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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4251 |
CC
4251
Cowbird Capital
New York
| $241M | +$25.4M | +12% | 26.2% | 21.3% | 11 | 45.45% |
|
| 4252 |
RDFA
4252
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $241M | +$13.9M | +6% | 4.96% | 56.7% | 343 | 16.91% |
|
| 4253 |
SC
4253
Schiavi & Co
Wilmington,
Delaware
| $241M | +$10.5M | +5% | 0.98% | 41.4% | 26 | 19.23% |
|
| 4254 |
KAM
4254
KEB Asset Management
Springfield,
Illinois
| $241M | +$12.7M | +6% | 4.23% | 68.9% | 64 | 12.5% |
|
| 4255 |
SSW
4255
Stone Summit Wealth
Miami,
Florida
| $241M | +$16.4M | +7% | 4.01% | 59.6% | 138 | 4.35% |
|
| 4256 |
OAM
4256
Oak Asset Management
Westlake Village,
California
| $241M | +$9.37M | +4% | 6.02% | 78% | 100 | 3% |
|
| 4257 |
RW
4257
Regimen Wealth
Atlanta,
Georgia
| $241M | +$10.1M | +4% | 2.11% | 34.4% | 62 | 20.97% |
|
| 4258 |
HC
4258
Hendley & Co
Zanesville,
Ohio
| $241M | +$18.1M | +8% | 6.35% | 54.8% | 53 | 7.55% |
|
| 4259 |
KPWG
4259
KFA Private Wealth Group
Tysons,
Virginia
| $241M | +$21.6M | +10% | 4.98% | 57.5% | 79 | 6.33% |
|
| 4260 |
SVI
4260
Strategic Vision Investment
Hong Kong
| $241M | -$175M | -42% | 4.09% | 95.6% | 27 | 55.56% |
|
| 4261 |
WWM
4261
WT Wealth Management
Scottsdale,
Arizona
| $241M | +$9.68M | +4% | 4.08% | 66.6% | 117 | 24.79% |
|
| 4262 |
RA
4262
Regis Acquisition
Denver,
Colorado
| $241M | +$30M | +14% | 7.31% | – | 40 | 2.5% |
|
| 4263 |
AFS
4263
Aft Forsyth & Sober
Valrico,
Florida
| $241M | +$43.2M | +22% | 7.24% | 94.6% | 84 | 5.95% |
|
| 4264 |
PCM
4264
Princeton Capital Management
Red Bank,
New Jersey
| $241M | +$7.31M | +3% | 12.2% | 180% | 99 | 10.1% |
|
| 4265 |
HP
4265
Hilltop Partners
Mishawaka,
Indiana
| $241M | +$19M | +9% | 3.41% | 64.9% | 103 | 39.81% |
|
| 4266 |
AWM
4266
Arista Wealth Management
Las Vegas,
Nevada
| $241M | +$57.3M | +31% | 3.13% | 60.1% | 65 | 9.23% |
|
| 4267 |
SA
4267
SAM Advisors
Oakhurst,
California
| $241M | +$17.7M | +8% | 5.48% | 57.5% | 40 | 25% |
|
| 4268 |
RG
4268
Retirement Group
San Diego,
California
| $240M | +$21.1M | +10% | 5.24% | 33.7% | 821 | 9.62% |
|
| 4269 |
1CP
4269
11 Capital Partners
Darien,
Connecticut
| $240M | +$37.5M | +18% | 9.76% | 101% | 17 | 35.29% |
|
| 4270 |
BPCM
4270
Beach Point Capital Management
Santa Monica,
California
| $240M | +$32.6M | +16% | 12.6% | 110% | 24 | 29.17% |
|
| 4271 |
OPTFSNA
4271
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $240M | +$11.5M | +5% | 3.46% | 72.6% | 269 | 69.14% |
|
| 4272 |
CMP
4272
Courage Miller Partners
Norfolk,
Virginia
| $240M | +$3.81M | +2% | 2.79% | 40.3% | 76 | 2.63% |
|
| 4273 |
QT
4273
Quantamental Technologies
White Plains,
New York
| $240M | +$54.6M | +29% | 8.07% | 24.2% | 691 | 75.4% |
|
| 4274 |
FLA
4274
Financial Life Advisors
San Antonio,
Texas
| $240M | +$7.03M | +3% | 2.89% | 42.7% | 71 | 18.31% |
|
| 4275 |
DSA
4275
Droms Strauss Advisors
St. Louis,
Missouri
| $240M | +$18M | +8% | 7.57% | 68.7% | 68 | 11.76% |
|