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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4826 |
FFA
4826
Fi3 Financial Advisors
Indianapolis,
Indiana
| $186M | -$5.15M | -3% | 4.27% | 83.1% | 79 | 20.25% |
|
| 4827 |
BF
4827
Brooklyn FI
New York
| $186M | +$2.44M | +1% | 3.86% | 54.7% | 50 | 20% |
|
| 4828 |
UID
4828
Union Investments & Development
Tel Aviv,
Israel
| $186M | -$16.6M | -8% | 2.07% | 17% | 50 | 8% |
|
| 4829 |
DP
4829
Divergent Planning
Bethesda,
Maryland
| $186M | -$5.23M | -3% | 3.45% | 43.3% | 27 | 14.81% |
|
| 4830 |
KXA
4830
KPCB XIII Associates
Menlo Park,
California
| $186M | -$38M | -17% | 14.9% | – | 3 | 0% |
|
| 4831 |
LCC
4831
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $186M | -$9.45M | -5% | 3.28% | 73.9% | 81 | 18.52% |
|
| 4832 |
SST
4832
S Squared Technology
New York
| $185M | -$16.7M | -8% | 11% | 223% | 40 | 25% |
|
| 4833 |
AG
4833
Arctis Global
San Juan,
Puerto Rico
| $185M | -$79.4M | -30% | 11.1% | 69.5% | 18 | 61.11% |
|
| 4834 |
BC
4834
Belmont Capital
Los Angeles,
California
| $185M | +$7.04M | +4% | 2.69% | 182% | 198 | 25.76% |
|
| 4835 |
ETH
4835
Exos TFP Holdings
New York
| $185M | -$17.6M | -9% | 2.21% | – | 282 | 33.33% |
|
| 4836 |
BIP
4836
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $185M | +$2.36M | +1% | 4.13% | 187% | 82 | 18.29% |
|
| 4837 |
WFG
4837
Wills Financial Group
Richmond,
Virginia
| $185M | -$12.3M | -6% | 5.26% | 57.5% | 68 | 10.29% |
|
| 4838 |
FFAM
4838
Forge First Asset Management
Toronto, Ontario,
Canada
| $185M | -$14.1M | -7% | 0.71% | 112% | 45 | 37.78% |
|
| 4839 |
UC
4839
Unio Capital
Princeton,
New Jersey
| $185M | -$11.4M | -6% | 1.88% | 97.8% | 44 | 15.91% |
|
| 4840 |
GC
4840
Greencape Capital
Melbourne,
Australia
| $185M | -$24.6M | -12% | 3.06% | 98.1% | 3 | 0% |
|
| 4841 |
DR
4841
Davis Rea
Toronto,
Ontario, Canada
| $184M | +$6.3M | +4% | 3.63% | 45.7% | 43 | 16.28% |
|
| 4842 |
IPW
4842
IronBridge Private Wealth
Austin,
Texas
| $184M | +$6.5M | +4% | 0.02% | 122% | 43 | 32.56% |
|
| 4843 |
ACM
4843
Ategra Capital Management
Vienna,
Virginia
| $184M | -$1.77M | -1% | 2.44% | 114% | 100 | 17% |
|
| 4844 |
JCM
4844
Jacobsen Capital Management
Salt Lake City,
Utah
| $184M | -$9.58M | -5% | 3.74% | 86.7% | 78 | 15.38% |
|
| 4845 |
CZI
4845
Chan Zuckerberg Initiative
Redwood City,
California
| $184M | +$74M | +67% | 5.75% | 59% | 3 | 33.33% |
|
| 4846 |
ZCM
4846
Zenyatta Capital Management
Dover,
Delaware
| $184M | +$26.9M | +17% | 2.23% | – | 41 | 56.1% |
|
| 4847 |
KWM
4847
KFG Wealth Management
Granger,
Indiana
| $184M | +$13.1M | +8% | 2.71% | 50.4% | 133 | 15.79% |
|
| 4848 |
RCP
4848
Reverence Capital Partners
New York
| $184M | -$32.7M | -15% | 0.65% | 5.38% | 2 | 0% |
|
| 4849 |
CI
4849
Ceera Investments
Bellaire,
Texas
| $184M | +$10.8M | +6% | 0.71% | 47.9% | 83 | 13.25% |
|
| 4850 |
HH
4850
HWG Holdings
Houston,
Texas
| $184M | -$33.3M | -15% | 2.34% | – | 159 | 22.01% |
|