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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5401 |
OWM
5401
OneAscent Wealth Management
Birmingham,
Alabama
| $192M | -$68.3M | -26% | 1.17% | 50.6% | 185 | 55.14% |
|
| 5402 |
5SA
5402
5th Street Advisors
Southport,
Connecticut
| $192M | +$15.5M | +9% | 0.47% | 47.5% | 31 | 0% |
|
| 5403 |
MPM
5403
Mountaineer Partners Management
New York
| $192M | -$24.4M | -11% | 0.39% | 158% | 16 | 0% |
|
| 5404 |
AA
5404
ACT Advisors
Asheville,
North Carolina
| $192M | +$9.63M | +5% | 3.2% | 69.8% | 55 | 29.09% |
|
| 5405 |
SV
5405
Stilwell Value
New York
| $192M | -$1.02M | -0.5% | 4.23% | 87.9% | 36 | 8.33% |
|
| 5406 |
NFG
5406
Norris Financial Group
Greenville,
South Carolina
| $192M | +$9.73M | +5% | 5.12% | 142% | 86 | 23.26% |
|
| 5407 |
HCM
5407
HMS Capital Management
Nashville,
Tennessee
| $192M | +$11.4M | +6% | 4.61% | 130% | 113 | 9.73% |
|
| 5408 |
BCFD
5408
Boit C.F. David
| $192M | +$8.94M | +5% | 0.75% | 75.4% | 130 | 10.77% |
|
| 5409 |
KC
5409
Kinloch Capital
Glen Allen,
Virginia
| $192M | -$2.69M | -1% | 1.15% | 63.4% | 80 | 10% |
|
| 5410 |
VU
5410
Valence8 US
Cambridge,
Massachusetts
| $192M | +$120K | +0.1% | 1.88% | 69.9% | 9 | 0% |
|
| 5411 |
CCIA
5411
Cherry Creek Investment Advisors
Englewood,
Colorado
| $192M | +$6.99M | +4% | 5.86% | 140% | 113 | 14.16% |
|
| 5412 |
GFA
5412
Grunden Financial Advisory
Denton,
Texas
| $192M | +$3.5M | +2% | 0% | – | 26 | 7.69% |
|
| 5413 |
TCOK
5413
Trust Company of Kansas
Wichita,
Kansas
| $191M | +$7.88M | +4% | 2.66% | 87% | 55 | 16.36% |
|
| 5414 |
GCM
5414
Gables Capital Management
Miami,
Florida
| $191M | +$9.71M | +5% | 7.42% | 151% | 414 | 9.66% |
|
| 5415 |
RCA
5415
Ranch Capital Advisors
Sarasota,
Florida
| $191M | +$6.11M | +3% | 3.97% | 92.6% | 162 | 10.49% |
|
| 5416 |
RCM
5416
Rings Capital Management
Chicago,
Illinois
| $191M | +$8.33M | +5% | 6.52% | 40.9% | 7 | 0% |
|
| 5417 |
AAM
5417
Ascension Asset Management
New York
| $191M | +$5.57M | +3% | 7.35% | – | 89 | 6.74% |
|
| 5418 |
PIAS
5418
PCA Investment Advisory Services
Cincinnati,
Ohio
| $191M | +$13M | +7% | 2.54% | 63.7% | 147 | 13.61% |
|
| 5419 |
MWP
5419
Meredith Wealth Planning
Maryville,
Illinois
| $191M | +$11.6M | +6% | 0.25% | 66.3% | 45 | 11.11% |
|
| 5420 |
TWP
5420
Triad Wealth Partners
Lawrence,
Kansas
| $191M | +$60.5M | +46% | 1.15% | – | 1,003 | 93.62% |
|
| 5421 |
CA
5421
CV Advisors
Aventura,
Florida
| $191M | +$13.4M | +8% | 8.78% | 98.9% | 22 | 9.09% |
|
| 5422 |
FOA
5422
Five Oceans Advisors
Santa Monica,
California
| $191M | -$3.76M | -2% | 3.3% | 78.8% | 212 | 23.58% |
|
| 5423 |
MC
5423
Metavasi Capital
Larchmont,
New York
| $191M | +$18.8M | +11% | 13.7% | 840% | 42 | 54.76% |
|
| 5424 |
NCM
5424
NCM Capital Management
Ramsey,
New Jersey
| $191M | +$12.2M | +7% | 5.41% | 105% | 169 | 11.24% |
|
| 5425 |
BPM
5425
Blue Pool Management
Causeway Bay,
Hong Kong
| $191M | -$3.81M | -2% | 1.9% | 72.8% | 2 | 0% |
|