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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4576 |
VWA
4576
VSM Wealth Advisory
Hunt Valley,
Maryland
| $278M | -$2.07M | -0.7% | 2.21% | – | 533 | 17.82% |
|
| 4577 |
HP
4577
Hartree Partners
New York
| $278M | +$7.93M | +3% | 5.09% | 138% | 87 | 67.82% |
|
| 4578 |
SC
4578
Steph & Co
Marinette,
Wisconsin
| $278M | -$18.1M | -6% | 2.05% | 56.8% | 284 | 11.97% |
|
| 4579 |
BP
4579
Bandera Partners
New York
| $278M | +$15.3M | +6% | 3.39% | 55.4% | 19 | 5.26% |
|
| 4580 |
DP
4580
Denver PWM
Denver,
Colorado
| $278M | +$19.5M | +8% | 1.11% | 44.8% | 236 | 72.46% |
|
| 4581 |
MCM
4581
Millstreet Capital Management
Boston,
Massachusetts
| $278M | -$1.2M | -0.4% | 2.17% | – | 3 | 33.33% |
|
| 4582 |
SP
4582
Sequent Planning
Omaha,
Nebraska
| $278M | +$5.28M | +2% | 1.22% | – | 153 | 12.42% |
|
| 4583 |
TPC
4583
Tiger Pacific Capital
New York
| $278M | -$96.3M | -26% | 18.6% | 84.5% | 17 | 58.82% |
|
| 4584 |
BWM
4584
BNC Wealth Management
Beaverton,
Oregon
| $278M | -$26.5M | -9% | 7.23% | 193% | 109 | 22.02% |
|
| 4585 |
GM
4585
Granger Management
New York
| $277M | -$162M | -37% | 3.4% | 69.9% | 7 | 28.57% |
|
| 4586 |
MWM
4586
McMill Wealth Management
Norfolk,
Nebraska
| $277M | +$30.4M | +12% | 0.11% | – | 51 | 15.69% |
|
| 4587 |
SFG
4587
Sterling Financial Group
Pasadena,
California
| $277M | +$8.59M | +3% | 1.11% | 49.6% | 67 | 8.96% |
|
| 4588 |
TFA
4588
Trinity Financial Advisors
Columbus,
Ohio
| $277M | +$14M | +5% | 1.38% | 69.5% | 92 | 10.87% |
|
| 4589 |
THC
4589
Truffle Hound Capital
Bethesda,
Maryland
| $277M | -$7.82M | -3% | 4.63% | – | 59 | 22.03% |
|
| 4590 |
OWIM
4590
Old West Investment Management
Los Angeles,
California
| $277M | +$30.4M | +12% | 2.21% | 242% | 65 | 24.62% |
|
| 4591 |
HVCM
4591
Hel Ved Capital Management
Central,
Hong Kong
| $277M | -$64.7M | -19% | 5.32% | 1,351% | 102 | 58.82% |
|
| 4592 |
DWAM
4592
Duncan Williams Asset Management
Memphis,
Tennessee
| $277M | +$22.9M | +9% | 2.05% | – | 152 | 7.24% |
|
| 4593 |
ECM
4593
Engle Capital Management
Greenwich,
Connecticut
| $277M | -$57.5M | -17% | 6.11% | 398% | 30 | 43.33% |
|
| 4594 |
AWM
4594
Accel Wealth Management
Waverly,
Iowa
| $277M | +$12.9M | +5% | 1.3% | 77.4% | 266 | 9.4% |
|
| 4595 |
RM
4595
Redpoint Management
Woodside,
California
| $277M | -$40.9M | -13% | 11.9% | 20.6% | 6 | 0% |
|
| 4596 |
PWAC
4596
Private Wealth Advisors (California)
Fresno,
California
| $277M | +$21.5M | +8% | 4.59% | 63.6% | 94 | 15.96% |
|
| 4597 |
ZEP
4597
Zeno Equity Partners
London,
United Kingdom
| $277M | -$56.9M | -17% | 5.45% | – | 13 | 15.38% |
|
| 4598 |
MWM
4598
MGB Wealth Management
Addison,
Texas
| $276M | -$45.8M | -14% | 3.48% | – | 310 | 13.55% |
|
| 4599 |
IAS
4599
Investment Advisory Services
The Woodlands,
Texas
| $276M | -$7.2M | -3% | 0.97% | 65.4% | 120 | 7.5% |
|
| 4600 |
3F
4600
360 Financial
Wayzata,
Minnesota
| $276M | -$274K | -0.1% | 4.15% | 82.5% | 90 | 24.44% |
|