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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4276 |
SFWC
4276
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $208M | -$39.7M | -16% | 14.1% | 72.3% | 105 | 11.43% |
|
| 4277 |
GCA
4277
Gradient Capital Advisors
San Diego,
California
| $208M | -$27.6M | -12% | 13.2% | 71% | 130 | 17.69% |
|
| 4278 |
SI
4278
Sora Investors
Bryn Mawr,
Pennsylvania
| $208M | -$7.41M | -3% | 24.1% | 179% | 35 | 62.86% |
|
| 4279 |
LIC
4279
Laurus Investment Counsel
Toronto,
Canada
| $208M | -$56.9M | -21% | 18.1% | 14.1% | 45 | 13.33% |
|
| 4280 |
NS
4280
Newman & Schimel
Deerfield,
Illinois
| $208M | +$54.3M | +35% | 10.8% | – | 52 | 23.08% |
|
| 4281 |
OPW
4281
Oxler Private Wealth
Rye Brook,
New York
| $208M | -$14M | -6% | 14.4% | 92.6% | 237 | 54.01% |
|
| 4282 |
BA
4282
Bridge Advisory
Pasadena,
California
| $208M | -$21.5M | -9% | 11.7% | 6.7% | 125 | 30.4% |
|
| 4283 |
BDA
4283
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $207M | -$30.7M | -13% | 12.1% | 44.2% | 53 | 1.89% |
|
| 4284 |
HWC
4284
Hill Winds Capital
High Falls,
New York
| $207M | -$44.4M | -18% | 18.6% | 8.52% | 49 | 55.1% |
|
| 4285 |
OFG
4285
Omega Financial Group
Santa Barbara,
California
| $207M | -$23.6M | -10% | 12.8% | 45.2% | 82 | 13.41% |
|
| 4286 |
TCA
4286
Teewinot Capital Advisers
New York
| $207M | -$133M | -39% | 30.4% | 149% | 27 | 14.81% |
|
| 4287 |
CG
4287
Compass Group
New York
| $207M | -$77M | -27% | 7.63% | 64.6% | 21 | 38.1% |
|
| 4288 |
TSA
4288
Tri-Star Advisors
Houston,
Texas
| $207M | -$10.2M | -5% | 10.5% | 3.07% | 64 | 29.69% |
|
| 4289 |
AC
4289
Arjuna Capital
Durham,
North Carolina
| $207M | -$33.4M | -14% | 14.4% | 105% | 96 | 20.83% |
|
| 4290 |
FA
4290
Forefront Analytics
West Conshohocken,
Pennsylvania
| $206M | -$62.9M | -23% | 12.6% | 50.9% | 77 | 23.38% |
|
| 4291 |
LGA
4291
Lebenthal Global Advisors
Hauppauge,
New York
| $206M | -$28.5M | -12% | 14% | 50.8% | 155 | 21.29% |
|
| 4292 |
WA
4292
Wealth Advisors
Rancho Santa Fe,
California
| $206M | -$70.6M | -26% | 20.3% | 40% | 71 | 21.13% |
|
| 4293 |
WIM
4293
Warwick Investment Management
Bryan,
Texas
| $206M | -$23.4M | -10% | 15.4% | 64.3% | 59 | 11.86% |
|
| 4294 |
SBF
4294
Sara-Bay Financial
Sarasota,
Florida
| $206M | -$46.4M | -18% | 20.1% | 231% | 85 | 14.12% |
|
| 4295 |
RHI
4295
Richmond Hill Investments
New York
| $206M | -$58.4M | -22% | 20.1% | 55.2% | 7 | 14.29% |
|
| 4296 |
WRTC
4296
Wind River Trust Company
Jackson,
Wyoming
| $206M | -$44M | -18% | 15.8% | 62.1% | 9 | 0% |
|
| 4297 |
GCM
4297
Gibraltar Capital Management
Tulsa,
Oklahoma
| $206M | -$34.6M | -14% | 10.2% | 56.6% | 85 | 7.06% |
|
| 4298 |
SWMG
4298
Signature Wealth Management Group
Atlanta,
Georgia
| $206M | -$16.4M | -7% | 7.23% | – | 96 | 20.83% |
|
| 4299 |
MC
4299
Mathes Company
New York
| $206M | -$52.2M | -20% | 16.6% | 121% | 135 | 11.85% |
|
| 4300 |
CS
4300
Cisco Systems
San Jose,
California
| $206M | -$55.1M | -21% | 19.4% | 212% | 5 | 20% |
|