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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5676 |
SPA
5676
Shore Point Advisors
Brielle,
New Jersey
| $132M | +$10.3M | +8% | 2.29% | 51.4% | 53 | 20.75% |
|
| 5677 |
CMBA
5677
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $132M | +$5.13M | +4% | 6.16% | 70.6% | 580 | 27.93% |
|
| 5678 |
EL
5678
EQ LLC
Bellevue,
Washington
| $132M | +$6.74M | +5% | 6.19% | 72.9% | 54 | 25.93% |
|
| 5679 |
LIG
5679
Lokken Investment Group
Lewes,
Delaware
| $132M | +$4.99M | +4% | 3.7% | 65.3% | 142 | 23.94% |
|
| 5680 |
WAM
5680
Worth Asset Management
Dallas,
Texas
| $132M | -$11.8M | -8% | 3.06% | 115% | 552 | 27.17% |
|
| 5681 |
BC
5681
Barnett & Company
Chattanooga,
Tennessee
| $132M | +$725K | +0.6% | 0.91% | 65.9% | 93 | 27.96% |
|
| 5682 |
RF
5682
RHS Financial
San Francisco,
California
| $132M | +$5.83M | +5% | 4.84% | 57.8% | 95 | 7.37% |
|
| 5683 |
WF
5683
Wayfinding Financial
Lynnwood,
Washington
| $132M | +$6.82M | +5% | 7.89% | 68.3% | 135 | 58.52% |
|
| 5684 |
TA
5684
TFB Advisors
Overland Park,
Kansas
| $132M | +$12.1M | +10% | 6.01% | 80.4% | 146 | 21.92% |
|
| 5685 |
FGG
5685
Financial Guidance Group
Palm Harbor,
Florida
| $131M | +$8.64M | +7% | 5.19% | 52% | 52 | 5.77% |
|
| 5686 |
WAG
5686
Wallace Advisory Group
Lafayette,
California
| $131M | +$4.77M | +4% | 5.2% | 50.9% | 192 | 27.08% |
|
| 5687 |
WPW
5687
Warther Private Wealth
Akron,
Ohio
| $131M | -$2.22M | -2% | 9.06% | 94.1% | 83 | 27.71% |
|
| 5688 |
MPIM
5688
McGinn Penninger Investment Management
Alexandria,
Virginia
| $131M | -$7.67M | -6% | 7.75% | 51.9% | 27 | 3.7% |
|
| 5689 |
WB
5689
West Bancorporation
West Des Moines,
Iowa
| $131M | -$3.42M | -3% | 0.4% | 64.4% | 100 | 21% |
|
| 5690 |
ORC
5690
O'Rourke & Company
Boston,
Massachusetts
| $131M | +$5.24M | +4% | 6.49% | 71.9% | 134 | 3.73% |
|
| 5691 |
ES
5691
ETF Store
Overland Park,
Kansas
| $131M | +$1.35M | +1% | 4.81% | 55.8% | 93 | 2.15% |
|
| 5692 |
JKSF
5692
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $131M | +$23.1M | +21% | 16.6% | 30.8% | 4 | 0% |
|
| 5693 |
RC
5693
Roubaix Capital
Denver,
Colorado
| $131M | +$7.61M | +6% | 21.1% | 174% | 63 | 60.32% |
|
| 5694 |
FC
5694
Family CFO
Los Altos,
California
| $131M | +$19.7M | +18% | 4.78% | 84% | 59 | 8.47% |
|
| 5695 |
MPW
5695
Melone Private Wealth
Auburn Hills,
Michigan
| $131M | +$13M | +11% | 2.57% | 30.3% | 55 | 9.09% |
|
| 5696 |
MA
5696
Macellum Advisors
New York
| $131M | -$8.45M | -6% | 6.95% | – | 6 | 33.33% |
|
| 5697 |
CFC
5697
Client First Capital
San Diego,
California
| $131M | +$3.09M | +2% | 3.5% | 49.6% | 27 | 37.04% |
|
| 5698 |
SGL
5698
Sonic GP LLC
Honolulu,
Hawaii
| $131M | -$2.35M | -2% | 3.73% | – | 25 | 0% |
|
| 5699 |
WPWM
5699
Western Pacific Wealth Management
Lake Forest,
Illinois
| $131M | +$10.5M | +9% | 8.64% | 66.3% | 315 | 12.7% |
|
| 5700 |
FCMT
5700
Founders Capital Management (Texas)
Houston,
Texas
| $131M | -$2.3M | -2% | 4.1% | 118% | 412 | 7.77% |
|