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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 |
MVP
5151
Miller Value Partners
Sarasota,
Florida
| $284M | +$11.7M | +4% | 8.03% | 133% | 37 | 10.81% |
|
| 5152 |
CWM
5152
Collaborative Wealth Management
Lake Mary,
Florida
| $284M | +$36.5M | +15% | 1.81% | 41.6% | 244 | 21.72% |
|
| 5153 |
SWM
5153
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $284M | +$85.2K | +0% | 2.44% | 72.3% | 125 | 8% |
|
| 5154 |
FF
5154
Friday Financial
Dubuque,
Iowa
| $284M | +$44.8M | +19% | 1.84% | – | 95 | 9.47% |
|
| 5155 |
EW
5155
Enzi Wealth
Austin,
Texas
| $284M | -$733K | -0.3% | 3.12% | 72.1% | 74 | 10.81% |
|
| 5156 |
HCM
5156
Highview Capital Management
Buffalo Grove,
Illinois
| $283M | +$11.5M | +4% | 4.82% | 123% | 117 | 19.66% |
|
| 5157 |
BO
5157
Bank OZK
Little Rock,
Arkansas
| $283M | +$567K | +0.2% | 2.9% | 112% | 154 | 7.14% |
|
| 5158 |
KAM
5158
Krensavage Asset Management
New York
| $283M | +$48.4M | +21% | 21.9% | 124% | 18 | 5.56% |
|
| 5159 |
GSC
5159
G&S Capital
Denver,
Colorado
| $283M | +$12.5M | +5% | 3.5% | 77.2% | 143 | 17.48% |
|
| 5160 |
FOA
5160
Five Oceans Advisors
Santa Monica,
California
| $283M | +$11.2M | +4% | 2.92% | 78.8% | 205 | 14.15% |
|
| 5161 |
OAM
5161
Oxford Asset Management
Oxford,
United Kingdom
| $283M | -$22.1M | -7% | 4.91% | – | 799 | 85.73% |
|
| 5162 |
SIM
5162
Sims Investment Management
Cincinnati,
Ohio
| $283M | +$6.56M | +2% | 1.72% | – | 45 | 11.11% |
|
| 5163 |
PSAMP
5163
P. Schoenfeld Asset Management (PSAM)
New York
| $283M | -$251M | -47% | 11.3% | 367% | 56 | 51.79% |
|
| 5164 |
SAS
5164
Stelac Advisory Services
New York
| $283M | -$6.49M | -2% | 6.12% | 84.9% | 123 | 18.7% |
|
| 5165 |
SC
5165
Sawyer & Company
Boston,
Massachusetts
| $283M | +$17.8M | +7% | 3.91% | 97.4% | 207 | 10.14% |
|
| 5166 |
SN
5166
Sittner & Nelson
Eugene,
Oregon
| $283M | +$7.43M | +3% | 3.97% | 88.1% | 545 | 13.76% |
|
| 5167 |
RAM
5167
RJA Asset Management
Stamford,
Connecticut
| $283M | +$19.9M | +8% | 7.87% | 80.2% | 3 | 0% |
|
| 5168 |
SIM
5168
Synergy Investment Management
Altamonte Springs,
Florida
| $283M | +$20.7M | +8% | 2.08% | – | 138 | 13.04% |
|
| 5169 |
EWP
5169
Elevation Wealth Partners
Santa Rosa,
California
| $282M | +$4.7M | +2% | 2.7% | 63.7% | 1,042 | 24.66% |
|
| 5170 |
CW
5170
Curio Wealth
Annapolis,
Maryland
| $282M | +$38.5M | +16% | 1.35% | – | 495 | 48.08% |
|
| 5171 |
DWM
5171
Denver Wealth Management
Denver,
Colorado
| $282M | +$10.8M | +4% | 2.08% | 64.4% | 96 | 9.38% |
|
| 5172 |
BKA
5172
Brick & Kyle Associates
Newtown,
Pennsylvania
| $282M | +$11.2M | +4% | 3.75% | 97.4% | 62 | 8.06% |
|
| 5173 |
CC
5173
Carlson Capital
Dallas,
Texas
| $282M | +$11.1M | +4% | 16.6% | 67.9% | 100 | 67% |
|
| 5174 |
GDS
5174
Gimbel Daniel Scott
| $282M | -$52.7M | -16% | 15.7% | 57.1% | 2 | 0% |
|
| 5175 |
SIC
5175
Samalin Investment Counsel
Chappaqua,
New York
| $282M | -$8.66M | -3% | 1.42% | 62.8% | 344 | 13.95% |
|