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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
TCOTS
3176
Trust Company of the South
Greensboro,
North Carolina
| $710M | +$88.3M | +14% | 13.6% | – | 153 | 11.76% | 1.9 |
|
| 3177 |
TWA
3177
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| $710M | +$140M | +25% | 14.2% | – | 170 | 14.12% | 0.3 |
|
| 3178 |
HPIA
3178
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $710M | +$60.9M | +9% | 15.6% | 79.3% | 203 | 13.3% | 4.1 |
|
| 3179 |
CAM
3179
Chandler Asset Management
San Diego,
California
| $710M | +$50.3M | +8% | 7.93% | 35.6% | 23 | 8.7% | 5.7 |
|
| 3180 |
DWP
3180
Destiny Wealth Partners
Tavares,
Florida
| $709M | -$206M | -22% | 12.6% | 63.7% | 1,158 | 85.23% | 2.5 |
|
| 3181 |
MAC
3181
Monarch Alternative Capital
New York
| $707M | -$924M | -57% | 49.9% | 497% | 12 | 58.33% | 0.6 |
|
| 3182 |
KJHP
3182
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $706M | +$97.5M | +16% | 17.4% | 140% | 280 | 39.64% | 2.6 |
|
| 3183 |
CBT
3183
Central Bank & Trust
Lexington,
Kentucky
| $705M | +$68.8M | +11% | 20.3% | 118% | 192 | 9.9% | 7.7 |
|
| 3184 |
KFA
3184
Kelleher Financial Advisors
New York
| $705M | +$310M | +78% | 10.6% | 72.4% | 979 | 40.76% | 1.1 |
|
| 3185 |
RCM
3185
Rivermont Capital Management
New York
| $705M | +$230M | +48% | 67% | 555% | 29 | 62.07% | 0.5 |
|
| 3186 |
PSP
3186
Pacific Sage Partners
Edmonds,
Washington
| $705M | +$68.9M | +11% | 7.88% | 47.8% | 133 | 13.53% | 2.3 |
|
| 3187 |
VIS
3187
Vega Investment Solutions
Paris,
France
| $705M | +$286M | +68% | 31.2% | – | 211 | 48.82% | 0.9 |
|
| 3188 |
DCA
3188
DSG Capital Advisors
Edina,
Minnesota
| $704M | +$78.9M | +13% | 16.9% | – | 127 | 10.24% | 1.2 |
|
| 3189 |
TFHU
3189
TLT Family Holdco ULC
Toronto,
| $704M | -$20.2M | -3% | 0.22% | – | 9 | 11.11% | 0.9 |
|
| 3190 |
PPI
3190
Platinum Paramount Investment
Nassau,
| $704M | +$14.5M | +2% | 2.21% | – | 3 | 33.33% | 0.3 |
|
| 3191 |
TAM
3191
Talos Asset Management
New York
| $703M | +$118M | +20% | 112% | – | 37 | 70.27% | 0.2 |
|
| 3192 |
MSWMA
3192
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $703M | +$68.7M | +11% | 9.64% | 44% | 122 | 14.75% | 3.6 |
|
| 3193 |
GWMIA
3193
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $703M | +$64.3M | +10% | 10.8% | 67.5% | 170 | 12.94% | 4.3 |
|
| 3194 |
MCIA
3194
Mountain Capital Investment Advisors
Westminster,
Colorado
| $702M | +$28.3M | +4% | 12.3% | 63.3% | 103 | 22.33% | 1.8 |
|
| 3195 |
SWP
3195
Summit Wealth Partners
Orlando,
Florida
| $702M | +$70.2M | +11% | 11.5% | 44.9% | 291 | 10.65% | 2.9 |
|
| 3196 |
1SAMC
3196
12th Street Asset Management Company
Nashville,
Tennessee
| $702M | +$90.5M | +15% | 20.1% | 106% | 36 | 22.22% | 3.3 |
|
| 3197 |
SGA
3197
Strategic Global Advisors
Newport Beach,
California
| $702M | +$76.3M | +12% | 23.5% | 137% | 167 | 37.72% | 1.9 |
|
| 3198 |
AW
3198
Atlas Wealth
Cincinnati,
Ohio
| $701M | +$368M | +110% | 8.11% | 43.5% | 181 | 38.12% | 1.4 |
|
| 3199 |
OHA
3199
Oak Hill Advisors
New York
| $701M | -$177M | -20% | 10.5% | 42.4% | 12 | 0% | 5 |
|
| 3200 |
AMM
3200
American Money Management
Rancho Santa Fe,
California
| $700M | +$68.2M | +11% | 12.5% | 65% | 184 | 14.13% | 4.7 |
|