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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
54.88%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3476 |
OIS
3476
Okabena Investment Services
Minneapolis,
Minnesota
| $519M | -$5.45M | -1% | 0.73% | 72.4% | 156 | 16.03% |
|
| 3477 |
PTP
3477
Platform Technology Partners
New York
| $519M | +$49.1M | +10% | 1.04% | – | 356 | 30.34% |
|
| 3478 |
WS
3478
Wendel SE
Paris,
| $518M | +$48.5M | +10% | 10.3% | – | 1 | 0% |
|
| 3479 |
WPP
3479
Whalerock Point Partners
Providence,
Rhode Island
| $518M | -$7.56M | -1% | 2.25% | 103% | 202 | 6.93% |
|
| 3480 |
GFWA
3480
Grey Fox Wealth Advisors
Rockland,
Delaware
| $518M | +$29.5M | +6% | 0.72% | 41.9% | 143 | 8.39% |
|
| 3481 |
LHC
3481
Lodge Hill Capital
New York
| $518M | -$11.4M | -2% | 4.28% | 11.7% | 27 | 37.04% |
|
| 3482 |
WP
3482
WealthPLAN Partners
Omaha,
Nebraska
| $518M | -$152M | -23% | 0.67% | 61.3% | 287 | 28.22% |
|
| 3483 |
AAM
3483
AR Asset Management
West Hollywood,
California
| $517M | +$27.8M | +6% | 2.86% | 64.9% | 123 | 9.76% |
|
| 3484 |
RCI
3484
RS Crum Inc
Newport Beach,
California
| $517M | +$16.5M | +3% | 1.37% | 48.5% | 104 | 8.65% |
|
| 3485 |
SC
3485
Schoolcraft Capital
Boulder,
Colorado
| $516M | +$1.56M | +0.3% | 0.6% | 54.3% | 67 | 4.48% |
|
| 3486 |
MAC
3486
Mason & Associates (California)
Los Angeles,
California
| $516M | -$15.1M | -3% | 1.73% | 68.5% | 171 | 14.62% |
|
| 3487 |
WPA
3487
West Paces Advisors
Atlanta,
Georgia
| $516M | -$821K | -0.2% | 0.53% | 53.2% | 213 | 13.62% |
|
| 3488 |
SCP
3488
Sivia Capital Partners
Mill Valley,
California
| $516M | +$21.8M | +4% | 0.44% | – | 643 | 43.23% |
|
| 3489 |
CA
3489
Cambridge Advisors
Omaha,
Nebraska
| $515M | -$10M | -2% | 0.9% | 52.9% | 182 | 5.49% |
|
| 3490 |
TAM
3490
TFG Asset Management
Grand Cayman,
Cayman Islands
| $515M | +$40.8M | +9% | 16.4% | 72.1% | 40 | 40% |
|
| 3491 |
VPP
3491
Vertex Planning Partners
Downers Grove,
Illinois
| $515M | +$84.5M | +20% | 1.88% | 42.5% | 144 | 15.97% |
|
| 3492 |
WAM
3492
Winslow Asset Management
Beachwood,
Ohio
| $515M | -$27.5M | -5% | 0.96% | 89.9% | 82 | 6.1% |
|
| 3493 |
PDIP
3493
Palo Duro Investment Partners
Chicago,
Illinois
| $515M | +$181M | +54% | 34.8% | 86.5% | 29 | 24.14% |
|
| 3494 |
SL
3494
Systelligence LLC
Bloomington,
Minnesota
| $514M | -$10.9M | -2% | 0.21% | 57.3% | 69 | 43.48% |
|
| 3495 |
AGC
3495
Aspen Grove Capital
Avon,
Colorado
| $514M | -$62.5M | -11% | 4.6% | 77% | 220 | 16.36% |
|
| 3496 |
TI
3496
TrueMark Investments
Chicago,
Illinois
| $514M | -$9.77M | -2% | 6.07% | – | 288 | 58.68% |
|
| 3497 |
HW
3497
Hamilton Wealth
Encino,
California
| $513M | -$12.2M | -2% | 2.89% | 108% | 135 | 33.33% |
|
| 3498 |
SEP
3498
Southland Equity Partners
Wildwood,
Missouri
| $513M | +$6.38M | +1% | 0.66% | 58.6% | 282 | 12.41% |
|
| 3499 |
MWM
3499
Mattern Wealth Management
Lawrence,
Kansas
| $513M | -$6.61M | -1% | 0.25% | 54% | 166 | 10.84% |
|
| 3500 |
KA
3500
Kozak & Associates
Highlands Ranch,
Colorado
| $513M | -$4.7M | -0.9% | 4.82% | 97.4% | 462 | 10.82% |
|