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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
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
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4451 |
MKC
4451
M. Kraus & Co
Shelburne,
Vermont
| $343M | -$15.3M | -4% | 0.02% | 51.8% | 86 | 9.3% |
|
| 4452 |
FCM
4452
Fieldview Capital Management
Niles,
Michigan
| $343M | -$246M | -42% | 3.83% | – | 736 | 72.28% |
|
| 4453 |
VST
4453
Van Strum & Towne
San Francisco,
California
| $343M | -$15M | -4% | 1.95% | 62.2% | 118 | 9.32% |
|
| 4454 |
FA
4454
FC Advisory
West Chester,
Pennsylvania
| $342M | -$5.58M | -2% | 1.83% | 42.9% | 118 | 3.39% |
|
| 4455 |
CWA
4455
Consilio Wealth Advisors
Bellevue,
Washington
| $342M | +$492K | +0.1% | 4.17% | 66.4% | 112 | 22.32% |
|
| 4456 |
VRM
4456
Vectors Research Management
New York
| $342M | +$14.7M | +4% | 2.33% | 67.3% | 144 | 17.36% |
|
| 4457 |
RW
4457
Regimen Wealth
Atlanta,
Georgia
| $342M | +$301K | +0.1% | 1.12% | 34.4% | 80 | 17.5% |
|
| 4458 |
WPA
4458
WIT Partners Advisory
Singapore
| $342M | +$53.2M | +18% | 2.37% | – | 18 | 22.22% |
|
| 4459 |
SC
4459
Slotnik Capital
Dallas,
Texas
| $342M | -$87.5M | -20% | 20.1% | – | 50 | 82% |
|
| 4460 |
YCM
4460
Yakira Capital Management
Westport,
Connecticut
| $342M | +$44.4M | +15% | 1.85% | 74.1% | 244 | 43.44% |
|
| 4461 |
GAM
4461
Grandview Asset Management
Harrisburg,
Pennsylvania
| $342M | -$22.9M | -6% | 2.88% | 172% | 147 | 12.24% |
|
| 4462 |
SW
4462
SMART Wealth
Omaha,
Nebraska
| $341M | +$13.5M | +4% | 0.41% | 77.7% | 240 | 35.42% |
|
| 4463 |
FCM
4463
Findell Capital Management
New York
| $341M | -$6.32M | -2% | 2.23% | – | 22 | 40.91% |
|
| 4464 |
SFA
4464
Seneca Financial Advisors
Rochester,
New York
| $341M | +$12.6M | +4% | 0.09% | 47.3% | 65 | 3.08% |
|
| 4465 |
EC
4465
EntryPoint Capital
New York
| $341M | +$84.9M | +33% | 2.35% | – | 955 | 56.54% |
|
| 4466 |
IPW
4466
Intergy Private Wealth
Colorado Springs,
Colorado
| $341M | +$9.49M | +3% | 0.4% | 67.6% | 126 | 10.32% |
|
| 4467 |
CPI
4467
Crestview Partners II
New York
| $341M | +$22.9M | +7% | 9.78% | 157% | 3 | 0% |
|
| 4468 |
MTIC
4468
Missouri Trust & Investment Company
Springfield,
Missouri
| $341M | +$99.6K | +0% | 1.86% | 65.1% | 422 | 7.35% |
|
| 4469 |
KFSC
4469
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $341M | +$9.47M | +3% | 1.78% | 66% | 138 | 26.09% |
|
| 4470 |
CWG
4470
Crown Wealth Group
Charlotte,
North Carolina
| $340M | -$17.4M | -5% | 3.26% | 86.2% | 163 | 23.31% |
|
| 4471 |
CPIA
4471
Cornell Pochily Investment Advisors
Ithaca,
New York
| $340M | -$4.56M | -1% | 0.28% | 83.7% | 189 | 11.64% |
|
| 4472 |
MSG
4472
Main Street Group
Glen Allen,
Virginia
| $340M | +$50.5M | +17% | 5.17% | – | 865 | 89.48% |
|
| 4473 |
WLPWM
4473
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $340M | +$24M | +8% | 0.13% | 51.7% | 147 | 14.97% |
|
| 4474 |
SWK
4474
Stephen W. Kidder
| $340M | -$14.5M | -4% | 2.25% | 62.5% | 80 | 13.75% |
|
| 4475 |
SM
4475
Sweeney & Michel
Chico,
California
| $340M | +$1.3M | +0.4% | 0.21% | – | 146 | 4.11% |
|