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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2901 |
TWP
2901
TFO Wealth Partners
Maumee,
Ohio
| $474M | +$18.2M | +4% | 4.22% | 63.6% | 840 | 3.93% |
|
| 2902 |
FSCM
2902
Front Street Capital Management
Missoula,
Montana
| $473M | +$9.97M | +2% | 7.88% | 316% | 72 | 13.89% |
|
| 2903 |
BFO
2903
Biltmore Family Office
Charlotte,
North Carolina
| $473M | -$1.69M | -0.4% | 11.3% | 78.1% | 275 | 19.27% |
|
| 2904 |
SXM
2904
SC XII Management
Menlo Park,
California
| $473M | +$119M | +34% | 33.8% | 73.4% | 1 | 0% |
|
| 2905 |
ACP
2905
Aviance Capital Partners
Naples,
Florida
| $472M | +$22.7M | +5% | 7.26% | 98.2% | 281 | 13.17% |
|
| 2906 |
GA
2906
Gateway Advisory
Westfield,
New Jersey
| $472M | +$22.9M | +5% | 1.94% | 26% | 114 | 25.44% |
|
| 2907 |
CWS
2907
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $472M | +$43.1M | +10% | 6.35% | 64.5% | 266 | 4.89% |
|
| 2908 |
AA
2908
Ancient Art
Austin,
Texas
| $472M | +$13.3M | +3% | 5.64% | 168% | 20 | 25% |
|
| 2909 |
AMG
2909
Asset Management Group
Stamford,
Connecticut
| $471M | +$22.6M | +5% | 5.14% | 57% | 127 | 4.72% |
|
| 2910 |
HA
2910
Harbor Advisors
West Palm Beach,
Florida
| $471M | +$43.1M | +10% | 10.1% | 125% | 161 | 11.18% |
|
| 2911 |
WDL
2911
Well Done LLC
Holland,
Michigan
| $470M | +$8.06M | +2% | 5.58% | 77% | 183 | 11.48% |
|
| 2912 |
BOSSRA
2912
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $470M | +$44.7M | +11% | 5.78% | 69.7% | 276 | 31.16% |
|
| 2913 |
WAM
2913
WNY Asset Management
Williamsville,
New York
| $470M | +$49.5M | +12% | 2.99% | – | 206 | 14.08% |
|
| 2914 |
CAM
2914
Columbia Asset Management
Ann Arbor,
Michigan
| $470M | +$25.4M | +6% | 6.6% | 84.4% | 176 | 12.5% |
|
| 2915 |
BPGAM
2915
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $470M | +$208M | +79% | 7.44% | 88.9% | 103 | 68.93% |
|
| 2916 |
TC
2916
Trium Capital
London,
United Kingdom
| $470M | +$181M | +63% | 7% | 189% | 109 | 45.87% |
|
| 2917 |
KCPG
2917
Kavar Capital Partners Group
Leawood,
Kansas
| $469M | +$6.02M | +1% | 5.52% | 77.2% | 167 | 15.57% |
|
| 2918 |
HPCM
2918
Hunter Perkins Capital Management
Lombard,
Illinois
| $469M | +$44.7M | +11% | 2.32% | 58% | 130 | 17.69% |
|
| 2919 |
FNBTCON
2919
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $469M | +$16.5M | +4% | 4.5% | 55.7% | 129 | 2.33% |
|
| 2920 |
EVM
2920
Evelyn V. Moreno
| $468M | +$27.1M | +6% | 9.6% | 39.4% | 130 | 10.77% |
|
| 2921 |
SC
2921
Sagefield Capital
Dallas,
Texas
| $468M | +$36M | +8% | 3.87% | 115% | 115 | 38.26% |
|
| 2922 |
T
2922
TCWP
Beachwood,
Ohio
| $468M | -$59M | -11% | 4.21% | – | 264 | 39.77% |
|
| 2923 |
CM
2923
Capital Management
Glen Allen,
Virginia
| $467M | +$32M | +7% | 3.82% | 52.5% | 75 | 14.67% |
|
| 2924 |
FTC
2924
Farmers Trust Company
Youngstown,
Ohio
| $467M | +$13.8M | +3% | 5.28% | 73.5% | 166 | 10.84% |
|
| 2925 |
ERWM
2925
Elk River Wealth Management
Denver,
Colorado
| $467M | +$26.5M | +6% | 8.09% | 81.8% | 113 | 8.85% |
|