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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2701 |
IWA
2701
Inspirion Wealth Advisors
Libertyville,
Illinois
| $443M | -$12.2M | -3% | 3.84% | 47% | 125 | 9.6% |
|
| 2702 |
AG
2702
Alibaba Group
Causeway Bay,
Hong Kong
| $442M | -$269M | -38% | 34.6% | 2.06% | 7 | 14.29% |
|
| 2703 |
SB
2703
Sunflower Bank
Dallas,
Texas
| $441M | -$65M | -13% | 3.51% | 42.7% | 150 | 22.67% |
|
| 2704 |
KTC
2704
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $440M | -$19.8M | -4% | 5.32% | 52% | 843 | 7.59% |
|
| 2705 |
CCIA
2705
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $440M | +$68.3M | +18% | 6.45% | 31% | 1,009 | 67% |
|
| 2706 |
LNWTC
2706
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $440M | -$350M | -44% | 7.36% | 88.1% | 124 | 44.35% |
|
| 2707 |
MIG
2707
McGuire Investment Group
Wakefield,
Rhode Island
| $439M | -$25.2M | -5% | 5.06% | 184% | 121 | 9.09% |
|
| 2708 |
GP
2708
Greenline Partners
New York
| $439M | -$24.7M | -5% | 7.41% | 69.6% | 134 | 12.69% |
|
| 2709 |
STCG
2709
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $438M | +$14.2M | +3% | 2.27% | 34.2% | 39 | 5.13% |
|
| 2710 |
SCA
2710
Stillwater Capital Advisors
Devon,
Pennsylvania
| $438M | -$100M | -19% | 6.06% | 121% | 82 | 21.95% |
|
| 2711 |
KC
2711
KCL Capital
New York
| $438M | -$243M | -36% | 0.34% | 106% | 46 | 54.35% |
|
| 2712 |
CAC
2712
Certified Advisory Corp
Altamonte Springs,
Florida
| $438M | -$10.3M | -2% | 5.27% | 58.2% | 257 | 25.29% |
|
| 2713 |
PAG
2713
Private Advisory Group
Redmond,
Washington
| $438M | -$3.63M | -0.8% | 2.08% | 177% | 223 | 48.43% |
|
| 2714 |
TW
2714
TrinityPoint Wealth
Milford,
Connecticut
| $437M | -$15.1M | -3% | 5.52% | 28.4% | 299 | 14.05% |
|
| 2715 |
AW
2715
ACG Wealth
Atlanta,
Georgia
| $437M | -$52.4M | -11% | 4.11% | 45.5% | 1,108 | 77.62% |
|
| 2716 |
CA
2716
Capital Advantage
Walnut Creek,
California
| $437M | -$16.7M | -4% | 3.73% | 44.4% | 44 | 9.09% |
|
| 2717 |
MAMU
2717
Myriad Asset Management US
West Palm Beach,
Florida
| $437M | +$2.83M | +0.7% | 0.59% | – | 41 | 34.15% |
|
| 2718 |
FMP
2718
Financial Management Professionals
Austin,
Texas
| $437M | +$24.7M | +6% | 4.15% | 62.1% | 1,187 | 25.19% |
|
| 2719 |
EWA
2719
EverSource Wealth Advisors
Birmingham,
Alabama
| $437M | +$48.9M | +13% | 5.21% | 89.7% | 2,216 | 29.11% |
|
| 2720 |
TCA
2720
Teewinot Capital Advisers
New York
| $437M | +$230M | +111% | 0.53% | 149% | 36 | 38.89% |
|
| 2721 |
FWM
2721
Foresight Wealth Management
Draper,
Utah
| $437M | -$47.2M | -10% | 3.8% | 19.1% | 126 | 11.11% |
|
| 2722 |
CC
2722
Cannell Capital
Alta,
Wyoming
| $437M | -$61.3M | -12% | 6.85% | 127% | 96 | 14.58% |
|
| 2723 |
TC
2723
Titleist Capital
San Antonio,
Texas
| $437M | +$25.5M | +6% | 0.23% | – | 258 | 19.38% |
|
| 2724 |
MCM
2724
Maltese Capital Management
New York
| $437M | -$27.9M | -6% | 0.19% | 114% | 137 | 23.36% |
|
| 2725 |
AWM
2725
Avitas Wealth Management
Los Angeles,
California
| $437M | -$20.8M | -5% | 2.93% | 56.2% | 218 | 30.73% |
|