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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3001 |
DWA
3001
Divergent Wealth Advisors
South Jordan,
Utah
| $423M | +$35M | +9% | 2.76% | 14.7% | 16 | 0% |
|
| 3002 |
NB
3002
Northwest Bancshares
Warren,
Pennsylvania
| $423M | +$33.3M | +9% | 6.17% | 84.8% | 243 | 13.58% |
|
| 3003 |
LJAC
3003
L.J. Altfest & Co
New York
| $423M | +$15M | +4% | 5.1% | 90.3% | 306 | 23.86% |
|
| 3004 |
SOAMC
3004
Spirit of America Management Corp
Syosset,
New York
| $423M | +$23.4M | +6% | 11.9% | 110% | 231 | 3.03% |
|
| 3005 |
JPMIA
3005
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $422M | +$35.6M | +9% | 8.87% | 183% | 74 | 6.76% |
|
| 3006 |
KLWA
3006
Kelly Lawrence W & Associates
Pasadens,
California
| $422M | +$170M | +67% | 4.42% | 123% | 153 | 37.91% |
|
| 3007 |
LF
3007
Lee Financial
Dallas,
Texas
| $422M | +$36.2M | +9% | 7.21% | 69.7% | 535 | 16.64% |
|
| 3008 |
DHFB
3008
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $422M | +$31.8M | +8% | 8.19% | 63.5% | 205 | 25.37% |
|
| 3009 |
PWW
3009
Pettyjohn Wood & White
Lynchburg,
Virginia
| $422M | +$30M | +8% | 6.27% | 70.9% | 157 | 8.28% |
|
| 3010 |
DCM
3010
DAFNA Capital Management
Los Angeles,
California
| $421M | +$85.4M | +25% | 13.9% | 313% | 96 | 30.21% |
|
| 3011 |
TNA
3011
True North Advisors
Dallas,
Texas
| $421M | +$32M | +8% | 9.11% | 86.9% | 215 | 14.88% |
|
| 3012 |
MCO
3012
MAK Capital One
New York
| $421M | +$48.1M | +13% | 29% | 200% | 14 | 28.57% |
|
| 3013 |
BPM
3013
Bowling Portfolio Management
Cincinnati,
Ohio
| $420M | -$5.55M | -1% | 11.8% | 45.7% | 262 | 34.35% |
|
| 3014 |
FRM
3014
Foundation Resource Management
Little Rock,
Arkansas
| $420M | +$36.9M | +10% | 17% | 67.8% | 54 | 7.41% |
|
| 3015 |
C
3015
Cliffwater
Marina Del Rey,
California
| $420M | -$43.5M | -9% | 7.11% | 29.4% | 24 | 0% |
|
| 3016 |
WWM
3016
Windsor Wealth Management
Indianapolis,
Indiana
| $420M | +$27.1M | +7% | 7.73% | 37.3% | 208 | 13.46% |
|
| 3017 |
EVM
3017
Evelyn V. Moreno
| $420M | +$17M | +4% | 5.48% | 39.4% | 61 | 0% |
|
| 3018 |
DCM
3018
DG Capital Management
New York
| $419M | +$182M | +77% | 17% | 76.7% | 139 | 83.45% |
|
| 3019 |
AFG
3019
Arkansas Financial Group
Little Rock,
Arkansas
| $418M | +$25.8M | +7% | 5.85% | 39.1% | 46 | 4.35% |
|
| 3020 |
SIG
3020
Sky Investment Group
Hartford,
Connecticut
| $418M | +$24.1M | +6% | 6.25% | 68% | 121 | 3.31% |
|
| 3021 |
PCR
3021
Potrero Capital Research
San Francisco,
California
| $418M | -$373M | -47% | 9.1% | 226% | 133 | 67.67% |
|
| 3022 |
CRB
3022
Chad R. Baker
| $417M | +$7.38M | +2% | 2.44% | 108% | 54 | 3.7% |
|
| 3023 |
OCG
3023
Opus Capital Group
Cincinnati,
Ohio
| $416M | +$22.9M | +6% | 6.05% | 49.7% | 138 | 11.59% |
|
| 3024 |
TIS
3024
Tortoise Index Solutions
Overland Park,
Kansas
| $416M | +$61.9M | +17% | 15.1% | 52.2% | 111 | 23.42% |
|
| 3025 |
MGI
3025
MayTech Global Investments
New York
| $416M | -$4.85M | -1% | 0.07% | 158% | 60 | 6.67% |
|