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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3976 |
EGP
3976
Entrust Global Partners
New York
| $270M | +$1.56M | +0.6% | 9.6% | 82.3% | 5 | 40% |
|
| 3977 |
PWSG
3977
Pacific Wealth Strategies Group
Santa Barbara,
California
| $270M | +$8.88M | +3% | 1.07% | 75.5% | 91 | 8.79% |
|
| 3978 |
PRWA
3978
Platte River Wealth Advisors
Louisville,
Colorado
| $270M | +$6.98M | +3% | 0.34% | 28.6% | 90 | 5.56% |
|
| 3979 |
HSCU
3979
Half Sky Capital (UK)
London,
United Kingdom
| $270M | -$71.2M | -21% | 24.7% | 13% | 10 | 50% |
|
| 3980 |
MC
3980
Mathes Company
New York
| $270M | -$8.37M | -3% | 0.39% | 121% | 127 | 4.72% |
|
| 3981 |
MMPW
3981
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $270M | +$9.48M | +4% | 0.09% | 90.7% | 227 | 5.73% |
|
| 3982 |
JCIA
3982
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $269M | +$196K | +0.1% | 1.95% | 239% | 358 | 35.75% |
|
| 3983 |
HP
3983
Holowesko Partners
Nassau,
Bahamas
| $269M | -$126M | -32% | 5.78% | 51.1% | 30 | 16.67% |
|
| 3984 |
WRTC
3984
Wind River Trust Company
Jackson,
Wyoming
| $269M | -$5.79M | -2% | 1.03% | 62.1% | 10 | 0% |
|
| 3985 |
CPA
3985
Cowen Prime Advisors
New York
| $269M | -$6.89M | -2% | 4.03% | 116% | 172 | 4.07% |
|
| 3986 |
1M
3986
13D Management
New York
| $269M | -$21.9M | -8% | 2.59% | 157% | 32 | 6.25% |
|
| 3987 |
FA
3987
FMA Advisory
Harrisburg,
Pennsylvania
| $268M | -$1.02M | -0.4% | 0.51% | 46.7% | 139 | 13.67% |
|
| 3988 |
MIM
3988
Montgomery Investment Management
Rockville,
Maryland
| $268M | -$1.69M | -0.6% | 0.61% | 98.4% | 86 | 5.81% |
|
| 3989 |
WCM
3989
WealthBridge Capital Management
Westerville,
Ohio
| $268M | -$7.07M | -3% | 0.88% | 82.1% | 173 | 8.67% |
|
| 3990 |
TFA
3990
Tobias Financial Advisors
Plantation,
Florida
| $267M | +$14.8M | +6% | 1.48% | 44.5% | 69 | 4.35% |
|
| 3991 |
KC
3991
Knuff & Co
Foster City,
California
| $267M | -$1.81M | -0.7% | 3.23% | 85.8% | 172 | 9.88% |
|
| 3992 |
AIC
3992
Archer Investment Corporation
Carmel,
Indiana
| $267M | +$13.8M | +5% | 0.53% | 68.2% | 764 | 29.45% |
|
| 3993 |
WWP
3993
Waypoint Wealth Partners
Mill Valley,
California
| $267M | +$9.19M | +4% | 1.4% | 52.1% | 43 | 6.98% |
|
| 3994 |
W
3994
WealthOne
Albany,
New York
| $267M | +$10.9M | +4% | 0.4% | 23.4% | 145 | 23.45% |
|
| 3995 |
HFS
3995
Howard Financial Services
Dallas,
Texas
| $267M | +$11.5M | +5% | 0.84% | 50.2% | 137 | 16.79% |
|
| 3996 |
AI
3996
AXS Investments
Port Chester,
New York
| $267M | -$61.6M | -19% | 6.35% | 104% | 226 | 86.73% |
|
| 3997 |
ACP
3997
Arcus Capital Partners
Atlanta,
Georgia
| $267M | +$52.6M | +25% | 6.35% | 69.2% | 111 | 16.22% |
|
| 3998 |
OBWG
3998
Onyx Bridge Wealth Group
Tarrytown,
New York
| $266M | +$34.9M | +15% | 0.3% | 67.4% | 164 | 25% |
|
| 3999 |
SC
3999
Steginsky Capital
Port Washington,
New York
| $266M | +$16.3M | +7% | 3.81% | 115% | 8 | 0% |
|
| 4000 |
AFS
4000
Aft Forsyth & Sober
Valrico,
Florida
| $266M | +$324K | +0.1% | 0.81% | 94.6% | 89 | 13.48% |
|