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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4526 |
SFWC
4526
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $218M | +$6.38M | +3% | 3.98% | 72.3% | 112 | 6.25% |
|
| 4527 |
BC
4527
Beaconlight Capital
New York
| $217M | +$28.2M | +15% | 11.3% | 282% | 35 | 40% |
|
| 4528 |
RCS
4528
Retirement Capital Strategies
San Jose,
California
| $217M | +$11.6M | +6% | 5.11% | 59% | 72 | 59.72% |
|
| 4529 |
LA
4529
LFL Advisers
Evanston,
Illinois
| $217M | -$5.64M | -3% | 0.85% | 83% | 11 | 0% |
|
| 4530 |
HH
4530
HWG Holdings
Houston,
Texas
| $217M | +$42.2M | +24% | 17.4% | – | 160 | 41.88% |
|
| 4531 |
FP
4531
Fiduciary Planning
Englewood,
Florida
| $217M | +$6.09M | +3% | 1.6% | 65.5% | 44 | 6.82% |
|
| 4532 |
LC
4532
Legacy CG
Plano,
Texas
| $217M | +$19.3M | +10% | 5.99% | 61.2% | 56 | 46.43% |
|
| 4533 |
RCM
4533
Rivermont Capital Management
New York
| $217M | +$35.4M | +19% | 13.2% | 555% | 25 | 40% |
|
| 4534 |
NL
4534
NKCFO LLC
Geneva,
Illinois
| $217M | +$9.64M | +5% | 5.53% | 211% | 107 | 32.71% |
|
| 4535 |
AA
4535
AlphaMark Advisors
Ft. Wright,
Kentucky
| $217M | -$5.69M | -3% | 4.85% | 26.4% | 671 | 10.58% |
|
| 4536 |
MP
4536
MVM Partners
Boston,
Massachusetts
| $217M | -$2.89M | -1% | 0.69% | 77.3% | 3 | 0% |
|
| 4537 |
RCP
4537
Reverence Capital Partners
New York
| $217M | -$22M | -9% | 5.1% | 5.38% | 2 | 0% |
|
| 4538 |
BZWA
4538
Blue Zone Wealth Advisors
Los Angeles,
California
| $217M | +$29.7M | +16% | 8.02% | 78.3% | 87 | 14.94% |
|
| 4539 |
VIM
4539
VELA Investment Management
New Albany,
Ohio
| $217M | -$3.18M | -1% | 5.98% | 56.8% | 142 | 10.56% |
|
| 4540 |
AAM
4540
Augustine Asset Management
Jacksonville,
Florida
| $216M | +$14.5M | +7% | 10.7% | 344% | 111 | 9.01% |
|
| 4541 |
MCC
4541
Malaga Cove Capital
Pv Estates,
California
| $216M | +$14.1M | +7% | 11.5% | 88.1% | 167 | 15.57% |
|
| 4542 |
QPW
4542
Quantum Private Wealth
Tampa,
Florida
| $216M | +$31.7M | +17% | 17.9% | 219% | 200 | 14% |
|
| 4543 |
FNWM
4543
Financial Network Wealth Management
Draper,
Utah
| $216M | +$14.4M | +7% | 8.02% | – | 106 | 13.21% |
|
| 4544 |
NCM
4544
Next Capital Management
New York
| $216M | +$8.83M | +4% | 7.84% | 61.3% | 130 | 12.31% |
|
| 4545 |
SI
4545
SQN Investors
Menlo Park,
California
| $216M | -$11.1M | -5% | 15.5% | – | 20 | 40% |
|
| 4546 |
DRP
4546
Decade Renewable Partners
Houston,
Texas
| $216M | -$57.6M | -21% | 0.52% | – | 46 | 52.17% |
|
| 4547 |
VIG
4547
Vienna Insurance Group
Warsaw,
Poland
| $216M | +$45.5M | +27% | 9.13% | 188% | 90 | 4.44% |
|
| 4548 |
HCM
4548
Highlander Capital Management
Short Hills,
New Jersey
| $216M | +$11.5M | +6% | 6.33% | 34.4% | 712 | 8.85% |
|
| 4549 |
BFWA
4549
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $216M | +$21.1M | +11% | 6.45% | 70.6% | 76 | 15.79% |
|
| 4550 |
PL
4550
Polianta Ltd
St Helier,
Jersey
| $216M | -$2.97M | -1% | 3.06% | 31.6% | 116 | 78.45% |
|