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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 |
HCA
4201
Horan Capital Advisors
Cincinnati,
Ohio
| $215M | -$33.3M | -13% | 12.6% | 26.6% | 97 | 9.28% |
|
| 4202 |
BSG
4202
Black Swift Group
Boulder,
Colorado
| $215M | -$38.5M | -15% | 14.2% | 139% | 108 | 49.07% |
|
| 4203 |
MCA
4203
MSH Capital Advisors
Scottsdale,
Arizona
| $215M | -$27.1M | -11% | 14.1% | 66.5% | 206 | 11.17% |
|
| 4204 |
AFS
4204
Aft Forsyth & Sober
Valrico,
Florida
| $215M | -$38.9M | -15% | 15% | 94.6% | 93 | 10.75% |
|
| 4205 |
TA
4205
TrueWealth Advisors
Birmingham,
Alabama
| $215M | -$7.73M | -3% | 10.4% | 58.5% | 203 | 28.57% |
|
| 4206 |
SCM
4206
Stonepine Capital Management
Bend,
Oregon
| $215M | -$26.2M | -11% | 15.7% | 231% | 31 | 29.03% |
|
| 4207 |
MSCM
4207
McElhenny Sheffield Capital Management
Dallas,
Texas
| $215M | -$71.6M | -25% | 4.27% | 86.3% | 123 | 30.89% |
|
| 4208 |
GFI
4208
Global Frontier Investments
Charleston,
South Carolina
| $215M | -$43.9M | -17% | 15.4% | – | 21 | 4.76% |
|
| 4209 |
AFG
4209
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $215M | -$21.7M | -9% | 11% | 71.1% | 172 | 9.88% |
|
| 4210 |
BI
4210
Ballast Inc
Lexington,
Kentucky
| $214M | -$44.9M | -17% | 12.4% | 66% | 114 | 10.53% |
|
| 4211 |
SHFA
4211
SC&H Financial Advisors
Sparks,
Maryland
| $214M | +$4.18M | +2% | 13.9% | 60.1% | 161 | 23.6% |
|
| 4212 |
CWM
4212
Cordatus Wealth Management
Newtown,
Pennsylvania
| $214M | -$70.1M | -25% | 9.16% | 96.3% | 178 | 39.89% |
|
| 4213 |
DAL
4213
Delta Accumulation LLC
Sausalito,
California
| $214M | -$1.08B | -83% | 25.7% | 96.5% | 142 | 44.37% |
|
| 4214 |
PMA
4214
Prudent Man Advisors
Naperville,
Illinois
| $214M | -$32.4M | -13% | 12.1% | 82.8% | 193 | 21.76% |
|
| 4215 |
HCA
4215
Hyperion Capital Advisors
New York
| $214M | -$49.8M | -19% | 18.6% | 86.1% | 65 | 20% |
|
| 4216 |
SC
4216
Schulhoff & Co
Cincinnati,
Ohio
| $214M | -$23M | -10% | 7.24% | 51.8% | 124 | 8.87% |
|
| 4217 |
HPC
4217
Hobart Private Capital
Charlotte,
North Carolina
| $214M | -$45.6M | -18% | 15.4% | 52.5% | 44 | 29.55% |
|
| 4218 |
LMKC
4218
L.M. Kohn & Company
Cincinnati,
Ohio
| $214M | -$45.4M | -18% | 14.5% | 97.9% | 259 | 16.99% |
|
| 4219 |
SA
4219
Shilanski & Associates
Anchorage,
Alaska
| $214M | -$24.5M | -10% | 9% | 84.2% | 138 | 33.33% |
|
| 4220 |
LJHT
4220
Laurie J. Hall Trustee
| $214M | -$46.3M | -18% | 13.8% | 96% | 328 | 3.35% |
|
| 4221 |
CCM
4221
Chimera Capital Management
New York
| $214M | +$11.9M | +6% | 15.7% | – | 98 | 79.59% |
|
| 4222 |
MGB
4222
Mass General Brigham
Somerville,
Massachusetts
| $214M | -$21.3M | -9% | 13.5% | – | 5 | 40% |
|
| 4223 |
MC
4223
Muhlenkamp & Co
Wexford,
Pennsylvania
| $214M | -$73.6M | -26% | 9.93% | 107% | 36 | 22.22% |
|
| 4224 |
RWM
4224
Rockwood Wealth Management
New Hope,
Pennsylvania
| $214M | +$4.81M | +2% | 14.8% | 48.9% | 83 | 25.3% |
|
| 4225 |
FLA
4225
Financial Life Advisors
San Antonio,
Texas
| $213M | -$27.7M | -11% | 11.9% | 42.7% | 56 | 12.5% |
|