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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5051 |
OCM
5051
Orion Capital Management
Coronado,
California
| $323M | +$33.2M | +11% | 15.2% | 75.3% | 534 | 14.04% |
|
| 5052 |
SIM
5052
Sims Investment Management
Cincinnati,
Ohio
| $323M | +$51.3M | +19% | 16.1% | – | 184 | 80.98% |
|
| 5053 |
NWMG
5053
National Wealth Management Group
Cincinnati,
Ohio
| $323M | +$54.9M | +20% | 22.9% | 123% | 247 | 21.46% |
|
| 5054 |
UCB
5054
United Community Bank
Greenville,
South Carolina
| $323M | +$23.5M | +8% | 10.7% | 66.2% | 584 | 11.82% |
|
| 5055 |
WFS
5055
Walker Financial Services
Bowling Green,
Kentucky
| $323M | +$31M | +11% | 4.99% | 18.9% | 48 | 16.67% |
|
| 5056 |
ILI
5056
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $323M | +$37.7M | +13% | 19.8% | 113% | 138 | 7.97% |
|
| 5057 |
NC
5057
Naman Capital
Sao Paulo,
Brazil
| $323M | -$36.7M | -10% | 15.7% | 89.9% | 14 | 28.57% |
|
| 5058 |
GM
5058
Granger Management
New York
| $323M | -$35.4M | -10% | 13.1% | 69.9% | 15 | 60% |
|
| 5059 |
FWP
5059
Forefront Wealth Partners
Austin,
Texas
| $323M | +$83.8M | +35% | 21.2% | – | 190 | 21.58% |
|
| 5060 |
SG
5060
Sharper & Granite
El Segundo,
California
| $323M | +$30M | +10% | 11% | 47.1% | 109 | 1.83% |
|
| 5061 |
RHP
5061
Royal Harbor Partners
Houston,
Texas
| $323M | +$27.4M | +9% | 8.09% | 49.5% | 61 | 24.59% |
|
| 5062 |
SCM
5062
Sophron Capital Management
Summit,
New Jersey
| $323M | -$16.7M | -5% | 9.68% | – | 49 | 28.57% |
|
| 5063 |
PFG
5063
Prosperity Financial Group
San Ramon,
California
| $323M | +$51.9M | +19% | 20.7% | 108% | 203 | 17.73% |
|
| 5064 |
QFPS
5064
Quantum Financial Planning Services
Spokane,
Washington
| $323M | +$44.2M | +16% | 9.78% | – | 62 | 20.97% |
|
| 5065 |
NAG
5065
Northstar Advisory Group
Northfield,
New Jersey
| $322M | +$53.9M | +20% | 14.4% | 141% | 137 | 29.2% |
|
| 5066 |
CW
5066
Curio Wealth
Annapolis,
Maryland
| $322M | +$29.7M | +10% | 8.9% | – | 1,256 | 93.79% |
|
| 5067 |
SST
5067
S Squared Technology
New York
| $322M | +$58.1M | +22% | 56.9% | 223% | 37 | 16.22% |
|
| 5068 |
SCM
5068
Squadron Capital Management
Westmont,
Illinois
| $322M | +$49.3M | +18% | 34.4% | – | 60 | 66.67% |
|
| 5069 |
WW
5069
Westshore Wealth
Newport Beach,
California
| $322M | +$37.1M | +13% | 14.8% | 58.8% | 114 | 16.67% |
|
| 5070 |
JGIA
5070
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $322M | +$22.5M | +8% | 11.3% | 54.3% | 435 | 11.72% |
|
| 5071 |
EI
5071
EnCap Investments
Houston,
Texas
| $322M | -$583M | -64% | 16% | – | 4 | 25% |
|
| 5072 |
KF
5072
Ketron Financial
Novato,
California
| $322M | +$42.6M | +15% | 18.1% | – | 66 | 19.7% |
|
| 5073 |
MC
5073
Mathes Company
New York
| $322M | +$48.1M | +18% | 18.5% | 121% | 131 | 5.34% |
|
| 5074 |
AA
5074
AJ Advisors
Nashville,
Tennessee
| $322M | +$52.3M | +19% | 15% | 59.8% | 38 | 15.79% |
|
| 5075 |
MA
5075
MKT Advisors
Escondido,
California
| $322M | +$23.5M | +8% | 9.2% | 49.2% | 168 | 14.29% |
|