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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2826 |
SMA
2826
Sage Mountain Advisors
Atlanta,
Georgia
| $440M | +$63.7M | +17% | 8.04% | 62.5% | 437 | 45.31% |
|
| 2827 |
HIC
2827
Hartline Investment Corp
Winnetka,
Illinois
| $440M | +$319M | +263% | 3.73% | 201% | 226 | 86.73% |
|
| 2828 |
SC
2828
Styrax Capital
New York
| $439M | +$37.3M | +9% | 9.29% | 310% | 18 | 55.56% |
|
| 2829 |
TW
2829
TrinityPoint Wealth
Milford,
Connecticut
| $439M | +$1.83M | +0.4% | 7.71% | 28.4% | 301 | 14.62% |
|
| 2830 |
MFT
2830
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $439M | +$74.1M | +20% | 10.3% | 48.1% | 868 | 28.34% |
|
| 2831 |
BEC
2831
Blue Edge Capital
Richmond,
Virginia
| $439M | +$35M | +9% | 7.61% | 67.4% | 111 | 10.81% |
|
| 2832 |
CCT
2832
Chemung Canal Trust
Elmira,
New York
| $439M | +$37.6M | +9% | 11.3% | 80.9% | 120 | 3.33% |
|
| 2833 |
EFL
2833
ERn Financial LLC
Middleton,
Wisconsin
| $439M | +$47.7M | +12% | 7.39% | 55.9% | 176 | 11.93% |
|
| 2834 |
LCM
2834
Lonestar Capital Management
San Francisco,
California
| $438M | +$67.3M | +18% | 7.65% | 260% | 37 | 51.35% |
|
| 2835 |
MWM
2835
Madison Wealth Management
Cincinnati,
Ohio
| $438M | +$30.6M | +8% | 7.74% | 35.1% | 169 | 12.43% |
|
| 2836 |
SAM
2836
Sompo Asset Management
Tokyo,
Japan
| $438M | +$45.6M | +12% | 9.77% | 84.7% | 189 | 11.11% |
|
| 2837 |
OWA
2837
One Wealth Advisors
San Francisco,
California
| $438M | +$132M | +43% | 6.88% | 66% | 635 | 73.07% |
|
| 2838 |
SFA
2838
Souders Financial Advisors
Cincinnati,
Ohio
| $438M | +$69.5M | +19% | 8.93% | 54.9% | 156 | 12.18% |
|
| 2839 |
HWA
2839
HHM Wealth Advisors
Chattanooga,
Tennessee
| $437M | +$57.1M | +15% | 8.34% | 62.3% | 760 | 19.47% |
|
| 2840 |
SGA
2840
Sector Gamma AS
Oslo,
Norway
| $437M | +$49.4M | +13% | 13.3% | 35.3% | 38 | 36.84% |
|
| 2841 |
CBB
2841
Citizens Business Bank
Ontario,
California
| $437M | +$26.9M | +7% | 8.12% | 108% | 124 | 8.06% |
|
| 2842 |
SVCP
2842
Silicon Valley Capital Partners
San Jose,
California
| $437M | -$23.9M | -5% | 5.96% | 75.5% | 252 | 64.29% |
|
| 2843 |
DPI
2843
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $436M | +$64.7M | +17% | 6.38% | 38.2% | 136 | 7.35% |
|
| 2844 |
SCM
2844
Schnieders Capital Management
Pasadena,
California
| $436M | +$58.3M | +15% | 7.97% | 103% | 202 | 8.91% |
|
| 2845 |
GFA
2845
Gifford Fong Associates
Lafayette,
California
| $436M | +$31.8M | +8% | 9.72% | 180% | 140 | 0.71% |
|
| 2846 |
WIA
2846
World Investment Advisors
Santa Barbara,
California
| $436M | +$14.9M | +4% | 7.9% | 65.4% | 277 | 25.99% |
|
| 2847 |
SHJ
2847
Sharkey, Howes & Javer
Denver,
Colorado
| $436M | -$23.2M | -5% | 7.6% | 54.6% | 115 | 26.09% |
|
| 2848 |
SWM
2848
Stockman Wealth Management
Billings,
Montana
| $435M | +$65.7M | +18% | 12.7% | 73.5% | 210 | 20.95% |
|
| 2849 |
CC
2849
Conversant Capital
Summit,
New Jersey
| $435M | +$14.9M | +4% | 9.15% | 228% | 28 | 60.71% |
|
| 2850 |
ACS
2850
Archford Capital Strategies
Swansea,
Illinois
| $435M | +$47.5M | +12% | 7.77% | 76.2% | 298 | 17.45% |
|