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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
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
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 |
SAM
5151
S.A. Mason
Holland,
Michigan
| $266M | +$13.5M | +5% | 0.14% | 105% | 279 | 11.47% |
|
| 5152 |
RYIA
5152
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $266M | +$14.3M | +6% | 3.27% | – | 195 | 19.49% |
|
| 5153 |
TBT
5153
Texas Bank & Trust
Longview,
Texas
| $266M | -$8.71M | -3% | 1% | – | 187 | 11.23% |
|
| 5154 |
SEM
5154
Strategic Equity Management
Tucson,
Arizona
| $266M | -$28.9M | -10% | 0.77% | 70.3% | 81 | 29.63% |
|
| 5155 |
LAM
5155
LECAP Asset Management
London,
United Kingdom
| $266M | +$14.8M | +6% | 4.52% | – | 406 | 66.01% |
|
| 5156 |
DWA
5156
Delap Wealth Advisory
Lake Oswego,
Oregon
| $266M | +$6.67M | +3% | 0.25% | 66.1% | 98 | 15.31% |
|
| 5157 |
TWC
5157
Tencap Wealth Coaching
South Jordan,
Utah
| $266M | +$1.48M | +0.6% | 0.35% | – | 7 | 0% |
|
| 5158 |
KWA
5158
Kondo Wealth Advisors
Pasadena,
California
| $266M | +$4.29M | +2% | 1.09% | – | 75 | 13.33% |
|
| 5159 |
WFS
5159
Weitzel Financial Services
Dubuque,
Iowa
| $265M | +$6.98M | +3% | 0.74% | 42.4% | 51 | 9.8% |
|
| 5160 |
BCM
5160
Buckhead Capital Management
Atlanta,
Georgia
| $265M | -$13.4M | -5% | 1.4% | 67.6% | 154 | 14.29% |
|
| 5161 |
WFG
5161
Wills Financial Group
Richmond,
Virginia
| $265M | +$3.67M | +1% | 2.47% | 57.5% | 80 | 15% |
|
| 5162 |
AFA
5162
Alta Fundamental Advisers
New York
| $265M | +$43.5M | +20% | 21.4% | 340% | 29 | 41.38% |
|
| 5163 |
WRTC
5163
Wind River Trust Company
Jackson,
Wyoming
| $265M | -$2.62M | -1% | 2.15% | 62.1% | 11 | 9.09% |
|
| 5164 |
LWMI
5164
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $265M | +$335K | +0.1% | 1.15% | – | 42 | 7.14% |
|
| 5165 |
TP
5165
Tranquility Partners
Brentwood,
Tennessee
| $265M | -$12.5M | -5% | 3.48% | 67.4% | 239 | 10.46% |
|
| 5166 |
BIA
5166
Beacon Investment Advisors
Gaithersburg,
Maryland
| $265M | +$15.6M | +6% | 4.71% | 96.4% | 174 | 8.05% |
|
| 5167 |
NI
5167
NYL Investors
New York
| $265M | -$29.7M | -10% | 0.75% | 7.55% | 32 | 3.13% |
|
| 5168 |
RCS
5168
Retirement Capital Strategies
San Jose,
California
| $265M | -$5.08M | -2% | 2.34% | 59% | 73 | 21.92% |
|
| 5169 |
FH
5169
FWG Holdings
Winter Park,
Florida
| $265M | +$1.11M | +0.4% | 0.69% | 91.6% | 143 | 23.78% |
|
| 5170 |
IA
5170
IMZ Advisory
Boca Raton,
Florida
| $264M | -$8.71M | -3% | 3.98% | – | 40 | 5% |
|
| 5171 |
FI
5171
FIDELIS iM
Medford,
Oregon
| $264M | +$6.7M | +3% | 1.23% | 40.1% | 27 | 14.81% |
|
| 5172 |
SC
5172
Saiph Capital
Wyckoff,
New Jersey
| $264M | -$14.1M | -5% | 5.13% | 52.4% | 79 | 15.19% |
|
| 5173 |
SST
5173
S Squared Technology
New York
| $264M | +$5.96M | +2% | 3.73% | 223% | 37 | 18.92% |
|
| 5174 |
BFA
5174
Brown Financial Advisors
Milford,
Ohio
| $264M | -$9.21M | -3% | 1.09% | – | 214 | 31.31% |
|
| 5175 |
SAM
5175
Silphium Asset Management
London,
United Kingdom
| $264M | +$28.1M | +12% | 1.99% | 128% | 56 | 32.14% |
|