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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3901 |
IA
3901
IAM Advisory
Easton,
Pennsylvania
| $237M | -$6.74M | -3% | 4.98% | 74.5% | 86 | 17.44% |
|
| 3902 |
FSA
3902
Financial Sense Advisors
San Diego,
California
| $237M | -$36.9M | -13% | 5.95% | 152% | 108 | 25% |
|
| 3903 |
CWS
3903
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $236M | +$8.76M | +4% | 4.42% | 64.5% | 283 | 25.8% |
|
| 3904 |
GF
3904
Gries Financial
Cleveland,
Ohio
| $236M | +$26.2M | +12% | 5.5% | 71.3% | 155 | 29.68% |
|
| 3905 |
LIA
3905
LSP Investment Advisors
New York
| $236M | -$17.1M | -7% | 3.28% | 79.5% | 33 | 12.12% |
|
| 3906 |
ST
3906
SAL Trading
Bala Cynwyd,
Pennsylvania
| $236M | -$300K | -0.1% | 8.78% | 18.9% | 56 | 46.43% |
|
| 3907 |
SFA
3907
Semmax Financial Advisors
Winston Salem,
North Carolina
| $236M | -$9.03M | -4% | 6.13% | – | 300 | 6% |
|
| 3908 |
AI
3908
Aflac Inc
Columbus,
Georgia
| $236M | -$29.1M | -11% | 0.89% | 28.8% | 5 | 60% |
|
| 3909 |
RWA
3909
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $236M | +$15.5M | +7% | 2.59% | 111% | 194 | 38.66% |
|
| 3910 |
AC
3910
Athos Capital
Hong Kong
| $236M | -$29.4M | -11% | 1.44% | 110% | 150 | 22.67% |
|
| 3911 |
FFG
3911
Frisch Financial Group
Melville,
New York
| $236M | -$23M | -9% | 4.86% | 66.6% | 129 | 11.63% |
|
| 3912 |
WKWM
3912
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $236M | -$17.1M | -7% | 6.33% | 92% | 147 | 10.2% |
|
| 3913 |
CA
3913
Claar Advisors
New York
| $236M | -$19.8M | -8% | 5.93% | 65.5% | 37 | 10.81% |
|
| 3914 |
RWP
3914
Reliant Wealth Planning
Louisville,
Kentucky
| $236M | -$2.74M | -1% | 4.57% | 39.4% | 15 | 0% |
|
| 3915 |
FC
3915
FCA Corp
Houston,
Texas
| $235M | -$18.3M | -7% | 4.34% | 57.4% | 186 | 16.13% |
|
| 3916 |
WA
3916
Wambolt & Associates
Littleton,
Colorado
| $235M | -$13.3M | -5% | 5.5% | 62.2% | 243 | 7.41% |
|
| 3917 |
MCM
3917
Moerus Capital Management
New York
| $235M | -$48.2M | -17% | 2.02% | 220% | 14 | 7.14% |
|
| 3918 |
CWAG
3918
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $235M | +$3.05M | +1% | 5.8% | 67.6% | 98 | 8.16% |
|
| 3919 |
DI
3919
DFPG Investments
Sandy,
Utah
| $235M | +$5.91M | +3% | 3.12% | 38.2% | 189 | 24.34% |
|
| 3920 |
RWMH
3920
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $235M | -$13.3M | -5% | 6.78% | 53.6% | 46 | 6.52% |
|
| 3921 |
WIM
3921
Wittenberg Investment Management
Carlisle,
Massachusetts
| $235M | -$1.5M | -0.6% | 4.47% | 89.9% | 90 | 12.22% |
|
| 3922 |
MC
3922
Mount Capital
London,
United Kingdom
| $235M | -$49.4M | -17% | 8.45% | 34.4% | 48 | 41.67% |
|
| 3923 |
CWA
3923
Canvas Wealth Advisors
Shawnee,
Kansas
| $235M | -$13.7M | -5% | 4.68% | 115% | 143 | 24.48% |
|
| 3924 |
JIC
3924
JRM Investment Counsel
Omaha,
Nebraska
| $235M | +$5.11M | +2% | 5.16% | 65.5% | 23 | 26.09% |
|
| 3925 |
SHWM
3925
Smith & Howard Wealth Management
Atlanta,
Georgia
| $235M | -$1.63M | -0.7% | 6% | 40.4% | 73 | 19.18% |
|