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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4701 |
PM
4701
Phraction Management
Colchester,
Connecticut
| $203M | +$28.2M | +16% | 7.63% | 89.7% | 48 | 10.42% |
|
| 4702 |
AA
4702
Addison Advisors
Middlebury,
Vermont
| $202M | +$23.8M | +13% | 4.52% | 50.2% | 666 | 10.96% |
|
| 4703 |
UID
4703
Union Investments & Development
Tel Aviv,
Israel
| $202M | +$28.7M | +17% | 12.2% | 17% | 55 | 20% |
|
| 4704 |
PIC
4704
Portland Investment Counsel
Burlington,
Ontario, Canada
| $202M | -$16.3M | -7% | 3.94% | 108% | 38 | 13.16% |
|
| 4705 |
SST
4705
S Squared Technology
New York
| $202M | +$33.7M | +20% | 15.8% | 223% | 38 | 21.05% |
|
| 4706 |
KA
4706
Kooman & Associates
Altoona,
Pennsylvania
| $202M | +$17M | +9% | 4.4% | 59.9% | 44 | 11.36% |
|
| 4707 |
SFP
4707
Sterling Financial Planning
Sparta,
New Jersey
| $202M | +$17.6M | +10% | 3.37% | 55.5% | 98 | 3.06% |
|
| 4708 |
WG
4708
Watchman Group
Plano,
Texas
| $202M | +$10.1M | +5% | 6.62% | 52.9% | 71 | 15.49% |
|
| 4709 |
MIM
4709
Meros Investment Management
Dallas,
Texas
| $202M | +$25.8M | +15% | 5.22% | 102% | 40 | 17.5% |
|
| 4710 |
TCWM
4710
Total Clarity Wealth Management
St. Charles,
Illinois
| $201M | +$17.3M | +9% | 4.63% | 69.7% | 233 | 33.48% |
|
| 4711 |
SAM
4711
Soviero Asset Management
New York
| $201M | +$4.34M | +2% | 7.16% | 676% | 54 | 59.26% |
|
| 4712 |
SPG
4712
Snow Phipps Group
New York
| $201M | +$32.4M | +19% | 20.3% | 89.2% | 2 | 0% |
|
| 4713 |
SFS
4713
Stiles Financial Services
Edina,
Minnesota
| $201M | +$15.1M | +8% | 7.82% | 133% | 196 | 9.18% |
|
| 4714 |
DI
4714
DAGCO Inc
Westlake,
Ohio
| $201M | +$14.8M | +8% | 6.5% | 66.5% | 84 | 7.14% |
|
| 4715 |
SAMC
4715
Spectrum Asset Management (California)
Newport Beach,
California
| $201M | -$1.04M | -0.5% | 3.04% | 62.9% | 97 | 16.49% |
|
| 4716 |
TC
4716
Truvestments Capital
Sarasota,
Florida
| $201M | +$13.3M | +7% | 7.38% | 131% | 712 | 8.43% |
|
| 4717 |
HP
4717
Hartree Partners
New York
| $201M | +$45.3M | +29% | 5.24% | 138% | 80 | 68.75% |
|
| 4718 |
DCM
4718
DGS Capital Management
Jersey City,
New Jersey
| $201M | +$21.2M | +12% | 7.46% | 177% | 259 | 22.39% |
|
| 4719 |
KC
4719
Kize Capital
New York
| $201M | -$28M | -12% | 9.18% | 34.7% | 6 | 0% |
|
| 4720 |
SHA
4720
Seneca House Advisors
Richmond,
Virginia
| $201M | +$8.03M | +4% | 4.89% | 58.2% | 84 | 5.95% |
|
| 4721 |
WGCA
4721
Wolf Group Capital Advisors
Fairfax,
Virginia
| $201M | -$673K | -0.3% | 6.44% | 28.2% | 112 | 12.5% |
|
| 4722 |
RCM
4722
Raleigh Capital Management
Cary,
North Carolina
| $201M | -$1.7M | -0.8% | 2.02% | 71.8% | 944 | 22.25% |
|
| 4723 |
CG
4723
Corundum Group
Colorado Springs,
Colorado
| $200M | -$10.9M | -5% | 6.36% | 80.5% | 116 | 13.79% |
|
| 4724 |
OWA
4724
Opal Wealth Advisors
Jericho,
New York
| $200M | +$29.2M | +17% | 5.14% | 55.6% | 151 | 28.48% |
|
| 4725 |
DCM
4725
Davidson Capital Management
Corpus Christi,
Texas
| $200M | +$35.8M | +22% | 7.02% | 79.2% | 85 | 4.71% |
|