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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
RBC
5351
Rye Brook Capital
Greenwich,
Connecticut
| $141M | +$4.16M | +3% | 7.31% | 77.2% | 32 | 28.13% | 1.4 |
|
| 5352 |
HWA
5352
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $141M | +$10.6M | +8% | 6.52% | 58.3% | 36 | 0% | 4.8 |
|
| 5353 |
CWMU
5353
Caliber Wealth Management (Utah)
Orem,
Utah
| $141M | +$3.49M | +3% | 12.6% | 36.5% | 85 | 29.41% | 1.5 |
|
| 5354 |
HS
5354
HighVista Strategies
Boston,
Massachusetts
| $141M | +$6.43M | +5% | 5.41% | 622% | 161 | 50.31% | 2 |
|
| 5355 |
GBI
5355
GP Brinson Investments
Chicago,
Illinois
| $141M | +$18.8M | +15% | 8.59% | 51.2% | 17 | 11.76% | 0.9 |
|
| 5356 |
BRG
5356
Bay Rivers Group
Williamsburg,
Virginia
| $141M | +$12.2M | +9% | 8.34% | 166% | 75 | 13.33% | 4.5 |
|
| 5357 |
NMC
5357
Nine Masts Capital
Central,
Hong Kong
| $141M | +$14M | +11% | 0.95% | 88.1% | 46 | 69.57% | 0.8 |
|
| 5358 |
HS
5358
Horan Securities
Cincinnati,
United States
| $141M | +$21.7M | +18% | 6.58% | 50.1% | 499 | 17.84% | 4 |
|
| 5359 |
S
5359
swisspartners
Vaduz,
Liechtenstein
| $141M | +$17.6M | +14% | 11.2% | – | 90 | 22.22% | 1.6 |
|
| 5360 |
CPWM
5360
Cypress Point Wealth Management
Dallas,
Texas
| $141M | +$44.6M | +46% | 31.9% | 226% | 212 | 53.3% | 0.9 |
|
| 5361 |
MAM
5361
McCarthy Asset Management
Redwood Shores,
California
| $141M | +$12.8M | +10% | 5.52% | – | 470 | 24.26% | 1.5 |
|
| 5362 |
ACM
5362
Ascendant Capital Management
Los Angeles,
California
| $141M | +$26.5M | +23% | 11.5% | – | 75 | 37.33% | 1.4 |
|
| 5363 |
SIAG
5363
Safeguard Investment Advisory Group
Corona,
California
| $140M | +$28.4M | +25% | 6.55% | 84.3% | 87 | 16.09% | 1.7 |
|
| 5364 |
RHDIC
5364
R.H. Dinel Investment Counsel
Los Angeles,
California
| $140M | +$9.38M | +7% | 8.44% | 34.1% | 55 | 0% | 22.3 |
|
| 5365 |
ABP
5365
Arthur B. Page
| $140M | +$6.63M | +5% | 6.36% | 40.4% | 59 | 0% | 21.6 |
|
| 5366 |
WWM
5366
Wolff Wiese Magana
Carslbad,
California
| $140M | +$12.2M | +10% | 8.05% | 136% | 899 | 20.36% | 1.6 |
|
| 5367 |
MWM
5367
Midwest Wealth Management
Indianapolis,
Indiana
| $140M | +$17M | +14% | 9.43% | – | 99 | 11.11% | 1.8 |
|
| 5368 |
SG
5368
Somerset Group
Wayzata,
Minnesota
| $140M | +$7.46M | +6% | 6.6% | 84.6% | 76 | 2.63% | 16.2 |
|
| 5369 |
CRI
5369
Colonial River Investments
Midlothian,
Virginia
| $140M | +$16.1M | +13% | 6.98% | 144% | 155 | 16.77% | 1.7 |
|
| 5370 |
MPPW
5370
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $140M | +$10.9M | +8% | 6.88% | 75.2% | 158 | 6.96% | 1.9 |
|
| 5371 |
MPIM
5371
McGinn Penninger Investment Management
Alexandria,
Virginia
| $140M | +$4.53M | +3% | 6.14% | 51.9% | 43 | 16.28% | 1.7 |
|
| 5372 |
MWA
5372
Motive Wealth Advisors
Birmingham,
Michigan
| $140M | – | – | 6.59% | 66% | 75 | – | 0 |
|
| 5373 |
M1FG
5373
Mach-1 Financial Group
Rogers,
Arkansas
| $140M | +$16.7M | +14% | 4.01% | 83.4% | 228 | 40.79% | 1.6 |
|
| 5374 |
RIG
5374
Ramiah Investment Group
Brookfield,
Wisconsin
| $140M | +$6.62M | +5% | 6.21% | 55.3% | 92 | 16.3% | 3.7 |
|
| 5375 |
VCA
5375
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $140M | +$4.8M | +4% | 9.25% | 30.6% | 19 | 84.21% | 2 |
|