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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 |
LFA
2701
Legacy Financial Advisors
Covington,
Kentucky
| $535M | +$46.1M | +9% | 5.84% | 86.3% | 270 | 10% |
|
| 2702 |
CL
2702
CIM LLC
Albany,
New York
| $535M | +$30.6M | +6% | 10.1% | 108% | 169 | 22.49% |
|
| 2703 |
EHI
2703
Eagle Health Investments
Greenwich,
Connecticut
| $535M | +$21.2M | +4% | 6.62% | 241% | 32 | 31.25% |
|
| 2704 |
GP
2704
Greenline Partners
New York
| $535M | +$10.5M | +2% | 1.91% | 69.6% | 132 | 16.67% |
|
| 2705 |
NCM
2705
Nellore Capital Management
Redwood City,
California
| $534M | +$73.2M | +16% | 14.6% | 73.8% | 17 | 17.65% |
|
| 2706 |
SW
2706
SlateStone Wealth
Jupiter,
Florida
| $534M | +$50.8M | +11% | 7.35% | 79.1% | 226 | 13.27% |
|
| 2707 |
HWA
2707
HHM Wealth Advisors
Chattanooga,
Tennessee
| $533M | +$43.6M | +9% | 6.24% | 62.3% | 874 | 14.76% |
|
| 2708 |
HWCM
2708
Hudson Way Capital Management
Dallas,
Texas
| $533M | +$131M | +33% | 9.68% | 51.3% | 15 | 20% |
|
| 2709 |
RBCM
2709
Raub Brock Capital Management
Larkspur,
California
| $533M | +$12.9M | +2% | 5.45% | 56.3% | 70 | 12.86% |
|
| 2710 |
MC
2710
McMorgan & Co
San Francisco,
California
| $532M | +$46M | +9% | 1.47% | 30.1% | 56 | 12.5% |
|
| 2711 |
9WM
2711
9258 Wealth Management
Blue Ash,
Ohio
| $531M | +$36.3M | +7% | 7.31% | 49.6% | 332 | 7.23% |
|
| 2712 |
MWM
2712
Marietta Wealth Management
Marietta,
Georgia
| $531M | +$59.7M | +13% | 8.01% | 83.8% | 112 | 8.93% |
|
| 2713 |
PFGIA
2713
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $531M | +$37.4M | +8% | 6.28% | 87% | 496 | 12.7% |
|
| 2714 |
YCMGA
2714
York Capital Management Global Advisors
New York
| $529M | -$605M | -53% | 57.4% | 74.1% | 7 | 28.57% |
|
| 2715 |
BEP
2715
Bluescape Energy Partners
Dallas,
Texas
| $529M | +$47.5M | +10% | 0.4% | 57.9% | 4 | 0% |
|
| 2716 |
SHJ
2716
Sharkey, Howes & Javer
Denver,
Colorado
| $528M | +$62M | +13% | 4.38% | 54.6% | 100 | 12% |
|
| 2717 |
VFM
2717
Viking Fund Management
Minot,
North Dakota
| $528M | +$8.92M | +2% | 1.86% | 104% | 126 | 16.67% |
|
| 2718 |
HCP
2718
Holt Capital Partners
Fort Worth,
Texas
| $528M | +$28.1M | +6% | 4.78% | 69.5% | 158 | 6.33% |
|
| 2719 |
MCO
2719
MAK Capital One
New York
| $528M | -$108M | -17% | 13.8% | 200% | 10 | 10% |
|
| 2720 |
ACS
2720
Archford Capital Strategies
Swansea,
Illinois
| $527M | +$47.5M | +10% | 5.45% | 76.2% | 285 | 5.96% |
|
| 2721 |
HM
2721
HCEP Management
Hong Kong
| $527M | +$21.6M | +4% | 17.2% | 182% | 14 | 42.86% |
|
| 2722 |
QI
2722
Qtron Investments
Boston,
Massachusetts
| $527M | +$40.5M | +8% | 9.39% | 139% | 448 | 18.97% |
|
| 2723 |
CPH
2723
C Partners Holding
Zurich,
Switzerland
| $527M | +$12.6M | +2% | 3.53% | 25.6% | 19 | 10.53% |
|
| 2724 |
B
2724
Bensler
Bellevue,
Washington
| $527M | +$31.3M | +6% | 7.87% | 106% | 165 | 14.55% |
|
| 2725 |
IEFM
2725
IQ EQ Fund Management
Dublin 2,
Ireland
| $526M | +$5.02M | +1% | 3.35% | 109% | 261 | 12.26% |
|