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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3751 |
SA
3751
Sycale Advisors
New York
| $253M | -$27.4M | -10% | 6.8% | 31.5% | 28 | 32.14% |
|
| 3752 |
RFM
3752
RPD Fund Management
New York
| $253M | -$25.2M | -9% | 14.5% | – | 7 | 14.29% |
|
| 3753 |
HA
3753
Hamel Associates
Chatham,
New Jersey
| $253M | -$877K | -0.3% | 4.67% | 50.6% | 84 | 13.1% |
|
| 3754 |
HF
3754
Halpern Financial
Ashburn,
Virginia
| $253M | -$3.78M | -1% | 5.93% | 26.3% | 336 | 42.26% |
|
| 3755 |
ARAM
3755
Ardmore Road Asset Management
New York
| $253M | +$98.2M | +64% | 3.5% | 245% | 36 | 47.22% |
|
| 3756 |
WC
3756
Winmill & Co
Walpole,
New Hampshire
| $253M | -$23.1M | -8% | 6.51% | 146% | 80 | 12.5% |
|
| 3757 |
TCCM
3757
Timber Creek Capital Management
Boston,
Massachusetts
| $253M | -$49.9M | -16% | 6.12% | 139% | 141 | 9.22% |
|
| 3758 |
SFA
3758
Source Financial Advisors
New York
| $253M | -$2.58M | -1% | 0.91% | 18.5% | 117 | 14.53% |
|
| 3759 |
LRWA
3759
Long Run Wealth Advisors
Lake Placid,
New York
| $252M | -$5.75M | -2% | 5.31% | 50.5% | 102 | 19.61% |
|
| 3760 |
NO
3760
Ninety One
Cape Town,
South Africa
| $252M | -$30.1M | -11% | 5.05% | 193% | 103 | 31.07% |
|
| 3761 |
RAM
3761
Riggs Asset Management
Dallas,
Pennsylvania
| $252M | +$9.94M | +4% | 1.92% | 207% | 359 | 20.61% |
|
| 3762 |
OFS
3762
OneAscent Financial Services
Birmingham,
Alabama
| $252M | +$31.5M | +14% | 5.05% | 63.8% | 249 | 32.93% |
|
| 3763 |
NL
3763
NVWM LLC
Yardley,
Pennsylvania
| $252M | -$5.44M | -2% | 2.38% | 107% | 528 | 17.99% |
|
| 3764 |
IIC
3764
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $252M | -$24.9M | -9% | 5.09% | 70.2% | 259 | 17.37% |
|
| 3765 |
ESB
3765
Essex Savings Bank
Essex,
Connecticut
| $252M | -$10M | -4% | 3.53% | 84.5% | 225 | 14.22% |
|
| 3766 |
CA
3766
Claro Advisors
Boston,
Massachusetts
| $252M | $0 | 0% | 5.49% | 85.5% | 280 | 1.43% |
|
| 3767 |
OPA
3767
Old Port Advisors
Portland,
Maine
| $251M | -$7.07M | -3% | 6.69% | 106% | 225 | 7.56% |
|
| 3768 |
AMG
3768
Advisors Management Group
La Crosse,
Wisconsin
| $251M | -$33.9M | -12% | 8.74% | 125% | 148 | 10.14% |
|
| 3769 |
CWM
3769
Centric Wealth Management
Chicago,
Illinois
| $251M | -$21.2M | -8% | 5.89% | 44.4% | 144 | 31.94% |
|
| 3770 |
SWRP
3770
Summit Wealth & Retirement Planning
San Ramon,
California
| $251M | -$9.27M | -4% | 4.35% | 67.6% | 118 | 14.41% |
|
| 3771 |
PC
3771
Packer & Co
Cottesloe,
Australia
| $251M | +$15.8M | +7% | 2.96% | – | 3 | 33.33% |
|
| 3772 |
CA
3772
Cumberland Advisors
Sarasota,
Florida
| $251M | -$49.9M | -17% | 5.44% | 73.5% | 57 | 8.77% |
|
| 3773 |
VEA
3773
Virtus ETF Advisers
New York
| $251M | -$19M | -7% | 2.98% | 177% | 477 | 17.61% |
|
| 3774 |
MWM
3774
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $251M | +$7.74M | +3% | 3.84% | 119% | 85 | 18.82% |
|
| 3775 |
MM
3775
Meridian Management
Little Rock,
Arkansas
| $251M | -$7.86M | -3% | 4.79% | 57.8% | 76 | 13.16% |
|