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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5101 |
MA
5101
MBA Advisors
Hermitage,
Pennsylvania
| $138M | -$7.29M | -5% | 5.45% | 58.3% | 134 | 13.43% |
|
| 5102 |
EP
5102
Elkhorn Partners
Omaha,
Nebraska
| $138M | -$17.9M | -11% | 8.95% | 32.2% | 51 | 17.65% |
|
| 5103 |
HIS
5103
Horizon Investment Services
Hammond,
Indiana
| $138M | -$13M | -9% | 3.57% | 250% | 108 | 22.22% |
|
| 5104 |
APWM
5104
Atlas Private Wealth Management
Albany,
New York
| $138M | -$8.3M | -6% | 5.37% | 19.8% | 113 | 7.96% |
|
| 5105 |
SC
5105
Schiavi & Co
Wilmington,
Delaware
| $138M | +$2.57M | +2% | 8.87% | 41.4% | 17 | 23.53% |
|
| 5106 |
MMX
5106
MV Management XI
Menlo Park,
California
| $138M | +$28M | +25% | 32.9% | – | 4 | 0% |
|
| 5107 |
TFA
5107
Trinity Financial Advisors
Columbus,
Ohio
| $138M | +$2.26M | +2% | 6.32% | 69.5% | 70 | 67.14% |
|
| 5108 |
SW
5108
StrongBox Wealth
Lee's Summit,
Missouri
| $138M | -$16.7M | -11% | 4.82% | 57.8% | 84 | 8.33% |
|
| 5109 |
SP
5109
Successful Portfolios
Clearwater,
Florida
| $138M | -$10.7M | -7% | 4.86% | 101% | 192 | 9.38% |
|
| 5110 |
SAM
5110
Stewart Asset Management
New York
| $138M | +$12.4M | +10% | 5.84% | 42.5% | 30 | 23.33% |
|
| 5111 |
ICP
5111
Indus Capital Partners
New York
| $138M | -$33.5M | -20% | 12.9% | 117% | 29 | 51.72% |
|
| 5112 |
IVMX
5112
Institutional Venture Management XIII
Menlo Park,
California
| $138M | -$40.4M | -23% | 16.1% | – | 4 | 0% |
|
| 5113 |
TL
5113
Tradewinds LLC
Raleigh,
North Carolina
| $138M | -$9.39M | -6% | 3.19% | – | 120 | 13.33% |
|
| 5114 |
CCM
5114
Cox Capital Management
Andover,
Massachusetts
| $138M | -$8.95M | -6% | 6.94% | 95.3% | 69 | 1.45% |
|
| 5115 |
HG
5115
Harbor Group
Bedford,
New Hampshire
| $138M | +$1.49M | +1% | 3.96% | 41.4% | 55 | 16.36% |
|
| 5116 |
CC
5116
Carrhae Capital
London,
United Kingdom
| $137M | +$18.9M | +16% | 6.33% | 159% | 23 | 56.52% |
|
| 5117 |
QAM
5117
Q3 Asset Management
Birmingham,
Michigan
| $137M | +$5.36M | +4% | 1.25% | 96.2% | 63 | 71.43% |
|
| 5118 |
MRI
5118
Mad River Investors
Boston,
Massachusetts
| $137M | +$9.41M | +7% | 9.29% | 225% | 27 | 3.7% |
|
| 5119 |
CI
5119
Cordant Inc
Portland,
Oregon
| $137M | -$6.07M | -4% | 6.94% | 47% | 70 | 24.29% |
|
| 5120 |
MWM
5120
MBE Wealth Management
Tomah,
Wisconsin
| $137M | -$6.27M | -4% | 5.34% | 60.9% | 64 | 12.5% |
|
| 5121 |
OWA
5121
Opal Wealth Advisors
Jericho,
New York
| $137M | -$14.2M | -9% | 3.74% | 55.6% | 120 | 24.17% |
|
| 5122 |
GPC
5122
Guardian Point Capital
Charlottesville,
Virginia
| $137M | -$45.1M | -25% | 0.42% | 142% | 11 | 18.18% |
|
| 5123 |
LAS
5123
Lloyd Advisory Services
Suwanee,
Georgia
| $137M | +$8.54M | +7% | 4.13% | 47.7% | 80 | 65% |
|
| 5124 |
RBC
5124
Rye Brook Capital
Greenwich,
Connecticut
| $137M | -$27.3M | -17% | 6.12% | 67.3% | 23 | 13.04% |
|
| 5125 |
SFS
5125
Solitude Financial Services
Charlottesville,
Virginia
| $137M | -$5.66M | -4% | 6.13% | 55.4% | 44 | 0% |
|