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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
NDBT
7076
North Dallas Bank & Trust
Dallas,
Texas
| $169M | +$20.9M | +14% | 17.2% | – | 119 | 13.45% | 3.3 |
|
| 7077 |
GGA
7077
Granite Group Advisors
Stamford,
Connecticut
| $169M | +$3.34M | +2% | 10.4% | – | 96 | 22.92% | 6.6 |
|
| 7078 |
AIM
7078
Athena Investment Management
Orinda,
California
| $169M | -$24.1M | -13% | 19% | 80.6% | 156 | 17.31% | 14.5 |
|
| 7079 |
BCG
7079
Bravias Capital Group
Iselin,
New Jersey
| $168M | +$15.5M | +10% | 9.7% | – | 101 | 8.91% | 4.9 |
|
| 7080 |
SFS
7080
Sunrise Financial Services
Burien,
Washington
| $168M | +$27.2M | +19% | 15.5% | – | 658 | 16.26% | 1.8 |
|
| 7081 |
E3F
7081
Eight 31 Financial
Midland,
Texas
| $168M | +$2.61M | +2% | 3.56% | – | 75 | 16% | 7.1 |
|
| 7082 |
KLCM
7082
KG&L Capital Management
Saint Francisville,
Louisiana
| $168M | +$28.6M | +21% | 16.5% | 84.2% | 150 | 23.33% | 13.9 |
|
| 7083 |
CF
7083
CBM Financial
Austin,
Texas
| $168M | +$7.82M | +5% | 11.5% | – | 18 | 22.22% | 4 |
|
| 7084 |
SIM
7084
Sentry Investment Management
Stevens Point,
Wisconsin
| $168M | +$22.2M | +15% | 14.9% | 103% | 1 | 0% | 2 |
|
| 7085 |
USWIA
7085
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $168M | +$9.15M | +6% | 17.8% | – | 108 | 12.96% | 6.4 |
|
| 7086 |
VFS
7086
Valpey Financial Services
Concord,
New Hampshire
| $168M | +$14.2M | +9% | 9.77% | – | 77 | 3.9% | 3.7 |
|
| 7087 |
KK
7087
Karl Kapital
San Francisco,
California
| $168M | +$23.6M | +16% | 26.9% | – | 33 | 57.58% | 0.9 |
|
| 7088 |
RCA
7088
Runnymede Capital Advisors
Dublin,
Ohio
| $168M | +$51.4M | +44% | 70.2% | – | 81 | 12.35% | 1.9 |
|
| 7089 |
SVWA
7089
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $168M | +$5.42M | +3% | 2.25% | – | 148 | 8.78% | 4.3 |
|
| 7090 |
IIL
7090
Income Insurance Ltd
Singapore,
| $168M | +$20.7M | +14% | 28.9% | – | 189 | 15.87% | 1.7 |
|
| 7091 |
PCM
7091
Pincus Capital Management
New York
| $168M | +$24.1M | +17% | 23% | – | 53 | 7.55% | 1.9 |
|
| 7092 |
E
7092
Evansbrook
Bolingbrook,
Illinois
| $168M | +$17.9M | +12% | 17.8% | – | 129 | 10.85% | 1.7 |
|
| 7093 |
BV
7093
Boxwood Ventures
Chicago,
Illinois
| $168M | +$73.2M | +78% | 14.4% | 88% | 38 | 15.79% | 10.2 |
|
| 7094 |
GEH
7094
General Equity Holdings
Brooklyn,
New York
| $167M | +$32.8M | +24% | 15.9% | 775% | 14 | 28.57% | 5.8 |
|
| 7095 |
IVGAI
7095
Index Venture Growth Associates IV
St. Helier,
Jersey
| $167M | +$4.59M | +3% | 4.26% | – | 2 | 0% | 4.5 |
|
| 7096 |
MWS
7096
MFA Wealth Services
Thousand Oaks,
California
| $167M | +$16.4M | +11% | 10.8% | – | 136 | 11.76% | 4.7 |
|
| 7097 |
FC
7097
Fairscale Capital
Nashua,
New Hampshire
| $167M | +$22.8M | +16% | 18.5% | – | 444 | 2.25% | 6.7 |
|
| 7098 |
EPI
7098
Eddie Patel Inc
Chicago,
Illinois
| $167M | +$37.2M | +29% | 60.3% | – | 156 | 57.69% | 0.9 |
|
| 7099 |
GWA
7099
Genesis Wealth Advisors
Braintree,
Massachusetts
| $167M | +$17.5M | +12% | 9.31% | – | 75 | 18.67% | 22.4 |
|
| 7100 |
TDC
7100
Thompson Davis & Co
Richmond,
Virginia
| $167M | +$17.3M | +12% | 14.7% | 188% | 193 | 39.9% | 8.2 |
|