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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
EML
5801
Eos Management LP
New York
| $252M | +$19.6M | +8% | 13.4% | 152% | 44 | 27.27% | 13.5 |
|
| 5802 |
DWG
5802
Darden Wealth Group
Ann Arbor,
Michigan
| $252M | +$56.1M | +29% | 45.3% | – | 169 | 19.53% | 5.8 |
|
| 5803 |
HCM
5803
Hutner Capital Management
Manchester,
Vermont
| $252M | +$8.72M | +4% | 3.73% | 52.2% | 45 | 6.67% | 30.5 |
|
| 5804 |
CKAIS
5804
Christensen King & Associates Investment Services
Richland,
Washington
| $252M | +$18.6M | +8% | 12.3% | – | 111 | 8.11% | 8.4 |
|
| 5805 |
KC
5805
Kintayl Capital
New York
| $252M | +$59.7M | +31% | 8.79% | – | 82 | 59.76% | 1.2 |
|
| 5806 |
UAM
5806
Unifi Asset Management
New York
| $251M | -$80.3M | -24% | 11.9% | – | 95 | 43.16% | 1.4 |
|
| 5807 |
RCM
5807
Regency Capital Management
Honolulu,
Hawaii
| $251M | +$27.9M | +12% | 12.8% | 92.1% | 72 | 27.78% | 6.9 |
|
| 5808 |
NFG
5808
Norris Financial Group
Greenville,
South Carolina
| $251M | -$55.1M | -18% | 15.7% | 142% | 109 | 35.78% | 6.9 |
|
| 5809 |
TWA
5809
Tandem Wealth Advisors
Phoenix,
Arizona
| $251M | +$27M | +12% | 11.1% | 43.1% | 48 | 2.08% | 10.5 |
|
| 5810 |
HWA
5810
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $251M | +$11.8M | +5% | 11.2% | – | 74 | 4.05% | 3.6 |
|
| 5811 |
MWM
5811
MOR Wealth Management
Philadelphia,
Pennsylvania
| $251M | +$33.2M | +15% | 14.8% | – | 136 | 34.56% | 1.4 |
|
| 5812 |
CFC
5812
Client First Capital
San Diego,
California
| $251M | +$20.6M | +9% | 11.2% | 49.6% | 29 | 6.9% | 6.6 |
|
| 5813 |
AA
5813
Aufman Associates
Sewickley,
Pennsylvania
| $251M | +$47M | +23% | 40.1% | 136% | 69 | 8.7% | 14.5 |
|
| 5814 |
CWMG
5814
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $251M | +$16.8M | +7% | 12.5% | – | 76 | 7.89% | 3.3 |
|
| 5815 |
LOM
5815
LTS One Management
New York
| $251M | +$12.2M | +5% | 20.9% | 67.9% | 23 | 30.43% | 3.3 |
|
| 5816 |
AF
5816
Abound Financial
Granite Bay,
California
| $251M | +$21.9M | +10% | 12.1% | – | 309 | 12.3% | 2.6 |
|
| 5817 |
LA
5817
Latitude Advisors
Vero Beach,
Florida
| $251M | +$32.5M | +15% | 13.9% | 72% | 249 | 18.47% | 10.2 |
|
| 5818 |
BAM
5818
Ballast Asset Management
Dallas,
Texas
| $251M | +$26M | +12% | 18% | 126% | 55 | 9.09% | 7.8 |
|
| 5819 |
KSWWM
5819
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $251M | +$26.6M | +12% | 9.52% | – | 78 | 14.1% | 7.3 |
|
| 5820 |
SIM
5820
Sherborne Investors Management
New York
| $251M | +$9.72M | +4% | 4.03% | 54.2% | 1 | 0% | 14 |
|
| 5821 |
PK
5821
Pflug Koory
Omaha,
Nebraska
| $250M | +$32.1M | +15% | 22.7% | – | 429 | 3.03% | 26.2 |
|
| 5822 |
DCM
5822
Dudley Capital Management
Middleburg,
Virginia
| $250M | +$23.6M | +10% | 14.2% | 110% | 157 | 16.56% | 9.2 |
|
| 5823 |
MA
5823
MW Advisory
Atlanta,
Georgia
| $250M | – | – | 18.4% | – | 139 | – | 0 |
|
| 5824 |
QCM
5824
Quadratic Capital Management
Greenwich,
Connecticut
| $250M | -$133M | -35% | 0.4% | 0.6% | 2 | 0% | 20.5 |
|
| 5825 |
JWM
5825
Jupiter Wealth Management
Glendale,
Colorado
| $250M | -$3.03M | -1% | 15.1% | 99.2% | 97 | 11.34% | 12.8 |
|