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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4201 |
CGFA
4201
Colton Groome Financial Advisors
Asheville,
North Carolina
| $121M | -$18.7M | -13% | 6.72% | 59.3% | 75 | 42.67% |
|
| 4202 |
MWC
4202
MBM Wealth Consultants
Chesterfield,
Missouri
| $121M | -$14.1M | -10% | 15.7% | 52.6% | 219 | 8.68% |
|
| 4203 |
AS
4203
American Securities
New York
| $121M | -$134M | -53% | 52.3% | – | 1 | 0% |
|
| 4204 |
EP
4204
Elkhorn Partners
Omaha,
Nebraska
| $121M | -$53.6M | -31% | 28.4% | 32.2% | 42 | 2.38% |
|
| 4205 |
CGI
4205
Cougar Global Investments
Toronto,
Ontario, Canada
| $120M | -$25.7M | -18% | 9.24% | 17.4% | 22 | 27.27% |
|
| 4206 |
MFS
4206
Madrona Financial Services
Everett,
Washington
| $120M | -$17.2M | -13% | 16.8% | 75.4% | 61 | 31.15% |
|
| 4207 |
DSA
4207
Droms Strauss Advisors
St. Louis,
Missouri
| $120M | -$14.4M | -11% | 21.5% | 68.7% | 53 | 45.28% |
|
| 4208 |
BOCM
4208
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $120M | -$29.8M | -20% | 19.3% | 49.6% | 40 | 42.5% |
|
| 4209 |
KAH
4209
Kathryn A. Hall
| $120M | -$41.3M | -26% | 33.5% | 95.2% | 37 | 18.92% |
|
| 4210 |
AC
4210
Arjuna Capital
Durham,
North Carolina
| $120M | -$18.3M | -13% | 15.2% | 105% | 98 | 24.49% |
|
| 4211 |
WGCA
4211
Wolf Group Capital Advisors
Fairfax,
Virginia
| $120M | -$32.3M | -21% | 17.1% | 28.2% | 86 | 33.72% |
|
| 4212 |
EI
4212
Ethic Inc
New York
| $120M | -$16.1M | -12% | 14.8% | 130% | 245 | 23.27% |
|
| 4213 |
GPWA
4213
Great Point Wealth Advisors
Boston,
Massachusetts
| $120M | -$42.1M | -26% | 20.3% | – | 51 | 31.37% |
|
| 4214 |
QPWM
4214
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $120M | +$7.87M | +7% | 20.3% | 87.9% | 164 | 42.07% |
|
| 4215 |
IWMA
4215
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $119M | -$24M | -17% | 18.2% | 31.1% | 54 | 11.11% |
|
| 4216 |
FWM
4216
FSA Wealth Management
Needham,
Massachusetts
| $119M | -$22.5M | -16% | 17% | – | 501 | 25.15% |
|
| 4217 |
SSW
4217
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $119M | -$30.8M | -21% | 17.5% | 90.2% | 148 | 25% |
|
| 4218 |
SHI
4218
SV Health Investors
Boston,
Massachusetts
| $119M | -$45.9M | -28% | 13.1% | 97.4% | 10 | 0% |
|
| 4219 |
1W
4219
1776 Wealth
Atlanta,
Georgia
| $119M | +$1.65M | +1% | 12.2% | 90.4% | 363 | 16.53% |
|
| 4220 |
SIC
4220
Shoker Investment Counsel
Oxford,
Ohio
| $119M | -$31.6M | -21% | 21.9% | 83.8% | 101 | 25.74% |
|
| 4221 |
UCMOK
4221
United Capital Management of KS
Salina,
Kansas
| $119M | -$39.2M | -25% | 13.8% | 272% | 120 | 49.17% |
|
| 4222 |
TL
4222
TowerView LLC
New York
| $119M | -$29.7M | -20% | 17.8% | 17.9% | 25 | 32% |
|
| 4223 |
OMC
4223
Oasis Management Company
Grand Cayman,
Cayman Islands
| $119M | +$33.5M | +39% | 29.4% | 368% | 48 | 81.25% |
|
| 4224 |
BP
4224
Bandera Partners
New York
| $119M | -$49.2M | -29% | 24% | 55.4% | 19 | 36.84% |
|
| 4225 |
LC
4225
Landaas & Company
Milwaukee,
Wisconsin
| $119M | -$24.6M | -17% | 19.5% | 60.3% | 65 | 27.69% |
|