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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3776 |
IG
3776
Inherent Group
New York
| $201M | +$125M | +164% | 12.7% | 61.7% | 23 | 34.78% |
|
| 3777 |
SI
3777
SimpliFi Inc
San Diego,
California
| $201M | +$10.1M | +5% | 3.69% | 26.7% | 25 | 20% |
|
| 3778 |
SCM
3778
Stormborn Capital Management
Greenwich,
Connecticut
| $201M | +$114M | +131% | 31.8% | 256% | 35 | 51.43% |
|
| 3779 |
CF
3779
Corrigan Financial
Middletown,
Rhode Island
| $201M | +$14.5M | +8% | 8.09% | 9.54% | 67 | 19.4% |
|
| 3780 |
KCP
3780
KDI Capital Partners
Raleigh,
North Carolina
| $201M | +$8.28M | +4% | 8.61% | 77.1% | 30 | 3.33% |
|
| 3781 |
SPC
3781
Stony Point Capital
New York
| $200M | +$23.5M | +13% | 15.8% | 208% | 33 | 39.39% |
|
| 3782 |
CIC
3782
Chase Investment Counsel
Charlottesville,
Virginia
| $200M | +$2.68M | +1% | 14.7% | 350% | 117 | 41.03% |
|
| 3783 |
AC
3783
Albar Capital
London,
United Kingdom
| $200M | +$8M | +4% | 17.3% | 163% | 49 | 77.55% |
|
| 3784 |
PFS
3784
Physicians Financial Services
Raleigh,
North Carolina
| $200M | +$19.4M | +11% | 13.6% | 100% | 110 | 7.27% |
|
| 3785 |
BFC
3785
Bedel Financial Consulting
Indianapolis,
Indiana
| $200M | +$14.5M | +8% | 3.12% | 104% | 887 | 9.47% |
|
| 3786 |
LTI
3786
Laffer Tengler Investments
Nashville,
Tennessee
| $200M | +$25.9M | +15% | 5.68% | 96.5% | 286 | 15.73% |
|
| 3787 |
SA
3787
Stewardship Advisors
Mount Joy,
Pennsylvania
| $200M | +$19.4M | +11% | 4.6% | 42.6% | 37 | 10.81% |
|
| 3788 |
SP
3788
SWS Partners
Columbus,
Ohio
| $200M | +$121M | +154% | 8.61% | 112% | 118 | 43.22% |
|
| 3789 |
S
3789
SimplyRich
Carlsbad,
California
| $199M | +$17.7M | +10% | 8.99% | 98.3% | 150 | 9.33% |
|
| 3790 |
PIA
3790
Perennial Investment Advisors
Los Angeles,
California
| $199M | +$51.7M | +35% | 13.7% | 84.3% | 163 | 26.99% |
|
| 3791 |
1C
3791
1623 Capital
Alexandria,
Virginia
| $199M | +$55.9M | +39% | 15.6% | 11.9% | 41 | 12.2% |
|
| 3792 |
AWA
3792
Arkadios Wealth Advisors
Atlanta,
Georgia
| $199M | +$19.1M | +11% | 8.71% | 91.1% | 1,163 | 19.35% |
|
| 3793 |
SM
3793
Saya Management
New York
| $199M | +$3.16M | +2% | 16.2% | 34.8% | 14 | 42.86% |
|
| 3794 |
IF
3794
Ironwood Financial
Tucson,
Arizona
| $199M | +$13.9M | +8% | 3.11% | 48.8% | 458 | 8.3% |
|
| 3795 |
QPWM
3795
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $199M | +$25.5M | +15% | 10.7% | 87.9% | 191 | 13.61% |
|
| 3796 |
AP
3796
Atlas Principals
Charlotte,
North Carolina
| $199M | +$64.2M | +48% | 27.5% | – | 47 | 46.81% |
|
| 3797 |
PFSC
3797
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $199M | +$8.82M | +5% | 6.4% | 93% | 312 | 7.05% |
|
| 3798 |
ST
3798
Somerset Trust
Somerset,
Pennsylvania
| $199M | +$11M | +6% | 8.37% | 69.7% | 124 | 8.87% |
|
| 3799 |
ECM
3799
Engine Capital Management
New York
| $198M | +$46.3M | +30% | 8.6% | 21.1% | 43 | 41.86% |
|
| 3800 |
SCP
3800
Siena Capital Partners
Chicago,
Illinois
| $198M | -$14.6M | -7% | 2.41% | 44.2% | 114 | 3.51% |
|