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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5951 |
MWM
5951
MY Wealth Management
Germantown,
Maryland
| $93.2M | +$649K | +0.7% | 4.79% | 36.1% | 27 | 7.41% |
|
| 5952 |
VAM
5952
Vazirani Asset Management
New York
| $93.2M | +$16M | +21% | 17.1% | 436% | 56 | 82.14% |
|
| 5953 |
ASA
5953
Armstrong Shaw Associates
New Canaan,
Connecticut
| $93.2M | -$6.04M | -6% | 5.02% | 51.2% | 42 | 2.38% |
|
| 5954 |
PCM
5954
Presidio Capital Management
San Diego,
California
| $93.2M | +$20K | +0% | 4.43% | 56.1% | 29 | 13.79% |
|
| 5955 |
AM
5955
Anqa Management
Sag Harbor,
New York
| $93.1M | +$398K | +0.4% | 3.69% | 171% | 29 | 17.24% |
|
| 5956 |
WA
5956
Wealthstream Advisors
New York
| $93.1M | -$5.88M | -6% | 5.35% | 88.2% | 74 | 17.57% |
|
| 5957 |
CCG
5957
Capital CS Group
Irvine,
California
| $93.1M | -$3.07M | -3% | 6.51% | 22.5% | 78 | 65.38% |
|
| 5958 |
ACM
5958
Anabranch Capital Management
Stamford,
Connecticut
| $93.1M | -$3.11M | -3% | 1.3% | 139% | 8 | 12.5% |
|
| 5959 |
HA
5959
Hofer & Associates
Thousand Oaks,
California
| $93M | -$3.07M | -3% | 3.87% | 54.2% | 49 | 4.08% |
|
| 5960 |
ACA
5960
Ascension Capital Advisors
Houston,
Texas
| $93M | -$8.45M | -8% | 4.17% | 59.3% | 28 | 3.57% |
|
| 5961 |
BIA
5961
Benchmark Investment Advisors
Chicago,
Illinois
| $92.8M | -$3.09M | -3% | 4.6% | – | 99 | 13.13% |
|
| 5962 |
CGH
5962
CMG Global Holdings
Plano,
Texas
| $92.8M | -$3.84M | -4% | 5.34% | 79.4% | 80 | 7.5% |
|
| 5963 |
MWM
5963
Maripau Wealth Management
Fort Wayne,
Indiana
| $92.7M | +$204K | +0.2% | 5.53% | 55.6% | 91 | 29.67% |
|
| 5964 |
TT
5964
TI-Trust
Quincy,
Illinois
| $92.6M | -$4.83M | -5% | 5.84% | 85.8% | 108 | 6.48% |
|
| 5965 |
YCM
5965
Yost Capital Management
Houston,
Texas
| $92.6M | +$7.01M | +8% | 12.6% | 125% | 17 | 41.18% |
|
| 5966 |
GG
5966
Golden Green
Seneca,
South Carolina
| $92.6M | -$2.92M | -3% | 0.44% | 92.4% | 80 | 30% |
|
| 5967 |
PP
5967
PFS Partners
Mine Hill,
New Jersey
| $92.5M | -$10.3M | -10% | 5.12% | 63.2% | 375 | 6.13% |
|
| 5968 |
CC
5968
Copperleaf Capital
Raleigh,
North Carolina
| $92.4M | -$6.36M | -6% | 6.07% | 102% | 76 | 27.63% |
|
| 5969 |
EECFI
5969
EnCap Energy Capital Fund IX
Houston,
Texas
| $92.4M | -$21.4M | -19% | 1.09% | 69.2% | 2 | 0% |
|
| 5970 |
CIM
5970
Courant Investment Management
Franklin,
Tennessee
| $92.4M | -$12.3M | -12% | 6.19% | 33.5% | 13 | 15.38% |
|
| 5971 |
OC
5971
Oppenheimer & Close
New York
| $92.4M | +$4.74M | +5% | 6.05% | 149% | 63 | 9.52% |
|
| 5972 |
CIA
5972
Cladis Investment Advisory
Billings,
Montana
| $92.4M | -$7.76M | -8% | 4.99% | 131% | 141 | 18.44% |
|
| 5973 |
SCA
5973
Spearhead Capital Advisors
Wellington,
Florida
| $92.3M | -$578M | -86% | 4.8% | 25.2% | 182 | 46.15% |
|
| 5974 |
ASFA
5974
All Season Financial Advisors
Denver,
Colorado
| $92.1M | -$24.8M | -21% | 4.68% | 33.8% | 139 | 47.48% |
|
| 5975 |
JAMONY
5975
Jacob Asset Management of New York
Hermosa Beach,
California
| $92.1M | -$6.88M | -7% | 2.62% | 22.7% | 71 | 7.04% |
|