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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
UBG
5251
United Bank (Georgia)
Zebulon,
Georgia
| $148M | +$5.97M | +4% | 6.94% | 81.2% | 85 | 4.71% | 12.2 |
|
| 5252 |
CWA
5252
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $148M | +$11.4M | +8% | 4.34% | 57.5% | 332 | 16.27% | 3.6 |
|
| 5253 |
BFA
5253
Bluestem Financial Advisors
Champaign,
Illinois
| $148M | +$7.88M | +6% | 4.98% | 39.5% | 27 | 0% | 5.2 |
|
| 5254 |
NFG
5254
Norris Financial Group
Greenville,
South Carolina
| $148M | +$12.1M | +9% | 6.27% | 142% | 98 | 34.69% | 2.5 |
|
| 5255 |
EGVF
5255
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| $148M | +$18.3M | +14% | 14.2% | – | 5 | 0% | 2 |
|
| 5256 |
FP
5256
Factorial Partners
Mt. Kisco,
New York
| $148M | +$5.7M | +4% | 4.58% | 88.7% | 112 | 27.68% | 7.4 |
|
| 5257 |
HFS
5257
HBC Financial Services
Seattle,
Washington
| $148M | +$2.93M | +2% | 4.82% | 12.6% | 208 | 11.06% | 3.8 |
|
| 5258 |
RA
5258
RiverTree Advisors
Winter Park,
Florida
| $148M | +$5.09M | +4% | 5.33% | 25.4% | 46 | 43.48% | 1.2 |
|
| 5259 |
SC
5259
Samjo Capital
New York
| $148M | +$12.9M | +10% | 7.91% | 89.1% | 22 | 18.18% | 1.7 |
|
| 5260 |
BSI
5260
Bennett Selby Investments
Falmouth,
Maine
| $148M | +$19.1M | +15% | 11.2% | 69.8% | 56 | 16.07% | 1.8 |
|
| 5261 |
BCP
5261
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $148M | +$14.8M | +11% | 6.48% | 87.2% | 111 | 33.33% | 4.5 |
|
| 5262 |
FA
5262
Financial Avengers
Oakland,
California
| $148M | +$14.1M | +11% | 10.1% | 108% | 162 | 4.32% | 1.9 |
|
| 5263 |
WDG
5263
Wealth Dimensions Group
Cincinnati,
Ohio
| $147M | +$18.7M | +15% | 5.75% | 57.1% | 123 | 6.5% | 1.9 |
|
| 5264 |
VFA
5264
Values First Advisors
Gray,
Tennessee
| $147M | +$12M | +9% | 7.51% | 86.4% | 158 | 16.46% | 4.6 |
|
| 5265 |
BCM
5265
Birch Capital Management
Dallas,
Texas
| $147M | +$11.5M | +8% | 10.3% | 48.4% | 83 | 3.61% | 5.4 |
|
| 5266 |
QCIG
5266
Quad-Cities Investment Group
Davenport,
Iowa
| $147M | +$15.4M | +12% | 5.93% | 61% | 186 | 11.83% | 8.3 |
|
| 5267 |
NPP
5267
New Potomac Partners
Bethesda,
Maryland
| $147M | +$11M | +8% | 6.81% | 37.2% | 65 | 9.23% | 11.2 |
|
| 5268 |
CBT
5268
CoreFirst Bank & Trust
Topeka,
Kansas
| $147M | +$1.34M | +0.9% | 5.56% | 61.4% | 453 | 3.09% | 1.9 |
|
| 5269 |
GAA
5269
Green Alpha Advisors
Niwot,
Colorado
| $147M | +$45.8M | +45% | 10.2% | 316% | 140 | 30% | 1.5 |
|
| 5270 |
NRC
5270
North Run Capital
Boston,
Massachusetts
| $147M | +$11M | +8% | 2.67% | 19.4% | 22 | 27.27% | 6.1 |
|
| 5271 |
BRC
5271
BHF RG Capital
Scottsdale,
Arizona
| $147M | +$12.1M | +9% | 5.44% | – | 38 | 23.68% | 4.1 |
|
| 5272 |
LIM
5272
Loudon Investment Management
West Lebanon,
New Hampshire
| $147M | +$7.23M | +5% | 5.13% | 61.6% | 86 | 9.3% | 16 |
|
| 5273 |
ACMH
5273
Andar Capital Management (HK)
Hong Kong
| $147M | +$51.8M | +55% | 17.8% | 983% | 19 | 47.37% | 1.1 |
|
| 5274 |
ADIM
5274
Alpha DNA Investment Management
Columbia,
Maryland
| $147M | +$59.5M | +68% | 9.55% | 134% | 761 | 88.7% | 1.6 |
|
| 5275 |
MI
5275
Moneywise Inc
Forest,
Virginia
| $147M | -$1.75M | -1% | 5.44% | 58% | 54 | 12.96% | 10 |
|