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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4501 |
RW
4501
Regimen Wealth
Atlanta,
Georgia
| $337M | +$14.8M | +5% | 4.56% | 34.4% | 78 | 8.97% |
|
| 4502 |
DS
4502
Dalal Street
West Lake Hills,
Texas
| $337M | +$65.3M | +24% | 32.3% | 92.7% | 6 | 33.33% |
|
| 4503 |
CIS
4503
Custom Index Systems
New York
| $337M | +$127M | +61% | 10% | – | 284 | 26.06% |
|
| 4504 |
LWA
4504
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $336M | +$34.9M | +12% | 7.92% | – | 86 | 9.3% |
|
| 4505 |
GAA
4505
Global Assets Advisory
Orlando,
Florida
| $336M | +$80.1M | +31% | 9.63% | 85.9% | 301 | 33.89% |
|
| 4506 |
BP
4506
BWM Planning
The Woodlands,
Texas
| $336M | +$45.8M | +16% | 7.63% | – | 92 | 14.13% |
|
| 4507 |
BWAM
4507
Boyd Watterson Asset Management
Cleveland,
Ohio
| $336M | +$18.1M | +6% | 8.59% | 101% | 432 | 4.86% |
|
| 4508 |
WSWA
4508
Warren Street Wealth Advisors
Newport Beach,
California
| $335M | +$31.8M | +10% | 8.32% | 75.7% | 158 | 17.09% |
|
| 4509 |
SCP
4509
Stevens Capital Partners
Omaha,
Nebraska
| $335M | +$56.1M | +20% | 8.29% | 68.8% | 94 | 13.83% |
|
| 4510 |
MP
4510
McDonald Partners
Cleveland,
Ohio
| $335M | -$82.1M | -20% | 8.38% | 90.7% | 260 | 18.46% |
|
| 4511 |
CPIA
4511
Cornell Pochily Investment Advisors
Ithaca,
New York
| $335M | +$29.3M | +10% | 9.21% | 83.7% | 186 | 9.14% |
|
| 4512 |
BFS
4512
Bare Financial Services
Gap,
Pennsylvania
| $335M | +$38.4M | +13% | 5.76% | – | 1,470 | 23.27% |
|
| 4513 |
HP
4513
Hilltop Partners
Mishawaka,
Indiana
| $335M | +$4.02M | +1% | 6.87% | 64.9% | 124 | 7.26% |
|
| 4514 |
GDS
4514
Gimbel Daniel Scott
| $335M | -$98.8M | -23% | 16.4% | 57.1% | 3 | 33.33% |
|
| 4515 |
EW
4515
Evexia Wealth
Stevens Point,
Wisconsin
| $334M | +$16M | +5% | 8% | 92.5% | 82 | 9.76% |
|
| 4516 |
JIC
4516
JRM Investment Counsel
Omaha,
Nebraska
| $334M | +$23M | +7% | 5.78% | 65.5% | 21 | 4.76% |
|
| 4517 |
BL
4517
BCWM LLC
Overland Park,
Kansas
| $334M | +$19M | +6% | 8.36% | – | 58 | 12.07% |
|
| 4518 |
JF
4518
Joule Financial
Lexington,
Kentucky
| $334M | +$25.8M | +8% | 7.12% | 55.5% | 121 | 16.53% |
|
| 4519 |
FA
4519
FDx Advisors
Chicago,
Illinois
| $334M | +$6.47M | +2% | 7.24% | 66.2% | 202 | 21.29% |
|
| 4520 |
CMP
4520
Courage Miller Partners
Norfolk,
Virginia
| $334M | +$18.1M | +6% | 4.94% | 40.3% | 87 | 3.45% |
|
| 4521 |
PAA
4521
Peregrine Asset Advisers
Portland,
Oregon
| $333M | +$12.9M | +4% | 10.5% | 182% | 192 | 20.31% |
|
| 4522 |
WFA
4522
Websterrogers Financial Advisors
Florence,
South Carolina
| $333M | +$18.9M | +6% | 5.36% | 42.9% | 91 | 5.49% |
|
| 4523 |
BWM
4523
Buska Wealth Management
Wausau,
Wisconsin
| $333M | -$32.8M | -9% | 5.88% | – | 77 | 15.58% |
|
| 4524 |
LW
4524
Libra Wealth
Los Gatos,
California
| $333M | +$27.2M | +9% | 6.76% | 58.2% | 69 | 1.45% |
|
| 4525 |
CWG
4525
Crown Wealth Group
Charlotte,
North Carolina
| $333M | +$66.6M | +25% | 7.69% | 86.2% | 139 | 23.02% |
|