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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5126 |
WF
5126
Warner Financial
Bethesda,
Maryland
| $226M | +$20.5M | +10% | 6.79% | 62.1% | 115 | 4.35% |
|
| 5127 |
SI
5127
SimpliFi Inc
San Diego,
California
| $226M | +$9M | +4% | 5.77% | 26.7% | 42 | 4.76% |
|
| 5128 |
CCAM
5128
Codex Capital Asset Management
Dallas,
Texas
| $225M | +$7.02M | +3% | 3.94% | – | 38 | 7.89% |
|
| 5129 |
BP
5129
BWM Planning
The Woodlands,
Texas
| $225M | – | – | 5.73% | – | 76 | – |
|
| 5130 |
SF
5130
Slagle Financial
Edwardsville,
Illinois
| $225M | +$30.3M | +16% | 8% | 77.9% | 116 | 8.62% |
|
| 5131 |
GAMC
5131
Garner Asset Management Corp
Plano,
Texas
| $225M | +$13.7M | +6% | 7.42% | 95.3% | 155 | 5.81% |
|
| 5132 |
IGM
5132
Incline Global Management
New York
| $225M | -$17.5M | -7% | 10.5% | 40.1% | 29 | 24.14% |
|
| 5133 |
FPCG
5133
Forum Private Client Group
Fishers,
Indiana
| $225M | +$14.7M | +7% | 5.77% | 47.9% | 75 | 2.67% |
|
| 5134 |
TLA
5134
Tanglewood Legacy Advisors
Houston,
Texas
| $225M | +$13.4M | +6% | 5.47% | 61.1% | 288 | 3.13% |
|
| 5135 |
CCM
5135
Cobalt Capital Management
Short Hills,
New Jersey
| $225M | -$5.72M | -2% | 11.5% | 235% | 37 | 70.27% |
|
| 5136 |
ACM
5136
Azarias Capital Management
Berwyn,
Pennsylvania
| $225M | +$2.48M | +1% | 3.71% | 93.1% | 21 | 4.76% |
|
| 5137 |
AA
5137
Altman Advisors
Chicago,
Illinois
| $225M | +$48.9M | +28% | 7.36% | 127% | 99 | 36.36% |
|
| 5138 |
GI
5138
GS Investments
Minneapolis,
Minnesota
| $225M | +$12.9M | +6% | 6.39% | 94.1% | 134 | 2.99% |
|
| 5139 |
WC
5139
Wynnefield Capital
New York
| $225M | +$2.2M | +1% | 3.03% | 52.1% | 17 | 0% |
|
| 5140 |
VWM
5140
VCI Wealth Management
St Louis,
Missouri
| $225M | +$22.4M | +11% | 5.69% | – | 127 | 56.69% |
|
| 5141 |
AI
5141
Acuitas Investments
Seattle,
Washington
| $224M | +$37.4M | +20% | 14.4% | 145% | 131 | 20.61% |
|
| 5142 |
BIA
5142
Bigelow Investment Advisors
Portland,
Maine
| $224M | +$14.8M | +7% | 6.63% | 67.1% | 155 | 1.94% |
|
| 5143 |
SG
5143
Sharper & Granite
El Segundo,
California
| $224M | +$14.5M | +7% | 5.95% | 47.1% | 103 | 3.88% |
|
| 5144 |
RWA
5144
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $224M | -$2.42M | -1% | 5.63% | 50.8% | 102 | 22.55% |
|
| 5145 |
TA
5145
Teton Advisors
Rye,
New York
| $224M | -$15.5M | -6% | 9.72% | 139% | 219 | 10.05% |
|
| 5146 |
SN
5146
Sittner & Nelson
Eugene,
Oregon
| $224M | +$20.5M | +10% | 7.52% | 88.1% | 469 | 11.51% |
|
| 5147 |
KCFA
5147
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $223M | +$22.2M | +11% | 7.53% | 95.1% | 208 | 12.5% |
|
| 5148 |
TPW
5148
TL Private Wealth
Southlake,
Texas
| $223M | +$2.23M | +1% | 5.48% | 46% | 46 | 8.7% |
|
| 5149 |
TFA
5149
Trinity Financial Advisors
Columbus,
Ohio
| $223M | -$17.1K | -0% | 6.3% | 69.5% | 89 | 12.36% |
|
| 5150 |
1W
5150
1776 Wealth
Atlanta,
Georgia
| $223M | +$1.16M | +0.5% | 5.84% | 90.4% | 155 | 10.32% |
|