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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5301 |
SFSG
5301
Sound Financial Strategies Group
Madison,
Mississippi
| $150M | +$12.1M | +9% | 3.79% | 26.4% | 80 | 53.75% |
|
| 5302 |
AFG
5302
AFS Financial Group
Bethesda,
Maryland
| $150M | +$9.36M | +7% | 7.94% | – | 93 | 5.38% |
|
| 5303 |
RF
5303
Robbins Farley
Bedford,
New Hampshire
| $150M | +$20.4M | +16% | 9.76% | 98.2% | 215 | 21.4% |
|
| 5304 |
CMU
5304
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $150M | -$33M | -18% | 44.7% | 61.6% | 6 | 0% |
|
| 5305 |
CFLC
5305
California First Leasing Corp
Newport Beach,
California
| $150M | +$5.65M | +4% | 5.46% | 377% | 34 | 8.82% |
|
| 5306 |
LAM
5306
Lifestyle Asset Management
Friendswood,
Texas
| $150M | +$24.5M | +20% | 5.6% | 82.6% | 89 | 34.83% |
|
| 5307 |
GIS
5307
Graphene Investments SAS
Paris,
France
| $150M | +$1.88M | +1% | 7.79% | 86.5% | 52 | 23.08% |
|
| 5308 |
ZR
5308
Zeno Research
New York
| $149M | -$1.74M | -1% | 13.1% | 25.2% | 35 | 42.86% |
|
| 5309 |
OCM
5309
Orion Capital Management
Coronado,
California
| $149M | +$13M | +10% | 7.5% | 75.3% | 468 | 19.44% |
|
| 5310 |
RA
5310
RiverPark Advisors
New York
| $149M | -$60.4M | -29% | 13% | 87.5% | 107 | 45.79% |
|
| 5311 |
RCM
5311
Riverwood Capital Management
Menlo Park,
California
| $149M | -$8.15M | -5% | 6.36% | 46.5% | 4 | 0% |
|
| 5312 |
SW
5312
StrongBox Wealth
Lee's Summit,
Missouri
| $149M | +$7.64M | +5% | 3.57% | 57.8% | 88 | 13.64% |
|
| 5313 |
AFM
5313
Abbot Financial Management
Andover,
Massachusetts
| $149M | +$2.78M | +2% | 7.91% | 102% | 116 | 6.9% |
|
| 5314 |
VLC
5314
Van Leeuwen & Company
Princeton,
New Jersey
| $149M | +$4.3M | +3% | 8.61% | 75.4% | 84 | 35.71% |
|
| 5315 |
GA
5315
Gagnon Advisors
New York
| $149M | +$815K | +0.6% | 9.37% | 129% | 29 | 3.45% |
|
| 5316 |
LBC
5316
Lawrence B. Cohen
| $149M | -$42.4M | -22% | 11.2% | 41.8% | 93 | 33.33% |
|
| 5317 |
HIP
5317
HPS Investment Partners
New York
| $149M | -$20.7M | -12% | 1.01% | 55.9% | 8 | 25% |
|
| 5318 |
AM
5318
Ampfield Management
New York
| $149M | +$51.2M | +52% | 18.5% | 56.9% | 4 | 25% |
|
| 5319 |
SOAG
5319
Silver Oak Advisory Group
Portland,
Oregon
| $149M | +$6.96M | +5% | 3.66% | 27% | 58 | 3.45% |
|
| 5320 |
TVWM
5320
Tower View Wealth Management
Shorewood,
Wisconsin
| $149M | +$4.95M | +3% | 8.21% | 132% | 169 | 9.47% |
|
| 5321 |
RTL
5321
Red Tortoise LLC
Atlanta,
Georgia
| $149M | +$4.48M | +3% | 5.38% | 43.7% | 628 | 18.31% |
|
| 5322 |
SS
5322
Sound Stewardship
Overland Park,
Kansas
| $149M | +$13.4M | +10% | 3.59% | 43.2% | 60 | 5% |
|
| 5323 |
TM
5323
Triatomic Management
Palo Alto,
California
| $149M | +$29.8M | +25% | 11.2% | – | 72 | 54.17% |
|
| 5324 |
AWG
5324
Altus Wealth Group
Colorado Springs,
Colorado
| $148M | +$16.8M | +13% | 6.65% | 68.6% | 152 | 20.39% |
|
| 5325 |
QCM
5325
Qsemble Capital Management
New York
| $148M | +$4.55M | +3% | 3.96% | 39.9% | 365 | 79.18% |
|