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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 |
AWA
5051
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $233M | +$30.4M | +15% | 6.46% | 53.6% | 231 | 13.42% |
|
| 5052 |
OCP
5052
OCO Capital Partners
New York
| $232M | +$42.7M | +23% | 6.15% | 679% | 5 | 40% |
|
| 5053 |
BCA
5053
Bernzott Capital Advisors
Camarillo,
California
| $232M | +$15.3M | +7% | 7.68% | 46.6% | 38 | 10.53% |
|
| 5054 |
CP
5054
Canopy Partners
Cincinnati,
Ohio
| $232M | +$17M | +8% | 6.06% | – | 221 | 15.38% |
|
| 5055 |
7CM
5055
7G Capital Management
New York
| $232M | +$4.74M | +2% | 10.1% | 137% | 8 | 0% |
|
| 5056 |
SPWM
5056
Straight Path Wealth Management
Jenison,
Michigan
| $232M | +$37.4M | +19% | 9.45% | 70.6% | 103 | 11.65% |
|
| 5057 |
GWA
5057
GGM Wealth Advisors
Baltimore,
Maryland
| $232M | +$13.5M | +6% | 6.67% | 25.9% | 151 | 11.92% |
|
| 5058 |
LWA
5058
Lowe Wealth Advisors
Columbia,
Maryland
| $232M | +$12.6M | +6% | 5.68% | 63.3% | 328 | 7.01% |
|
| 5059 |
OGF
5059
Orin Green Financial
San Diego,
California
| $232M | +$14.8M | +7% | 4.28% | 53.3% | 84 | 9.52% |
|
| 5060 |
MS
5060
Madden Securities
Dallas,
Texas
| $232M | +$6.14M | +3% | 6.17% | 92.2% | 115 | 18.26% |
|
| 5061 |
SG
5061
Standard General
New York
| $232M | -$30.9M | -12% | 21.6% | 259% | 3 | 0% |
|
| 5062 |
TIA
5062
Tiemann Investment Advisors
Menlo Park,
California
| $232M | +$7.14M | +3% | 6.58% | 77% | 204 | 9.31% |
|
| 5063 |
HRC
5063
Hoertkorn Richard Charles
| $232M | +$2.18M | +0.9% | 5.26% | 172% | 87 | 8.05% |
|
| 5064 |
RGREA
5064
Ranger Global Real Estate Advisors
Denver,
Colorado
| $232M | -$18.8M | -8% | 14.3% | 18% | 25 | 64% |
|
| 5065 |
AW
5065
Atlas Wealth
Cincinnati,
Ohio
| $232M | -$619M | -73% | 4.73% | 43.5% | 255 | 72.94% |
|
| 5066 |
MMM
5066
Mendel Money Management
Northbrook,
Illinois
| $231M | +$17.7M | +8% | 7.86% | 75.4% | 137 | 6.57% |
|
| 5067 |
OIA
5067
Optimum Investment Advisors
Chicago,
Illinois
| $231M | +$8.48M | +4% | 7.22% | 125% | 664 | 8.13% |
|
| 5068 |
IWP
5068
Invenio Wealth Partners
Coral Gables,
Florida
| $231M | +$29.4M | +15% | 5.31% | 52% | 103 | 13.59% |
|
| 5069 |
GIA
5069
Goodwin Investment Advisory
Woodstock,
Georgia
| $231M | +$13.1M | +6% | 4.14% | 60.8% | 36 | 8.33% |
|
| 5070 |
GP
5070
Geneva Partners
Lake Geneva,
Wisconsin
| $231M | -$11.8M | -5% | 5.82% | 401% | 86 | 43.02% |
|
| 5071 |
RWP
5071
Reliant Wealth Planning
Louisville,
Kentucky
| $231M | +$14.2M | +7% | 5.72% | 39.4% | 27 | 14.81% |
|
| 5072 |
EECFX
5072
EnCap Energy Capital Fund X
Houston,
Texas
| $231M | – | – | 17.5% | – | 1 | – |
|
| 5073 |
TFG
5073
Tilson Financial Group
New Providence,
New Jersey
| $231M | +$132M | +133% | 5.43% | 39.3% | 72 | 48.61% |
|
| 5074 |
BC
5074
Barrett & Company
Providence,
Rhode Island
| $231M | +$9.84M | +4% | 5.98% | 74.8% | 615 | 9.43% |
|
| 5075 |
CA
5075
Claris Advisors
St. Louis,
Missouri
| $231M | +$36.5M | +19% | 6.78% | 65.7% | 1,236 | 95.55% |
|