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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4076 |
VFPW
4076
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $255M | -$13M | -5% | 3.86% | 53.8% | 98 | 19.39% |
|
| 4077 |
HCM
4077
Highlander Capital Management
Short Hills,
New Jersey
| $254M | +$38.7M | +18% | 1.28% | 34.4% | 969 | 27.66% |
|
| 4078 |
AFP
4078
Advus Financial Partners
Winter Park,
Florida
| $254M | -$5.19M | -2% | 3.16% | 73.9% | 170 | 16.47% |
|
| 4079 |
AC
4079
ASB Consultores
Aventura,
Florida
| $254M | +$48.5M | +24% | 2.58% | 84.6% | 201 | 40.8% |
|
| 4080 |
SC
4080
Samjo Capital
New York
| $254M | +$135M | +113% | 13.1% | 89.1% | 49 | 75.51% |
|
| 4081 |
MG
4081
MilWealth Group
Milwaukee,
Wisconsin
| $254M | -$4.62M | -2% | 3.51% | 36.8% | 65 | 15.38% |
|
| 4082 |
DC
4082
DeDora Capital
Napa,
California
| $254M | -$4.11M | -2% | 3.31% | 81.7% | 101 | 3.96% |
|
| 4083 |
ALS
4083
Andrew L. Share
| $254M | +$166M | +189% | 11.8% | 14.8% | 10 | 60% |
|
| 4084 |
CP
4084
Capital Planning
Bellevue,
Washington
| $254M | -$2.73M | -1% | 4.43% | 68.9% | 73 | 4.11% |
|
| 4085 |
SCA
4085
St. Clair Advisors
Mayfield Hts,
Ohio
| $254M | -$2.92M | -1% | 3.98% | 64% | 82 | 7.32% |
|
| 4086 |
OAJ
4086
Ogorek Anthony Joseph
Williamsville,
New York
| $254M | -$7.61M | -3% | 2.68% | 61.1% | 292 | 15.07% |
|
| 4087 |
XWM
4087
Xcel Wealth Management
Holly Hill,
Florida
| $253M | -$63M | -20% | 4.71% | 93.7% | 138 | 24.64% |
|
| 4088 |
CG
4088
Compass Group
New York
| $253M | +$14.6M | +6% | 6.33% | 64.6% | 16 | 18.75% |
|
| 4089 |
BWP
4089
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $253M | +$2.01M | +0.8% | 3.29% | 50.7% | 94 | 10.64% |
|
| 4090 |
CWM
4090
Cedar Wealth Management
Walnut Creek,
California
| $253M | -$5.82M | -2% | 3.22% | 68.1% | 308 | 8.77% |
|
| 4091 |
CFG
4091
Carr Financial Group
Worcester,
Massachusetts
| $253M | +$2.21M | +0.9% | 3.27% | 66.1% | 180 | 12.22% |
|
| 4092 |
OLVIG
4092
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $253M | -$20.7M | -8% | 2.5% | – | 911 | 22.39% |
|
| 4093 |
OA
4093
Operose Advisors
Milwaukee,
Wisconsin
| $253M | +$31.9M | +14% | 3.42% | 68.8% | 772 | 56.22% |
|
| 4094 |
QAM
4094
Q3 Asset Management
Birmingham,
Michigan
| $252M | +$46.2M | +22% | 2.19% | 96.2% | 68 | 70.59% |
|
| 4095 |
CA
4095
CHI Advisors
New York
| $252M | -$77.3M | -23% | 7.97% | 88.2% | 31 | 25.81% |
|
| 4096 |
CA
4096
Claar Advisors
New York
| $252M | -$12M | -5% | 1.8% | 65.5% | 36 | 13.89% |
|
| 4097 |
PMA
4097
Prudent Man Advisors
Naperville,
Illinois
| $252M | -$13.9M | -5% | 3.29% | 82.8% | 221 | 22.17% |
|
| 4098 |
FC
4098
FACT Capital
New York
| $252M | +$37.3M | +17% | 6.2% | 227% | 19 | 26.32% |
|
| 4099 |
NC
4099
NovaPoint Capital
Atlanta,
Georgia
| $252M | -$16.4M | -6% | 3.38% | 88.2% | 143 | 12.59% |
|
| 4100 |
HIF
4100
Hill Island Financial
Grand Rapids,
Michigan
| $252M | -$12.3M | -5% | 4.16% | 68.6% | 58 | 10.34% |
|