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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4376 |
WH
4376
Whitcomb & Hess
Ashland,
Ohio
| $254M | +$18.5M | +8% | 2.09% | 49% | 32 | 6.25% |
|
| 4377 |
MPAM
4377
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $254M | +$9.48M | +4% | 9.05% | 75.1% | 114 | 5.26% |
|
| 4378 |
CFO
4378
Collective Family Office
York,
Pennsylvania
| $254M | +$21.6M | +9% | 5.42% | 50.1% | 191 | 15.71% |
|
| 4379 |
TLP
4379
Tri Locum Partners
New York
| $254M | +$2.37M | +0.9% | 31.9% | 357% | 58 | 81.03% |
|
| 4380 |
PCA
4380
Prospect Capital Advisors
Sausalito,
California
| $254M | -$49M | -16% | 0.48% | 202% | 36 | 25% |
|
| 4381 |
PM
4381
Precept Management
Dallas,
Texas
| $254M | +$39.7M | +19% | 17.3% | 110% | 104 | 68.27% |
|
| 4382 |
GTAM
4382
Global Trust Asset Management
West Palm Beach,
Florida
| $254M | +$30.2M | +14% | 10% | 168% | 450 | 15.11% |
|
| 4383 |
FLA
4383
Financial Life Advisors
San Antonio,
Texas
| $254M | +$14.9M | +6% | 3.4% | 42.7% | 55 | 3.64% |
|
| 4384 |
HGM
4384
Highside Global Management
Dallas,
Texas
| $254M | +$5.61M | +2% | 1.15% | 11.1% | 19 | 31.58% |
|
| 4385 |
OC
4385
Oarsman Capital
Milwaukee,
Wisconsin
| $254M | +$6.6M | +3% | 7.98% | 70.6% | 200 | 10.5% |
|
| 4386 |
BIA
4386
BHK Investment Advisors
Birmingham,
Alabama
| $253M | +$10.7M | +4% | 5.79% | 54.6% | 66 | 4.55% |
|
| 4387 |
CA
4387
Crumly & Associates
Springfield,
Illinois
| $253M | +$38.3M | +18% | 7.85% | 55.2% | 116 | 24.14% |
|
| 4388 |
KMWM
4388
Keudell/Morrison Wealth Management
Salem,
Oregon
| $253M | +$20M | +9% | 9.78% | – | 203 | 19.21% |
|
| 4389 |
BGI
4389
BlueDrive Global Investors
London,
United Kingdom
| $253M | -$56.8M | -18% | 3.99% | 25.6% | 12 | 0% |
|
| 4390 |
RFWA
4390
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $253M | +$15.8M | +7% | 7.62% | 117% | 293 | 10.24% |
|
| 4391 |
IA
4391
IAM Advisory
Easton,
Pennsylvania
| $253M | +$17.3M | +7% | 9.93% | 74.5% | 77 | 14.29% |
|
| 4392 |
WFG
4392
Wills Financial Group
Richmond,
Virginia
| $253M | +$30.1M | +14% | 11% | 57.5% | 68 | 1.47% |
|
| 4393 |
SWM
4393
Southern Wealth Management
Dallas,
Texas
| $253M | -$87.4M | -26% | 4.54% | 50% | 59 | 11.86% |
|
| 4394 |
V
4394
ValueWorks
New York
| $253M | +$18M | +8% | 4.03% | 190% | 35 | 8.57% |
|
| 4395 |
WW
4395
Waterfront Wealth
Overland Park,
Kansas
| $253M | +$45.6M | +22% | 7.8% | 71.8% | 222 | 21.17% |
|
| 4396 |
HCA
4396
Horan Capital Advisors
Cincinnati,
Ohio
| $252M | +$26.3M | +12% | 11.2% | 26.6% | 93 | 10.75% |
|
| 4397 |
SMC
4397
S. Muoio & Co
New York
| $252M | +$122M | +94% | 8.55% | 327% | 125 | 47.2% |
|
| 4398 |
BAM
4398
Bullseye Asset Management
Denver,
Colorado
| $252M | -$36.3M | -13% | 4.25% | 81% | 104 | 9.62% |
|
| 4399 |
LRIC
4399
Long Road Investment Counsel
Kalamazoo,
Michigan
| $252M | +$24.6M | +11% | 11.2% | 53.8% | 78 | 6.41% |
|
| 4400 |
TC
4400
Tenere Capital
New York
| $252M | – | – | 8.79% | 131% | 25 | – |
|