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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4951 |
IC
4951
Investment Counsel
Petoskey,
Michigan
| $145M | +$8.36M | +6% | 7.83% | 50.1% | 54 | 0% |
|
| 4952 |
LC
4952
LNZ Capital
New York
| $145M | +$66.7M | +85% | 14.2% | 58.8% | 24 | 87.5% |
|
| 4953 |
MJB
4953
Mark J. Bradley
| $145M | – | – | 11.2% | – | 51 | – |
|
| 4954 |
CRC
4954
Catawba River Capital
Lake Wylie,
South Carolina
| $145M | – | – | 25.1% | 89.5% | 31 | – |
|
| 4955 |
PA
4955
PSI Advisors
Tampa,
Florida
| $145M | +$14M | +11% | 14.8% | 58.2% | 134 | 20.9% |
|
| 4956 |
HFP
4956
Holistic Financial Partners
Indianapolis,
Indiana
| $145M | +$20.3M | +16% | 14.4% | 95.7% | 131 | 20.61% |
|
| 4957 |
BIG
4957
Boothe Investment Group
Dover,
Delaware
| $145M | +$27.7M | +24% | 24.7% | 59.8% | 31 | 3.23% |
|
| 4958 |
NWM
4958
Northwest Wealth Management
Spencer,
Iowa
| $145M | +$24.3M | +20% | 15.3% | 63.4% | 105 | 8.57% |
|
| 4959 |
HFG
4959
Heron Financial Group
New York
| $145M | +$19.8M | +16% | 15% | 47.5% | 138 | 10.87% |
|
| 4960 |
EAM
4960
Eukles Asset Management
Cincinnati,
Ohio
| $145M | +$16.1M | +13% | 13.2% | 77.2% | 170 | 0.59% |
|
| 4961 |
EIA
4961
Eastover Investment Advisors
Charlotte,
North Carolina
| $144M | +$12.7M | +10% | 10% | 102% | 53 | 9.43% |
|
| 4962 |
CT
4962
Columbia Trust
Portland,
Oregon
| $144M | – | – | 11.1% | 36% | 134 | – |
|
| 4963 |
EF
4963
Exeter Financial
Scottsdale,
Arizona
| $144M | +$16.2M | +13% | 9.92% | 50.4% | 77 | 9.09% |
|
| 4964 |
TC
4964
Truvestments Capital
Sarasota,
Florida
| $144M | +$33.5M | +30% | 16.7% | 131% | 626 | 51.44% |
|
| 4965 |
NC
4965
Naman Capital
Sao Paulo,
Brazil
| $144M | +$14.9M | +12% | 12.8% | 89.9% | 18 | 5.56% |
|
| 4966 |
RSC
4966
Red Spruce Capital
Berwyn,
Pennsylvania
| $144M | +$21M | +17% | 18% | 93.3% | 94 | 11.7% |
|
| 4967 |
TCWM
4967
Total Clarity Wealth Management
St. Charles,
Illinois
| $144M | +$29.4M | +26% | 18.7% | 69.7% | 154 | 22.73% |
|
| 4968 |
HP
4968
Harvey Partners
Tarrytown,
New York
| $144M | +$67M | +87% | 45% | 174% | 57 | 40.35% |
|
| 4969 |
BCM
4969
Breiter Capital Management
Bradenton,
Florida
| $144M | +$21.4M | +17% | 16% | 109% | 136 | 19.85% |
|
| 4970 |
AFG
4970
Affinia Financial Group
Burlington,
Massachusetts
| $144M | +$1.76M | +1% | 9.2% | 37.5% | 22 | 4.55% |
|
| 4971 |
DAM
4971
Doheny Asset Management
Los Angeles,
California
| $144M | +$22.9M | +19% | 23.7% | 135% | 106 | 18.87% |
|
| 4972 |
EP
4972
EPIQ Partners
Minneapolis,
Minnesota
| $144M | +$11.1M | +8% | 24.7% | 44.3% | 83 | 19.28% |
|
| 4973 |
WCM
4973
Washburn Capital Management
Vero Beach,
Florida
| $144M | +$17.3M | +14% | 11.6% | 117% | 55 | 9.09% |
|
| 4974 |
ADMI
4974
Albert D. Mason Inc
Boston,
Massachusetts
| $144M | +$21.8M | +18% | 14.6% | 82% | 149 | 5.37% |
|
| 4975 |
MAG
4975
Millrace Asset Group
Berwyn,
Pennsylvania
| $144M | +$19.9M | +16% | 50.4% | 113% | 99 | 43.43% |
|