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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3026 |
EWA
3026
Evolution Wealth Advisors
Aventura,
Florida
| $397M | +$32.1M | +9% | 3.11% | 84.5% | 130 | 25.38% |
|
| 3027 |
PSP
3027
Principal Street Partners
Memphis,
Tennessee
| $397M | +$21.7M | +6% | 8.69% | 91% | 247 | 25.51% |
|
| 3028 |
HCM
3028
Huber Capital Management
El Segundo,
California
| $396M | +$39.6M | +11% | 10.3% | 70.4% | 108 | 24.07% |
|
| 3029 |
PE
3029
Point72 Europe
London,
United Kingdom
| $396M | -$260M | -40% | 13.3% | 95.4% | 70 | 58.57% |
|
| 3030 |
IA
3030
Inspire Advisors
Meridian,
Idaho
| $396M | +$32M | +9% | 6.53% | 60.2% | 212 | 39.15% |
|
| 3031 |
MTC
3031
Matrix Trust Company
Denver,
Colorado
| $395M | +$44.3M | +13% | 8.48% | 46.8% | 51 | 5.88% |
|
| 3032 |
HFS
3032
Heritage Financial Services
Westwood,
Massachusetts
| $395M | +$230M | +140% | 5.44% | 38.3% | 79 | 27.85% |
|
| 3033 |
SC
3033
Sagefield Capital
Dallas,
Texas
| $394M | +$79M | +25% | 24% | 115% | 151 | 46.36% |
|
| 3034 |
YCMGA
3034
York Capital Management Global Advisors
New York
| $394M | -$50.3M | -11% | 15% | 74.1% | 10 | 10% |
|
| 3035 |
LS
3035
Liquid Strategies
Atlanta,
Georgia
| $394M | +$6.57M | +2% | 5.5% | 46.8% | 8 | 25% |
|
| 3036 |
YWP
3036
YorkBridge Wealth Partners
New York
| $394M | +$6.33M | +2% | 9.01% | 36.5% | 286 | 14.69% |
|
| 3037 |
PFG
3037
PAX Financial Group
San Antonio,
Texas
| $394M | +$2.79M | +0.7% | 7.85% | 56% | 218 | 30.28% |
|
| 3038 |
SAM
3038
Strategy Asset Managers
Pasadena,
California
| $394M | +$25.3M | +7% | 12.5% | 108% | 255 | 5.88% |
|
| 3039 |
HI
3039
Human Investing
Lake Oswego,
Oregon
| $393M | +$796K | +0.2% | 8.75% | 52% | 117 | 22.22% |
|
| 3040 |
AGA
3040
Arkos Global Advisors
Houston,
Texas
| $392M | +$57.6M | +17% | 6.09% | 43.6% | 98 | 19.39% |
|
| 3041 |
GGH
3041
GCM Grosvenor Holdings
Chicago,
Illinois
| $392M | -$30.3M | -7% | 11.8% | 78.7% | 18 | 27.78% |
|
| 3042 |
NC
3042
NBW Capital
Boston,
Massachusetts
| $391M | +$18.4M | +5% | 8.12% | 86% | 109 | 26.61% |
|
| 3043 |
GLR
3043
Great Lakes Retirement
Sandusky,
Ohio
| $391M | – | – | 7.52% | 108% | 136 | – |
|
| 3044 |
IA
3044
Icon Advisers
Greenwood Village,
Colorado
| $391M | +$25.2M | +7% | 13.1% | 114% | 164 | 27.44% |
|
| 3045 |
CFM
3045
Capricorn Fund Managers
London,
United Kingdom
| $391M | +$72.2M | +23% | 12.5% | 169% | 108 | 44.44% |
|
| 3046 |
BOSSRA
3046
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $391M | – | – | 9.77% | 69.7% | 210 | – |
|
| 3047 |
AVM
3047
Arch Venture Management
Chicago,
Illinois
| $390M | -$381M | -49% | 27.7% | 228% | 10 | 20% |
|
| 3048 |
SAM
3048
Synergy Asset Management
Vancouver,
Washington
| $390M | +$19.8M | +5% | 5.9% | 97.3% | 137 | 44.53% |
|
| 3049 |
TA
3049
Teton Advisors
Rye,
New York
| $390M | -$22.6M | -5% | 13.9% | 139% | 287 | 9.41% |
|
| 3050 |
GA
3050
Gateway Advisory
Westfield,
New Jersey
| $390M | -$13.6M | -3% | 3.19% | 26% | 90 | 33.33% |
|