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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 |
NOI
4876
Newton One Investments
Newark,
Delaware
| $259M | +$9.99M | +4% | 1.88% | 38.7% | 122 | 65.57% |
|
| 4877 |
ROP
4877
Rule One Partners
Moreland,
Georgia
| $259M | +$25.3M | +11% | 14.3% | – | 16 | 50% |
|
| 4878 |
AIM
4878
Advyzon Investment Management
Lisle,
Illinois
| $259M | – | – | 0.6% | – | 231 | – |
|
| 4879 |
VW
4879
Vance Wealth
Santa Clarita,
California
| $259M | -$5.18M | -2% | 0.71% | 66.4% | 104 | 6.73% |
|
| 4880 |
MCAV
4880
Meritech Capital Associates V
Palo Alto,
California
| $259M | -$40M | -13% | 27.3% | 133% | 2 | 0% |
|
| 4881 |
NG
4881
NWK Group
San Francisco,
California
| $259M | +$13M | +5% | 14.4% | 268% | 78 | 17.95% |
|
| 4882 |
RHI
4882
Richmond Hill Investments
New York
| $259M | +$29.5M | +13% | 11.7% | 55.2% | 4 | 0% |
|
| 4883 |
3C
4883
325 Capital
New York
| $259M | +$22.5M | +10% | 5.52% | 226% | 12 | 8.33% |
|
| 4884 |
CWM
4884
Cherrydale Wealth Management
Hoboken,
New Jersey
| $258M | +$13.9M | +6% | 1.06% | 72% | 77 | 15.58% |
|
| 4885 |
ACM
4885
Allred Capital Management
Dallas,
Texas
| $258M | +$4.16M | +2% | 0.25% | 73.5% | 177 | 10.17% |
|
| 4886 |
DP
4886
Denver PWM
Denver,
Colorado
| $258M | -$4.92M | -2% | 0.81% | 44.8% | 246 | 41.46% |
|
| 4887 |
MHC
4887
May Hill Capital
Cohasset,
Massachusetts
| $258M | – | – | 1.17% | – | 164 | – |
|
| 4888 |
FFG
4888
Fortem Financial Group
Palm Desert,
California
| $258M | +$12.2M | +5% | 7.46% | 179% | 180 | 5.56% |
|
| 4889 |
MC
4889
Merck & Co
Rahway,
New Jersey
| $258M | – | – | 15.8% | – | 13 | – |
|
| 4890 |
SAMT
4890
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $258M | -$13.5M | -5% | 0.29% | 68.4% | 77 | 16.88% |
|
| 4891 |
TWD
4891
True Wealth Design
Akron,
Ohio
| $258M | +$1.65M | +0.6% | 1.32% | 53% | 1,545 | 30.16% |
|
| 4892 |
KA
4892
Kercheville Advisors
San Antonio,
Texas
| $258M | +$20.7M | +9% | 6.84% | 240% | 101 | 22.77% |
|
| 4893 |
SA
4893
Skyline Advisors
Bellingham,
Washington
| $258M | +$14.8M | +6% | 0.99% | – | 107 | 26.17% |
|
| 4894 |
MLA
4894
My Legacy Advisors
Bend,
Oregon
| $258M | +$4.37M | +2% | 0.03% | 49.1% | 203 | 6.9% |
|
| 4895 |
AP
4895
Arlington Partners
Birmingham,
Alabama
| $258M | +$1.93M | +0.8% | 1.22% | 43.7% | 59 | 3.39% |
|
| 4896 |
LW
4896
Libra Wealth
Los Gatos,
California
| $257M | +$6.89M | +3% | 0.49% | 58.2% | 57 | 7.02% |
|
| 4897 |
RFG
4897
RFP Financial Group
Atlanta,
Georgia
| $257M | -$49.8M | -16% | 1.07% | 53.2% | 124 | 20.16% |
|
| 4898 |
BMC
4898
Bear Mountain Capital
Seattle,
Washington
| $257M | +$3.63M | +1% | 2.58% | – | 191 | 17.28% |
|
| 4899 |
UCB
4899
United Community Bank
Greenville,
South Carolina
| $257M | +$758K | +0.3% | 0.31% | 66.2% | 421 | 18.05% |
|
| 4900 |
LCM
4900
Lunt Capital Management
Holladay,
Utah
| $257M | +$43M | +20% | 0.48% | 42% | 97 | 21.65% |
|