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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3076 |
PIS
3076
PPSC Investment Service
Tokyo,
Japan
| $402M | +$89.1M | +28% | 14.9% | 161% | 4 | 0% |
|
| 3077 |
B
3077
Bellecapital
Zurich,
Switzerland
| $402M | +$46.1M | +13% | 12% | 128% | 200 | 10% |
|
| 3078 |
FA
3078
Fagan Associates
Troy,
New York
| $402M | +$26.8M | +7% | 11.4% | 110% | 128 | 9.38% |
|
| 3079 |
HWCM
3079
Hudson Way Capital Management
Dallas,
Texas
| $402M | +$14.7M | +4% | 11.1% | 51.3% | 15 | 26.67% |
|
| 3080 |
ER
3080
EVR Research
Richmond,
Virginia
| $402M | +$70.1M | +21% | 14.2% | 165% | 46 | 47.83% |
|
| 3081 |
MFS
3081
McNamara Financial Services
Marshfield,
Massachusetts
| $402M | +$24.4M | +6% | 4.67% | 42.6% | 66 | 7.58% |
|
| 3082 |
FCMC
3082
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $402M | +$29.4M | +8% | 11.4% | 88.9% | 72 | 1.39% |
|
| 3083 |
HAS
3083
HBW Advisory Services
Simi Valley,
California
| $401M | +$21.6M | +6% | 5.5% | 62.1% | 299 | 27.76% |
|
| 3084 |
OAM
3084
Occidental Asset Management
Burlingame,
California
| $401M | +$34.1M | +9% | 8.88% | 82.5% | 224 | 16.52% |
|
| 3085 |
FWP
3085
Falcon Wealth Planning
Ontario,
California
| $401M | +$51.9M | +15% | 6.76% | 52.7% | 100 | 6% |
|
| 3086 |
TAA
3086
Turiya Advisors Asia
Hong Kong
| $400M | +$41.1M | +11% | 20.1% | 247% | 6 | 33.33% |
|
| 3087 |
ES
3087
Eagle Strategies
New York
| $400M | +$65.5M | +20% | 5.04% | 70.1% | 182 | 14.84% |
|
| 3088 |
AGC
3088
Angelo Gordon & Co
New York
| $400M | -$145M | -27% | 2.11% | 90.1% | 258 | 84.88% |
|
| 3089 |
ACM
3089
Alpha Capital Management
Austin,
Texas
| $400M | +$73.6K | +0% | 7.73% | 88% | 105 | 0.95% |
|
| 3090 |
BRCM
3090
Bright Rock Capital Management
Hanover,
Massachusetts
| $400M | +$14.3M | +4% | 7.17% | 41.8% | 90 | 24.44% |
|
| 3091 |
MWA
3091
Meridian Wealth Advisors
Austin,
Texas
| $399M | +$11.5M | +3% | 5.71% | 79.9% | 196 | 6.63% |
|
| 3092 |
ISB
3092
Iowa State Bank
Urbandale,
Iowa
| $399M | +$872K | +0.2% | 4.35% | 76% | 117 | 8.55% |
|
| 3093 |
BGC
3093
Blue Grotto Capital
Atlanta,
Georgia
| $399M | -$16.1M | -4% | 12.6% | 300% | 23 | 34.78% |
|
| 3094 |
SAM
3094
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $399M | +$22.4M | +6% | 7.09% | – | 144 | 8.33% |
|
| 3095 |
FA
3095
Fiduciary Alliance
Greenville,
South Carolina
| $398M | +$11.8M | +3% | 5.33% | 94.3% | 939 | 85.62% |
|
| 3096 |
CT
3096
Chicago Trust
Grayslake,
Illinois
| $398M | -$2.4M | -0.6% | 5.47% | 85.9% | 325 | 14.46% |
|
| 3097 |
GEA
3097
Glen Eagle Advisors
Kingston,
New Jersey
| $398M | +$32.1M | +9% | 5.57% | 68.5% | 1,228 | 18.49% |
|
| 3098 |
ARC
3098
Advisor Resource Council
Dallas,
Texas
| $398M | +$192M | +93% | 7.76% | 74.7% | 280 | 48.21% |
|
| 3099 |
TP
3099
Thunderbird Partners
London,
United Kingdom
| $398M | -$16.2M | -4% | 11.3% | 38% | 13 | 7.69% |
|
| 3100 |
PWMG
3100
Prestige Wealth Management Group
Flemington,
New Jersey
| $398M | +$14.1M | +4% | 4.79% | 55.8% | 1,184 | 14.02% |
|