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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4776 |
SFG
4776
Sunburst Financial Group
Vestavia Hills,
Alabama
| $203M | +$5.59M | +3% | 4% | 50.7% | 76 | 6.58% |
|
| 4777 |
BCM
4777
Breiter Capital Management
Bradenton,
Florida
| $202M | -$1.69M | -0.8% | 2.7% | 109% | 141 | 9.93% |
|
| 4778 |
RWP
4778
Reliant Wealth Planning
Louisville,
Kentucky
| $202M | -$3.29M | -2% | 4.24% | 39.4% | 6 | 33.33% |
|
| 4779 |
CW
4779
Cabot-Wellington
Boston,
Massachusetts
| $202M | -$15.5M | -7% | 5.86% | 65% | 12 | 25% |
|
| 4780 |
CCM
4780
Chimera Capital Management
New York
| $202M | +$41.6M | +26% | 14.8% | – | 57 | 68.42% |
|
| 4781 |
KCMRT
4781
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $202M | +$76.9M | +62% | 11.5% | 21.9% | 2 | 0% |
|
| 4782 |
CC
4782
Claybrook Capital
Wellesley,
Massachusetts
| $202M | -$11.1M | -5% | 4.25% | 7.15% | 138 | 11.59% |
|
| 4783 |
SCA
4783
Sander Capital Advisors
Seattle,
Washington
| $202M | -$46.4M | -19% | 7.31% | 68.8% | 17 | 23.53% |
|
| 4784 |
IGYL
4784
I.G.Y. Ltd
London,
United Kingdom
| $202M | +$6.12M | +3% | 3.67% | 81.2% | 3 | 0% |
|
| 4785 |
HH
4785
HWG Holdings
Houston,
Texas
| $202M | -$28.8M | -13% | 3.41% | – | 176 | 34.09% |
|
| 4786 |
SIC
4786
Shoker Investment Counsel
Oxford,
Ohio
| $202M | -$16.6M | -8% | 0.93% | 83.8% | 104 | 12.5% |
|
| 4787 |
CL
4787
COWA LLC
Tulsa,
Oklahoma
| $201M | +$2.78M | +1% | 1.97% | 65.5% | 154 | 24.03% |
|
| 4788 |
TW
4788
Towerpoint Wealth
Sacramento,
California
| $201M | -$9.9M | -5% | 4.77% | 62.4% | 90 | 6.67% |
|
| 4789 |
SAM
4789
Scion Asset Management
Saratoga,
California
| $201M | +$127M | +170% | 6.66% | 1.91% | 17 | 94.12% |
|
| 4790 |
BWP
4790
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $201M | -$3.4M | -2% | 3.24% | 50.7% | 95 | 13.68% |
|
| 4791 |
KFI
4791
Key Financial Inc
West Chester,
Pennsylvania
| $201M | +$1.53M | +0.8% | 3.21% | 55.5% | 1,130 | 12.83% |
|
| 4792 |
CP
4792
Camelot Portfolios
Maumee,
Ohio
| $201M | -$47.1M | -19% | 0.02% | 41.3% | 275 | 23.27% |
|
| 4793 |
RGC
4793
Redwood Grove Capital
Palo Alto,
California
| $201M | -$12.1M | -6% | 4.49% | 79.8% | 26 | 11.54% |
|
| 4794 |
LM
4794
Lasry Marc
| $201M | -$1.43M | -0.7% | 13.5% | 14.8% | 15 | 46.67% |
|
| 4795 |
LL
4795
LPWM LLC
Minneapolis,
Minnesota
| $201M | +$12.4M | +7% | 4.45% | 54.3% | 70 | 10% |
|
| 4796 |
OWM
4796
OneAscent Wealth Management
Birmingham,
Alabama
| $201M | +$161M | +401% | 4.49% | 50.6% | 235 | 73.62% |
|
| 4797 |
CI
4797
Ceera Investments
Bellaire,
Texas
| $201M | +$7.67M | +4% | 3.71% | 47.9% | 74 | 14.86% |
|
| 4798 |
ACM
4798
Adalta Capital Management
New York
| $200M | -$16.4M | -8% | 5.31% | 80.4% | 105 | 22.86% |
|
| 4799 |
AMC
4799
Asset Management Corp
Northbrook,
Illinois
| $200M | -$1.59M | -0.8% | 4.62% | 57.1% | 197 | 21.32% |
|
| 4800 |
MIG
4800
MGG Investment Group
New York
| $200M | -$25.5M | -11% | 10.8% | 44.1% | 2 | 0% |
|