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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5351 |
WA1
5351
Wimmer Associates 1
Pasadena,
California
| $195M | +$4.91M | +3% | 4.36% | 78.9% | 113 | 6.19% |
|
| 5352 |
SI
5352
Seeds Investor
New York
| $195M | +$86.6M | +80% | 2.85% | – | 230 | 34.78% |
|
| 5353 |
SF
5353
Slagle Financial
Edwardsville,
Illinois
| $195M | +$10.7M | +6% | 3.8% | 77.9% | 122 | 18.85% |
|
| 5354 |
DRS
5354
Deane Retirement Strategies
New Orleans,
Louisiana
| $195M | -$2.05M | -1% | 3.05% | 64.7% | 94 | 40.43% |
|
| 5355 |
BFS
5355
Burkett Financial Services
Rock Hill,
South Carolina
| $195M | +$914K | +0.5% | 1.73% | – | 206 | 5.83% |
|
| 5356 |
RA
5356
Rockingstone Advisors
Great Barrington,
Massachusetts
| $195M | +$1.13M | +0.6% | 4.08% | 101% | 110 | 10.91% |
|
| 5357 |
PXPO
5357
Peak XV Partners Operations
Trianon,
Mauritius
| $195M | -$82.2M | -30% | 29.4% | – | 3 | 0% |
|
| 5358 |
SCG
5358
Sonata Capital Group
Seattle,
Washington
| $195M | -$24.9M | -11% | 2.43% | 57.4% | 116 | 24.14% |
|
| 5359 |
FWA
5359
FOCUS Wealth Advisors
Houston,
Texas
| $195M | +$8.02M | +4% | 1.24% | 63.8% | 59 | 1.69% |
|
| 5360 |
SC
5360
Sagil Capital
London,
United Kingdom
| $195M | +$11.7M | +6% | 7.98% | 104% | 32 | 62.5% |
|
| 5361 |
LC
5361
Lavaca Capital
Houston,
Texas
| $195M | +$23.4M | +14% | 3.96% | 46.5% | 94 | 21.28% |
|
| 5362 |
SPWM
5362
Straight Path Wealth Management
Jenison,
Michigan
| $195M | +$16.6M | +9% | 1.95% | 70.6% | 99 | 12.12% |
|
| 5363 |
MFC
5363
Mechanics Financial Corp
Mansfield,
Ohio
| $195M | +$2.44M | +1% | 1.25% | 81.6% | 232 | 9.91% |
|
| 5364 |
GSB
5364
Greenfield Savings Bank
Greenfield,
Massachusetts
| $195M | +$4.29M | +2% | 3.23% | 97.3% | 155 | 9.03% |
|
| 5365 |
FCB
5365
First County Bank
Stamford,
Connecticut
| $194M | -$10.2M | -5% | 3.55% | 89.1% | 168 | 7.74% |
|
| 5366 |
BM
5366
Bridger Management
New York
| $194M | -$27.5M | -12% | 5.93% | 103% | 33 | 21.21% |
|
| 5367 |
CCA
5367
Cora Capital Advisors
Marlton,
New Jersey
| $194M | +$6.9M | +4% | 1.53% | 70.5% | 100 | 9% |
|
| 5368 |
TSM
5368
Two Star Manager
Miami Beach,
Florida
| $194M | +$2.57M | +1% | 3.11% | – | 18 | 27.78% |
|
| 5369 |
HBW
5369
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $194M | +$27.3M | +16% | 2.68% | 97.1% | 745 | 9.13% |
|
| 5370 |
DA
5370
DCF Advisers
Greenwich,
Connecticut
| $194M | -$8.89M | -4% | 3.79% | 372% | 105 | 31.43% |
|
| 5371 |
CA
5371
Claris Advisors
St. Louis,
Missouri
| $194M | -$4.24M | -2% | 0.58% | 65.7% | 58 | 6.9% |
|
| 5372 |
NRW
5372
Nova R Wealth
Overland Park,
Kansas
| $194M | +$2.46M | +1% | 2.8% | 54.5% | 85 | 8.24% |
|
| 5373 |
FWM
5373
Forza Wealth Management
Sarasota,
Florida
| $194M | +$1.67M | +0.9% | 0.19% | 65.6% | 177 | 6.21% |
|
| 5374 |
SCP
5374
Stevens Capital Partners
Omaha,
Nebraska
| $194M | +$25.9M | +15% | 3.01% | 68.8% | 61 | 8.2% |
|
| 5375 |
MBI
5375
May Barnhard Investments
Bethesda,
Maryland
| $194M | -$5.98M | -3% | 0.26% | – | 84 | 7.14% |
|