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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4201 |
LMKC
4201
L.M. Kohn & Company
Cincinnati,
Ohio
| $259M | – | – | 3.15% | 97.9% | 242 | – |
|
| 4202 |
CWAG
4202
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $259M | +$26M | +11% | 4.3% | 67.6% | 113 | 36.28% |
|
| 4203 |
RG
4203
Retirement Group
San Diego,
California
| $259M | +$29.9M | +13% | 3.9% | 33.7% | 866 | 18.48% |
|
| 4204 |
DA
4204
Denali Advisors
San Diego,
California
| $259M | -$8.19M | -3% | 2% | 106% | 431 | 23.67% |
|
| 4205 |
BCM
4205
Boltwood Capital Management
Walnut Creek,
California
| $259M | -$11.9M | -4% | 3.65% | 56.3% | 160 | 5% |
|
| 4206 |
PC
4206
Packer & Co
Cottesloe,
Australia
| $259M | – | – | 18.7% | – | 2 | – |
|
| 4207 |
GFI
4207
Global Frontier Investments
Charleston,
South Carolina
| $259M | -$6.29M | -2% | 3.31% | – | 23 | 13.04% |
|
| 4208 |
ST
4208
Somerset Trust
Somerset,
Pennsylvania
| $259M | -$15.8M | -6% | 4.57% | 69.7% | 153 | 5.23% |
|
| 4209 |
MC
4209
Mathes Company
New York
| $258M | -$34.4M | -12% | 6.09% | 121% | 138 | 12.32% |
|
| 4210 |
UCMOK
4210
United Capital Management of KS
Salina,
Kansas
| $258M | -$10.3M | -4% | 1.7% | 272% | 100 | 18% |
|
| 4211 |
AC
4211
AlphaCore Capital
La Jolla,
California
| $258M | +$28.3M | +12% | 3.68% | 85.9% | 159 | 46.54% |
|
| 4212 |
WWM
4212
Westwood Wealth Management
Los Angeles,
California
| $258M | +$23.1M | +10% | 6.18% | 425% | 64 | 40.63% |
|
| 4213 |
ACM
4213
ADW Capital Management
Miami Beach,
Florida
| $258M | -$69.9M | -21% | 21.3% | 78.2% | 7 | 0% |
|
| 4214 |
BWM
4214
Biltmore Wealth Management
Tempe,
Arizona
| $257M | -$8.43M | -3% | 2.14% | 55.6% | 52 | 3.85% |
|
| 4215 |
CPIA
4215
Cornell Pochily Investment Advisors
Ithaca,
New York
| $257M | +$43K | +0% | 0.63% | 83.7% | 173 | 9.83% |
|
| 4216 |
DI
4216
DFPG Investments
Sandy,
Utah
| $257M | +$17.3M | +7% | 0.99% | 38.2% | 189 | 16.4% |
|
| 4217 |
CP
4217
Capital Planning
Bellevue,
Washington
| $257M | -$13.4M | -5% | 5.09% | 68.9% | 72 | 18.06% |
|
| 4218 |
MHP
4218
Manatuck Hill Partners
Westport,
Connecticut
| $257M | -$7.39M | -3% | 6.49% | 556% | 157 | 60.51% |
|
| 4219 |
BWM
4219
BigSur Wealth Management
Miami,
Florida
| $257M | +$1.05M | +0.4% | 0.46% | 83.1% | 146 | 12.33% |
|
| 4220 |
VCG
4220
Vantage Consulting Group
Virginia Beach,
Virginia
| $256M | -$116M | -31% | 4.67% | 261% | 237 | 11.81% |
|
| 4221 |
BA
4221
Ballast Advisors
Woodbury,
Minnesota
| $256M | -$5.32M | -2% | 4.06% | 66.7% | 191 | 7.33% |
|
| 4222 |
LK
4222
Lumbard & Kellner
Hollis,
New Hampshire
| $256M | -$9.09M | -3% | 7.45% | 137% | 102 | 15.69% |
|
| 4223 |
OC
4223
Oarsman Capital
Milwaukee,
Wisconsin
| $256M | +$2.4M | +0.9% | 1.01% | 70.6% | 202 | 14.85% |
|
| 4224 |
TLP
4224
Tri Locum Partners
New York
| $256M | +$1.99M | +0.8% | 5.96% | 357% | 61 | 72.13% |
|
| 4225 |
ES
4225
Eagle Strategies
New York
| $256M | -$535K | -0.2% | 4.54% | 70.1% | 153 | 16.99% |
|