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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4976 |
SCA
4976
Sandy Cove Advisors
Hingham,
Massachusetts
| $225M | +$7.64M | +4% | 2.86% | 78% | 122 | 9.84% |
|
| 4977 |
SL
4977
SWMG LLC
Fort Worth,
Texas
| $225M | +$2.46M | +1% | 1.74% | 61.3% | 108 | 21.3% |
|
| 4978 |
EWM
4978
Elmwood Wealth Management
Berkeley,
California
| $225M | -$9.11M | -4% | 0.88% | 37.6% | 126 | 5.56% |
|
| 4979 |
SC
4979
Saiph Capital
Wyckoff,
New Jersey
| $224M | +$9.09M | +4% | 3.66% | 52.4% | 54 | 12.96% |
|
| 4980 |
WCM
4980
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $224M | +$2.22M | +1% | 1.94% | 33.6% | 114 | 15.79% |
|
| 4981 |
WA
4981
Win Advisors
Palm Beach Gardens,
Florida
| $224M | -$3.03M | -1% | 6.27% | 226% | 86 | 80.23% |
|
| 4982 |
DG
4982
Daventry Group
New York
| $224M | -$26.2M | -10% | 6.96% | 26.2% | 10 | 20% |
|
| 4983 |
WF
4983
Whelan Financial
Fresno,
California
| $224M | +$4.83M | +2% | 1.09% | 57.9% | 42 | 4.76% |
|
| 4984 |
AIC
4984
Anthracite Investment Company
Fort Worth,
Texas
| $224M | -$50.2M | -18% | 0.59% | – | 114 | 41.23% |
|
| 4985 |
JCM
4985
Jacobsen Capital Management
Salt Lake City,
Utah
| $224M | +$8.22M | +4% | 3.25% | 86.7% | 102 | 14.71% |
|
| 4986 |
BFA
4986
Brown Financial Advisors
Milford,
Ohio
| $224M | – | – | 1.22% | – | 219 | – |
|
| 4987 |
CFLC
4987
California First Leasing Corp
Newport Beach,
California
| $224M | +$8.87M | +4% | 3.13% | 377% | 43 | 11.63% |
|
| 4988 |
MAC
4988
Monarch Alternative Capital
New York
| $224M | -$1.26M | -0.6% | 3.32% | 497% | 6 | 16.67% |
|
| 4989 |
BIM
4989
Breakwater Investment Management
Seattle,
Washington
| $224M | +$6.23M | +3% | 2.06% | – | 329 | 8.21% |
|
| 4990 |
TFA
4990
Trinity Financial Advisors
Columbus,
Ohio
| $223M | +$1.18M | +0.5% | 1.49% | 69.5% | 89 | 23.6% |
|
| 4991 |
HWM
4991
Hassell Wealth Management
Houma,
Louisiana
| $223M | +$65.5M | +42% | 0.57% | 46.3% | 27 | 11.11% |
|
| 4992 |
EFA
4992
Evernest Financial Advisors
Carmel,
Indiana
| $223M | +$11.9M | +6% | 2.76% | – | 130 | 5.38% |
|
| 4993 |
CWA
4993
Consilio Wealth Advisors
Bellevue,
Washington
| $223M | +$9.45M | +4% | 3.08% | 66.4% | 65 | 4.62% |
|
| 4994 |
BC
4994
Beaconlight Capital
New York
| $223M | -$27.8M | -11% | 2.71% | 282% | 38 | 36.84% |
|
| 4995 |
MC
4995
Machina Capital
Paris,
France
| $223M | +$33M | +17% | 2.85% | 34.8% | 367 | 64.31% |
|
| 4996 |
OIA
4996
Optimum Investment Advisors
Chicago,
Illinois
| $223M | +$5.09M | +2% | 5.88% | 125% | 666 | 8.26% |
|
| 4997 |
BSI
4997
Bennett Selby Investments
Falmouth,
Maine
| $223M | +$8.43M | +4% | 4.35% | 69.8% | 72 | 9.72% |
|
| 4998 |
IP
4998
Investment Partners
New Philadelphia,
Ohio
| $223M | +$2.09M | +0.9% | 2.22% | 74.1% | 144 | 2.78% |
|
| 4999 |
CIA
4999
Cape Investment Advisory
Mcdonough,
Georgia
| $223M | +$8.67M | +4% | 2.01% | 65.2% | 997 | 13.14% |
|
| 5000 |
WC
5000
Wynnefield Capital
New York
| $222M | -$29.2M | -12% | 9.32% | 52.1% | 23 | 26.09% |
|