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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4626 |
FFG
4626
Frisch Financial Group
Melville,
New York
| $209M | -$49.1M | -19% | 6.1% | 66.6% | 131 | 27.48% |
|
| 4627 |
APA
4627
Arisaig Partners (Asia)
Singapore
| $209M | -$81.1M | -28% | 10.7% | – | 8 | 0% |
|
| 4628 |
KLCM
4628
KG&L Capital Management
Saint Francisville,
Louisiana
| $209M | +$18M | +9% | 7.26% | 84.2% | 161 | 19.25% |
|
| 4629 |
IFPG
4629
Intrepid Financial Planning Group
Carmel,
Indiana
| $208M | +$10.1M | +5% | 6.92% | 92.5% | 127 | 9.45% |
|
| 4630 |
PWS
4630
Peterson Wealth Services
South Ogden,
Utah
| $208M | +$14M | +7% | 10.3% | 153% | 99 | 18.18% |
|
| 4631 |
EW
4631
Evexia Wealth
Stevens Point,
Wisconsin
| $208M | +$22.7M | +12% | 7.76% | 92.5% | 45 | 15.56% |
|
| 4632 |
HCM
4632
HGI Capital Management
New York
| $208M | +$56.8M | +38% | 4.59% | 47% | 47 | 61.7% |
|
| 4633 |
GSC
4633
G&S Capital
Denver,
Colorado
| $208M | -$18.1M | -8% | 4.37% | 77.2% | 139 | 38.13% |
|
| 4634 |
WA
4634
Waterford Advisors
Orchard Park,
New York
| $208M | +$23M | +12% | 4.09% | 50.5% | 55 | 12.73% |
|
| 4635 |
HRC
4635
Hoertkorn Richard Charles
| $208M | +$14M | +7% | 9.14% | 172% | 86 | 1.16% |
|
| 4636 |
SF
4636
Safeguard Financial
Minocqua,
Wisconsin
| $208M | +$42.9M | +26% | 6.65% | 21.9% | 607 | 88.63% |
|
| 4637 |
CWM
4637
Centurion Wealth Management
Mclean,
Virginia
| $207M | +$9.79M | +5% | 6.22% | – | 159 | 7.55% |
|
| 4638 |
MWM
4638
MTC Wealth Management
Tampa,
Florida
| $207M | +$12.5M | +6% | 1.58% | 30.5% | 13 | 7.69% |
|
| 4639 |
ROC
4639
Robertson Opportunity Capital
Dallas,
Texas
| $207M | +$16.1M | +8% | 11.4% | 93.4% | 24 | 0% |
|
| 4640 |
MPW
4640
Monterey Private Wealth
Monterey,
California
| $206M | +$11.7M | +6% | 7.34% | 29.8% | 111 | 14.41% |
|
| 4641 |
SWA
4641
Sutton Wealth Advisors
Tampa,
Florida
| $206M | +$19.1M | +10% | 7.64% | 40.9% | 875 | 10.51% |
|
| 4642 |
EC
4642
EdgeRock Capital
Denver,
Colorado
| $206M | +$11.5M | +6% | 7.14% | 71.3% | 69 | 14.49% |
|
| 4643 |
CIM
4643
Corbyn Investment Management
Lutherville,
Maryland
| $206M | -$43.2M | -17% | 4.3% | 71.9% | 63 | 4.76% |
|
| 4644 |
QAM
4644
Q3 Asset Management
Birmingham,
Michigan
| $206M | +$86.5M | +72% | 12.4% | 96.2% | 72 | 80.56% |
|
| 4645 |
SRA
4645
Summit Rock Advisors
New York
| $206M | +$52.6M | +34% | 7.62% | – | 4 | 75% |
|
| 4646 |
FCB
4646
First County Bank
Stamford,
Connecticut
| $206M | +$2.12M | +1% | 4.09% | 89.1% | 176 | 12.5% |
|
| 4647 |
WOC
4647
West Oak Capital
Westlake Village,
California
| $206M | +$8.44M | +4% | 7.48% | 110% | 333 | 3.9% |
|
| 4648 |
ACA
4648
Aspire Capital Advisors
Seattle,
Washington
| $206M | +$15.3M | +8% | 6.97% | 59.3% | 63 | 19.05% |
|
| 4649 |
TAM
4649
Tealwood Asset Management
Minneapolis,
Minnesota
| $206M | +$9.41M | +5% | 6.76% | 121% | 137 | 8.76% |
|
| 4650 |
AC
4650
ASB Consultores
Aventura,
Florida
| $206M | -$43M | -17% | 5.45% | 84.6% | 212 | 27.83% |
|