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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2701 |
LF
2701
Lee Financial
Dallas,
Texas
| $559M | +$26.4M | +5% | 1.06% | 69.7% | 1,011 | 29.77% |
|
| 2702 |
IF
2702
Intrua Financial
Houston,
Texas
| $559M | -$13.4M | -2% | 0.84% | 71% | 413 | 17.68% |
|
| 2703 |
KWM
2703
Kanen Wealth Management
Coconut Creek,
Florida
| $558M | +$269M | +93% | 4.91% | 328% | 26 | 23.08% |
|
| 2704 |
DIA
2704
Dean Investment Associates
Beavercreek,
Ohio
| $558M | -$9.93M | -2% | 0.59% | 63.5% | 238 | 7.56% |
|
| 2705 |
RB
2705
Rodgers Brothers
Harmony,
Pennsylvania
| $557M | -$4.85M | -0.9% | 1.2% | 108% | 215 | 12.09% |
|
| 2706 |
LSPW
2706
Lake Street Private Wealth
Chicago,
Illinois
| $557M | -$13.1M | -2% | 2.68% | 92.5% | 361 | 20.22% |
|
| 2707 |
DSAM
2707
Dock Street Asset Management
Palm Beach,
Florida
| $557M | -$50.1M | -8% | 5.34% | 175% | 82 | 20.73% |
|
| 2708 |
FAAM
2708
First Ascent Asset Management
Denver,
Colorado
| $556M | +$31.4M | +6% | 5.59% | 4.15% | 41 | 19.51% |
|
| 2709 |
BEP
2709
Bluescape Energy Partners
Dallas,
Texas
| $556M | -$72.4M | -12% | 2.1% | 57.9% | 3 | 0% |
|
| 2710 |
FC
2710
FORA Capital
Miami,
Florida
| $555M | +$297M | +115% | 0.78% | 162% | 671 | 82.71% |
|
| 2711 |
TIS
2711
Tortoise Index Solutions
Overland Park,
Kansas
| $554M | +$100M | +22% | 18.4% | 52.2% | 111 | 2.7% |
|
| 2712 |
AWM
2712
Avitas Wealth Management
Los Angeles,
California
| $554M | -$42.1M | -7% | 4.18% | 56.2% | 222 | 35.59% |
|
| 2713 |
IAIM
2713
International Assets Investment Management
Orlando,
Florida
| $554M | -$18.9M | -3% | 3.09% | 88.5% | 601 | 32.45% |
|
| 2714 |
SCM
2714
SKBA Capital Management
San Francisco,
California
| $554M | +$23M | +4% | 6.48% | 53.9% | 85 | 8.24% |
|
| 2715 |
SCM
2715
SOL Capital Management
Rockville,
Maryland
| $554M | +$487K | +0.1% | 4.82% | 56.6% | 272 | 8.82% |
|
| 2716 |
HCA
2716
Heck Capital Advisors
Rhinelander,
Wisconsin
| $553M | +$2.48M | +0.5% | 3.81% | 62% | 136 | 19.12% |
|
| 2717 |
MIC
2717
Means Investment Company
Bangor,
Maine
| $552M | -$13.9M | -2% | 4.54% | 87.9% | 228 | 22.81% |
|
| 2718 |
HCP
2718
Holt Capital Partners
Fort Worth,
Texas
| $552M | -$16.5M | -3% | 2.32% | 69.5% | 164 | 3.66% |
|
| 2719 |
HAM
2719
HHR Asset Management
Berkeley Heights,
New Jersey
| $552M | -$286M | -34% | 17.7% | 76.3% | 36 | 27.78% |
|
| 2720 |
TW
2720
TrinityPoint Wealth
Milford,
Connecticut
| $552M | -$11.1M | -2% | 3.63% | 28.4% | 330 | 14.55% |
|
| 2721 |
CNB
2721
Camden National Bank
Camden,
Maine
| $552M | -$17.4M | -3% | 3.12% | 48.8% | 157 | 11.46% |
|
| 2722 |
PG
2722
Proffitt & Goodson
Knoxville,
Tennessee
| $551M | -$18.1M | -3% | 5.07% | 48.5% | 288 | 15.97% |
|
| 2723 |
VF
2723
Vest Financial
Mclean,
Virginia
| $551M | +$90.6M | +20% | 1.52% | 61.9% | 66 | 4.55% |
|
| 2724 |
T
2724
TCWP
Beachwood,
Ohio
| $550M | +$46M | +9% | 3.02% | – | 1,978 | 86.75% |
|
| 2725 |
BCM
2725
Barometer Capital Management
Toronto,
Ontario, Canada
| $550M | -$45.7M | -8% | 23% | 336% | 176 | 67.05% |
|