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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4401 |
OC
4401
Oarsman Capital
Milwaukee,
Wisconsin
| $187M | -$14.8M | -7% | 6.09% | 70.6% | 173 | 10.98% |
|
| 4402 |
IB
4402
Iyo Bank
Matsuyama,
Japan
| $187M | -$114M | -38% | 8.49% | 125% | 36 | 16.67% |
|
| 4403 |
RS
4403
Retirement Solution
Redmond,
Washington
| $186M | +$1.96M | +1% | 4.21% | 65.2% | 34 | 5.88% |
|
| 4404 |
IC
4404
Innealta Capital
Austin,
Texas
| $186M | -$8.77M | -5% | 4.51% | 63.7% | 67 | 23.88% |
|
| 4405 |
2C
4405
272 Capital
Dallas,
Texas
| $186M | -$23.3M | -11% | 4.28% | 213% | 106 | 60.38% |
|
| 4406 |
PI
4406
Pettee Investors
Rowayton,
Connecticut
| $186M | -$15M | -7% | 5.4% | 96.1% | 116 | 0.86% |
|
| 4407 |
OIA
4407
Optimum Investment Advisors
Chicago,
Illinois
| $186M | -$13.8M | -7% | 4.74% | 125% | 918 | 15.8% |
|
| 4408 |
OR
4408
Olympiad Research
Stamford,
Connecticut
| $186M | -$36.6M | -16% | 9.21% | 189% | 358 | 53.63% |
|
| 4409 |
PWM
4409
Paulson Wealth Management
Wheaton,
Illinois
| $186M | -$4.13M | -2% | 4.83% | 57.1% | 85 | 24.71% |
|
| 4410 |
CHA
4410
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $186M | -$4.73M | -2% | 5.03% | 39.7% | 886 | 8.8% |
|
| 4411 |
SRC
4411
Stone Run Capital
New York
| $186M | -$13.2M | -7% | 2.77% | 77.8% | 63 | 11.11% |
|
| 4412 |
OM
4412
OpenView Management
Boston,
Massachusetts
| $185M | -$39.3M | -17% | 17.4% | – | 3 | 0% |
|
| 4413 |
AWM
4413
Abound Wealth Management
Franklin,
Tennessee
| $185M | +$5.63M | +3% | 6.19% | 58.6% | 754 | 84.75% |
|
| 4414 |
SPG
4414
Snow Phipps Group
New York
| $185M | -$6.86M | -4% | 3.46% | 89.2% | 2 | 0% |
|
| 4415 |
GWA
4415
GGM Wealth Advisors
Baltimore,
Maryland
| $185M | +$6.05M | +3% | 1.76% | 25.9% | 138 | 7.25% |
|
| 4416 |
TAM
4416
Tealwood Asset Management
Minneapolis,
Minnesota
| $185M | -$16.6M | -8% | 6.37% | 121% | 128 | 1.56% |
|
| 4417 |
CAN
4417
Claraphi Advisory Network
Aliso Viejo,
United States
| $185M | -$99.6M | -35% | 1.88% | 88.3% | 309 | 50.16% |
|
| 4418 |
FDS
4418
Freedom Day Solutions
Houston,
Texas
| $185M | -$14.6M | -7% | 4.41% | 84.6% | 115 | 18.26% |
|
| 4419 |
AWM
4419
Ameliora Wealth Management
Zurich,
Switzerland
| $185M | +$100M | +119% | 3.65% | 70.1% | 238 | 89.5% |
|
| 4420 |
WOC
4420
West Oak Capital
Westlake Village,
California
| $184M | -$6.2M | -3% | 3.68% | 110% | 354 | 6.78% |
|
| 4421 |
BO
4421
Bank OZK
Little Rock,
Arkansas
| $184M | -$13.4M | -7% | 6.46% | 112% | 126 | 12.7% |
|
| 4422 |
SFG
4422
Snider Financial Group
Bellevue,
Washington
| $184M | +$638K | +0.3% | 3.53% | 73.7% | 65 | 26.15% |
|
| 4423 |
SG
4423
Stagwell Group
Miami Beach,
Florida
| $184M | +$40.3M | +28% | 28% | 8.47% | 1 | 0% |
|
| 4424 |
LC
4424
LCNB Corp
Lebanon,
Ohio
| $184M | -$8.88M | -5% | 5.54% | 75.2% | 167 | 7.19% |
|
| 4425 |
SSWG
4425
Seven Springs Wealth Group
Brentwood,
Tennessee
| $184M | -$15.6M | -8% | 3.67% | 59.2% | 69 | 24.64% |
|