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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5026 |
WCM
5026
Wisconsin Capital Management
Madison,
Wisconsin
| $149M | -$58.3M | -28% | 18.7% | 153% | 54 | 18.52% |
|
| 5027 |
EA
5027
Eclectic Associates
Fullerton,
California
| $149M | -$8.07M | -5% | 11.2% | 49.7% | 76 | 15.79% |
|
| 5028 |
FW
5028
FirstPurpose Wealth
Orem,
Utah
| $149M | +$20.5M | +16% | 13.3% | – | 161 | 26.71% |
|
| 5029 |
RC
5029
Rovin Capital
Mesa,
Arizona
| $149M | -$39.6M | -21% | 14.8% | 63.8% | 133 | 27.07% |
|
| 5030 |
SFA
5030
Seneca Financial Advisors
Rochester,
New York
| $149M | -$16M | -10% | 13.3% | 47.3% | 48 | 16.67% |
|
| 5031 |
SP
5031
Successful Portfolios
Clearwater,
Florida
| $149M | -$27M | -15% | 11.6% | 101% | 213 | 15.02% |
|
| 5032 |
BA
5032
Baugh & Associates
Atlanta,
Georgia
| $149M | -$21.5M | -13% | 10.7% | 83.8% | 40 | 5% |
|
| 5033 |
OCP
5033
OCO Capital Partners
New York
| $149M | -$22.1M | -13% | 25.4% | 679% | 4 | 0% |
|
| 5034 |
HV
5034
HST Ventures
Park City,
Utah
| $148M | +$25.3M | +21% | 18.8% | 8.24% | 29 | 51.72% |
|
| 5035 |
ACM
5035
Ativo Capital Management
Chicago,
Illinois
| $148M | -$46.9M | -24% | 11.5% | 63.8% | 129 | 17.83% |
|
| 5036 |
OCPWS
5036
One Charles Private Wealth Services
Hingham,
Massachusetts
| $148M | -$12.3M | -8% | 16% | 99.7% | 130 | 22.31% |
|
| 5037 |
FDS
5037
First Dallas Securities
Dallas,
Texas
| $148M | -$28.6M | -16% | 12.5% | 163% | 123 | 10.57% |
|
| 5038 |
KC
5038
Kellner Capital
New York
| $148M | +$14M | +10% | 2.95% | 390% | 47 | 63.83% |
|
| 5039 |
AWMT
5039
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $148M | -$68.6M | -32% | 17.3% | 58.8% | 77 | 48.05% |
|
| 5040 |
NG
5040
NWK Group
San Francisco,
California
| $148M | -$37M | -20% | 19.2% | 268% | 81 | 11.11% |
|
| 5041 |
SIM
5041
SummerHaven Investment Management
Stamford,
Connecticut
| $148M | -$28.8M | -16% | 11.8% | 143% | 192 | 1.04% |
|
| 5042 |
BCM
5042
Banyan Capital Management
Atlanta,
Georgia
| $148M | -$23.3M | -14% | 13.2% | 42.5% | 19 | 5.26% |
|
| 5043 |
GCGDR
5043
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $148M | -$74.9M | -34% | 19.1% | 30.7% | 48 | 14.58% |
|
| 5044 |
WFS
5044
Weitzel Financial Services
Dubuque,
Iowa
| $148M | -$8.33M | -5% | 10.1% | 42.4% | 37 | 18.92% |
|
| 5045 |
PBC
5045
Pavion Blue Capital
Newport Beach,
California
| $148M | -$22.6M | -13% | 12% | 77.6% | 99 | 14.14% |
|
| 5046 |
M1FG
5046
Mach-1 Financial Group
Rogers,
Arkansas
| $148M | -$2.06M | -1% | 13.1% | 83.4% | 456 | 56.14% |
|
| 5047 |
CG
5047
Corundum Group
Colorado Springs,
Colorado
| $148M | +$40.4M | +38% | 14.9% | 80.5% | 104 | 11.54% |
|
| 5048 |
HM
5048
HCEP Management
Hong Kong
| $148M | -$4.95M | -3% | 40.9% | 182% | 7 | 42.86% |
|
| 5049 |
WF
5049
Whelan Financial
Fresno,
California
| $148M | -$14.5M | -9% | 12.5% | 57.9% | 27 | 37.04% |
|
| 5050 |
BG
5050
Benedetti & Gucer
Atlanta,
Georgia
| $148M | -$1.53M | -1% | 12.8% | 42.7% | 119 | 36.13% |
|