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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4776 |
APWM
4776
Atlas Private Wealth Management
Albany,
New York
| $238M | +$25.2M | +12% | 6.04% | 19.8% | 122 | 6.56% |
|
| 4777 |
VAM
4777
Vert Asset Management
Sausalito,
California
| $238M | +$5.97M | +3% | 0.3% | 43.6% | 42 | 2.38% |
|
| 4778 |
QC
4778
Quantedge Capital
Singapore
| $238M | +$33.1M | +16% | 8.04% | 110% | 140 | 42.86% |
|
| 4779 |
PCC
4779
Perry Creek Capital
New York
| $238M | -$20.7M | -8% | 8.21% | 51.2% | 14 | 7.14% |
|
| 4780 |
RWM
4780
Ruedi Wealth Management
Champaign,
Illinois
| $238M | +$25.7M | +12% | 5.94% | 44.9% | 274 | 16.42% |
|
| 4781 |
OFP
4781
OLIO Financial Planning
Mclean,
Virginia
| $238M | -$1.11M | -0.5% | 5.32% | 47.8% | 52 | 0% |
|
| 4782 |
FCA
4782
Fortis Capital Advisors
Prairie Village,
Kansas
| $238M | +$50.5M | +27% | 14.1% | 127% | 178 | 47.19% |
|
| 4783 |
RH
4783
RFG Holdings
Argyle,
Texas
| $238M | +$40.9M | +21% | 7.09% | 72.3% | 45 | 44.44% |
|
| 4784 |
CHJWM
4784
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $237M | -$2.2M | -0.9% | 6.68% | 58.2% | 135 | 5.93% |
|
| 4785 |
GWM
4785
Graybill Wealth Management
Elmhurst,
Illinois
| $237M | +$11.4M | +5% | 9.15% | – | 61 | 14.75% |
|
| 4786 |
CT
4786
ClearAlpha Technologies
Greenwich,
Connecticut
| $237M | -$28.3M | -11% | 7.88% | – | 352 | 64.2% |
|
| 4787 |
MC
4787
Mount Capital
London,
United Kingdom
| $237M | +$6.16M | +3% | 2.62% | 34.4% | 17 | 0% |
|
| 4788 |
WMWM
4788
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $237M | +$36.2M | +18% | 8.08% | 69.5% | 111 | 36.04% |
|
| 4789 |
YAL
4789
Your Advocates Ltd
Houston,
Texas
| $237M | -$11.6M | -5% | 4.54% | 50% | 255 | 15.69% |
|
| 4790 |
ARC
4790
Advisor Resource Council
Dallas,
Texas
| $237M | -$622M | -72% | 8.55% | 74.7% | 548 | 68.98% |
|
| 4791 |
TSS
4791
Thomas Story & Son
Culver,
Indiana
| $237M | +$23.9M | +11% | 10.7% | 91.8% | 53 | 3.77% |
|
| 4792 |
IC
4792
Innealta Capital
Austin,
Texas
| $237M | +$13.8M | +6% | 5.29% | 63.7% | 118 | 28.81% |
|
| 4793 |
DP
4793
Divergent Planning
Bethesda,
Maryland
| $237M | +$29.6M | +14% | 5.71% | 43.3% | 31 | 25.81% |
|
| 4794 |
BOC
4794
Barbara Oil Co
Chicago,
Illinois
| $237M | +$14.5M | +7% | 8.08% | 76.9% | 80 | 6.25% |
|
| 4795 |
HZ
4795
Hixon Zuercher
Findlay,
Ohio
| $236M | +$21.1M | +10% | 12.5% | 87.5% | 69 | 18.84% |
|
| 4796 |
LIM
4796
Letson Investment Management
Atlanta,
Georgia
| $236M | +$21.3M | +10% | 8.75% | – | 95 | 3.16% |
|
| 4797 |
LFP
4797
Leeward Financial Partners
Bellevue,
Washington
| $236M | +$29.4M | +14% | 8.66% | 83% | 99 | 19.19% |
|
| 4798 |
EM
4798
Excalibur Management
Waltham,
Massachusetts
| $236M | +$23.4M | +11% | 11.2% | 81.7% | 168 | 8.93% |
|
| 4799 |
PI
4799
Pettee Investors
Rowayton,
Connecticut
| $236M | +$9.9M | +4% | 10.9% | 96.1% | 122 | 4.1% |
|
| 4800 |
SI
4800
Shaker Investments
Cleveland,
Ohio
| $236M | +$21.6M | +10% | 12.4% | 205% | 92 | 13.04% |
|