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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4876 |
EVM
4876
Evelyn V. Moreno
| $212M | -$247M | -54% | 11.8% | 39.4% | 153 | 16.34% |
|
| 4877 |
CW
4877
Channel Wealth
Santa Barbara,
California
| $212M | +$33.3M | +19% | 9.64% | 59.3% | 205 | 29.27% |
|
| 4878 |
KFSC
4878
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $212M | +$22.7M | +12% | 9.65% | 66% | 83 | 14.46% |
|
| 4879 |
BWM
4879
BNC Wealth Management
Beaverton,
Oregon
| $212M | +$25.2M | +14% | 12.5% | 193% | 110 | 23.64% |
|
| 4880 |
SCP
4880
Silverleafe Capital Partners
Germantown,
Tennessee
| $212M | +$15.9M | +8% | 8.55% | 82.8% | 59 | 22.03% |
|
| 4881 |
VBFG
4881
Vishria Bird Financial Group
Memphis,
Tennessee
| $212M | +$35.1M | +20% | 9.08% | 74.3% | 61 | 13.11% |
|
| 4882 |
EAM
4882
Eukles Asset Management
Cincinnati,
Ohio
| $212M | +$22.1M | +12% | 12.8% | 77.2% | 264 | 12.88% |
|
| 4883 |
LIA
4883
LSP Investment Advisors
New York
| $211M | +$8.5M | +4% | 9.76% | 79.5% | 26 | 11.54% |
|
| 4884 |
AW
4884
Alaethes Wealth
Glenbrook,
Nevada
| $211M | +$28.7M | +16% | 11.5% | 96.4% | 118 | 11.86% |
|
| 4885 |
TAS
4885
TIFF Advisory Services
Radnor,
Pennsylvania
| $211M | +$90.2M | +75% | 9.54% | 85.9% | 28 | 39.29% |
|
| 4886 |
LAS
4886
Lloyd Advisory Services
Suwanee,
Georgia
| $211M | -$92.9M | -31% | 7.78% | 47.7% | 350 | 87.71% |
|
| 4887 |
TPWM
4887
Twelve Points Wealth Management
Concord,
Massachusetts
| $211M | +$10M | +5% | 8.11% | 50.7% | 175 | 9.14% |
|
| 4888 |
WGCA
4888
Wolf Group Capital Advisors
Fairfax,
Virginia
| $211M | -$565K | -0.3% | 9.83% | 28.2% | 110 | 10.91% |
|
| 4889 |
RW
4889
Rede Wealth
Charlottesville,
Virginia
| $211M | +$11.3M | +6% | 6.04% | 80.9% | 91 | 12.09% |
|
| 4890 |
IB
4890
Iyo Bank
Matsuyama,
Japan
| $211M | +$27.1M | +15% | 14.1% | 125% | 32 | 9.38% |
|
| 4891 |
S
4891
Sachetta
Lynnfield,
Massachusetts
| $211M | – | – | 10.5% | – | 1,150 | – |
|
| 4892 |
MIM
4892
Meros Investment Management
Dallas,
Texas
| $211M | +$27.1M | +15% | 15.1% | 102% | 44 | 22.73% |
|
| 4893 |
FWM
4893
FSA Wealth Management
Needham,
Massachusetts
| $211M | +$32M | +18% | 11.1% | – | 615 | 92.36% |
|
| 4894 |
GSC
4894
G&S Capital
Denver,
Colorado
| $211M | +$14.4M | +7% | 8.85% | 77.2% | 127 | 19.69% |
|
| 4895 |
TDWM
4895
Topel & Distasi Wealth Management
Berkeley,
California
| $211M | +$19.8M | +10% | 9.55% | 40% | 74 | 8.11% |
|
| 4896 |
SPI
4896
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $210M | +$24.3M | +13% | 13.6% | 88% | 59 | 6.78% |
|
| 4897 |
GBI
4897
GP Brinson Investments
Chicago,
Illinois
| $210M | +$79.4M | +61% | 8.87% | 45.5% | 16 | 12.5% |
|
| 4898 |
BWM
4898
Biltmore Wealth Management
Tempe,
Arizona
| $210M | +$3.09M | +1% | 8.67% | 55.6% | 53 | 1.89% |
|
| 4899 |
BWM
4899
BigSur Wealth Management
Miami,
Florida
| $210M | +$11.7M | +6% | 10.2% | 83.1% | 123 | 13.01% |
|
| 4900 |
GSC
4900
Grey Street Capital
Chicago,
Illinois
| $210M | +$35.5M | +20% | 16.3% | – | 144 | 14.58% |
|