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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4401 |
FSA
4401
Financial Security Advisor
Virginia Beach,
Virginia
| $255M | +$37M | +17% | 9.75% | 76.3% | 109 | 18.35% |
|
| 4402 |
WM
4402
Whitford Management
New York
| $254M | +$178M | +231% | 11.1% | 76.2% | 24 | 75% |
|
| 4403 |
CA
4403
Centerpoint Advisors
Needham,
Massachusetts
| $254M | +$18.7M | +8% | 11% | 74.2% | 626 | 31.31% |
|
| 4404 |
LC
4404
LCNB Corp
Lebanon,
Ohio
| $254M | +$28.3M | +13% | 9.58% | 75.2% | 175 | 6.86% |
|
| 4405 |
LCM
4405
Lynx1 Capital Management
San Juan,
Puerto Rico
| $254M | +$103M | +68% | 71% | 883% | 18 | 16.67% |
|
| 4406 |
HP
4406
Hilltop Partners
Mishawaka,
Indiana
| $254M | +$16.5M | +7% | 8.73% | 64.9% | 101 | 8.91% |
|
| 4407 |
RI
4407
Rinkey Investments
San Diego,
California
| $254M | +$35.7M | +16% | 6.96% | 38.4% | 68 | 41.18% |
|
| 4408 |
SWA
4408
Strata Wealth Advisors
Dallas,
Texas
| $254M | +$46.2M | +22% | 9.08% | 68.3% | 73 | 35.62% |
|
| 4409 |
RWI
4409
Red Wave Investments
Dillsburg,
Pennsylvania
| $254M | +$19.8M | +8% | 9.74% | 58% | 102 | 9.8% |
|
| 4410 |
OWA
4410
Opal Wealth Advisors
Jericho,
New York
| $254M | +$82.9M | +49% | 9.64% | 55.6% | 176 | 22.73% |
|
| 4411 |
AF
4411
Apollon Financial
Mount Pleasant,
South Carolina
| $254M | – | – | 11.7% | – | 139 | – |
|
| 4412 |
AI
4412
Auour Investments
Woburn,
Massachusetts
| $254M | +$16.7M | +7% | 6.62% | 35.5% | 75 | 8% |
|
| 4413 |
SA
4413
SAM Advisors
Oakhurst,
California
| $254M | +$23.2M | +10% | 10.2% | 57.5% | 39 | 17.95% |
|
| 4414 |
WWG
4414
West Wealth Group
Irvine,
California
| $254M | +$24.5M | +11% | 10.4% | 71.2% | 87 | 17.24% |
|
| 4415 |
KTM
4415
Keeler Thomas Management
Orem,
Utah
| $254M | -$16.8M | -6% | 9.25% | 46.1% | 68 | 11.76% |
|
| 4416 |
MFS
4416
Madrona Financial Services
Everett,
Washington
| $254M | +$34.6M | +16% | 11.3% | 75.4% | 104 | 28.85% |
|
| 4417 |
IAS
4417
Investment Advisory Services
The Woodlands,
Texas
| $254M | +$21.1M | +9% | 9.1% | 65.4% | 115 | 7.83% |
|
| 4418 |
CM
4418
Columbus Macro
New Castle,
Pennsylvania
| $253M | +$16.1M | +7% | 8.1% | 46.8% | 194 | 27.84% |
|
| 4419 |
WWM
4419
WT Wealth Management
Scottsdale,
Arizona
| $253M | +$19.8M | +8% | 8.38% | 66.6% | 127 | 32.28% |
|
| 4420 |
BWAM
4420
Boyd Watterson Asset Management
Cleveland,
Ohio
| $253M | +$24.3M | +11% | 12.4% | 101% | 426 | 1.88% |
|
| 4421 |
LL
4421
LPWM LLC
Minneapolis,
Minnesota
| $253M | +$30.6M | +14% | 10.4% | 54.3% | 74 | 14.86% |
|
| 4422 |
VP
4422
Verum Partners
Charlotte,
North Carolina
| $253M | +$29.1M | +13% | 8.66% | 53.9% | 144 | 9.72% |
|
| 4423 |
BCM
4423
Birmingham Capital Management
Birmingham,
Alabama
| $253M | +$10.8M | +4% | 8.23% | 103% | 103 | 1.94% |
|
| 4424 |
ACM
4424
AIGH Capital Management
Baltimore,
Maryland
| $253M | +$41.5M | +20% | 44.4% | 3,007% | 56 | 44.64% |
|
| 4425 |
T
4425
TrueFG
Cedar Park,
Texas
| $253M | +$21.6M | +9% | 9.72% | 51.4% | 44 | 11.36% |
|