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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
SFS
3451
Summit Financial Strategies
Columbus,
Ohio
| $128M | +$4.11M | +3% | 0.11% | 57.8% | 45 | 11.11% | 1.8 |
|
| 3452 |
GL
3452
Globe Life
Mckinney,
Texas
| $128M | -$534K | -0.4% | 0.41% | 60.1% | 27 | 14.81% | 5.2 |
|
| 3453 |
PIMJS
3453
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $128M | +$11.8M | +10% | 1.37% | 125% | 51 | 13.73% | 4.2 |
|
| 3454 |
AWM
3454
Avior Wealth Management
Omaha,
Nebraska
| $128M | -$1.38M | -1% | 2.07% | 66% | 412 | 14.56% | 4 |
|
| 3455 |
RTS
3455
Round Table Services
Westfield,
New Jersey
| $128M | +$1.19M | +0.9% | 0.59% | 16.1% | 82 | 13.41% | 4.3 |
|
| 3456 |
TCM
3456
Tieton Capital Management
Yakima,
Washington
| $128M | -$5.24M | -4% | 0.41% | 172% | 31 | 16.13% | 5.1 |
|
| 3457 |
DM
3457
DST Managers
Grand Cayman,
Cayman Islands
| $128M | -$2.08B | -94% | 20.4% | – | 4 | 25% | 3.7 |
|
| 3458 |
PC
3458
Palo Capital
Newport Beach,
California
| $128M | +$5.07M | +4% | 1.8% | 34.6% | 144 | 29.17% | 1.4 |
|
| 3459 |
LC
3459
Lightyear Capital
New York
| $128M | +$9.69M | +8% | 8.59% | – | 3 | 0% | 2 |
|
| 3460 |
FIM
3460
Fernwood Investment Management
Quincy,
Massachusetts
| $127M | +$5.73M | +5% | 3.18% | 83.4% | 120 | 10.83% | 4.8 |
|
| 3461 |
CFN
3461
Cordasco Financial Network
Naples,
Florida
| $127M | -$12.9M | -9% | 2.15% | 31.1% | 322 | 16.15% | 4.7 |
|
| 3462 |
FA
3462
FCG Advisors
Chatham,
New Jersey
| $127M | -$67.7M | -35% | 0.34% | 19.7% | 103 | 27.18% | 5.8 |
|
| 3463 |
BLAM
3463
Bourne Lent Asset Management
Pawling,
New York
| $127M | -$4.96M | -4% | 0.29% | 76.1% | 60 | 16.67% | 1 |
|
| 3464 |
SPIO
3464
Seven Post Investment Office
San Francisco,
California
| $127M | +$4.83M | +4% | 1.4% | 52.6% | 8 | 0% | 6.8 |
|
| 3465 |
RAM
3465
RK Asset Management
Grosse Pointe Farms,
Michigan
| $127M | -$1.72M | -1% | 0.76% | 47.6% | 16 | 18.75% | 4.6 |
|
| 3466 |
VWM
3466
Vector Wealth Management
Minneapolis,
Minnesota
| $127M | +$3.58M | +3% | 1.93% | 2.13% | 77 | 5.19% | 5.6 |
|
| 3467 |
QAM
3467
Quantres Asset Management
Cayman,
Cayman Islands
| $127M | +$26.6M | +27% | 5.33% | 11% | 235 | 86.81% | 0.3 |
|
| 3468 |
OP
3468
Osmium Partners
Greenbrae,
California
| $126M | +$5.36M | +4% | 6.15% | 28.4% | 23 | 13.04% | 5.2 |
|
| 3469 |
GPSPJS
3469
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $126M | -$2.36M | -2% | 1.43% | 116% | 14 | 0% | 7.5 |
|
| 3470 |
OPPM
3470
Opus Point Partners Management
New York
| $126M | +$6.95M | +6% | 7.52% | 85.2% | 74 | 35.14% | 1.5 |
|
| 3471 |
MCA
3471
Metropolitan Capital Advisors
New York
| $126M | +$11.5M | +10% | 4.41% | – | 51 | 25.49% | 3.5 |
|
| 3472 |
WCA
3472
Westover Capital Advisors
Wilmington,
Delaware
| $126M | +$2.04M | +2% | 0.53% | 133% | 103 | 26.21% | 4.9 |
|
| 3473 |
BRWM
3473
B. Riley Wealth Management
Memphis,
Tennessee
| $126M | -$7.22M | -5% | 0.36% | 32.4% | 1,154 | 17.24% | 3.9 |
|
| 3474 |
PWS
3474
Peloton Wealth Strategists
Indianapolis,
Indiana
| $126M | -$3.33M | -3% | 0.68% | 51.3% | 78 | 12.82% | 5 |
|
| 3475 |
TIC
3475
Trees Investment Counsel
Chicago,
Illinois
| $126M | +$1.82M | +1% | 0.33% | – | 55 | 3.64% | 6.9 |
|