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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
FTF
2801
Freedom Together Foundation
New York
| $867M | +$105M | +14% | 13.8% | – | 2 | 0% | 6 |
|
| 2802 |
LA
2802
LM Advisors
San Diego,
California
| $866M | +$860M | +13,596% | 18.7% | – | 231 | 11.26% | 7.1 |
|
| 2803 |
PWM
2803
Parkway Wealth Management
Plano,
Texas
| $866M | +$75.6M | +10% | 22.8% | – | 157 | 19.11% | 1.6 |
|
| 2804 |
LA
2804
LexAurum Advisors
Overland Park,
Kansas
| $866M | +$94.6M | +12% | 10.2% | – | 440 | 12.95% | 12.7 |
|
| 2805 |
LCM
2805
Lynx1 Capital Management
San Juan,
Puerto Rico
| $866M | +$233M | +37% | 48.1% | 883% | 29 | 27.59% | 3.8 |
|
| 2806 |
VAM
2806
Valliance Asset Management
Central,
Hong Kong
| $864M | +$742M | +609% | 252% | 2,198% | 13 | 84.62% | 0.6 |
|
| 2807 |
BBI
2807
Baxter Bros Inc
Riverside,
Connecticut
| $864M | +$54.2M | +7% | 9.61% | 73.8% | 184 | 16.3% | 23.9 |
|
| 2808 |
DOA
2808
D'Orazio & Associates
Falls Church,
Virginia
| $864M | +$91.9M | +12% | 15.2% | 61.2% | 345 | 19.71% | 12.5 |
|
| 2809 |
BM
2809
Berman McAleer
Timonium,
Maryland
| $864M | +$131M | +18% | 13.7% | – | 182 | 14.84% | 2.5 |
|
| 2810 |
NEAM
2810
New England Asset Management
Farmington,
Connecticut
| $863M | +$77.2M | +10% | 8.61% | 55.6% | 133 | 27.07% | 22 |
|
| 2811 |
BWA
2811
BlueSky Wealth Advisors
New Bern,
North Carolina
| $863M | +$86.8M | +11% | 9.84% | 42.9% | 129 | 24.81% | 10.2 |
|
| 2812 |
CWP
2812
Curated Wealth Partners
El Segundo,
California
| $863M | +$69.7M | +9% | 10.1% | 48.7% | 271 | 26.94% | 4.1 |
|
| 2813 |
UOTTAIMCU
2813
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $863M | +$176M | +26% | 17.9% | 68.3% | 464 | 44.18% | 3 |
|
| 2814 |
HP
2814
Hound Partners
New York
| $863M | +$63.5M | +8% | 20.2% | 19.7% | 45 | 51.11% | 3.6 |
|
| 2815 |
EFM
2815
EQT Fund Management
Luxembourg
| $863M | -$158M | -15% | 12.7% | – | 5 | 0% | 2.4 |
|
| 2816 |
BWM
2816
Bernicke Wealth Management
Altoona,
Wisconsin
| $861M | +$87.3M | +11% | 10% | – | 113 | 10.62% | 13.7 |
|
| 2817 |
EIG
2817
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $860M | +$117M | +16% | 11.4% | 56.3% | 155 | 17.42% | 15 |
|
| 2818 |
PE
2818
PSG Equity
Boston,
Massachusetts
| $860M | -$117M | -12% | 12% | 15% | 1 | 0% | 18 |
|
| 2819 |
FRM
2819
Foundation Resource Management
Little Rock,
Arkansas
| $860M | -$28.8M | -3% | 1.32% | 67.8% | 57 | 5.26% | 32.6 |
|
| 2820 |
CANC
2820
Culbertson A N & Co
Charlottesville,
Virginia
| $859M | +$87.8M | +11% | 12.7% | 80.7% | 142 | 8.45% | 31 |
|
| 2821 |
PWG
2821
Portside Wealth Group
Provo,
Utah
| $858M | +$120M | +16% | 15.8% | 81.1% | 564 | 26.42% | 6.3 |
|
| 2822 |
UW
2822
Unique Wealth
Clearwater,
Florida
| $858M | +$135M | +19% | 13.7% | 63.3% | 211 | 18.48% | 5.8 |
|
| 2823 |
SFO
2823
Stokes Family Office
New Orleans,
Louisiana
| $858M | -$111M | -11% | 13.4% | 68.1% | 292 | 12.33% | 14.2 |
|
| 2824 |
PFA
2824
Pathway Financial Advisors
South Burlington,
Vermont
| $857M | +$49M | +6% | 9.87% | 52.7% | 141 | 11.35% | 19.4 |
|
| 2825 |
MCM
2825
Mattern Capital Management
Lakewood,
Colorado
| $857M | +$21.9M | +3% | 4.29% | 31.5% | 173 | 5.78% | 15.6 |
|