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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
AA
4476
Argent Advisors
Monroe,
Louisiana
| $339M | +$15.6M | +5% | 6.23% | 63.1% | 169 | 14.2% |
|
| 4477 |
SIC
4477
Shoker Investment Counsel
Oxford,
Ohio
| $339M | +$19.9M | +6% | 7.26% | 83.8% | 113 | 3.54% |
|
| 4478 |
WTFG
4478
Wood Tarver Financial Group
Boise,
Idaho
| $339M | +$6.61M | +2% | 5.47% | – | 702 | 78.49% |
|
| 4479 |
TM
4479
Tikvah Management
Charlotte,
North Carolina
| $339M | +$28M | +9% | 27.6% | 169% | 23 | 4.35% |
|
| 4480 |
CPI
4480
Crestview Partners II
New York
| $339M | -$213M | -39% | 3.54% | 157% | 3 | 0% |
|
| 4481 |
FMB
4481
Field & Main Bank
Henderson,
Kentucky
| $339M | +$31.2M | +10% | 8% | 107% | 254 | 7.48% |
|
| 4482 |
PB
4482
Pinnacle Bancorp
Beatrice,
Nebraska
| $339M | +$14.5M | +4% | 6.44% | 68.3% | 939 | 6.28% |
|
| 4483 |
AC
4483
Addison Capital
Conshohocken,
Pennsylvania
| $338M | +$50.8M | +18% | 7.64% | 59.7% | 153 | 10.46% |
|
| 4484 |
MTIC
4484
Missouri Trust & Investment Company
Springfield,
Missouri
| $338M | +$32.3M | +11% | 10.4% | 65.1% | 444 | 11.26% |
|
| 4485 |
WCM
4485
Whitefort Capital Management
New York
| $338M | +$71.6M | +27% | 27.2% | 243% | 20 | 25% |
|
| 4486 |
AB
4486
Atlas Brown
Louisville,
Kentucky
| $338M | +$26.8M | +9% | 9.9% | 102% | 236 | 9.75% |
|
| 4487 |
HAC
4487
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $338M | +$24.3M | +8% | 8.29% | 63.2% | 82 | 3.66% |
|
| 4488 |
PA
4488
PFW Advisors
Atlanta,
Georgia
| $338M | +$13M | +4% | 6.22% | – | 136 | 13.24% |
|
| 4489 |
SAM
4489
Silphium Asset Management
London,
United Kingdom
| $338M | +$57.2M | +20% | 5.75% | 128% | 39 | 12.82% |
|
| 4490 |
SL
4490
SOF Ltd
George Town,
Cayman Islands
| $338M | +$2.35M | +0.7% | 0.7% | 42.3% | 1 | 0% |
|
| 4491 |
TCOO
4491
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $338M | +$23.7M | +8% | 8.15% | 88.7% | 145 | 8.28% |
|
| 4492 |
AWA
4492
ARQ Wealth Advisors
Scottsdale,
Arizona
| $338M | +$46.7M | +16% | 6.64% | 53.3% | 147 | 39.46% |
|
| 4493 |
CA
4493
Claar Advisors
New York
| $338M | +$11.4M | +3% | 8.54% | 65.5% | 19 | 10.53% |
|
| 4494 |
SMG
4494
Smart Money Group
Eastland,
Texas
| $338M | +$18.8M | +6% | 5.87% | 58.9% | 83 | 14.46% |
|
| 4495 |
NOI
4495
Newton One Investments
Newark,
Delaware
| $338M | +$19.9M | +6% | 5.55% | 38.7% | 128 | 6.25% |
|
| 4496 |
CIC
4496
Chase Investment Counsel
Charlottesville,
Virginia
| $338M | +$24.8M | +8% | 14.9% | 350% | 160 | 36.88% |
|
| 4497 |
VBFP
4497
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $338M | +$18.9M | +6% | 4.48% | 36.2% | 166 | 9.64% |
|
| 4498 |
IGM
4498
Incline Global Management
New York
| $337M | +$82.9M | +33% | 4.38% | 40.1% | 36 | 55.56% |
|
| 4499 |
WSL
4499
Western Standard LLC
Los Angeles,
California
| $337M | +$157M | +88% | 11.3% | 83.7% | 33 | 66.67% |
|
| 4500 |
SWM
4500
Seaside Wealth Management
Carlsbad,
California
| $337M | +$22.7M | +7% | 6.25% | 53.4% | 63 | 1.59% |
|