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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 |
UWM
4251
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $207M | +$11.6M | +6% | 7.07% | 55% | 124 | 20.16% |
|
| 4252 |
QGA
4252
Q Global Advisors
Fort Worth,
Texas
| $207M | +$61.3M | +42% | 12.1% | 58.3% | 283 | 27.56% |
|
| 4253 |
EGP
4253
Entrust Global Partners
New York
| $207M | +$15.8M | +8% | 3.66% | 75.6% | 14 | 71.43% |
|
| 4254 |
WFA
4254
Websterrogers Financial Advisors
Florence,
South Carolina
| $207M | +$16.3M | +9% | 7.36% | 42.9% | 62 | 19.35% |
|
| 4255 |
DC
4255
Deere & Company
Moline,
Illinois
| $206M | – | – | 3.36% | – | 3 | – |
|
| 4256 |
MA
4256
Modus Advisors
Excelsior,
Minnesota
| $206M | +$16.4M | +9% | 8.03% | 69.8% | 108 | 19.44% |
|
| 4257 |
SAMC
4257
Spectrum Asset Management (California)
Newport Beach,
California
| $206M | +$10.9M | +6% | 10.4% | 56.5% | 103 | 19.42% |
|
| 4258 |
RG
4258
Retirement Group
San Diego,
California
| $206M | +$81.4M | +65% | 10.8% | 33.7% | 753 | 34.66% |
|
| 4259 |
DA
4259
DCM Advisors
New York
| $206M | +$7.08M | +4% | 11.8% | 90.4% | 178 | 61.24% |
|
| 4260 |
DFA
4260
Delta Financial Advisors
New Orleans,
Louisiana
| $206M | +$17.9M | +10% | 12.7% | 80.5% | 114 | 5.26% |
|
| 4261 |
FP
4261
Fiduciary Planning
Englewood,
Florida
| $206M | +$11.4M | +6% | 5.05% | 43.7% | 46 | 26.09% |
|
| 4262 |
ARC
4262
Advisor Resource Council
Dallas,
Texas
| $206M | +$58.2M | +39% | 5.27% | 74.7% | 184 | 27.72% |
|
| 4263 |
DSN
4263
D. Scott Neal
Lexington,
Kentucky
| $206M | -$31.9M | -13% | 3.1% | 105% | 62 | 11.29% |
|
| 4264 |
PCM
4264
Patient Capital Management
Baltimore,
Maryland
| $206M | +$5.56M | +3% | 4.05% | 125% | 45 | 11.11% |
|
| 4265 |
BCIM
4265
Bishop & Co Investment Management
Erie,
Pennsylvania
| $206M | +$16M | +8% | 7.97% | 47.6% | 24 | 4.17% |
|
| 4266 |
WWM
4266
WT Wealth Management
Scottsdale,
Arizona
| $206M | +$7.05M | +4% | 3.1% | 66.6% | 110 | 33.64% |
|
| 4267 |
BWM
4267
BCGM Wealth Management
Lafayette,
Indiana
| $206M | +$5.41M | +3% | 7.79% | 47.4% | 113 | 7.96% |
|
| 4268 |
EA
4268
Eclectic Associates
Fullerton,
California
| $205M | +$53M | +35% | 7.34% | 49.7% | 81 | 22.22% |
|
| 4269 |
DA
4269
Detalus Advisors
St. Louis,
Missouri
| $205M | +$38.1M | +23% | 8.17% | 67.9% | 144 | 15.28% |
|
| 4270 |
PWM
4270
Paulson Wealth Management
Wheaton,
Illinois
| $205M | +$19.2M | +10% | 6.78% | 47.2% | 95 | 29.47% |
|
| 4271 |
FUBT
4271
First United Bank & Trust
Oakland,
Maryland
| $205M | +$6.06M | +3% | 8.38% | 69.2% | 146 | 4.79% |
|
| 4272 |
SPM
4272
Symmetry Peak Management
Radnor,
Pennsylvania
| $205M | +$120M | +143% | 9.14% | 301% | 164 | 89.02% |
|
| 4273 |
MC
4273
MSD Capital
New York
| $205M | +$21.8M | +12% | 16.3% | 19.8% | 5 | 20% |
|
| 4274 |
ACM
4274
Anfield Capital Management
Irvine,
California
| $205M | -$5.12M | -2% | 6.85% | 65.2% | 100 | 26% |
|
| 4275 |
JAM
4275
Jacobs Asset Management
New York
| $205M | +$8.6M | +4% | 5.57% | 79.5% | 47 | 36.17% |
|