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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3276 |
SFS
3276
Summit Financial Strategies
Columbus,
Ohio
| $219M | +$13.5M | +7% | 5.04% | 57.8% | 63 | 15.87% |
|
| 3277 |
ITIM
3277
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $219M | +$8.98M | +4% | 5.46% | 104% | 134 | 7.46% |
|
| 3278 |
MA
3278
Marshwinds Advisory
St Simons Island,
Georgia
| $219M | +$7.53M | +4% | 6.79% | 32.9% | 134 | 5.97% |
|
| 3279 |
BRM
3279
Boston Research & Management
Manchester,
Massachusetts
| $219M | +$15.6M | +8% | 7.75% | 53.8% | 101 | 3.96% |
|
| 3280 |
NG
3280
Northstar Group
New York
| $219M | +$22.4M | +11% | 8.98% | 63.9% | 132 | 7.58% |
|
| 3281 |
ACI
3281
AB CarVal Investors
Minneapolis,
Minnesota
| $219M | +$125M | +134% | 17.6% | 24% | 19 | 36.84% |
|
| 3282 |
TAM
3282
Taylor Asset Management
Toronto,
Ontario, Canada
| $219M | +$2.53M | +1% | 2.47% | 12.9% | 33 | 30.3% |
|
| 3283 |
YWP
3283
YorkBridge Wealth Partners
New York
| $218M | -$9.57M | -4% | 8.62% | 36.5% | 889 | 15.3% |
|
| 3284 |
ZCM
3284
Zebra Capital Management
Stamford,
Connecticut
| $218M | -$15.2M | -7% | 2.59% | 142% | 492 | 49.39% |
|
| 3285 |
OFW
3285
Omnia Family Wealth
Aventura,
Florida
| $218M | +$4.49M | +2% | 3.17% | 80.6% | 603 | 6.63% |
|
| 3286 |
TL
3286
TrueWealth LLC
Atlanta,
Georgia
| $218M | +$7.92M | +4% | 6.3% | – | 876 | 5.59% |
|
| 3287 |
GWS
3287
Glassman Wealth Services
Vienna,
Virginia
| $218M | +$16.8M | +8% | 4.92% | 62.6% | 1,054 | 11.95% |
|
| 3288 |
CA
3288
Claar Advisors
New York
| $218M | -$7.75M | -3% | 3.07% | 65.5% | 36 | 30.56% |
|
| 3289 |
AMG
3289
Advisors Management Group
La Crosse,
Wisconsin
| $218M | +$7.59M | +4% | 2.64% | 125% | 84 | 2.38% |
|
| 3290 |
PC
3290
Peavine Capital
Reno,
Nevada
| $218M | +$14.2M | +7% | 3.14% | 27.7% | 25 | 20% |
|
| 3291 |
SRC
3291
Stone Run Capital
New York
| $218M | +$28.1M | +15% | 10.2% | 77.8% | 69 | 5.8% |
|
| 3292 |
CCM
3292
Cribstone Capital Management
Augusta,
Maine
| $218M | +$13.9M | +7% | 5.06% | 22.4% | 819 | 6.96% |
|
| 3293 |
TCOO
3293
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $218M | +$16.2M | +8% | 7.67% | 88.7% | 134 | 8.21% |
|
| 3294 |
HIH
3294
HRS Investment Holdings
New York
| $217M | +$18.6M | +9% | 8.71% | 21.5% | 82 | 21.95% |
|
| 3295 |
GG
3295
GenWealth Group
Maplewood,
New Jersey
| $217M | +$13.6M | +7% | 4.56% | 67.8% | 66 | 12.12% |
|
| 3296 |
HFBOT
3296
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $217M | +$11M | +5% | 6.13% | 65.2% | 68 | 5.88% |
|
| 3297 |
MIM
3297
Mittleman Investment Management
Melville,
New York
| $217M | +$30.3M | +16% | 17.9% | 11.6% | 8 | 25% |
|
| 3298 |
SXM
3298
SC XII Management
Menlo Park,
California
| $217M | +$44.7M | +26% | 26% | 73.4% | 2 | 0% |
|
| 3299 |
BPCA
3299
Bank Pictet & Cie (Asia)
Singapore
| $217M | -$1.29M | -0.6% | 7.72% | 30.4% | 98 | 8.16% |
|
| 3300 |
LCP
3300
Legacy Capital Partners
Milwaukee,
Wisconsin
| $217M | +$12.8M | +6% | 8.86% | 85.6% | 139 | 10.07% |
|