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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3876 |
CA
3876
Crumly & Associates
Springfield,
Illinois
| $362M | +$14.5M | +4% | 5.56% | 55.2% | 157 | 18.47% |
|
| 3877 |
WAS
3877
Winch Advisory Services
Appleton,
Wisconsin
| $362M | +$11.9M | +3% | 3.83% | 80.8% | 498 | 13.45% |
|
| 3878 |
MCM
3878
Monument Capital Management
Alexandria,
Virginia
| $362M | +$21.7M | +6% | 9.96% | 160% | 214 | 26.17% |
|
| 3879 |
KWS
3879
Keystone Wealth Services
Palm Desert,
California
| $362M | +$40.2M | +12% | 4.71% | 80.1% | 262 | 15.27% |
|
| 3880 |
PEGL
3880
P/E Global LLC
Boston,
Massachusetts
| $361M | -$6.72M | -2% | 5.57% | 40.8% | 3 | 0% |
|
| 3881 |
EGA
3881
E&G Advisors
Houston,
Texas
| $361M | +$21.2M | +6% | 5.15% | 92.3% | 222 | 9.01% |
|
| 3882 |
MC
3882
Meteora Capital
Boca Raton,
Florida
| $361M | -$186M | -34% | 1.97% | 56.9% | 304 | 47.37% |
|
| 3883 |
OPA
3883
Old Port Advisors
Portland,
Maine
| $360M | +$25.1M | +8% | 7.5% | 106% | 241 | 7.88% |
|
| 3884 |
AA
3884
Addison Advisors
Middlebury,
Vermont
| $360M | +$50.1M | +16% | 5.88% | 50.2% | 867 | 14.3% |
|
| 3885 |
MFS
3885
Madrona Financial Services
Everett,
Washington
| $360M | +$34.3M | +11% | 4.47% | 75.4% | 115 | 14.78% |
|
| 3886 |
CWA
3886
Cornerstone Wealth Advisors
Edina,
Minnesota
| $360M | +$25.6M | +8% | 5.11% | 42.6% | 50 | 4% |
|
| 3887 |
WWP
3887
WR Wealth Planners
Columbia,
Missouri
| $360M | +$31.7M | +10% | 6.09% | 22.1% | 1,223 | 13.16% |
|
| 3888 |
CT
3888
ClearAlpha Technologies
Greenwich,
Connecticut
| $359M | +$57.3M | +19% | 6.5% | – | 336 | 70.24% |
|
| 3889 |
FFA
3889
Founders Financial Alliance
Raleigh,
North Carolina
| $359M | +$22M | +7% | 6.38% | 84.9% | 600 | 8.67% |
|
| 3890 |
LC
3890
Landaas & Company
Milwaukee,
Wisconsin
| $359M | +$31M | +9% | 5.99% | 60.3% | 92 | 13.04% |
|
| 3891 |
HC
3891
Hourglass Capital
Houston,
Texas
| $359M | +$22.7M | +7% | 8.55% | 89.6% | 108 | 6.48% |
|
| 3892 |
GFWA
3892
Grey Fox Wealth Advisors
Rockland,
Delaware
| $359M | +$74.5M | +26% | 5.78% | 41.9% | 161 | 36.02% |
|
| 3893 |
STAS
3893
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $359M | +$54.1M | +18% | 9.21% | 131% | 107 | 15.89% |
|
| 3894 |
S
3894
SimplyRich
Carlsbad,
California
| $359M | +$42.7M | +14% | 6.75% | 98.3% | 229 | 25.76% |
|
| 3895 |
RCP
3895
Rothschild Capital Partners
New York
| $359M | +$8.54M | +2% | 4.26% | 90.8% | 49 | 4.08% |
|
| 3896 |
ZEP
3896
Zeno Equity Partners
London,
United Kingdom
| $359M | -$17.3M | -5% | 4.67% | – | 17 | 23.53% |
|
| 3897 |
PDL
3897
Portfolio Design Labs
Encino,
California
| $358M | +$34.3M | +11% | 4.41% | – | 147 | 40.14% |
|
| 3898 |
IWM
3898
Integris Wealth Management
Monterey,
California
| $358M | +$11.8M | +3% | 6.49% | 56.1% | 106 | 14.15% |
|
| 3899 |
DC
3899
DeDora Capital
Napa,
California
| $358M | +$32.4M | +10% | 6.35% | 81.7% | 111 | 5.41% |
|
| 3900 |
GL
3900
Globe Life
Mckinney,
Texas
| $357M | +$26.2M | +8% | 5.68% | 60.1% | 2 | 0% |
|