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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
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
44.55%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3501 |
KA
3501
Kozak & Associates
Highlands Ranch,
Colorado
| $513M | -$4.7M | -0.9% | 4.82% | 97.4% | 462 | 10.82% |
|
| 3502 |
GA
3502
GoalVest Advisory
New York
| $512M | -$10.1M | -2% | 1.84% | 86.8% | 557 | 28.01% |
|
| 3503 |
CMA
3503
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $511M | -$7.02M | -1% | 1.81% | 53.8% | 1,217 | 43.14% |
|
| 3504 |
MWAM
3504
Manhattan West Asset Management
Los Angeles,
California
| $511M | +$22.6M | +5% | 2.73% | 65.6% | 155 | 12.9% |
|
| 3505 |
AFG
3505
ABLE Financial Group
Scottsdale,
Arizona
| $511M | +$18.8M | +4% | 1.66% | 57.8% | 231 | 19.91% |
|
| 3506 |
CTAF
3506
Call To Action Foundation
Salt Lake City,
Utah
| $511M | -$23.6M | -4% | 4.72% | – | 1 | 0% |
|
| 3507 |
BWP
3507
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $511M | -$13.9M | -3% | 2.59% | 50.7% | 136 | 11.76% |
|
| 3508 |
HIM
3508
HughesLittle Investment Management
Vancouver,
| $511M | -$92.9M | -15% | 8.32% | 106% | 14 | 0% |
|
| 3509 |
NIEF
3509
Nalanda India Equity Fund
Mauritius
| $510M | -$131M | -20% | 20.4% | 30.2% | 1 | 0% |
|
| 3510 |
JF
3510
JSF Financial
Los Angeles,
California
| $510M | +$27.6M | +6% | 1.96% | 79% | 139 | 14.39% |
|
| 3511 |
B
3511
BetterWealth
San Jose,
California
| $510M | +$71.2M | +16% | 0.27% | 55.7% | 86 | 19.77% |
|
| 3512 |
PP
3512
Paloma Partners
Greenwich,
Connecticut
| $510M | -$39.6M | -7% | 3.19% | 322% | 83 | 61.45% |
|
| 3513 |
PWMG
3513
Prestige Wealth Management Group
Flemington,
New Jersey
| $509M | -$14.8M | -3% | 1.3% | 55.8% | 1,182 | 19.63% |
|
| 3514 |
HNW
3514
High Note Wealth
Deephaven,
Minnesota
| $509M | -$1.88M | -0.4% | 1.88% | 73% | 1,012 | 17.09% |
|
| 3515 |
HPC
3515
Hobart Private Capital
Charlotte,
North Carolina
| $509M | -$3.71M | -0.7% | 1.64% | 52.5% | 146 | 21.23% |
|
| 3516 |
MCA
3516
Magnolia Capital Advisors
Jackson,
Mississippi
| $509M | +$33M | +7% | 0.39% | 78.7% | 306 | 20.59% |
|
| 3517 |
MC
3517
Machina Capital
Paris,
France
| $508M | -$15.5M | -3% | 0.67% | 34.8% | 471 | 52.65% |
|
| 3518 |
WDG
3518
Wealth Dimensions Group
Cincinnati,
Ohio
| $508M | +$4.35M | +0.9% | 0.19% | 57.1% | 179 | 10.06% |
|
| 3519 |
MWA
3519
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $508M | +$35M | +7% | 1.49% | 64.7% | 94 | 17.02% |
|
| 3520 |
OWP
3520
ORG Wealth Partners
Dallas,
Texas
| $508M | +$82.5M | +19% | 2.87% | – | 716 | 18.44% |
|
| 3521 |
BC
3521
Bricktown Capital
Detroit,
Michigan
| $508M | -$86.1M | -15% | 2.61% | 40.8% | 32 | 21.88% |
|
| 3522 |
MCM
3522
Maltese Capital Management
New York
| $508M | -$55.6M | -10% | 0.82% | 114% | 116 | 18.1% |
|
| 3523 |
WMG
3523
WESCAP Management Group
Glendale,
California
| $508M | +$14.2M | +3% | 2.5% | 45.7% | 108 | 3.7% |
|
| 3524 |
BA
3524
BCM Advisors
Lafayette,
Louisiana
| $507M | -$15M | -3% | 2.8% | 59.3% | 79 | 8.86% |
|
| 3525 |
RFG
3525
REAP Financial Group
Austin,
Texas
| $507M | +$14.4M | +3% | 0.08% | – | 595 | 18.15% |
|