
Ardsley Advisory Partners
Stamford,
Connecticut
| $960M | +$176M | +22% | 67.8% | 555% | 219 | 64.84% | 2.2 |
|
| 2640 |
RAM
2640
Ramirez Asset Management
New York
| $960M | +$128M | +15% | 11.3% | 86.8% | 375 | 10.93% | 7.5 |
|
| 2641 |
JWBC
2641
J.W. Burns & Co
Dewitt,
New York
| $959M | +$86.7M | +10% | 14.2% | 78.5% | 195 | 9.23% | 30.9 |
|
| 2642 |
WI
2642
Wahed Invest
New York
| $958M | +$188M | +24% | 37.1% | 140% | 234 | 6.84% | 12 |
|
| 2643 |
BWS
2643
Buck Wealth Strategies
Denver,
Colorado
| $956M | +$146M | +18% | 7.03% | 42% | 1,173 | 86.1% | 0.8 |
|
| 2644 |
RWA
2644
River Wealth Advisors
Camp Hill,
Pennsylvania
| $956M | +$85M | +10% | 15.7% | 80.3% | 221 | 9.05% | 25.3 |
|
| 2645 |
LA
2645
Lifeworks Advisors
Grand Rapids,
Michigan
| $955M | +$176M | +23% | 22.2% | 80.4% | 349 | 18.05% | 8 |
|
| 2646 |
VFG
2646
Victory Financial Group
Austin,
Texas
| $953M | +$139M | +17% | 17.9% | – | 429 | 25.87% | 3.6 |
|
| 2647 |
CA
2647
Claro Advisors
Boston,
Massachusetts
| $953M | +$123M | +15% | 15.6% | 85.5% | 572 | 18.36% | 10.4 |
|
| 2648 |
NOCM
2648
Night Owl Capital Management
Greenwich,
Connecticut
| $953M | +$94.8M | +11% | 22.5% | 162% | 32 | 12.5% | 18.3 |
|
| 2649 |
CL
2649
CVFG LLC
Shelbyville,
Indiana
| $952M | +$148M | +18% | 30.2% | – | 266 | 16.17% | 2.7 |
|
| 2650 |
EW
2650
Elyxium Wealth
San Mateo,
California
| $952M | +$640M | +205% | 18.7% | – | 303 | 47.19% | 2.8 |
|