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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5251 |
TWM
5251
Trinity Wealth Management
Berwyn,
Pennsylvania
| $219M | -$1.96M | -0.9% | 1.37% | 53.5% | 59 | 15.25% |
|
| 5252 |
OCM
5252
Once Capital Management
New York
| $219M | -$251M | -53% | 10.5% | 570% | 19 | 15.79% |
|
| 5253 |
ACA
5253
Ascension Capital Advisors
Houston,
Texas
| $219M | -$10.5M | -5% | 2.73% | 59.3% | 41 | 19.51% |
|
| 5254 |
JPLA
5254
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $219M | -$6.11M | -3% | 3.16% | 74.3% | 154 | 14.29% |
|
| 5255 |
TCM
5255
Tieton Capital Management
Yakima,
Washington
| $219M | -$30M | -12% | 6.4% | 172% | 41 | 19.51% |
|
| 5256 |
TCM
5256
Teza Capital Management
Chicago,
Illinois
| $219M | -$442M | -67% | 1.14% | 140% | 623 | 60.35% |
|
| 5257 |
HAM
5257
Hanwha Asset Management
Seoul,
South Korea
| $219M | -$9.09M | -4% | 4.03% | – | 1 | 0% |
|
| 5258 |
OAM
5258
Oxford Asset Management
Oxford,
United Kingdom
| $219M | -$6.3M | -3% | 0.25% | – | 763 | 81.78% |
|
| 5259 |
NG
5259
NWK Group
San Francisco,
California
| $219M | -$40.2M | -16% | 2.95% | 268% | 80 | 28.75% |
|
| 5260 |
II
5260
INCA Investments
Miami,
Florida
| $219M | -$24M | -10% | 2.85% | 128% | 10 | 0% |
|
| 5261 |
EC
5261
EntryPoint Capital
New York
| $218M | -$19.5M | -8% | 8.17% | – | 1,001 | 65.53% |
|
| 5262 |
WA
5262
Wealthstar Advisors
Plano,
Texas
| $218M | -$11.8M | -5% | 1.15% | – | 154 | 28.57% |
|
| 5263 |
IWM
5263
Iams Wealth Management
Omaha,
Nebraska
| $218M | -$382K | -0.2% | 1.7% | 51.3% | 177 | 19.21% |
|
| 5264 |
SSW
5264
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $218M | -$7.7M | -3% | 2.97% | 90.2% | 150 | 9.33% |
|
| 5265 |
SI
5265
SimpliFi Inc
San Diego,
California
| $218M | -$768K | -0.4% | 0.45% | 26.7% | 43 | 9.3% |
|
| 5266 |
BKA
5266
Brick & Kyle Associates
Newtown,
Pennsylvania
| $218M | -$17.1M | -7% | 3.12% | 97.4% | 63 | 17.46% |
|
| 5267 |
AWA
5267
Alta Wealth Advisors
Woburn,
Massachusetts
| $218M | -$10.7M | -5% | 3.78% | 120% | 150 | 18% |
|
| 5268 |
FZCM
5268
Flynn Zito Capital Management
Garden City,
New York
| $218M | +$2.81M | +1% | 2.95% | 97.3% | 134 | 13.43% |
|
| 5269 |
DI
5269
Disciplined Investments
Tulsa,
Oklahoma
| $218M | +$15M | +7% | 0.33% | 51.4% | 128 | 4.69% |
|
| 5270 |
1W
5270
1776 Wealth
Atlanta,
Georgia
| $218M | +$88.2K | +0% | 5.7% | 90.4% | 142 | 3.52% |
|
| 5271 |
ACL
5271
APEIRON Capital Ltd
Hong Kong
| $218M | -$50.7M | -19% | 21.6% | 487% | 17 | 58.82% |
|
| 5272 |
ACMG
5272
Anchor Capital Management Group
Aliso Viejo,
California
| $217M | -$58.9M | -21% | 5.43% | – | 19 | 5.26% |
|
| 5273 |
AA
5273
Altman Advisors
Chicago,
Illinois
| $217M | -$17.5M | -7% | 0.54% | 127% | 103 | 15.53% |
|
| 5274 |
MHP
5274
Manatuck Hill Partners
Westport,
Connecticut
| $217M | -$27.1M | -11% | 4.14% | 556% | 135 | 49.63% |
|
| 5275 |
VP
5275
Verisail Partners
Chamblee,
Georgia
| $217M | +$3.27M | +2% | 0.11% | – | 35 | 8.57% |
|