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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4251 |
PFSC
4251
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $211M | -$20.3M | -9% | 8.21% | 93% | 292 | 5.48% |
|
| 4252 |
FLI
4252
Family Legacy Inc
Greenville,
South Carolina
| $211M | -$29M | -12% | 11.8% | 87.8% | 114 | 6.14% |
|
| 4253 |
WFA
4253
Wade Financial Advisory
Campbell,
California
| $211M | -$22.3M | -10% | 14.7% | 15.9% | 80 | 11.25% |
|
| 4254 |
MCP
4254
Martin Capital Partners
Eugene,
Oregon
| $211M | -$8.27M | -4% | 6.97% | 35.2% | 72 | 4.17% |
|
| 4255 |
SM
4255
Scoggin Management
New York
| $211M | -$160M | -43% | 22.9% | 889% | 74 | 56.76% |
|
| 4256 |
WDG
4256
Wealth Dimensions Group
Cincinnati,
Ohio
| $211M | -$5.34M | -2% | 10.4% | 57.1% | 135 | 8.89% |
|
| 4257 |
OAM
4257
Oak Asset Management
Westlake Village,
California
| $211M | -$42.1M | -17% | 11.1% | 78% | 167 | 94.61% |
|
| 4258 |
CMP
4258
Courage Miller Partners
Norfolk,
Virginia
| $211M | -$41.2M | -16% | 11.1% | 40.3% | 76 | 7.89% |
|
| 4259 |
HCM
4259
Hudson Capital Management
Ramsey,
New Jersey
| $210M | -$42M | -17% | 11.3% | 61.6% | 71 | 14.08% |
|
| 4260 |
TSS
4260
Thomas Story & Son
Culver,
Indiana
| $210M | -$42.2M | -17% | 13.7% | 91.8% | 63 | 14.29% |
|
| 4261 |
IF
4261
Insight Folios
Charlotte,
North Carolina
| $210M | -$14.1M | -6% | 7.81% | 32.9% | 123 | 15.45% |
|
| 4262 |
GF
4262
Gries Financial
Cleveland,
Ohio
| $210M | -$61.6M | -23% | 10.4% | 71.3% | 159 | 31.45% |
|
| 4263 |
AIC
4263
Ayalon Insurance Company
Ramat Gan,
Israel
| $210M | -$85M | -29% | 14.5% | 89.3% | 140 | 30.71% |
|
| 4264 |
RCG
4264
Regatta Capital Group
El Segundo,
California
| $210M | -$80M | -28% | 15.8% | 69.1% | 173 | 15.61% |
|
| 4265 |
T
4265
TNF
Billings,
Montana
| $210M | -$12.4M | -6% | 11.5% | 21.3% | 129 | 15.5% |
|
| 4266 |
MAG
4266
Mokosak Advisory Group
Urbandale,
Iowa
| $210M | -$37.2M | -15% | 14.6% | 57.1% | 25 | 16% |
|
| 4267 |
SCA
4267
Sage Capital Advisors
Sioux Falls,
South Dakota
| $209M | -$36.8M | -15% | 12% | 89.4% | 118 | 18.64% |
|
| 4268 |
2C
4268
272 Capital
Dallas,
Texas
| $209M | +$212K | +0.1% | 27.1% | 213% | 90 | 37.78% |
|
| 4269 |
FCM
4269
Forager Capital Management
Birmingham,
Alabama
| $209M | -$8.45M | -4% | 12.1% | 52.6% | 14 | 7.14% |
|
| 4270 |
HI
4270
Humankind Investments
New York
| $209M | -$35.3M | -14% | 13.2% | 62.5% | 127 | 24.41% |
|
| 4271 |
FA
4271
FC Advisory
West Chester,
Pennsylvania
| $209M | -$21.9M | -10% | 12.9% | 42.9% | 86 | 12.79% |
|
| 4272 |
OFG
4272
OTA Financial Group
Purchase,
New York
| $209M | +$51.8M | +33% | 0.16% | 320% | 149 | 72.48% |
|
| 4273 |
SFG
4273
Sunburst Financial Group
Vestavia Hills,
Alabama
| $209M | +$5.88M | +3% | 10.4% | 50.7% | 86 | 16.28% |
|
| 4274 |
AIA
4274
AIMZ Investment Advisors
Los Altos,
California
| $209M | -$34.7M | -14% | 12% | 81.3% | 116 | 6.03% |
|
| 4275 |
CPWMP
4275
Cardinal Point Wealth Management Partners
Irvine,
California
| $209M | -$15.8M | -7% | 12% | – | 61 | 34.43% |
|