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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4326 |
BHWM
4326
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $262M | +$23.9M | +10% | 8.69% | 47.9% | 182 | 17.58% |
|
| 4327 |
DMKJ
4327
David M. Knott Jr
| $262M | -$290K | -0.1% | 8.55% | 169% | 143 | 29.37% |
|
| 4328 |
SA
4328
Sicart Associates
New York
| $261M | +$6.5M | +3% | 8.93% | 99.1% | 74 | 9.46% |
|
| 4329 |
VIM
4329
VELA Investment Management
New Albany,
Ohio
| $261M | +$33.8M | +15% | 8.48% | 56.8% | 166 | 22.29% |
|
| 4330 |
RW
4330
Regimen Wealth
Atlanta,
Georgia
| $261M | +$17.8M | +7% | 7.61% | 34.4% | 70 | 31.43% |
|
| 4331 |
SVCM
4331
Saturn V Capital Management
Austin,
Texas
| $261M | +$22.3M | +9% | 40.7% | 1,083% | 26 | 34.62% |
|
| 4332 |
BDA
4332
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $261M | +$19.2M | +8% | 9.43% | 44.2% | 62 | 6.45% |
|
| 4333 |
SFG
4333
Summit Financial Group
Moorefield,
West Virginia
| $261M | +$23.3M | +10% | 10.3% | 26.1% | 184 | 3.26% |
|
| 4334 |
AIM
4334
Astor Investment Management
Chicago,
Illinois
| $261M | -$4.59M | -2% | 5.3% | 23.3% | 33 | 33.33% |
|
| 4335 |
RA
4335
Regis Acquisition
Denver,
Colorado
| $261M | +$24.2M | +10% | 13.1% | – | 43 | 9.3% |
|
| 4336 |
LJHT
4336
Laurie J. Hall Trustee
| $261M | +$26M | +11% | 10.8% | 96% | 271 | 9.96% |
|
| 4337 |
CFP
4337
Curran Financial Partners
Daniel Island,
South Carolina
| $261M | +$31.5M | +14% | 9% | 49.4% | 90 | 27.78% |
|
| 4338 |
BM
4338
Bridger Management
New York
| $261M | -$12M | -4% | 17.8% | 103% | 42 | 52.38% |
|
| 4339 |
SSW
4339
Stone Summit Wealth
Miami,
Florida
| $261M | +$27.4M | +12% | 11.4% | 59.6% | 142 | 4.93% |
|
| 4340 |
RCA
4340
Riverview Capital Advisers
Boston,
Massachusetts
| $261M | +$34.8M | +15% | 13.7% | 84.8% | 88 | 20.45% |
|
| 4341 |
HWM
4341
Heirloom Wealth Management
Greenwood Village,
Colorado
| $261M | +$35.6M | +16% | 11.1% | 70.6% | 59 | 23.73% |
|
| 4342 |
JCIA
4342
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $260M | +$23.6M | +10% | 15.7% | 239% | 376 | 43.35% |
|
| 4343 |
CFC
4343
Coyle Financial Counsel
Glenview,
Illinois
| $260M | +$21.4M | +9% | 9.42% | 62.4% | 72 | 16.67% |
|
| 4344 |
DCM
4344
DGS Capital Management
Jersey City,
New Jersey
| $260M | +$55.7M | +27% | 36.8% | 177% | 261 | 16.86% |
|
| 4345 |
FWC
4345
First Washington Corp
Seattle,
Washington
| $260M | +$12.6M | +5% | 19.8% | 142% | 62 | 17.74% |
|
| 4346 |
AFS
4346
Aft Forsyth & Sober
Valrico,
Florida
| $260M | +$22.7M | +10% | 11.2% | 94.6% | 88 | 13.64% |
|
| 4347 |
SHCM
4347
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $260M | +$8.84M | +4% | 0.2% | 39.8% | 5 | 0% |
|
| 4348 |
AA
4348
Altrafin AG
Zurich,
| $260M | +$30.1M | +13% | 15.3% | 97.6% | 68 | 16.18% |
|
| 4349 |
WPC
4349
White Pine Capital
Bloomington,
Minnesota
| $259M | +$10.3M | +4% | 11.4% | 143% | 211 | 6.64% |
|
| 4350 |
PIC
4350
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $259M | +$42.6M | +20% | 13.8% | 164% | 80 | 27.5% |
|