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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4001 |
EA
4001
Ellsworth Advisors
Hudson,
Ohio
| $284M | +$13.2M | +5% | 1.42% | 123% | 183 | 44.81% |
|
| 4002 |
AC
4002
Athos Capital
Hong Kong
| $284M | -$36M | -11% | 1.12% | 110% | 149 | 35.57% |
|
| 4003 |
HNW
4003
High Note Wealth
Deephaven,
Minnesota
| $283M | -$12.9M | -4% | 4.83% | 73% | 98 | 22.45% |
|
| 4004 |
BA
4004
Bard Associates
Chicago,
Illinois
| $283M | -$20.7M | -7% | 2.28% | 241% | 188 | 5.32% |
|
| 4005 |
CYG
4005
Clean Yield Group
Norwich,
Vermont
| $283M | -$29.8M | -10% | 4.04% | 65% | 516 | 21.9% |
|
| 4006 |
SWRP
4006
Summit Wealth & Retirement Planning
San Ramon,
California
| $283M | -$9.45M | -3% | 5.37% | 67.6% | 107 | 20.56% |
|
| 4007 |
FG
4007
Foundry Group
Boulder,
Colorado
| $283M | -$166M | -37% | 36.2% | – | 4 | 0% |
|
| 4008 |
DA
4008
DCM Advisors
New York
| $283M | -$56.4M | -17% | 2.44% | 99.3% | 236 | 31.36% |
|
| 4009 |
HIP
4009
Harrell Investment Partners
Austin,
Texas
| $283M | -$42.7M | -13% | 2.98% | 105% | 106 | 16.98% |
|
| 4010 |
RWI
4010
Red Wave Investments
Dillsburg,
Pennsylvania
| $283M | -$10.6M | -4% | 5.28% | 58% | 106 | 11.32% |
|
| 4011 |
WW
4011
Waterfront Wealth
Overland Park,
Kansas
| $283M | +$30M | +12% | 2.78% | 71.8% | 257 | 19.84% |
|
| 4012 |
NHFG
4012
New Harbor Financial Group
Worcester,
Massachusetts
| $283M | -$8.5M | -3% | 16.2% | 80.6% | 34 | 38.24% |
|
| 4013 |
CUAMC
4013
China Universal Asset Management Company
Shanghai,
China
| $282M | -$138M | -33% | 8.28% | 264% | 104 | 28.85% |
|
| 4014 |
KC
4014
Kize Capital
New York
| $282M | -$58.1M | -17% | 15.3% | 34.7% | 8 | 25% |
|
| 4015 |
WPP
4015
Whalerock Point Partners
Providence,
Rhode Island
| $282M | -$9.56M | -3% | 3.37% | 103% | 156 | 7.05% |
|
| 4016 |
AIC
4016
Archer Investment Corporation
Carmel,
Indiana
| $282M | -$12.4M | -4% | 3.06% | 68.2% | 889 | 17.77% |
|
| 4017 |
MSWMA
4017
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $282M | -$24.7M | -8% | 2.37% | 39.6% | 88 | 34.09% |
|
| 4018 |
PP
4018
Pertento Partners
London,
United Kingdom
| $282M | +$68.5M | +32% | 14% | 196% | 15 | 20% |
|
| 4019 |
ACP
4019
Arcus Capital Partners
Atlanta,
Georgia
| $282M | -$13.4M | -5% | 4.09% | 69.2% | 119 | 18.49% |
|
| 4020 |
ACM
4020
Athyrium Capital Management
New York
| $281M | +$808K | +0.3% | 9.16% | 25.1% | 10 | 10% |
|
| 4021 |
HA
4021
Hamel Associates
Chatham,
New Jersey
| $281M | +$2.45M | +0.9% | 2.42% | 50.6% | 80 | 8.75% |
|
| 4022 |
CCM
4022
Cutler Capital Management
Worcester,
Massachusetts
| $281M | +$6.31M | +2% | 1.29% | 39.7% | 121 | 15.7% |
|
| 4023 |
HA
4023
Herold Advisors
New York
| $281M | +$23.7M | +9% | 2.09% | 79.7% | 736 | 73.91% |
|
| 4024 |
LWAM
4024
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $281M | -$14.3M | -5% | 4.04% | 102% | 348 | 14.94% |
|
| 4025 |
CP
4025
CenterBook Partners
Greenwich,
Connecticut
| $281M | +$111M | +65% | 8.7% | 62.4% | 400 | 45.75% |
|