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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
BGC
3101
Blue Grotto Capital
Atlanta,
Georgia
| $498M | +$5.04M | +1% | 5.38% | 300% | 28 | 28.57% |
|
| 3102 |
IWP
3102
IAG Wealth Partners
Waukesha,
Wisconsin
| $498M | +$32M | +7% | 0.38% | 47.3% | 526 | 20.34% |
|
| 3103 |
BBL
3103
Beck Bode LLC
Dedham,
Massachusetts
| $498M | +$7.96M | +2% | 4.89% | 155% | 133 | 40.6% |
|
| 3104 |
EWA
3104
ERTS Wealth Advisors
Marquette,
Michigan
| $497M | +$7.59M | +2% | 0.57% | 36.5% | 91 | 6.59% |
|
| 3105 |
SWA
3105
SOA Wealth Advisors
New York
| $497M | +$14.2M | +3% | 5.85% | 79.1% | 929 | 10.44% |
|
| 3106 |
EIG
3106
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $497M | +$20.7M | +4% | 2.2% | 56.3% | 119 | 13.45% |
|
| 3107 |
AG
3107
Advocate Group
Minnetonka,
Minnesota
| $497M | -$6.36M | -1% | 1.4% | 47.3% | 128 | 10.16% |
|
| 3108 |
CFS
3108
CRA Financial Services
Northfield,
New Jersey
| $496M | +$35.2M | +8% | 4.91% | 78.9% | 259 | 10.42% |
|
| 3109 |
GCM
3109
Glynn Capital Management
Menlo Park,
California
| $495M | -$38.2M | -7% | 1.31% | 218% | 42 | 11.9% |
|
| 3110 |
SCM
3110
Schnieders Capital Management
Pasadena,
California
| $495M | +$10.1M | +2% | 6.29% | 103% | 213 | 9.39% |
|
| 3111 |
MC
3111
Montag & Caldwell
Atlanta,
Georgia
| $495M | -$85.3M | -15% | 3.62% | 91.3% | 88 | 9.09% |
|
| 3112 |
NG
3112
Norden Group
Provo,
Utah
| $495M | +$2.44M | +0.5% | 3.27% | 92.5% | 442 | 16.52% |
|
| 3113 |
TC
3113
Tetrad Corporation
Omaha,
Nebraska
| $495M | -$21M | -4% | 3.99% | 50.4% | 3 | 0% |
|
| 3114 |
PCMH
3114
Polymer Capital Management (HK)
Hong Kong
| $494M | +$96.5M | +24% | 12.4% | – | 265 | 67.55% |
|
| 3115 |
SWM
3115
Sugarloaf Wealth Management
Duluth,
Georgia
| $494M | +$10.8M | +2% | 1.79% | 10.2% | 691 | 6.37% |
|
| 3116 |
CJL
3116
Cyrus J. Lawrence
New York
| $494M | +$42.7M | +9% | 7.37% | – | 176 | 17.61% |
|
| 3117 |
SFWA
3117
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $494M | -$121K | -0% | 0.93% | 61.5% | 143 | 8.39% |
|
| 3118 |
CAM
3118
Chandler Asset Management
San Diego,
California
| $493M | +$196K | +0% | 0.59% | 35.6% | 24 | 0% |
|
| 3119 |
MCM
3119
Mengis Capital Management
Portland,
Oregon
| $493M | -$155M | -24% | 1.76% | 91.8% | 223 | 22.42% |
|
| 3120 |
SG
3120
StepStone Group
La Jolla,
California
| $493M | +$21.5M | +5% | 15.1% | 103% | 23 | 39.13% |
|
| 3121 |
CT
3121
Chicago Trust
Grayslake,
Illinois
| $493M | +$9.65M | +2% | 3.25% | 85.9% | 338 | 19.82% |
|
| 3122 |
SOAMC
3122
Spirit of America Management Corp
Syosset,
New York
| $493M | -$3.43M | -0.7% | 3.39% | 110% | 319 | 11.91% |
|
| 3123 |
FTC
3123
Farmers Trust Company
Youngstown,
Ohio
| $493M | -$4.07M | -0.8% | 1.83% | 73.5% | 187 | 9.09% |
|
| 3124 |
GG
3124
Gleason Group
Prospect,
Kentucky
| $493M | +$14.2M | +3% | 1.82% | 64% | 278 | 29.14% |
|
| 3125 |
FNBTCON
3125
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $492M | -$700K | -0.1% | 2.44% | 55.7% | 137 | 4.38% |
|