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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3601 |
WFA
3601
Wellspring Financial Advisors
Cleveland,
Ohio
| $287M | -$52.2M | -15% | 13.9% | 77.2% | 146 | 40.41% |
|
| 3602 |
CH
3602
Canton Hathaway
Providence,
Rhode Island
| $287M | -$70.4M | -20% | 17.4% | 84.7% | 267 | 21.35% |
|
| 3603 |
FA
3603
Fermata Advisors
Sonoma,
California
| $287M | +$20M | +8% | 11.1% | 49.3% | 206 | 33.5% |
|
| 3604 |
TWM
3604
Thrive Wealth Management
Audubon,
Pennsylvania
| $287M | -$51.4M | -15% | 14.2% | 73.8% | 167 | 17.96% |
|
| 3605 |
LIP
3605
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $287M | +$121M | +73% | 16.1% | 96.2% | 82 | 74.39% |
|
| 3606 |
NC
3606
NinePointTwo Capital
Los Angeles,
California
| $286M | -$83.2M | -23% | 11.3% | 1.62% | 284 | 52.82% |
|
| 3607 |
BS
3607
Bessemer Securities
New York
| $286M | -$56.8M | -17% | 15.3% | 45% | 132 | 9.85% |
|
| 3608 |
AIS
3608
AM Investment Strategies
Chattanooga,
Tennessee
| $286M | -$91.3M | -24% | 18.8% | 121% | 114 | 20.18% |
|
| 3609 |
CF
3609
CNA Financial
Chicago,
Illinois
| $286M | -$36.4M | -11% | 14.2% | 48.6% | 198 | 18.18% |
|
| 3610 |
SCA
3610
Stokes Capital Advisors
Greenwood,
South Carolina
| $286M | -$57.1M | -17% | 10.1% | 54.5% | 89 | 10.11% |
|
| 3611 |
CI
3611
Cavalier Investments
Alpharetta,
Georgia
| $286M | -$96.5M | -25% | 15.8% | 171% | 105 | 12.38% |
|
| 3612 |
KS
3612
Karpas Strategies
Litchfield,
Connecticut
| $286M | -$31.3M | -10% | 12.1% | 16.1% | 124 | 8.06% |
|
| 3613 |
AA
3613
Ashford Advisors
Pittsford,
New York
| $286M | -$18.8M | -6% | 15.8% | 66.5% | 17 | 17.65% |
|
| 3614 |
MSA
3614
Mason Street Advisors
Milwaukee,
Wisconsin
| $286M | +$116M | +68% | 12.9% | 32% | 11 | 9.09% |
|
| 3615 |
AMG
3615
Advisors Management Group
La Crosse,
Wisconsin
| $285M | -$10.7M | -4% | 9.06% | 125% | 148 | 15.54% |
|
| 3616 |
ECM
3616
Endurant Capital Management
San Mateo,
California
| $285M | -$94.6M | -25% | 5.51% | 18.4% | 82 | 62.2% |
|
| 3617 |
RP
3617
Rice Partnership
Honolulu,
Hawaii
| $285M | -$61.6M | -18% | 14.3% | 123% | 135 | 15.56% |
|
| 3618 |
LTI
3618
Laffer Tengler Investments
Nashville,
Tennessee
| $285M | -$47.1M | -14% | 10.3% | 96.5% | 440 | 16.14% |
|
| 3619 |
MAC
3619
Mason & Associates (California)
Los Angeles,
California
| $285M | -$42.6M | -13% | 8.95% | 68.5% | 115 | 31.3% |
|
| 3620 |
KFP
3620
Keystone Financial Planning
Cleveland,
Ohio
| $285M | -$14.3M | -5% | 5.83% | 34.1% | 49 | 12.24% |
|
| 3621 |
RF
3621
Rollins Financial
Atlanta,
Georgia
| $284M | -$55.8M | -16% | 20.4% | – | 133 | 26.32% |
|
| 3622 |
CAN
3622
Claraphi Advisory Network
Aliso Viejo,
United States
| $284M | -$61.5M | -18% | 13.1% | 88.3% | 324 | 29.32% |
|
| 3623 |
MC
3623
Mount Capital
London,
United Kingdom
| $284M | -$59.5M | -17% | 17.6% | 34.4% | 44 | 25% |
|
| 3624 |
YCM
3624
Yaupon Capital Management
New York
| $284M | +$99.8M | +54% | 10.4% | 122% | 90 | 47.78% |
|
| 3625 |
NL
3625
NKCFO LLC
Geneva,
Illinois
| $284M | -$37.8M | -12% | 10.8% | 211% | 131 | 41.22% |
|