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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3551 |
BPCA
3551
Bank Pictet & Cie (Asia)
Singapore
| $296M | -$73.2M | -20% | 13.5% | 30.4% | 99 | 13.13% |
|
| 3552 |
EGA
3552
E&G Advisors
Houston,
Texas
| $296M | -$70.6M | -19% | 13.4% | 92.3% | 222 | 13.06% |
|
| 3553 |
PW
3553
Peninsula Wealth
San Francisco,
California
| $296M | -$55.6M | -16% | 16.1% | 30% | 72 | 15.28% |
|
| 3554 |
BT
3554
Brandywine Trust
Hockessin,
Delaware
| $295M | -$9.55M | -3% | 1.94% | 32.7% | 29 | 17.24% |
|
| 3555 |
EP
3555
Equius Partners
Novato,
California
| $295M | +$63.4M | +27% | 11.9% | – | 19 | 31.58% |
|
| 3556 |
SCP
3556
Siena Capital Partners
Chicago,
Illinois
| $295M | -$26.7M | -8% | 5.11% | 44.2% | 109 | 6.42% |
|
| 3557 |
WAM
3557
WNY Asset Management
Williamsville,
New York
| $295M | -$28.8M | -9% | 7.39% | – | 179 | 14.53% |
|
| 3558 |
MWP
3558
Moller Wealth Partners
| $295M | -$26.7M | -8% | 12.3% | 41.4% | 54 | 11.11% |
|
| 3559 |
IA
3559
Insight Advisors
Newtown,
Pennsylvania
| $295M | -$38.8M | -12% | 15.8% | 66.7% | 338 | 17.75% |
|
| 3560 |
HFS
3560
Howard Financial Services
Dallas,
Texas
| $294M | -$43.1M | -13% | 13.5% | 50.2% | 145 | 20% |
|
| 3561 |
FWP
3561
Falcon Wealth Planning
Ontario,
California
| $294M | -$25.4M | -8% | 14.6% | 52.7% | 84 | 14.29% |
|
| 3562 |
QFA
3562
Quattro Financial Advisors
The Woodlands,
Texas
| $294M | -$2.83M | -1% | 12.8% | 61.8% | 97 | 26.8% |
|
| 3563 |
WPA
3563
West Paces Advisors
Atlanta,
Georgia
| $294M | -$26.8M | -8% | 11.4% | 53.2% | 609 | 10.34% |
|
| 3564 |
ACA
3564
Affinity Capital Advisors
Berkeley,
California
| $294M | -$26.1M | -8% | 15.5% | 62% | 119 | 13.45% |
|
| 3565 |
GWM
3565
GSB Wealth Management
Guilford,
Connecticut
| $293M | -$49.4M | -14% | 9.87% | 61.8% | 220 | 10.45% |
|
| 3566 |
SA
3566
Scarborough Advisors
Annapolis,
Maryland
| $293M | -$19.8M | -6% | 12.5% | 58.4% | 67 | 31.34% |
|
| 3567 |
NI
3567
Nepsis Inc
Minneapolis,
Minnesota
| $293M | -$41.9M | -12% | 8.3% | 116% | 35 | 25.71% |
|
| 3568 |
TCM
3568
Tekne Capital Management
New York
| $293M | -$180M | -38% | 28.9% | 516% | 14 | 0% |
|
| 3569 |
NDSI
3569
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $293M | -$228M | -44% | 12% | 73.5% | 218 | 26.61% |
|
| 3570 |
BL
3570
BCWM LLC
Overland Park,
Kansas
| $293M | -$42.1M | -13% | 10.8% | – | 62 | 14.52% |
|
| 3571 |
ACM
3571
Aquilo Capital Management
San Francisco,
California
| $293M | -$387M | -57% | 21.8% | 6.84% | 15 | 20% |
|
| 3572 |
SW
3572
SkyOak Wealth
Southfield,
Michigan
| $293M | -$67.1M | -19% | 13.6% | 73.4% | 259 | 21.24% |
|
| 3573 |
CCB
3573
Cutter & Co Brokerage
Ballwin,
Missouri
| $293M | -$43.2M | -13% | 14.2% | 40.4% | 250 | 16% |
|
| 3574 |
RPA
3574
Rock Point Advisors
Burlington,
Vermont
| $293M | -$42.6M | -13% | 13.6% | 82.8% | 105 | 12.38% |
|
| 3575 |
MWM
3575
Mascoma Wealth Management
Hanover,
New Hampshire
| $293M | -$21.5M | -7% | 10.6% | 40% | 647 | 12.98% |
|