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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5176 |
TLA
5176
Tanglewood Legacy Advisors
Houston,
Texas
| $157M | +$16.1M | +11% | 4.85% | 61.1% | 280 | 12.14% |
|
| 5177 |
1C
5177
1623 Capital
Alexandria,
Virginia
| $157M | +$18.1M | +13% | 7.93% | 11.9% | 26 | 3.85% |
|
| 5178 |
CI
5178
Ceera Investments
Bellaire,
Texas
| $157M | -$1.46M | -0.9% | 15.8% | 47.9% | 85 | 28.24% |
|
| 5179 |
BDFN
5179
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $157M | +$16.4M | +12% | 4.6% | 41.2% | 131 | 9.16% |
|
| 5180 |
G
5180
Gainplan
Bloomfield Hills,
Michigan
| $157M | +$115M | +274% | 8.23% | 93.3% | 47 | 34.04% |
|
| 5181 |
RA
5181
Riverstone Advisors
New Braunfels,
Texas
| $157M | +$12.5M | +9% | 6.27% | 104% | 52 | 19.23% |
|
| 5182 |
TCOK
5182
Trust Company of Kansas
Wichita,
Kansas
| $157M | +$2.25M | +1% | 8.94% | 87% | 54 | 20.37% |
|
| 5183 |
WA1
5183
Wimmer Associates 1
Pasadena,
California
| $157M | +$5.08M | +3% | 8.17% | 78.9% | 110 | 4.55% |
|
| 5184 |
KCP
5184
Keyframe Capital Partners
New York
| $157M | +$16.7M | +12% | 1.04% | 6.45% | 12 | 41.67% |
|
| 5185 |
PBO
5185
Peoples Bank (Ohio)
Marietta,
Ohio
| $157M | +$1.26M | +0.8% | 3.71% | 71.7% | 131 | 15.27% |
|
| 5186 |
BA
5186
Baugh & Associates
Atlanta,
Georgia
| $156M | +$2.12M | +1% | 2.62% | 83.8% | 41 | 4.88% |
|
| 5187 |
IPW
5187
IronBridge Private Wealth
Austin,
Texas
| $156M | +$35M | +29% | 12% | 122% | 39 | 51.28% |
|
| 5188 |
AIM
5188
Aspen Investment Management
Grand Rapids,
Michigan
| $156M | +$3.4M | +2% | 2.56% | 84.9% | 140 | 19.29% |
|
| 5189 |
IWN
5189
Independent Wealth Network
Urbandale,
Iowa
| $156M | +$10.1M | +7% | 4.21% | 75.1% | 214 | 13.08% |
|
| 5190 |
VBFG
5190
Vishria Bird Financial Group
Memphis,
Tennessee
| $156M | +$12.8M | +9% | 13.8% | 74.3% | 62 | 16.13% |
|
| 5191 |
AWP
5191
Accretive Wealth Partners
Parsippany,
New Jersey
| $156M | +$10.8M | +7% | 6.33% | 57.3% | 119 | 10.92% |
|
| 5192 |
RWRC
5192
R.W. Roge & Company
Bohemia,
New York
| $156M | +$5.72M | +4% | 6.22% | 68.1% | 46 | 21.74% |
|
| 5193 |
QC
5193
Qalhat Capital
Tortola,
British Virgin Islands
| $156M | -$64.4M | -29% | 7.01% | 90.3% | 13 | 30.77% |
|
| 5194 |
LP
5194
Lexington Partners
New York
| $156M | -$23.9M | -13% | 8.75% | 1.27% | 6 | 16.67% |
|
| 5195 |
BOCH
5195
Blue Owl Capital Holdings
New York
| $156M | -$78.9M | -34% | 20.1% | 145% | 45 | 71.11% |
|
| 5196 |
IFA
5196
Interactive Financial Advisors
New Lenox,
Illinois
| $156M | -$10.9M | -7% | 4.1% | 47.6% | 167 | 52.1% |
|
| 5197 |
MM
5197
MQS Management
New York
| $156M | +$8.97M | +6% | 0.53% | 6.42% | 641 | 82.84% |
|
| 5198 |
IRAG
5198
Investment Research & Advisory Group
Atlanta,
Georgia
| $156M | +$3.59M | +2% | 11.1% | 88.6% | 205 | 7.32% |
|
| 5199 |
AWM
5199
Activest Wealth Management
Aventure,
Florida
| $156M | -$182M | -54% | 8.24% | 105% | 602 | 71.26% |
|
| 5200 |
SFS
5200
Solitude Financial Services
Charlottesville,
Virginia
| $156M | +$9.89M | +7% | 4.12% | 55.4% | 45 | 4.44% |
|