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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4176 |
FF
4176
Fluent Financial
Dallas,
Texas
| $163M | +$15.5M | +10% | 7.13% | 42.5% | 68 | 44.12% |
|
| 4177 |
NWA
4177
New World Advisors
Hingham,
Massachusetts
| $163M | +$15.9M | +11% | 9.6% | 84.1% | 29 | 31.03% |
|
| 4178 |
PBO
4178
Peoples Bank (Ohio)
Marietta,
Ohio
| $163M | +$7.2M | +5% | 6.74% | 71.7% | 100 | 6% |
|
| 4179 |
HFS
4179
Howard Financial Services
Dallas,
Texas
| $163M | +$11.6M | +8% | 5.73% | 50.2% | 125 | 12% |
|
| 4180 |
HRC
4180
Hoertkorn Richard Charles
| $162M | +$7.9M | +5% | 8.55% | 172% | 89 | 6.74% |
|
| 4181 |
DI
4181
Dalton Investments
Las Vegas,
Nevada
| $162M | +$4.14M | +3% | 12.4% | 95.1% | 43 | 13.95% |
|
| 4182 |
FWM
4182
Foresight Wealth Management
Draper,
Utah
| $162M | +$23.7M | +17% | 7.42% | 19.1% | 135 | 14.07% |
|
| 4183 |
VST
4183
Van Strum & Towne
San Francisco,
California
| $162M | +$11M | +7% | 9.15% | 62.2% | 82 | 6.1% |
|
| 4184 |
WA
4184
Wealthstar Advisors
Plano,
Texas
| $162M | -$17.1M | -10% | 5.44% | – | 113 | 50.44% |
|
| 4185 |
DCM
4185
Delta Capital Management
Red Bank,
New Jersey
| $162M | +$13.2M | +9% | 10.2% | 125% | 71 | 9.86% |
|
| 4186 |
1NWS
4186
1 North Wealth Services
Annapolis,
Maryland
| $162M | +$12.3M | +8% | 3.1% | – | 383 | 9.4% |
|
| 4187 |
T
4187
Tinicum
New York
| $162M | +$16.8M | +12% | 12.3% | 21.1% | 3 | 0% |
|
| 4188 |
CC
4188
Caldera Capital
Dallas,
Texas
| $162M | -$12.1M | -7% | 8.86% | 84.5% | 20 | 50% |
|
| 4189 |
GPWA
4189
Great Point Wealth Advisors
Boston,
Massachusetts
| $162M | +$14.9M | +10% | 4.41% | – | 44 | 6.82% |
|
| 4190 |
CPA
4190
Clear Perspective Advisors
Aurora,
Illinois
| $162M | -$59M | -27% | 8.69% | 88.5% | 160 | 23.75% |
|
| 4191 |
KAH
4191
Kathryn A. Hall
| $161M | +$38.5M | +31% | 4.1% | 95.2% | 34 | 11.76% |
|
| 4192 |
MCC
4192
Malaga Cove Capital
Pv Estates,
California
| $161M | +$13.7M | +9% | 10.9% | 88.1% | 171 | 28.65% |
|
| 4193 |
UTC
4193
Unified Trust Company
Lexington,
Kentucky
| $161M | +$11.5M | +8% | 7.69% | 69.7% | 60 | 6.67% |
|
| 4194 |
SM
4194
Saya Management
New York
| $161M | -$11.2M | -6% | 5.75% | 34.8% | 13 | 46.15% |
|
| 4195 |
BCM
4195
Beddow Capital Management
Jackson,
Wyoming
| $161M | +$2.1M | +1% | 6.98% | 50.7% | 51 | 13.73% |
|
| 4196 |
AI
4196
AdvisorShares Investments
Bethesda,
Maryland
| $161M | – | – | 3.71% | 110% | 132 | – |
|
| 4197 |
W
4197
WealthOne
Albany,
New York
| $161M | +$20.8M | +15% | 6.22% | 23.4% | 98 | 21.43% |
|
| 4198 |
MWP
4198
Meridian Wealth Partners
Exton,
Pennsylvania
| $160M | – | – | 4.99% | 54.2% | 211 | – |
|
| 4199 |
GWM
4199
Graybill Wealth Management
Elmhurst,
Illinois
| $160M | +$12.7M | +9% | 9.66% | – | 57 | 3.51% |
|
| 4200 |
AIM
4200
Aspen Investment Management
Grand Rapids,
Michigan
| $160M | +$10.7M | +7% | 6.5% | 84.9% | 135 | 6.67% |
|