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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3151 |
MGIA
3151
Matthew Goff Investment Advisor
Houston,
Texas
| $451M | +$35.3M | +8% | 10.4% | 79.9% | 94 | 7.45% |
|
| 3152 |
FA
3152
Faithward Advisors
Lancaster,
Pennsylvania
| $451M | +$39.9M | +10% | 11.4% | 119% | 272 | 15.44% |
|
| 3153 |
PWS
3153
Private Wealth Strategies
New Albany,
Ohio
| $451M | +$49.8M | +12% | 10.3% | 18.8% | 82 | 21.95% |
|
| 3154 |
PFM
3154
Patton Fund Management
Dallas,
Texas
| $450M | +$81.4M | +22% | 13.7% | 188% | 100 | 50% |
|
| 3155 |
CBFP
3155
Cedar Brook Financial Partners
Cleveland,
Ohio
| $450M | +$66.7M | +17% | 10.7% | 47% | 436 | 16.97% |
|
| 3156 |
BL
3156
Bleichroeder LP
New York
| $450M | +$44.2M | +11% | 13.9% | 202% | 81 | 13.58% |
|
| 3157 |
CT
3157
Chicago Trust
Grayslake,
Illinois
| $450M | +$51.6M | +13% | 9.25% | 85.9% | 305 | 16.39% |
|
| 3158 |
TWM
3158
Thrive Wealth Management
Audubon,
Pennsylvania
| $449M | +$73.4M | +20% | 10.9% | 73.8% | 197 | 15.23% |
|
| 3159 |
SWA
3159
SOA Wealth Advisors
New York
| $449M | +$47.1M | +12% | 12% | 79.1% | 962 | 7.69% |
|
| 3160 |
HIG
3160
Heritage Investment Group
Pompano Beach,
Florida
| $449M | +$83M | +23% | 9.61% | 51.2% | 100 | 13% |
|
| 3161 |
CSNH
3161
Crow's Nest Holdings
Richmond,
Virginia
| $449M | +$55.4M | +14% | 21.4% | 103% | 10 | 20% |
|
| 3162 |
IGWM
3162
ICA Group Wealth Management
Denver,
Colorado
| $448M | +$92.4M | +26% | 10.3% | – | 1,338 | 82.36% |
|
| 3163 |
PWA
3163
Physician Wealth Advisors
Midvale,
Utah
| $448M | +$59.2M | +15% | 10.8% | 71.3% | 169 | 13.61% |
|
| 3164 |
AWM
3164
Aprio Wealth Management
Atlanta,
Georgia
| $448M | +$83.9M | +23% | 9.19% | 60.6% | 217 | 23.04% |
|
| 3165 |
ER
3165
EVR Research
Richmond,
Virginia
| $447M | +$69.5M | +18% | 16.8% | 165% | 46 | 39.13% |
|
| 3166 |
MFS
3166
McNamara Financial Services
Marshfield,
Massachusetts
| $447M | +$46.4M | +12% | 8.1% | 42.6% | 67 | 7.46% |
|
| 3167 |
NCM
3167
Nelson Capital Management
Menlo Park,
California
| $447M | +$39.1M | +10% | 10.4% | 121% | 96 | 7.29% |
|
| 3168 |
TC
3168
Tetrad Corporation
Omaha,
Nebraska
| $447M | +$19.6M | +5% | 5.43% | 50.4% | 3 | 0% |
|
| 3169 |
MCM
3169
Mudrick Capital Management
New York
| $446M | +$106M | +31% | 8.82% | 212% | 10 | 10% |
|
| 3170 |
FA
3170
Financial Advisors
Andover,
Massachusetts
| $446M | +$42.1M | +10% | 10.5% | 71.5% | 77 | 6.49% |
|
| 3171 |
ACM
3171
ADW Capital Management
Miami Beach,
Florida
| $446M | +$74.2M | +20% | 22.1% | 78.2% | 6 | 0% |
|
| 3172 |
BBL
3172
Beck Bode LLC
Dedham,
Massachusetts
| $446M | +$54.1M | +14% | 15.5% | 155% | 156 | 46.15% |
|
| 3173 |
SXM
3173
SC XII Management
Menlo Park,
California
| $445M | +$103M | +30% | 30.3% | 73.4% | 1 | 0% |
|
| 3174 |
CRB
3174
Chad R. Baker
| $444M | +$48.3M | +12% | 12.4% | 108% | 57 | 14.04% |
|
| 3175 |
DAM
3175
Deltec Asset Management
New York
| $444M | +$5.35M | +1% | 13% | 128% | 178 | 30.9% |
|