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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3401 |
TC
3401
Towle & Co
Denver,
Colorado
| $458M | -$124M | -21% | 11.8% | 172% | 56 | 17.86% |
|
| 3402 |
SW
3402
SkyOak Wealth
Southfield,
Michigan
| $457M | -$10.9M | -2% | 2.27% | 73.4% | 280 | 21.43% |
|
| 3403 |
CA
3403
Cambridge Advisors
Omaha,
Nebraska
| $457M | +$8.55M | +2% | 0.3% | 52.9% | 178 | 7.3% |
|
| 3404 |
SF
3404
Safeguard Financial
Minocqua,
Wisconsin
| $456M | -$3.72M | -0.8% | 3.57% | 21.9% | 117 | 12.82% |
|
| 3405 |
AIM
3405
Alpine Investment Management
Hong Kong
| $456M | +$102M | +29% | 9.28% | 33.7% | 17 | 58.82% |
|
| 3406 |
CPA
3406
Capital Performance Advisors
Walnut Creek,
California
| $456M | +$143M | +46% | 1.88% | 71% | 287 | 50.17% |
|
| 3407 |
HA
3407
Herold Advisors
New York
| $455M | -$3.53M | -0.8% | 0.31% | 79.7% | 291 | 8.59% |
|
| 3408 |
CCT
3408
Chemung Canal Trust
Elmira,
New York
| $455M | -$24.6M | -5% | 0.13% | 80.9% | 126 | 4.76% |
|
| 3409 |
BSWM
3409
Boston Standard Wealth Management
Winchester,
Massachusetts
| $455M | -$59.7M | -12% | 1.49% | 42.9% | 49 | 8.16% |
|
| 3410 |
GS
3410
Gagnon Securities
New York
| $455M | -$41.8M | -8% | 8.61% | 129% | 99 | 9.09% |
|
| 3411 |
DW30
3411
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $454M | +$20.9M | +5% | 0.11% | – | 161 | 14.91% |
|
| 3412 |
CAM
3412
Covenant Asset Management
Chester,
New Jersey
| $454M | -$198M | -30% | 6.62% | 158% | 177 | 10.17% |
|
| 3413 |
PIA
3413
Pinion Investment Advisors
Wichita,
Kansas
| $454M | +$202M | +81% | 2.84% | 75.4% | 165 | 15.15% |
|
| 3414 |
CAMV
3414
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $454M | -$1.29M | -0.3% | 0.83% | 64.7% | 141 | 21.99% |
|
| 3415 |
GG
3415
GenWealth Group
Maplewood,
New Jersey
| $454M | +$14.3M | +3% | 2.85% | 67.8% | 80 | 18.75% |
|
| 3416 |
WAM
3416
Winslow Asset Management
Beachwood,
Ohio
| $453M | -$48.5M | -10% | 4.54% | 89.9% | 80 | 7.5% |
|
| 3417 |
TCP
3417
ThornTree Capital Partners
Boston,
Massachusetts
| $453M | -$317M | -41% | 5.5% | 217% | 29 | 44.83% |
|
| 3418 |
RC
3418
RV Capital
Schindellegi,
Switzerland
| $453M | -$13.6M | -3% | 1.53% | 250% | 11 | 0% |
|
| 3419 |
FNC
3419
First National Corp
Rockland,
Massachusetts
| $453M | +$11.2M | +3% | 0.11% | 56.3% | 163 | 7.98% |
|
| 3420 |
MWM
3420
Mattern Wealth Management
Lawrence,
Kansas
| $452M | -$1.35M | -0.3% | 1.79% | 54% | 174 | 7.47% |
|
| 3421 |
CCA
3421
Carrera Capital Advisors
Troy,
Michigan
| $451M | +$24.3M | +6% | 3.48% | – | 155 | 16.13% |
|
| 3422 |
FC
3422
Fulcrum Capital
Seattle,
Washington
| $451M | -$26.5M | -6% | 3.26% | 83.4% | 123 | 21.95% |
|
| 3423 |
NC
3423
NBW Capital
Boston,
Massachusetts
| $451M | -$88.7M | -16% | 2.47% | 86% | 109 | 27.52% |
|
| 3424 |
MSA
3424
Marino Stram & Associates
Braintree,
Massachusetts
| $450M | -$1.5M | -0.3% | 0.5% | 63.6% | 175 | 7.43% |
|
| 3425 |
WCA
3425
Westover Capital Advisors
Wilmington,
Delaware
| $450M | -$4.16M | -0.9% | 1.25% | 133% | 257 | 17.51% |
|