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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
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
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2801 |
KAM
2801
Knightsbridge Asset Management
Newport Beach,
California
| $743M | +$122M | +20% | 0.08% | 150% | 281 | 28.83% |
|
| 2802 |
EIG
2802
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $743M | +$28.2M | +4% | 1.55% | 56.3% | 140 | 10% |
|
| 2803 |
APG
2803
Abacus Planning Group
Columbia,
South Carolina
| $743M | -$8.36M | -1% | 0.4% | 59.1% | 285 | 15.09% |
|
| 2804 |
SHJ
2804
Sharkey, Howes & Javer
Denver,
Colorado
| $742M | -$44.4M | -6% | 1.74% | 54.6% | 169 | 14.79% |
|
| 2805 |
HCP
2805
Holt Capital Partners
Fort Worth,
Texas
| $742M | -$2.84M | -0.4% | 1.15% | 55.2% | 157 | 6.37% |
|
| 2806 |
AFG
2806
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $742M | +$66.3M | +10% | 0.37% | 71.1% | 299 | 7.36% |
|
| 2807 |
LWA
2807
Lineweaver Wealth Advisors
Valley View,
Ohio
| $742M | +$2.77M | +0.4% | 0.62% | 61.4% | 192 | 18.75% |
|
| 2808 |
ROC
2808
Running Oak Capital
Edina,
Minnesota
| $741M | -$57.4M | -7% | 3.78% | 32.7% | 56 | 1.79% |
|
| 2809 |
CNB
2809
Camden National Bank
Camden,
Maine
| $739M | +$11.9M | +2% | 1.3% | 48.8% | 175 | 9.71% |
|
| 2810 |
CCM
2810
Canal Capital Management
Richmond,
Virginia
| $739M | +$33.9M | +5% | 0.72% | 67.8% | 224 | 23.66% |
|
| 2811 |
PWG
2811
Portside Wealth Group
Provo,
Utah
| $738M | -$5.46M | -0.7% | 0.42% | 81.1% | 527 | 24.67% |
|
| 2812 |
QI
2812
Qtron Investments
Boston,
Massachusetts
| $738M | -$31.7M | -4% | 0.1% | 139% | 457 | 14.22% |
|
| 2813 |
JJBC
2813
James J. Burns & Company
Melville,
New York
| $737M | +$12.3M | +2% | 2.44% | 63.1% | 168 | 11.9% |
|
| 2814 |
BEW
2814
Burton Enright Welch
Walnut Creek,
California
| $736M | +$25.1M | +4% | 1.53% | 62.8% | 139 | 11.51% |
|
| 2815 |
GWS
2815
Glassman Wealth Services
Vienna,
Virginia
| $736M | -$5.48M | -0.7% | 0.46% | 62.6% | 202 | 10.89% |
|
| 2816 |
TWP
2816
TFO Wealth Partners
Maumee,
Ohio
| $735M | +$67.2M | +10% | 0.58% | 63.6% | 73 | 31.51% |
|
| 2817 |
CT
2817
Colonial Trust
Spartanburg,
South Carolina
| $735M | -$14.9M | -2% | 0.31% | 75.5% | 1,176 | 10.46% |
|
| 2818 |
SI
2818
Seeds Investor
New York
| $735M | +$213M | +41% | 0.38% | – | 372 | 34.41% |
|
| 2819 |
AI
2819
Arvest Investments
Rogers,
Arkansas
| $733M | +$21.6M | +3% | 1.01% | – | 208 | 13.46% |
|
| 2820 |
ACM
2820
AIGH Capital Management
Baltimore,
Maryland
| $733M | +$320M | +77% | 56.7% | 3,007% | 51 | 49.02% |
|
| 2821 |
BM
2821
Berman McAleer
Timonium,
Maryland
| $733M | +$1.11M | +0.2% | 0.53% | – | 172 | 11.63% |
|
| 2822 |
GFI
2822
Global Frontier Investments
Charleston,
South Carolina
| $732M | +$225M | +44% | 20.9% | – | 21 | 28.57% |
|
| 2823 |
RP
2823
Rice Partnership
Honolulu,
Hawaii
| $732M | -$7.82M | -1% | 0.62% | 123% | 189 | 13.23% |
|
| 2824 |
IA
2824
Intellus Advisors
Naples,
Florida
| $732M | -$21.9M | -3% | 0.02% | – | 139 | 13.67% |
|
| 2825 |
GIC
2825
GFI Investment Counsel
Toronto,
Ontario, Canada
| $731M | -$206M | -22% | 9.39% | 46.9% | 31 | 25.81% |
|