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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4551 |
3C
4551
325 Capital
New York
| $329M | +$75.7M | +30% | 22.8% | 226% | 12 | 8.33% |
|
| 4552 |
SHFA
4552
SS&H Financial Advisors
Troy,
Michigan
| $329M | +$29.7M | +10% | 10.3% | – | 130 | 9.23% |
|
| 4553 |
CCM
4553
Carmel Capital Management
Carmel,
California
| $329M | +$32.5M | +11% | 12.2% | 265% | 25 | 0% |
|
| 4554 |
ITIM
4554
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $329M | +$26.3M | +9% | 9.74% | 104% | 494 | 9.51% |
|
| 4555 |
NC
4555
Nixon Capital
Austin,
Texas
| $329M | +$21.4M | +7% | 11.6% | 118% | 27 | 18.52% |
|
| 4556 |
MIM
4556
Moseley Investment Management
Bradenton,
Florida
| $329M | +$38.4M | +13% | 8.76% | 96.6% | 179 | 10.61% |
|
| 4557 |
HZ
4557
Hixon Zuercher
Findlay,
Ohio
| $329M | +$19.1M | +6% | 5.95% | 87.5% | 87 | 10.34% |
|
| 4558 |
IFA
4558
Independence Financial Advisors
Franklin,
New Hampshire
| $328M | +$71.2M | +28% | 5.91% | – | 55 | 10.91% |
|
| 4559 |
IWP
4559
Insight Wealth Partners
Plano,
Texas
| $328M | +$70.7M | +27% | 6.22% | 63.2% | 119 | 12.61% |
|
| 4560 |
CFP
4560
Cypress Financial Planning
Haddon Heights,
New Jersey
| $328M | +$21.6M | +7% | 4.61% | 37.9% | 89 | 6.74% |
|
| 4561 |
LLWM
4561
Life Line Wealth Management
Beverly Hills,
California
| $328M | +$19.2M | +6% | 7.36% | – | 37 | 5.41% |
|
| 4562 |
RWA
4562
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $328M | +$38.6M | +13% | 6.01% | 50.8% | 130 | 19.23% |
|
| 4563 |
LAM
4563
LOM Asset Management
Hamilton,
| $328M | +$32.3M | +11% | 8.77% | – | 259 | 7.34% |
|
| 4564 |
CWM
4564
Chesapeake Wealth Management
Williamsburg,
Virginia
| $328M | +$27.9M | +9% | 7.4% | 65.9% | 162 | 2.47% |
|
| 4565 |
AWP
4565
Accretive Wealth Partners
Parsippany,
New Jersey
| $328M | +$22.8M | +7% | 6.08% | 57.3% | 156 | 6.41% |
|
| 4566 |
LIP
4566
Landmark Investment Partners
West Palm Beach,
Florida
| $328M | -$49.1M | -13% | 3% | – | 101 | 62.38% |
|
| 4567 |
ES
4567
Enavate Sciences
Menlo Park,
California
| $328M | +$151M | +86% | 70.3% | – | 7 | 14.29% |
|
| 4568 |
SC
4568
Steph & Co
Marinette,
Wisconsin
| $327M | +$19.2M | +6% | 6.74% | 56.8% | 328 | 13.72% |
|
| 4569 |
GCP
4569
Gill Capital Partners
Denver,
Colorado
| $327M | +$16.5M | +5% | 5.74% | 52% | 151 | 12.58% |
|
| 4570 |
TWD
4570
True Wealth Design
Akron,
Ohio
| $327M | +$43.4M | +15% | 5.58% | 53% | 2,918 | 19.23% |
|
| 4571 |
ASI
4571
All-Stars Investment
Hong Kong
| $327M | +$29.2M | +10% | 12.1% | 41.7% | 4 | 25% |
|
| 4572 |
HP
4572
HT Partners
Centerbrook,
Connecticut
| $327M | -$167K | -0.1% | 7.56% | 63.1% | 52 | 5.77% |
|
| 4573 |
FP
4573
Fiduciary Planning
Englewood,
Florida
| $327M | +$24.8M | +8% | 7.85% | 65.5% | 89 | 20.22% |
|
| 4574 |
FLI
4574
Family Legacy Inc
Greenville,
South Carolina
| $327M | +$19.6M | +6% | 7.98% | 87.8% | 122 | 0.82% |
|
| 4575 |
MS
4575
Madden Securities
Dallas,
Texas
| $327M | +$28.9M | +10% | 5.61% | 92.2% | 118 | 14.41% |
|