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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5376 |
NWM
5376
Napa Wealth Management
Napa,
California
| $190M | +$5.62M | +3% | 2.6% | – | 124 | 54.84% |
|
| 5377 |
MC
5377
Machina Capital
Paris,
France
| $190M | +$35M | +23% | 7.14% | 34.8% | 350 | 63.71% |
|
| 5378 |
GB
5378
Gunma Bank
Gunma,
Japan
| $190M | +$86.6M | +84% | 5.64% | 24.5% | 26 | 23.08% |
|
| 5379 |
ACM
5379
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $190M | -$66.6M | -26% | 31.4% | 1,745% | 24 | 79.17% |
|
| 5380 |
7CM
5380
7G Capital Management
New York
| $190M | -$5.01M | -3% | 3.28% | 137% | 7 | 0% |
|
| 5381 |
MAS
5381
Madden Advisory Services
Jacksonville,
Florida
| $190M | +$12.3M | +7% | 6.67% | 52.3% | 92 | 2.17% |
|
| 5382 |
SW
5382
StrongBox Wealth
Lee's Summit,
Missouri
| $190M | +$18.3M | +11% | 7.13% | 57.8% | 83 | 9.64% |
|
| 5383 |
WI
5383
WJ Interests
Sugar Land,
Texas
| $190M | +$31M | +20% | 5.38% | 50.6% | 12 | 0% |
|
| 5384 |
PIA
5384
Powell Investment Advisors
Miami,
Florida
| $189M | +$8.53M | +5% | 8.13% | 76.1% | 154 | 11.04% |
|
| 5385 |
SAM
5385
Sequent Asset Management
Houston,
Texas
| $189M | +$16.7M | +10% | 5.33% | 51.3% | 86 | 11.63% |
|
| 5386 |
GA
5386
GraniteShares Advisors
New York
| $189M | +$78.1M | +70% | 28.3% | 86.2% | 92 | 2.17% |
|
| 5387 |
SFPG
5387
Stonebridge Financial Planning Group
Orlando,
Florida
| $189M | +$15.4M | +9% | 9.01% | 67.2% | 156 | 8.33% |
|
| 5388 |
FA
5388
Financial Avengers
Oakland,
California
| $189M | +$22.7M | +14% | 16.8% | 108% | 182 | 17.58% |
|
| 5389 |
RI
5389
Ridgewood Investments
Springfield,
New Jersey
| $189M | +$19.9M | +12% | 7.09% | – | 221 | 17.65% |
|
| 5390 |
JWM
5390
Jupiter Wealth Management
Glendale,
Colorado
| $189M | +$18.9M | +11% | 10.3% | 99.2% | 98 | 16.33% |
|
| 5391 |
DRP
5391
Decade Renewable Partners
Houston,
Texas
| $189M | +$14.8M | +9% | 7.01% | – | 44 | 61.36% |
|
| 5392 |
OGM
5392
OnyxPoint Global Management
New York
| $189M | +$5.25M | +3% | 26.5% | 162% | 11 | 27.27% |
|
| 5393 |
SRL
5393
Scientech Research LLC
Jersey City,
New Jersey
| $189M | +$88.2M | +88% | 12.6% | – | 613 | 85.15% |
|
| 5394 |
SSW
5394
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $189M | +$14.3M | +8% | 7.78% | 90.2% | 132 | 5.3% |
|
| 5395 |
KCFA
5395
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $188M | +$16M | +9% | 9.1% | 95.1% | 196 | 18.88% |
|
| 5396 |
BWM
5396
Baron Wealth Management
Troy,
Michigan
| $188M | +$5.79M | +3% | 6.75% | 86.8% | 192 | 14.06% |
|
| 5397 |
OCM
5397
Orion Capital Management
Coronado,
California
| $188M | +$17.5M | +10% | 9.55% | 75.3% | 535 | 9.72% |
|
| 5398 |
VEA
5398
Virtus ETF Advisers
New York
| $188M | +$30.7M | +19% | 10.7% | 177% | 495 | 28.69% |
|
| 5399 |
PWIA
5399
Porter White Investment Advisors
Birmingham,
Alabama
| $188M | +$27.6M | +17% | 7.47% | 55.8% | 31 | 6.45% |
|
| 5400 |
RCM
5400
Ratan Capital Management
Miami Beach,
Florida
| $188M | +$34.9M | +23% | 36.4% | 616% | 61 | 67.21% |
|