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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3426 |
UFF
3426
USA Financial Formulas
Ada,
Michigan
| $531M | -$19.1M | -3% | 4.46% | 78% | 528 | 38.83% |
|
| 3427 |
CRB
3427
Chad R. Baker
| $530M | -$27.2M | -5% | 3.3% | 108% | 57 | 1.75% |
|
| 3428 |
EPA
3428
Element Pointe Advisors
Miami,
Florida
| $530M | +$12.7M | +2% | 3.45% | 54.9% | 92 | 10.87% |
|
| 3429 |
SWA
3429
SOA Wealth Advisors
New York
| $530M | -$62.5M | -11% | 3.35% | 79.1% | 901 | 7.66% |
|
| 3430 |
TM
3430
Taproot Management
New York
| $530M | -$87.6M | -14% | 0.75% | – | 243 | 65.43% |
|
| 3431 |
OMC
3431
Overbrook Management Corp
New York
| $529M | -$49.9M | -9% | 4.46% | 146% | 55 | 23.64% |
|
| 3432 |
LI
3432
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $529M | +$26.9M | +5% | 1.75% | – | 229 | 12.66% |
|
| 3433 |
MFS
3433
McNamara Financial Services
Marshfield,
Massachusetts
| $528M | +$1.21M | +0.2% | 0.68% | 42.6% | 103 | 5.83% |
|
| 3434 |
SLC
3434
Second Line Capital
Metairie,
Louisiana
| $528M | +$41.4M | +9% | 2% | – | 195 | 20% |
|
| 3435 |
LC
3435
Lincoln Capital
Lincoln,
Nebraska
| $528M | -$24.1M | -4% | 3.69% | 63.8% | 139 | 8.63% |
|
| 3436 |
VP
3436
Verum Partners
Charlotte,
North Carolina
| $527M | +$30.5M | +6% | 0.41% | 53.9% | 180 | 8.33% |
|
| 3437 |
OC
3437
Oakmont Corp
Los Angeles,
California
| $526M | -$51.6M | -9% | 10.3% | 75.2% | 31 | 0% |
|
| 3438 |
VU
3438
Vanderbilt University
Nashville,
Tennessee
| $526M | -$59.3M | -10% | 4.4% | 61.8% | 84 | 34.52% |
|
| 3439 |
PWM
3439
Praetorian Wealth Management
Carmel,
California
| $526M | +$22.5M | +4% | 2.42% | 53.8% | 79 | 8.86% |
|
| 3440 |
DSC
3440
Duncker Streett & Co
St. Louis,
Missouri
| $526M | -$36.6M | -6% | 1.63% | 90.9% | 553 | 6.69% |
|
| 3441 |
IA
3441
Insight Advisors
Newtown,
Pennsylvania
| $525M | -$135M | -20% | 1.51% | 66.7% | 297 | 22.9% |
|
| 3442 |
FWM
3442
Fonville Wealth Management
Richmond,
Virginia
| $525M | +$36.2M | +7% | 0.2% | – | 141 | 12.06% |
|
| 3443 |
VWS
3443
Virtus Wealth Solutions
Cranford,
New Jersey
| $525M | -$1.51M | -0.3% | 18.5% | – | 66 | 39.39% |
|
| 3444 |
CAM
3444
Columbia Asset Management
Ann Arbor,
Michigan
| $525M | -$37.6M | -7% | 0.44% | 84.4% | 181 | 9.94% |
|
| 3445 |
HCA
3445
Harbour Capital Advisors
Tysons Corner,
Virginia
| $525M | +$33.8M | +7% | 4.05% | 161% | 331 | 32.33% |
|
| 3446 |
DA
3446
Drake & Associates
Waukesha,
Wisconsin
| $525M | +$22.7M | +5% | 0.78% | 42.3% | 113 | 23.89% |
|
| 3447 |
GF
3447
Greenfield FTC
Reno,
Nevada
| $524M | -$236M | -31% | 3.61% | 67.1% | 3 | 0% |
|
| 3448 |
SRFM
3448
Shannon River Fund Management
New York
| $524M | -$113M | -18% | 10.6% | 337% | 39 | 61.54% |
|
| 3449 |
CM
3449
Conifer Management
New York
| $524M | -$79.8M | -13% | 20.9% | 38.1% | 6 | 16.67% |
|
| 3450 |
ETS
3450
ESL Trust Services
Rochester,
New York
| $524M | +$2.63M | +0.5% | 0.73% | 41.6% | 260 | 2.31% |
|