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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 |
ACM
4201
ADW Capital Management
Miami Beach,
Florida
| $317M | -$146M | -32% | 2.01% | 78.2% | 6 | 0% |
|
| 4202 |
SCP
4202
Steamboat Capital Partners
Rye,
New York
| $317M | +$44.8M | +16% | 17.2% | 280% | 52 | 26.92% |
|
| 4203 |
MWC
4203
MBM Wealth Consultants
Chesterfield,
Missouri
| $317M | +$24M | +8% | 4.85% | 52.6% | 111 | 10.81% |
|
| 4204 |
FI
4204
Financial Insights
Tacoma,
Washington
| $317M | -$43.3M | -12% | 6.05% | 71.9% | 163 | 15.34% |
|
| 4205 |
BCM
4205
Buckhead Capital Management
Atlanta,
Georgia
| $316M | +$21M | +7% | 8.84% | 67.6% | 130 | 12.31% |
|
| 4206 |
KTM
4206
Keeler Thomas Management
Orem,
Utah
| $316M | +$22.7M | +8% | 6.44% | 46.1% | 68 | 2.94% |
|
| 4207 |
PCR
4207
Potrero Capital Research
San Francisco,
California
| $316M | +$81.6M | +35% | 2.91% | 226% | 42 | 50% |
|
| 4208 |
E
4208
ETFidea
Syracuse,
New York
| $316M | +$20.4M | +7% | 6.69% | 22.7% | 115 | 5.22% |
|
| 4209 |
PIC
4209
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $316M | +$74.8M | +31% | 17% | 164% | 86 | 33.72% |
|
| 4210 |
DF
4210
DecisionPoint Financial
Mesa,
Arizona
| $316M | +$17.7M | +6% | 6.99% | 43.3% | 243 | 2.06% |
|
| 4211 |
CYG
4211
Clean Yield Group
Norwich,
Vermont
| $316M | +$47.9M | +18% | 10.8% | 65% | 492 | 29.07% |
|
| 4212 |
LJHT
4212
Laurie J. Hall Trustee
| $316M | +$28.4M | +10% | 6.68% | 96% | 267 | 9.36% |
|
| 4213 |
PP
4213
Prosperity Planning
Kansas City,
Missouri
| $316M | +$23M | +8% | 6.49% | 40.5% | 107 | 26.17% |
|
| 4214 |
CP
4214
Caligan Partners
New York
| $315M | -$113M | -26% | 17.4% | 2,628% | 13 | 7.69% |
|
| 4215 |
WCG
4215
Weaver Consulting Group
Huntington Beach,
California
| $315M | +$28.1M | +10% | 4.5% | 50.5% | 225 | 9.78% |
|
| 4216 |
SC
4216
Steph & Co
Marinette,
Wisconsin
| $314M | +$20.9M | +7% | 6.47% | 56.8% | 306 | 18.3% |
|
| 4217 |
V
4217
ValueWorks
New York
| $314M | -$7.74M | -2% | 2.79% | 190% | 35 | 8.57% |
|
| 4218 |
SFC
4218
Strategic Financial Concepts
San Antonio,
Texas
| $314M | +$142M | +83% | 6.87% | 56.8% | 774 | 68.99% |
|
| 4219 |
SP
4219
SWS Partners
Columbus,
Ohio
| $314M | -$20.6M | -6% | 7.57% | 112% | 314 | 64.33% |
|
| 4220 |
HCM
4220
Hudson Capital Management
Ramsey,
New Jersey
| $314M | +$16M | +5% | 8.03% | 61.6% | 69 | 10.14% |
|
| 4221 |
QCI
4221
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $313M | +$9.91M | +3% | 12.1% | 107% | 18 | 27.78% |
|
| 4222 |
CWM
4222
Centurion Wealth Management
Mclean,
Virginia
| $313M | – | – | 5.66% | – | 217 | – |
|
| 4223 |
LWM
4223
LongView Wealth Management
Atlanta,
Georgia
| $313M | +$42.5M | +16% | 7.14% | – | 198 | 10.1% |
|
| 4224 |
SWRP
4224
Summit Wealth & Retirement Planning
San Ramon,
California
| $313M | +$19.6M | +7% | 5.5% | 67.6% | 69 | 8.7% |
|
| 4225 |
PWS
4225
Peterson Wealth Services
South Ogden,
Utah
| $313M | +$27M | +9% | 4.79% | 153% | 221 | 51.13% |
|