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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 |
RFWA
4251
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $310M | +$5.64M | +2% | 7.76% | 117% | 117 | 41.03% |
|
| 4252 |
DA
4252
Drake & Associates
Waukesha,
Wisconsin
| $310M | +$30.4M | +11% | 5.43% | 47.9% | 92 | 19.57% |
|
| 4253 |
GJWM
4253
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $310M | +$12.7M | +4% | 7.13% | – | 708 | 9.04% |
|
| 4254 |
CCG
4254
Cloverfields Capital Group
Minneapolis,
Minnesota
| $309M | +$13.1M | +4% | 8.61% | 101% | 99 | 12.12% |
|
| 4255 |
WCP
4255
Wick Capital Partners
Wayne,
Pennsylvania
| $309M | +$21.2M | +7% | 5.64% | 60% | 87 | 18.39% |
|
| 4256 |
OA
4256
Operose Advisors
Milwaukee,
Wisconsin
| $309M | +$26.8M | +9% | 7.33% | 68.8% | 633 | 12.32% |
|
| 4257 |
RWA
4257
Roberts Wealth Advisors
Palo Alto,
California
| $309M | +$16.1M | +6% | 5.78% | 73.2% | 97 | 9.28% |
|
| 4258 |
RW
4258
Regimen Wealth
Atlanta,
Georgia
| $309M | +$18.7M | +6% | 5.32% | 34.4% | 67 | 10.45% |
|
| 4259 |
RI
4259
Rinkey Investments
San Diego,
California
| $309M | +$30.7M | +11% | 5.13% | 38.4% | 90 | 30% |
|
| 4260 |
NICM
4260
Neo Ivy Capital Management
New York
| $309M | -$201M | -39% | 6.7% | – | 422 | 85.55% |
|
| 4261 |
CWA
4261
CM Wealth Advisors
Beachwood,
Ohio
| $309M | +$98.4M | +47% | 6.29% | 64.7% | 85 | 12.94% |
|
| 4262 |
CD
4262
Chapin Davis
Baltimore,
Maryland
| $309M | +$16.1M | +6% | 7.64% | 323% | 246 | 12.6% |
|
| 4263 |
WWG
4263
West Wealth Group
Irvine,
California
| $309M | +$25.8M | +9% | 5.57% | 71.2% | 92 | 20.65% |
|
| 4264 |
GWM
4264
Gibbs Wealth Management
Alpharetta,
Georgia
| $309M | +$61.4M | +25% | 6.59% | – | 268 | 16.79% |
|
| 4265 |
BWM
4265
BCGM Wealth Management
Lafayette,
Indiana
| $308M | +$19.6M | +7% | 5.01% | 54.9% | 157 | 6.37% |
|
| 4266 |
LPP
4266
Long Path Partners
Stamford,
Connecticut
| $308M | +$56M | +22% | 7.84% | 9.18% | 10 | 0% |
|
| 4267 |
TCOO
4267
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $308M | +$23.5M | +8% | 6.14% | 88.7% | 135 | 9.63% |
|
| 4268 |
AFA
4268
AllGen Financial Advisors
Orlando,
Florida
| $308M | +$44.5M | +17% | 6.11% | 39.7% | 42 | 16.67% |
|
| 4269 |
TA
4269
Teramo Advisors
Naples,
Florida
| $308M | +$19M | +7% | 5.76% | 62.5% | 9 | 22.22% |
|
| 4270 |
FMC
4270
FTV Management Company
San Francisco,
California
| $308M | +$31.5M | +11% | 11.4% | 15.1% | 1 | 0% |
|
| 4271 |
PA
4271
Paragon Advisors
College Station,
Texas
| $308M | +$33.7M | +12% | 3.55% | 109% | 77 | 6.49% |
|
| 4272 |
SA
4272
Shilanski & Associates
Anchorage,
Alaska
| $308M | +$10.5M | +4% | 8.69% | 84.2% | 126 | 33.33% |
|
| 4273 |
OTL
4273
Oak Thistle LLC
New York
| $308M | +$173M | +128% | 7.71% | 59% | 550 | 78.18% |
|
| 4274 |
WAM
4274
Wakefield Asset Management
Englewood,
Colorado
| $307M | +$21.7M | +8% | 8.73% | 139% | 144 | 2.78% |
|
| 4275 |
RFG
4275
RFP Financial Group
Atlanta,
Georgia
| $307M | +$36.8M | +14% | 6.24% | 53.2% | 916 | 88.43% |
|