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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4801 |
CPW
4801
Crestmont Private Wealth
Houston,
Texas
| $303M | +$26M | +9% | 6.54% | 54.8% | 96 | 14.58% |
|
| 4802 |
BSI
4802
Bennett Selby Investments
Falmouth,
Maine
| $302M | +$21.5M | +8% | 7.4% | 69.8% | 82 | 9.76% |
|
| 4803 |
MFA
4803
Morling Financial Advisors
Fremont,
California
| $302M | -$3.44M | -1% | 6.49% | 91.2% | 117 | 23.08% |
|
| 4804 |
LI
4804
LHM Inc
Sandy,
Utah
| $302M | +$510K | +0.2% | 4.59% | – | 22 | 4.55% |
|
| 4805 |
MHP
4805
Manatuck Hill Partners
Westport,
Connecticut
| $302M | +$36.6M | +14% | 24.2% | 556% | 148 | 53.38% |
|
| 4806 |
BWM
4806
Baron Wealth Management
Troy,
Michigan
| $302M | +$20M | +7% | 8.34% | 86.8% | 272 | 18.38% |
|
| 4807 |
JA
4807
JVL Associates
Wyoming,
Michigan
| $302M | +$23.8M | +9% | 9.32% | 73.3% | 68 | 10.29% |
|
| 4808 |
OFG
4808
Omega Financial Group
Santa Barbara,
California
| $302M | +$21M | +7% | 5.14% | 45.2% | 115 | 13.91% |
|
| 4809 |
DC
4809
Dorval Corp
Maple Grove,
Minnesota
| $302M | +$22.6M | +8% | 3.44% | – | 42 | 4.76% |
|
| 4810 |
C1AG
4810
Client 1st Advisory Group
Dunedin,
Florida
| $302M | +$26.3M | +10% | 6.76% | 57.4% | 147 | 17.69% |
|
| 4811 |
FI
4811
Financial Insights
Tacoma,
Washington
| $302M | +$28.2M | +10% | 7.13% | 71.9% | 148 | 17.57% |
|
| 4812 |
KCFA
4812
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $302M | +$54.7M | +22% | 14.4% | 95.1% | 232 | 14.66% |
|
| 4813 |
HC
4813
Hendley & Co
Zanesville,
Ohio
| $302M | +$15.4M | +5% | 7.13% | 54.8% | 47 | 2.13% |
|
| 4814 |
PC
4814
Prairiewood Capital
Fargo,
North Dakota
| $302M | +$32.2M | +12% | 6.05% | 43% | 83 | 10.84% |
|
| 4815 |
PCA
4815
PL Capital Advisors
Naples,
Florida
| $301M | +$1.68M | +0.6% | 6.56% | 100% | 29 | 24.14% |
|
| 4816 |
CL
4816
COWA LLC
Tulsa,
Oklahoma
| $301M | +$38.7M | +15% | 7.59% | 65.5% | 144 | 13.89% |
|
| 4817 |
LJCM
4817
Lee Johnson Capital Management
Fort Worth,
Texas
| $301M | +$10.5M | +4% | 11.7% | 118% | 105 | 42.86% |
|
| 4818 |
BBNB
4818
Baker Boyer National Bank
Walla Walla,
Washington
| $301M | +$11.1M | +4% | 5.81% | 44.7% | 81 | 4.94% |
|
| 4819 |
AFS
4819
Amtrust Financial Services
New York
| $301M | +$18.9M | +7% | 6.89% | 53.8% | 15 | 0% |
|
| 4820 |
AWM
4820
Ameliora Wealth Management
Zurich,
Switzerland
| $300M | +$20.7M | +7% | 7.38% | 70.1% | 238 | 17.23% |
|
| 4821 |
WAOTB
4821
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $300M | +$35M | +13% | 8.99% | 86.2% | 99 | 13.13% |
|
| 4822 |
GCM
4822
Galibier Capital Management
Toronto,
Ontario, Canada
| $300M | -$32.7M | -10% | 10.5% | 66.8% | 38 | 0% |
|
| 4823 |
SC
4823
Sykon Capital
Harrison,
New York
| $300M | +$25.6M | +9% | 6.04% | 63.7% | 110 | 31.82% |
|
| 4824 |
RF
4824
Robinswood Financial
Kirkland,
Washington
| $300M | +$17.1M | +6% | 5.12% | 38.8% | 408 | 8.33% |
|
| 4825 |
WFA
4825
WMG Financial Advisors
Knoxville,
Tennessee
| $300M | +$29.6M | +11% | 8.01% | 68% | 221 | 17.19% |
|