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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
APA
3526
Astoria Portfolio Advisors
New York
| $593M | +$123M | +26% | 16.4% | 75.4% | 369 | 22.76% | 1.6 |
|
| 3527 |
MGIA
3527
Matthew Goff Investment Advisor
Houston,
Texas
| $593M | -$7.24M | -1% | 18.2% | 89.6% | 117 | 30.77% | 4.5 |
|
| 3528 |
FFA
3528
Florida Financial Advisors
Tampa,
Florida
| $592M | +$174M | +42% | 37.2% | – | 396 | 28.54% | 1.1 |
|
| 3529 |
SIM
3529
Studio Investment Management
Chicago,
Illinois
| $592M | +$37.1M | +7% | 8.06% | 47.2% | 192 | 9.9% | 3.2 |
|
| 3530 |
DSC
3530
Duncker Streett & Co
St. Louis,
Missouri
| $591M | +$64.7M | +12% | 16.6% | 90.9% | 548 | 7.3% | 7 |
|
| 3531 |
AIM
3531
Anatole Investment Management
Central,
Hong Kong
| $590M | -$126M | -18% | 145% | 3,486% | 21 | 66.67% | 0.3 |
|
| 3532 |
DWA
3532
Dorsey Wright & Associates
Pasadena,
California
| $590M | -$217M | -27% | 31.2% | 311% | 195 | 51.79% | 0.8 |
|
| 3533 |
ECM
3533
Estuary Capital Management
Wayzata,
Minnesota
| $589M | -$8.35M | -1% | 10.9% | – | 33 | 69.7% | 0.4 |
|
| 3534 |
CAM
3534
CenterStar Asset Management
Chicago,
Illinois
| $589M | -$209M | -26% | 18.4% | 104% | 566 | 76.86% | 0.4 |
|
| 3535 |
HSG
3535
Helen Stephens Group
Fort Worth,
Texas
| $589M | +$87.5M | +17% | 9.86% | 53.4% | 136 | 11.76% | 2.3 |
|
| 3536 |
SP
3536
Solel Partners
Boston,
Massachusetts
| $588M | +$121M | +26% | 22.2% | 25.9% | 25 | 28% | 1.5 |
|
| 3537 |
NWA
3537
New World Advisors
Hingham,
Massachusetts
| $588M | +$19.6M | +3% | 1.63% | 84.1% | 127 | 36.22% | 1.5 |
|
| 3538 |
TC
3538
Triata Capital
Hong Kong
| $588M | +$36.5M | +7% | 10.9% | – | 14 | 14.29% | 1.3 |
|
| 3539 |
NI
3539
Nuance Investments
Kansas City,
Missouri
| $588M | -$129M | -18% | 4.55% | 3.13% | 56 | 30.36% | 2.4 |
|
| 3540 |
WFA
3540
WestHill Financial Advisors
San Rafael,
California
| $587M | +$64.4M | +12% | 12.4% | 62.9% | 85 | 14.12% | 3.7 |
|
| 3541 |
CFMC
3541
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $587M | +$64.3M | +12% | 14% | 63.3% | 221 | 11.31% | 6.5 |
|
| 3542 |
WPP
3542
Whalerock Point Partners
Providence,
Rhode Island
| $587M | +$68.7M | +13% | 15.5% | 103% | 213 | 10.33% | 5.5 |
|
| 3543 |
MWA
3543
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $587M | +$78.5M | +15% | 14.1% | 68.6% | 106 | 23.58% | 2.4 |
|
| 3544 |
DCP
3544
Davern Capital Partners
Ny,
New York
| $587M | +$222M | +61% | 7.47% | – | 20 | 40% | 0.3 |
|
| 3545 |
ROC
3545
Running Oak Capital
Edina,
Minnesota
| $587M | -$154M | -21% | 3.21% | 32.7% | 63 | 19.05% | 3.5 |
|
| 3546 |
ETS
3546
ESL Trust Services
Rochester,
New York
| $587M | +$62.9M | +12% | 12.4% | 53.9% | 277 | 10.83% | 1.8 |
|
| 3547 |
HNW
3547
High Note Wealth
Deephaven,
Minnesota
| $586M | +$77.4M | +15% | 13.5% | 73% | 1,033 | 16.46% | 1.4 |
|
| 3548 |
RFG
3548
REAP Financial Group
Austin,
Texas
| $586M | +$78.9M | +16% | 12.1% | – | 587 | 16.87% | 1.8 |
|
| 3549 |
BWP
3549
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $585M | +$74.5M | +15% | 11.9% | 50.7% | 145 | 15.17% | 3.5 |
|
| 3550 |
HCM
3550
Hutchinson Capital Management
San Rafael,
California
| $584M | +$39.6M | +7% | 7.84% | 52.6% | 112 | 16.96% | 4.8 |
|