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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3626 |
BHWA
3626
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $284M | -$22.4M | -7% | 3.82% | 143% | 80 | 31.25% |
|
| 3627 |
MCM
3627
Moerus Capital Management
New York
| $283M | -$77.6M | -21% | 16.8% | 220% | 13 | 0% |
|
| 3628 |
MPU
3628
MVM Partners (UK)
London,
United Kingdom
| $283M | +$3.56M | +1% | 3.53% | – | 3 | 0% |
|
| 3629 |
CCM
3629
Corsair Capital Management
New York
| $283M | -$121M | -30% | 19% | 435% | 130 | 36.15% |
|
| 3630 |
FA
3630
Financial Advisors
Andover,
Massachusetts
| $283M | -$37.3M | -12% | 13.4% | 71.5% | 90 | 18.89% |
|
| 3631 |
SPC
3631
Stony Point Capital
New York
| $283M | -$145M | -34% | 22.9% | 208% | 37 | 21.62% |
|
| 3632 |
JWCA
3632
J.W. Coons Advisors
Columbus,
Ohio
| $283M | -$52.6M | -16% | 10.9% | 61.2% | 278 | 19.42% |
|
| 3633 |
EWA
3633
Encompass Wealth Advisors
Portland,
Oregon
| $283M | -$114M | -29% | 11% | 63.2% | 379 | 40.63% |
|
| 3634 |
HC
3634
Hourglass Capital
Houston,
Texas
| $282M | -$37.5M | -12% | 11.3% | 89.6% | 112 | 13.39% |
|
| 3635 |
BFC
3635
Blue Fin Capital
Warren,
Rhode Island
| $282M | -$62.6M | -18% | 16% | 125% | 141 | 12.06% |
|
| 3636 |
NO
3636
Ninety One
Cape Town,
South Africa
| $282M | -$75.3M | -21% | 15.2% | 193% | 117 | 28.21% |
|
| 3637 |
GPWA
3637
Great Point Wealth Advisors
Boston,
Massachusetts
| $282M | -$38.7M | -12% | 14.2% | – | 67 | 13.43% |
|
| 3638 |
ODG
3638
O'Dell Group
Cincinnati,
Ohio
| $282M | -$56.7M | -17% | 12.9% | 72.2% | 595 | 26.05% |
|
| 3639 |
AI
3639
AXS Investments
Port Chester,
New York
| $282M | +$30.9M | +12% | 16.5% | 104% | 231 | 53.68% |
|
| 3640 |
HCM
3640
Horrell Capital Management
Little Rock,
Arkansas
| $282M | -$25.7M | -8% | 10.7% | 55.1% | 207 | 6.76% |
|
| 3641 |
MJP
3641
Michael J. Puzo
| $282M | -$50.7M | -15% | 12.3% | 90.3% | 78 | 6.41% |
|
| 3642 |
RCM
3642
Riverwood Capital Management
Menlo Park,
California
| $282M | -$279M | -50% | 32.2% | 46.5% | 6 | 0% |
|
| 3643 |
DA
3643
Doliver Advisors
Houston,
Texas
| $282M | -$34.8M | -11% | 8.33% | 81% | 185 | 20% |
|
| 3644 |
SAM
3644
Socorro Asset Management
Dallas,
Texas
| $281M | -$78.5M | -22% | 13.8% | 43.8% | 34 | 0% |
|
| 3645 |
RIM
3645
Reynolds Investment Management
Greenville,
South Carolina
| $281M | -$57.7M | -17% | 11.4% | – | 110 | 10.91% |
|
| 3646 |
LCM
3646
Liberty Capital Management
Birmingham,
Michigan
| $281M | -$61.2M | -18% | 12.9% | – | 146 | 11.64% |
|
| 3647 |
FVCM
3647
F&V Capital Management
Boca Raton,
Florida
| $281M | -$48.9M | -15% | 12.2% | 107% | 63 | 19.05% |
|
| 3648 |
SWM
3648
Selective Wealth Management
Forest,
Virginia
| $281M | +$5.03M | +2% | 16.3% | 62.6% | 845 | 18.7% |
|
| 3649 |
CPX
3649
Canaan Partners XI
Menlo Park,
California
| $281M | +$40.6M | +17% | 40.7% | 1,312% | 6 | 0% |
|
| 3650 |
AA
3650
Aire Advisors
Beverly Hills,
California
| $281M | +$316K | +0.1% | 15.4% | 72% | 166 | 22.89% |
|