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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 |
BWAM
4001
Boyd Watterson Asset Management
Cleveland,
Ohio
| $360M | -$5.33M | -1% | 2.4% | 101% | 443 | 3.16% |
|
| 4002 |
I
4002
InvesTrust
Oklahoma City,
Oklahoma
| $360M | – | – | 1.51% | – | 94 | – |
|
| 4003 |
AA
4003
Addison Advisors
Middlebury,
Vermont
| $359M | -$466K | -0.1% | 1.26% | 50.2% | 879 | 9.56% |
|
| 4004 |
HCP
4004
Hiddenite Capital Partners
New York
| $359M | +$53.9M | +18% | 38.3% | 523% | 55 | 56.36% |
|
| 4005 |
AI
4005
AXS Investments
Port Chester,
New York
| $359M | -$17.2M | -5% | 2.46% | 104% | 252 | 26.19% |
|
| 4006 |
VIM
4006
VELA Investment Management
New Albany,
Ohio
| $359M | +$34.8M | +11% | 0.33% | 56.8% | 178 | 17.98% |
|
| 4007 |
LOM
4007
LTS One Management
New York
| $359M | +$13.2M | +4% | 2.79% | 67.9% | 24 | 58.33% |
|
| 4008 |
CCA
4008
Childress Capital Advisors
Houston,
Texas
| $358M | -$12M | -3% | 3.11% | 101% | 239 | 13.39% |
|
| 4009 |
GL
4009
Globe Life
Mckinney,
Texas
| $358M | +$976K | +0.3% | 1.12% | 60.1% | 2 | 0% |
|
| 4010 |
WCM
4010
Weaver Capital Management
Suwanee,
Georgia
| $358M | +$22.6M | +7% | 2.47% | – | 192 | 9.38% |
|
| 4011 |
MB
4011
Mizuho Bank
Tokyo,
Japan
| $358M | -$149M | -29% | 0.57% | 99.8% | 119 | 51.26% |
|
| 4012 |
HNWAG
4012
High Net Worth Advisory Group
Naples,
Florida
| $358M | -$6.84M | -2% | 0.22% | 67.7% | 233 | 10.3% |
|
| 4013 |
BOSSRA
4013
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $358M | -$139M | -28% | 1.43% | 69.7% | 304 | 73.68% |
|
| 4014 |
HIP
4014
Harrell Investment Partners
Austin,
Texas
| $358M | +$4.47M | +1% | 3.25% | 105% | 100 | 20% |
|
| 4015 |
MWP
4015
Madison Wealth Partners
Madison,
Wisconsin
| $358M | +$20.2M | +6% | 1.7% | 66.9% | 157 | 8.92% |
|
| 4016 |
AWM
4016
Activest Wealth Management
Aventure,
Florida
| $358M | +$34M | +10% | 6.08% | 105% | 935 | 43.53% |
|
| 4017 |
MJP
4017
Michael J. Puzo
| $358M | -$24.8M | -6% | 0.74% | 90.3% | 78 | 8.97% |
|
| 4018 |
AR
4018
Apeiron RIA
Dallas,
Texas
| $357M | +$8.59M | +2% | 0.64% | 63.7% | 223 | 16.59% |
|
| 4019 |
PPC
4019
Park Place Capital
Homewood,
Alabama
| $357M | +$9.15M | +3% | 0.49% | 60% | 894 | 13.98% |
|
| 4020 |
AGWCA
4020
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $357M | +$2.07M | +0.6% | 0.84% | 85% | 817 | 15.54% |
|
| 4021 |
GREM
4021
Grey Rock Energy Management
Dallas,
Texas
| $357M | – | – | 8.75% | – | 1 | – |
|
| 4022 |
WCM
4022
Whitener Capital Management
Rocky Mount,
North Carolina
| $357M | +$4.35M | +1% | 3.41% | 98.5% | 166 | 11.45% |
|
| 4023 |
WAS
4023
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $357M | -$6.39M | -2% | 0.61% | 55.5% | 137 | 18.25% |
|
| 4024 |
ACM
4024
Arvin Capital Management
Austin,
Texas
| $357M | +$45.9M | +15% | 3.01% | – | 53 | 60.38% |
|
| 4025 |
OPWM
4025
Oakwell Private Wealth Management
Austin,
Texas
| $357M | +$9.04M | +3% | 1.06% | 63% | 63 | 7.94% |
|