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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6351 |
HA
6351
Havens Advisors
New York
| $66.8M | +$3.5M | +6% | 25.6% | 460% | 62 | 62.9% |
|
| 6352 |
JRFS
6352
James Reed Financial Services
Cleveland,
Ohio
| $66.8M | -$5.35M | -7% | 6.35% | – | 12 | 0% |
|
| 6353 |
PAWC
6353
P.A.W. Capital
Greenwich,
Connecticut
| $66.7M | -$2.13M | -3% | 1.58% | 54.6% | 58 | 8.62% |
|
| 6354 |
SFG
6354
Synergy Financial Group
San Ramon,
California
| $66.7M | +$2.94M | +5% | 2.7% | 133% | 91 | 12.09% |
|
| 6355 |
CFO
6355
Capitol Family Office
Beaverton,
Oregon
| $66.7M | -$30.4M | -31% | 5.82% | 61.9% | 19 | 21.05% |
|
| 6356 |
SEA
6356
Stegent Equity Advisors
Houston,
Texas
| $66.6M | -$10.4M | -14% | 2.15% | 91.5% | 75 | 29.33% |
|
| 6357 |
MW
6357
Marks Wealth
Annapolis,
Maryland
| $66.6M | -$18.5M | -22% | 1.2% | 169% | 17 | 58.82% |
|
| 6358 |
SFSG
6358
Sound Financial Strategies Group
Madison,
Mississippi
| $66.6M | -$61M | -48% | 0.64% | 26.4% | 50 | 56% |
|
| 6359 |
ACA
6359
Apis Capital Advisors
New York
| $66.6M | -$22.2M | -25% | 0.76% | 1,532% | 32 | 31.25% |
|
| 6360 |
KOMWMG
6360
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $66.4M | -$619K | -0.9% | 6.81% | 60.2% | 57 | 17.54% |
|
| 6361 |
DGM
6361
Darwin Global Management
St. Helier,
Jersey
| $66.4M | -$122M | -65% | 157% | 2,582% | 3 | 100% |
|
| 6362 |
AE
6362
AMH Equity
Great Neck,
New York
| $66.2M | +$8.29M | +14% | 2.7% | 267% | 29 | 48.28% |
|
| 6363 |
CFAM
6363
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| $66.2M | -$9.2M | -12% | 5.72% | – | 48 | 4.17% |
|
| 6364 |
KCS
6364
Koonce Calvin Scott
| $66M | -$4.07M | -6% | 5.8% | 67.9% | 1 | 0% |
|
| 6365 |
SPI
6365
Sutton Place Investors
Katonah,
New York
| $66M | -$2.76M | -4% | 5.1% | 74.3% | 74 | 31.08% |
|
| 6366 |
ACK
6366
Andrew C. Karlinski
| $66M | -$2.14M | -3% | 4.63% | – | 390 | 35.38% |
|
| 6367 |
CFG
6367
CNO Financial Group
Carmel,
Indiana
| $65.9M | -$375K | -0.6% | 0.68% | – | 6 | 0% |
|
| 6368 |
MPCL
6368
My Personal CFO LLC
Vancouver,
Washington
| $65.8M | -$12.1M | -16% | 0.96% | 67.3% | 64 | 20.31% |
|
| 6369 |
LHEI
6369
Leo H. Evart Inc
Redwood City,
California
| $65.6M | -$16.6M | -20% | 4.81% | – | 38 | 13.16% |
|
| 6370 |
K
6370
Kemper
Chicago,
Illinois
| $65.6M | -$5.08M | -7% | 7.17% | 28.6% | 3 | 0% |
|
| 6371 |
KCIA
6371
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $65.6M | -$7.11M | -10% | 1.85% | – | 96 | 22.92% |
|
| 6372 |
IP
6372
Invenire Partners
Ridgefield,
Connecticut
| $65.4M | -$9.91M | -13% | 3.15% | – | 36 | 47.22% |
|
| 6373 |
SF
6373
SBK Financial
Richmond,
Virginia
| $65.1M | -$11.4M | -15% | 5.91% | – | 69 | 10.14% |
|
| 6374 |
LCM
6374
Lewis Capital Management
Beverly Hills,
California
| $65.1M | -$4.93M | -7% | 5.3% | – | 60 | 5% |
|
| 6375 |
WI
6375
Wedgewood Investors
Erie,
Pennsylvania
| $65M | -$5.71M | -8% | 2.88% | – | 90 | 7.78% |
|