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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 |
SIM
4076
SW Investment Management
Telluride,
Colorado
| $311M | +$21.1M | +7% | 7.55% | 143% | 13 | 23.08% |
|
| 4077 |
HCM
4077
Hillman Capital Management
Bethesda,
Maryland
| $311M | +$21.5M | +7% | 6.02% | 20.2% | 57 | 15.79% |
|
| 4078 |
WH
4078
Whitcomb & Hess
Ashland,
Ohio
| $311M | +$20.2M | +7% | 3.82% | 49% | 51 | 11.76% |
|
| 4079 |
GCM
4079
G2 Capital Management
Columbus,
Ohio
| $311M | +$16.6M | +6% | 5.61% | 48.6% | 65 | 3.08% |
|
| 4080 |
TC
4080
Teilinger Capital
Houston,
Texas
| $311M | +$136M | +78% | 7.18% | 30.2% | 28 | 64.29% |
|
| 4081 |
LF
4081
Lantz Financial
Naperville,
Illinois
| $311M | +$33.9M | +12% | 8.66% | 67.1% | 212 | 9.43% |
|
| 4082 |
CA
4082
Claar Advisors
New York
| $311M | +$29M | +10% | 9.94% | 65.5% | 33 | 30.3% |
|
| 4083 |
TCMG
4083
TSP Capital Management Group
Summit,
New Jersey
| $311M | +$22M | +8% | 7.93% | 178% | 48 | 2.08% |
|
| 4084 |
DCM
4084
Davidson Capital Management
Corpus Christi,
Texas
| $311M | +$35.2M | +13% | 10.3% | 79.2% | 137 | 45.26% |
|
| 4085 |
KIC
4085
Keating Investment Counselors
Delray Beach,
Florida
| $310M | +$30.7M | +11% | 2.45% | 43.7% | 89 | 15.73% |
|
| 4086 |
WA
4086
WealthTrust Axiom
Wayne,
Pennsylvania
| $310M | +$11.4M | +4% | 6.98% | 125% | 270 | 9.63% |
|
| 4087 |
FIC
4087
Family Investment Center
Saint Joseph,
Missouri
| $310M | +$111M | +56% | 8.78% | 49.8% | 86 | 24.42% |
|
| 4088 |
ICM
4088
Ionic Capital Management
New York
| $310M | -$97.3M | -24% | 5.93% | 163% | 222 | 50% |
|
| 4089 |
AWM
4089
Aries Wealth Management
Portland,
Maine
| $310M | +$29.9M | +11% | 8.8% | 75% | 215 | 8.84% |
|
| 4090 |
CCM
4090
Cobalt Capital Management
Short Hills,
New Jersey
| $310M | +$23M | +8% | 21% | 235% | 34 | 52.94% |
|
| 4091 |
FF
4091
Francis Financial
| $310M | +$77.2M | +33% | 9.17% | 56.2% | 73 | 16.44% |
|
| 4092 |
1CP
4092
11 Capital Partners
Darien,
Connecticut
| $310M | +$17.5M | +6% | 14.2% | 101% | 18 | 27.78% |
|
| 4093 |
VIA
4093
Vickerman Investment Advisors
Spokane,
Washington
| $310M | +$16.7M | +6% | 5.1% | 47.3% | 64 | 0% |
|
| 4094 |
CPA
4094
Court Place Advisors
Ellicott City,
Maryland
| $310M | +$5.76M | +2% | 11.1% | 92% | 167 | 10.78% |
|
| 4095 |
S
4095
SimplyRich
Carlsbad,
California
| $309M | +$18.7M | +6% | 7.74% | 98.3% | 185 | 9.73% |
|
| 4096 |
FC
4096
FCA Corp
Houston,
Texas
| $309M | +$18.3M | +6% | 5.97% | 57.4% | 183 | 2.19% |
|
| 4097 |
CFO
4097
Colony Family Offices
Charlotte,
North Carolina
| $309M | +$19.9M | +7% | 4.73% | 49.6% | 74 | 16.22% |
|
| 4098 |
IWMA
4098
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $308M | +$8.7M | +3% | 2.99% | 31.1% | 45 | 4.44% |
|
| 4099 |
BFW
4099
Brady Family Wealth
Saint Louis,
Missouri
| $308M | +$16.5M | +6% | 6.04% | 61.8% | 120 | 3.33% |
|
| 4100 |
KFP
4100
Keystone Financial Planning
Cleveland,
Ohio
| $308M | +$5.67M | +2% | 5.58% | 34.1% | 51 | 7.84% |
|