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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4151 |
NF
4151
Nikulski Financial
Bettendorf,
Iowa
| $302M | +$28.4M | +10% | 8.62% | 95.8% | 140 | 10.71% |
|
| 4152 |
BC
4152
Bruce & Co
Chicago,
Illinois
| $301M | +$14.9M | +5% | 7.44% | 94.5% | 39 | 5.13% |
|
| 4153 |
FFG
4153
Frisch Financial Group
Melville,
New York
| $301M | +$35.8M | +14% | 8.1% | 66.6% | 140 | 15.71% |
|
| 4154 |
MFF
4154
Mango Five Family
Reno,
Nevada
| $301M | +$35.3M | +13% | 29.7% | – | 90 | 30% |
|
| 4155 |
AIC
4155
Ayalon Insurance Company
Ramat Gan,
Israel
| $301M | +$25.3M | +9% | 10.1% | 89.3% | 76 | 15.79% |
|
| 4156 |
AGC
4156
Angelo Gordon & Co
New York
| $301M | -$15.2M | -5% | 1.33% | 90.1% | 78 | 28.21% |
|
| 4157 |
MIC
4157
Meridian Investment Counsel
Lafayette,
California
| $301M | +$9.41M | +3% | 9.15% | 103% | 212 | 5.66% |
|
| 4158 |
CFG
4158
Carr Financial Group
Worcester,
Massachusetts
| $301M | +$30.3M | +11% | 6.81% | 66.1% | 187 | 13.37% |
|
| 4159 |
OIS
4159
Okabena Investment Services
Minneapolis,
Minnesota
| $300M | +$43.4M | +17% | 7.17% | 72.4% | 104 | 12.5% |
|
| 4160 |
CLC
4160
Charles-Lim Capital
Central,
Hong Kong
| $300M | -$48.9M | -14% | 6.04% | 4.44% | 8 | 50% |
|
| 4161 |
FMC
4161
FTV Management Company
San Francisco,
California
| $300M | -$14.6M | -5% | 4.64% | 15.1% | 1 | 0% |
|
| 4162 |
SCP
4162
Siena Capital Partners
Chicago,
Illinois
| $300M | -$18.8M | -6% | 2.99% | 44.2% | 106 | 8.49% |
|
| 4163 |
BIA
4163
Barry Investment Advisors
New Bedford,
Massachusetts
| $300M | +$4.39M | +1% | 4.88% | 57.9% | 124 | 17.74% |
|
| 4164 |
GA
4164
GoalVest Advisory
New York
| $300M | +$72.5M | +32% | 10.1% | 86.8% | 482 | 39.63% |
|
| 4165 |
AFWM
4165
AMJ Financial Wealth Management
Leesburg,
Virginia
| $299M | +$61.8M | +26% | 24.5% | 167% | 86 | 30.23% |
|
| 4166 |
NC
4166
Nokomis Capital
Dallas,
Texas
| $299M | -$27.1M | -8% | 7.1% | 145% | 62 | 43.55% |
|
| 4167 |
APWA
4167
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $299M | -$239M | -44% | 5.5% | 51.6% | 170 | 40% |
|
| 4168 |
MCAV
4168
Meritech Capital Associates V
Palo Alto,
California
| $299M | -$112M | -27% | 10.4% | 133% | 6 | 50% |
|
| 4169 |
MLIC
4169
Mandatum Life Insurance Company
Helsinki,
Finland
| $299M | +$29.5M | +11% | 11.3% | 95.9% | 90 | 20% |
|
| 4170 |
WSC
4170
Wellington Shields & Co
New York
| $298M | +$27.3M | +10% | 11.7% | 109% | 311 | 8.04% |
|
| 4171 |
MLA
4171
My Legacy Advisors
Bend,
Oregon
| $298M | +$21.4M | +8% | 7.13% | 49.1% | 221 | 12.22% |
|
| 4172 |
S
4172
Syntrinsic
Denver,
Colorado
| $298M | +$7.7M | +3% | 7.45% | – | 91 | 14.29% |
|
| 4173 |
MLFP
4173
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $298M | +$13M | +5% | 4.55% | 66.9% | 87 | 11.49% |
|
| 4174 |
CWA
4174
Canvas Wealth Advisors
Shawnee,
Kansas
| $298M | +$22.5M | +8% | 8.51% | 115% | 162 | 32.72% |
|
| 4175 |
PDL
4175
Portfolio Design Labs
Encino,
California
| $298M | +$33.4M | +13% | 13.6% | – | 148 | 51.35% |
|