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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
MC
4476
Mathes Company
New York
| $179M | -$26.3M | -13% | 4.93% | 121% | 131 | 8.4% |
|
| 4477 |
DP
4477
Denver PWM
Denver,
Colorado
| $179M | -$33M | -16% | 5.18% | 44.8% | 97 | 12.37% |
|
| 4478 |
HJIM
4478
Henry James International Management
New York
| $179M | -$20.4M | -10% | 7.82% | 123% | 131 | 3.05% |
|
| 4479 |
TA
4479
TFG Advisers
Auburn Hills,
Michigan
| $179M | -$8.56M | -5% | 5.1% | 61.8% | 197 | 5.08% |
|
| 4480 |
GWAG
4480
Garrett Wealth Advisory Group
Weatherford,
Texas
| $179M | -$4.67M | -3% | 5.51% | 66.1% | 51 | 17.65% |
|
| 4481 |
AM
4481
Atwater Malick
Lancaster,
Pennsylvania
| $179M | -$11.1M | -6% | 5.14% | 79.1% | 58 | 13.79% |
|
| 4482 |
DA
4482
Dash Acquisitions
Woodland Hills,
California
| $179M | -$4M | -2% | 7.62% | 52% | 38 | 7.89% |
|
| 4483 |
ATC
4483
Adirondack Trust Company
Saratoga Springs,
New York
| $179M | -$7.58M | -4% | 5.11% | 84.9% | 501 | 10.38% |
|
| 4484 |
OPW
4484
Oxler Private Wealth
Rye Brook,
New York
| $179M | -$28.8M | -14% | 5.77% | 92.6% | 467 | 38.54% |
|
| 4485 |
UMC
4485
UNC Management Company
Chapel Hill,
North Carolina
| $179M | -$10.2M | -5% | 5.18% | 92% | 4 | 75% |
|
| 4486 |
CCA
4486
Cadent Capital Advisors
Tulsa,
Oklahoma
| $179M | +$1.74M | +1% | 1.81% | 106% | 124 | 16.13% |
|
| 4487 |
EM
4487
Excalibur Management
Waltham,
Massachusetts
| $179M | -$13.5M | -7% | 4.3% | 81.7% | 156 | 5.77% |
|
| 4488 |
UFA
4488
US Financial Advisors
Braintree,
Massachusetts
| $179M | +$479K | +0.3% | 4.98% | 12.6% | 69 | 15.94% |
|
| 4489 |
SAM
4489
Secure Asset Management
Troy,
Michigan
| $179M | -$2.05M | -1% | 3.91% | 86.5% | 178 | 19.66% |
|
| 4490 |
CAG
4490
Compass Advisory Group
Melville,
New York
| $178M | -$5.68M | -3% | 3.58% | 49.2% | 72 | 18.06% |
|
| 4491 |
ACM
4491
Analog Century Management
New York
| $178M | -$5.74M | -3% | 2.73% | 785% | 19 | 15.79% |
|
| 4492 |
FP
4492
Financial Perspectives
Minneapolis,
Minnesota
| $178M | +$1.11M | +0.6% | 5.78% | 87.8% | 711 | 4.22% |
|
| 4493 |
RWM
4493
Rench Wealth Management
Denton,
Texas
| $178M | -$16.8M | -9% | 7.7% | 106% | 40 | 2.5% |
|
| 4494 |
T
4494
TRUADVICE
Sarasota,
Florida
| $178M | -$10.9M | -6% | 4.4% | 21.6% | 158 | 20.89% |
|
| 4495 |
TFP
4495
Triune Financial Partners
Overland Park,
Kansas
| $178M | -$9.09M | -5% | 7.03% | 61.6% | 23 | 0% |
|
| 4496 |
S
4496
Schroders
London,
United Kingdom
| $178M | -$167M | -48% | 4.85% | 5.82% | 83 | 96.39% |
|
| 4497 |
BSA
4497
Bull Street Advisors
Savannah,
Georgia
| $178M | -$9.24M | -5% | 4.15% | 41.9% | 92 | 4.35% |
|
| 4498 |
TAM
4498
Townsend Asset Management
Raleigh,
North Carolina
| $178M | -$16M | -8% | 4.58% | 77% | 215 | 12.09% |
|
| 4499 |
JAWM
4499
J. Arnold Wealth Management
Youngstown,
Ohio
| $178M | +$46.4M | +35% | 3.4% | 46.2% | 54 | 33.33% |
|
| 4500 |
AF
4500
Affiance Financial
St. Louis Park,
Minnesota
| $177M | -$8.01M | -4% | 4.85% | 50.1% | 143 | 18.18% |
|