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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
MM
5701
Marnell Management
Farmington Hills,
Michigan
| $260M | -$27.2M | -9% | 12.4% | – | 79 | 21.52% | 1.6 |
|
| 5702 |
4A
5702
4D Advisors
Redondo Beach,
California
| $260M | +$103M | +65% | 34.1% | – | 52 | 63.46% | 1.6 |
|
| 5703 |
WCM
5703
Weik Capital Management
Wyomissing,
Pennsylvania
| $260M | +$9.01M | +4% | 6.73% | 66.9% | 96 | 9.38% | 35 |
|
| 5704 |
QHA
5704
Quarry Hill Advisors
St Paul,
Minnesota
| $260M | +$17.2M | +7% | 11.2% | 62.5% | 53 | 3.77% | 11.3 |
|
| 5705 |
PP
5705
Patron Partners
Houston,
Texas
| $260M | +$33.8M | +15% | 18% | 90.2% | 200 | 11% | 13.5 |
|
| 5706 |
PCG
5706
PFC Capital Group
Los Angeles,
California
| $260M | +$33.3M | +15% | 20.9% | – | 94 | 9.57% | 7.6 |
|
| 5707 |
FC
5707
Family CFO
Los Altos,
California
| $260M | +$36.6M | +16% | 19.4% | 84% | 47 | 12.77% | 10.8 |
|
| 5708 |
I
5708
InvesTrust
Oklahoma City,
Oklahoma
| $260M | +$21.8M | +9% | 14% | – | 95 | 4.21% | 5.6 |
|
| 5709 |
AWM
5709
Altus Wealth Management
Ft Mitchell,
Kentucky
| $260M | +$34.8M | +15% | 14.6% | 73% | 28 | 7.14% | 18.3 |
|
| 5710 |
HWMT
5710
Heritage Wealth Management (Texas)
Houston,
Texas
| $260M | +$25.8M | +11% | 11.9% | 52.3% | 45 | 11.11% | 8.5 |
|
| 5711 |
PWIA
5711
Porter White Investment Advisors
Birmingham,
Alabama
| $260M | +$10M | +4% | 10.8% | 55.8% | 40 | 0% | 10.4 |
|
| 5712 |
PKC
5712
Palmer Knight Company
Jacksonville,
Florida
| $260M | +$54.8M | +27% | 23.8% | 78.9% | 37 | 16.22% | 13.5 |
|
| 5713 |
MAMHA
5713
MY.Alpha Management HK Advisors
Hong Kong
| $260M | +$13.8M | +6% | 37.8% | 423% | 14 | 57.14% | 4.8 |
|
| 5714 |
CWA
5714
Clarus Wealth Advisors
Peoria,
Arizona
| $260M | +$25M | +11% | 16.5% | 89.7% | 96 | 18.75% | 12.1 |
|
| 5715 |
WI
5715
WJ Interests
Sugar Land,
Texas
| $259M | -$1.04M | -0.4% | 10.4% | 55.2% | 23 | 17.39% | 8.9 |
|
| 5716 |
DG
5716
Diesslin Group
Fort Worth,
Texas
| $259M | +$37.2M | +17% | 12.4% | – | 63 | 22.22% | 1.6 |
|
| 5717 |
ORG
5717
Optimist Retirement Group
Bellevue,
Washington
| $259M | +$32.4M | +14% | 20.4% | – | 125 | 15.2% | 6.4 |
|
| 5718 |
CI
5718
Cherokee Insurance
Sterling Heights,
Michigan
| $259M | -$4.33M | -2% | 12.1% | – | 129 | 10.08% | 5.3 |
|
| 5719 |
ECA
5719
Elevation Capital Advisory
Bend,
Oregon
| $259M | +$24.1M | +10% | 15.6% | – | 87 | 52.87% | 2.8 |
|
| 5720 |
PWG
5720
Private Wealth Group
Tampa,
Florida
| $259M | +$44.5M | +21% | 11.6% | 48.2% | 79 | 13.92% | 13.1 |
|
| 5721 |
HFO
5721
Heritage Family Offices
Scottsdale,
Arizona
| $259M | +$33.4M | +15% | 15.7% | – | 258 | 33.72% | 3.9 |
|
| 5722 |
EWM
5722
Endowment Wealth Management
Appleton,
Wisconsin
| $259M | +$32.5M | +14% | 12.3% | 66.3% | 190 | 17.89% | 8.8 |
|
| 5723 |
CSA
5723
Cottage Street Advisors
Marion,
Massachusetts
| $259M | +$27.4M | +12% | 16.9% | 91.4% | 157 | 17.2% | 10.8 |
|
| 5724 |
I2I
5724
Insight 2811 Inc
Chicago,
Illinois
| $259M | +$19.4M | +8% | 9.13% | 30.8% | 109 | 8.26% | 18.4 |
|
| 5725 |
PEWA
5725
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $258M | +$163M | +172% | 15.8% | – | 324 | 86.42% | 0.3 |
|