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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5151 |
GI
5151
GS Investments
Minneapolis,
Minnesota
| $207M | +$16M | +8% | 11.5% | 94.1% | 138 | 2.9% |
|
| 5152 |
WAM
5152
Weinberger Asset Management
Los Angeles,
California
| $207M | +$12.6M | +6% | 9.04% | 80% | 80 | 3.75% |
|
| 5153 |
SG
5153
Sharper & Granite
El Segundo,
California
| $207M | +$13.7M | +7% | 6.31% | 47.1% | 100 | 6% |
|
| 5154 |
WIP
5154
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $207M | +$23.7M | +13% | 6.8% | 62.6% | 139 | 12.95% |
|
| 5155 |
G
5155
Gainplan
Bloomfield Hills,
Michigan
| $207M | +$16.3M | +9% | 9.93% | 93.3% | 73 | 35.62% |
|
| 5156 |
FPCG
5156
Forum Private Client Group
Fishers,
Indiana
| $207M | +$15.2M | +8% | 5.3% | 47.9% | 77 | 12.99% |
|
| 5157 |
AAG
5157
Avalon Advisory Group
Wexford,
Pennsylvania
| $207M | +$14.9M | +8% | 5.46% | 41.4% | 13 | 46.15% |
|
| 5158 |
LBWM
5158
Left Brain Wealth Management
Naperville,
Illinois
| $207M | +$33.5M | +19% | 42.6% | 357% | 85 | 24.71% |
|
| 5159 |
TGI
5159
TRV GP IV
Boston,
Massachusetts
| $206M | -$39.8M | -16% | 13.1% | 1,102% | 3 | 0% |
|
| 5160 |
MIRH
5160
Madison International Realty Holdings
New York
| $206M | -$11.1M | -5% | 5.07% | – | 2 | 0% |
|
| 5161 |
FA
5161
Forefront Analytics
West Conshohocken,
Pennsylvania
| $206M | +$3.68M | +2% | 4.59% | 50.9% | 70 | 8.57% |
|
| 5162 |
BFA
5162
Beacon Financial Advisory
Cleveland,
Ohio
| $206M | -$1.73M | -0.8% | 9.07% | 68.1% | 281 | 25.62% |
|
| 5163 |
BWG
5163
Beta Wealth Group
San Diego,
California
| $206M | +$14.9M | +8% | 5.63% | 45.4% | 110 | 11.82% |
|
| 5164 |
LK
5164
Lumbard & Kellner
Hollis,
New Hampshire
| $206M | +$32.8M | +19% | 5.4% | 137% | 73 | 20.55% |
|
| 5165 |
ALS
5165
Andrew L. Share
| $205M | +$15.6M | +8% | 8.1% | 14.8% | 13 | 7.69% |
|
| 5166 |
AA
5166
Altman Advisors
Chicago,
Illinois
| $205M | +$14.8M | +8% | 10.5% | 127% | 102 | 8.82% |
|
| 5167 |
PKC
5167
Palmer Knight Company
Jacksonville,
Florida
| $205M | +$39.7M | +24% | 11.4% | 78.9% | 33 | 3.03% |
|
| 5168 |
PL
5168
Polianta Ltd
St Helier,
Jersey
| $205M | +$33.8M | +20% | 5.81% | 31.6% | 110 | 69.09% |
|
| 5169 |
CA
5169
Calton & Associates
Tampa,
Florida
| $205M | -$43.3M | -17% | 7.29% | 73.9% | 263 | 35.36% |
|
| 5170 |
KF
5170
KKM Financial
Chicago,
Illinois
| $205M | +$46.4M | +29% | 9.58% | – | 148 | 18.24% |
|
| 5171 |
CC
5171
Codex Capital
New York
| $205M | +$33.6M | +20% | 22.9% | 84.4% | 38 | 5.26% |
|
| 5172 |
CB
5172
CNB Bank
Clearfield,
Pennsylvania
| $205M | +$18.8M | +10% | 10% | 91.6% | 513 | 9.16% |
|
| 5173 |
RGF
5173
Retirement Guys Formula
Maumee,
Ohio
| $205M | +$18.6M | +10% | 7.2% | 70.2% | 153 | 36.6% |
|
| 5174 |
BOCM
5174
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $205M | -$1.33M | -0.6% | 7.13% | 49.6% | 37 | 10.81% |
|
| 5175 |
SCA
5175
Sander Capital Advisors
Seattle,
Washington
| $205M | +$9.57M | +5% | 7.35% | 68.8% | 16 | 6.25% |
|