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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3176 |
OLA
3176
Oliver Luxxe Assets
Gladstone,
New Jersey
| $477M | +$52M | +12% | 14% | 137% | 195 | 25.64% |
|
| 3177 |
EIG
3177
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $476M | +$44.4M | +10% | 7.53% | 56.3% | 106 | 9.43% |
|
| 3178 |
EWM
3178
Edge Wealth Management
New York
| $476M | +$18.6M | +4% | 6.38% | 61.6% | 83 | 9.64% |
|
| 3179 |
PWA
3179
Physician Wealth Advisors
Midvale,
Utah
| $476M | +$27.6M | +6% | 8.16% | 71.3% | 185 | 14.59% |
|
| 3180 |
TAMH
3180
Taikang Asset Management (HK)
Hong Kong
| $475M | -$54.2M | -10% | 5.21% | 172% | 93 | 35.48% |
|
| 3181 |
DAC
3181
Dividend Assets Capital
Ridgeland,
South Carolina
| $474M | -$33.9M | -7% | 10.3% | 67.4% | 478 | 70.5% |
|
| 3182 |
RP
3182
Rowlandmiller & Partners
Atlanta,
Georgia
| $474M | +$37.4M | +9% | 9.99% | 84% | 184 | 4.35% |
|
| 3183 |
HFM
3183
Hartford Financial Management
Hartford,
Connecticut
| $474M | +$32.2M | +7% | 9.38% | 79.6% | 401 | 7.23% |
|
| 3184 |
RI
3184
RPTC Inc
Jackson,
Wyoming
| $473M | +$7.5M | +2% | 6.17% | 66.4% | 6 | 0% |
|
| 3185 |
AMCA
3185
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $473M | +$48.3M | +11% | 15.4% | 110% | 147 | 14.97% |
|
| 3186 |
RBCM
3186
Raub Brock Capital Management
Larkspur,
California
| $472M | -$5.25M | -1% | 7.71% | 56.3% | 70 | 50% |
|
| 3187 |
SG
3187
StepStone Group
La Jolla,
California
| $472M | -$84M | -15% | 10.6% | 103% | 27 | 40.74% |
|
| 3188 |
WCFA
3188
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $471M | +$32.3M | +7% | 5.95% | 56.8% | 280 | 10.36% |
|
| 3189 |
HBCM
3189
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $471M | +$39.3M | +9% | 7.62% | 58.9% | 111 | 20.72% |
|
| 3190 |
KNW
3190
Kesler Norman & Wride
Ogden,
Utah
| $471M | +$34.7M | +8% | 7.83% | 76% | 160 | 6.88% |
|
| 3191 |
AC
3191
Asio Capital
Lexington,
Kentucky
| $471M | +$42.9M | +10% | 12.3% | 88% | 104 | 11.54% |
|
| 3192 |
AAM
3192
Austin Asset Management
Austin,
Texas
| $471M | +$91.1M | +24% | 17.7% | 85.2% | 64 | 9.38% |
|
| 3193 |
PWA
3193
Peterson Wealth Advisors
Orem,
Utah
| $471M | +$49.4M | +12% | 6.32% | 46.4% | 69 | 7.25% |
|
| 3194 |
GXJ
3194
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $470M | +$294M | +167% | 15.6% | – | 276 | 13.77% |
|
| 3195 |
ACM
3195
Armbruster Capital Management
Pittsford,
New York
| $470M | +$30.9M | +7% | 8.06% | 64.3% | 107 | 5.61% |
|
| 3196 |
JWM
3196
Janiczek Wealth Management
Denver,
Colorado
| $470M | +$55.6M | +13% | 7.25% | 16.4% | 1,178 | 11.21% |
|
| 3197 |
CRB
3197
Chad R. Baker
| $470M | +$25.2M | +6% | 6.29% | 108% | 54 | 3.7% |
|
| 3198 |
SWP
3198
Summit Wealth Partners
Orlando,
Florida
| $469M | +$38.3M | +9% | 6.3% | 44.9% | 228 | 9.65% |
|
| 3199 |
LAS
3199
Lloyd Advisory Services
Suwanee,
Georgia
| $469M | +$258M | +122% | 5.27% | 47.7% | 191 | 63.87% |
|
| 3200 |
BCB
3200
Brian C. Broderick
| $468M | +$67.5M | +17% | 11.1% | 98.6% | 86 | 18.6% |
|