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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4751 |
BWM
4751
BCS Wealth Management
Johnson City,
Tennessee
| $188M | -$22.6M | -11% | 3.62% | 46.7% | 174 | 21.84% |
|
| 4752 |
WP
4752
Waycross Partners
Louisville,
Kentucky
| $188M | +$8.82M | +5% | 10.3% | 87.7% | 92 | 11.96% |
|
| 4753 |
WHAM
4753
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $188M | +$1.54M | +0.8% | 8.11% | 97% | 14 | 42.86% |
|
| 4754 |
FA
4754
Fountainhead AM
Warren,
New Jersey
| $188M | -$9K | -0% | 4.72% | 65.6% | 61 | 1.64% |
|
| 4755 |
EML
4755
Eos Management LP
New York
| $188M | +$17M | +10% | 9.15% | 152% | 29 | 3.45% |
|
| 4756 |
DA
4756
Detalus Advisors
St. Louis,
Missouri
| $188M | +$18.2M | +11% | 6.66% | 67.9% | 124 | 16.13% |
|
| 4757 |
TCM
4757
Tieton Capital Management
Yakima,
Washington
| $188M | +$14.3M | +8% | 7.27% | 172% | 35 | 5.71% |
|
| 4758 |
IWP
4758
Insight Wealth Partners
Plano,
Texas
| $188M | -$15.3M | -8% | 2.21% | 63.2% | 59 | 11.86% |
|
| 4759 |
OKSA
4759
O'Keefe Stevens Advisory
Rochester,
New York
| $188M | +$28.3M | +18% | 11.9% | 216% | 43 | 13.95% |
|
| 4760 |
RW
4760
Rede Wealth
Charlottesville,
Virginia
| $188M | +$14.9M | +9% | 6.94% | 80.9% | 110 | 9.09% |
|
| 4761 |
AIA
4761
Arcadia Investment Advisors
Eagle,
Idaho
| $187M | +$5.25M | +3% | 5.78% | 51.4% | 248 | 58.06% |
|
| 4762 |
AFC
4762
AFT Forsyth & Company
West Palm Beach,
Florida
| $187M | +$20.5M | +12% | 11.9% | 135% | 165 | 10.91% |
|
| 4763 |
BSA
4763
Bull Street Advisors
Savannah,
Georgia
| $187M | +$10.1M | +6% | 4.49% | 41.9% | 94 | 1.06% |
|
| 4764 |
AC
4764
AlphaCore Capital
La Jolla,
California
| $187M | +$37.6M | +25% | 6.08% | 85.9% | 83 | 45.78% |
|
| 4765 |
RWP
4765
Reliant Wealth Planning
Louisville,
Kentucky
| $187M | +$14.6M | +8% | 6.95% | 39.4% | 5 | 0% |
|
| 4766 |
SAM
4766
Selway Asset Management
| $187M | +$14.9M | +9% | 6.41% | 36.5% | 76 | 10.53% |
|
| 4767 |
MSFP
4767
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $187M | +$12.3M | +7% | 6.69% | 92.4% | 445 | 20.45% |
|
| 4768 |
CJA
4768
C-J Advisory
San Jose,
California
| $186M | +$14.8M | +9% | 5.63% | 39.2% | 34 | 5.88% |
|
| 4769 |
WGCA
4769
Wolf Group Capital Advisors
Fairfax,
Virginia
| $186M | +$12.6M | +7% | 5.23% | 28.2% | 103 | 4.85% |
|
| 4770 |
IFG
4770
Investors Financial Group
Plymouth,
Minnesota
| $186M | +$15.4M | +9% | 5.73% | – | 212 | 13.21% |
|
| 4771 |
ATIA
4771
American Trust Investment Advisors
Lebanon,
New Hampshire
| $186M | +$14.8M | +9% | 7.35% | 91% | 86 | 8.14% |
|
| 4772 |
JAM
4772
JLP Asset Management
New York
| $186M | +$29.4M | +19% | 13.7% | 16.1% | 34 | 8.82% |
|
| 4773 |
AU
4773
Algebris (UK)
London,
United Kingdom
| $186M | -$124M | -40% | 1.36% | 24.5% | 40 | 72.5% |
|
| 4774 |
LGA
4774
Lebenthal Global Advisors
Hauppauge,
New York
| $186M | +$23.4M | +14% | 7.24% | 50.8% | 190 | 46.84% |
|
| 4775 |
MC
4775
Muzinich & Co
New York
| $186M | -$69.1M | -27% | 5.3% | 9.67% | 64 | 48.44% |
|