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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
GCM
7626
Gunpowder Capital Management
Towson,
Maryland
| $142M | +$10.5M | +8% | 9.38% | – | 428 | 9.35% | 1.9 |
|
| 7627 |
GWM
7627
Greenhouse Wealth Management
Westport,
Connecticut
| $142M | -$19.4M | -12% | 16% | 78.8% | 60 | 18.33% | 15.6 |
|
| 7628 |
RIA
7628
Richwood Investment Advisors
Cincinnati,
Ohio
| $142M | +$12.4M | +10% | 14.4% | 66% | 109 | 12.84% | 14.6 |
|
| 7629 |
BCG
7629
Barington Capital Group
New York
| $142M | +$19.1M | +15% | 18.4% | 71.1% | 10 | 30% | 8.8 |
|
| 7630 |
KC
7630
KHIS Custodian
Dallas,
Texas
| $142M | -$174M | -55% | 37.6% | – | 1 | 0% | 2 |
|
| 7631 |
LAS
7631
Legacy Advisory Services
Exton,
Pennsylvania
| $142M | +$11.1M | +8% | 9.38% | – | 57 | 19.3% | 5.3 |
|
| 7632 |
MWM
7632
MY Wealth Management
Germantown,
Maryland
| $142M | +$38.7M | +37% | 12.9% | 36.1% | 50 | 56% | 6.6 |
|
| 7633 |
AF
7633
ASL Financial
Los Gatos,
California
| $142M | +$16.8M | +13% | 13.4% | – | 100 | 10% | 1.8 |
|
| 7634 |
HA
7634
Hallstatt Advisors
New York
| $142M | +$15.5M | +12% | 15.4% | – | 17 | 35.29% | 1.5 |
|
| 7635 |
CCM
7635
Connective Capital Management
Palo Alto,
California
| $142M | +$20.8M | +17% | 37.1% | 188% | 96 | 58.33% | 3.2 |
|
| 7636 |
KFG
7636
Kropog Financial Group
Mandeville,
Louisiana
| $142M | +$18.8M | +15% | 15.1% | – | 41 | 24.39% | 3.6 |
|
| 7637 |
SWM
7637
Sentinel Wealth Management
Reston,
Virginia
| $142M | +$16.9M | +13% | 12.7% | – | 39 | 0% | 3.9 |
|
| 7638 |
KF
7638
K2 Financial
Glendora,
California
| $142M | +$4.18M | +3% | 7.76% | – | 60 | 1.67% | 5.6 |
|
| 7639 |
TC
7639
Travelers Companies
Saint Paul,
Minnesota
| $142M | +$14.9M | +12% | 27.4% | – | 2 | 50% | 5 |
|
| 7640 |
IFU
7640
iSAM Funds (UK)
London,
United Kingdom
| $142M | -$60.9M | -30% | 7.85% | 53.7% | 445 | 80.45% | 0.5 |
|
| 7641 |
LGM
7641
L1 Global Manager
Melbourne,
| $142M | -$7.87M | -5% | 1.04% | – | 164 | 52.44% | 1 |
|
| 7642 |
KL
7642
Keenan LLC
Boston,
Massachusetts
| $142M | +$23M | +19% | 16.1% | – | 47 | 14.89% | 1.8 |
|
| 7643 |
PAM
7643
PartnerRe Asset Management
Greenwich,
Connecticut
| $142M | +$3.49M | +3% | 2.69% | – | 2 | 0% | 2 |
|
| 7644 |
MW
7644
Merited Wealth
North Bay Village,
Florida
| $141M | +$20.8M | +17% | 12.5% | – | 79 | 7.59% | 2 |
|
| 7645 |
NA
7645
Nestegg Advisors
Hauppauge,
New York
| $141M | +$27.5M | +24% | 12.8% | – | 56 | 14.29% | 4.8 |
|
| 7646 |
SA
7646
Spectrum Advisors
Plano,
Texas
| $141M | +$14.8M | +12% | 8.93% | – | 56 | 12.5% | 0.9 |
|
| 7647 |
VA
7647
Veratis Advisors
Cary,
North Carolina
| $141M | – | – | 9.84% | – | 84 | – | 1.7 |
|
| 7648 |
ACM
7648
Alessandra Capital Management
Torrance,
California
| $141M | +$24M | +20% | 25.9% | – | 134 | 21.64% | 1.5 |
|
| 7649 |
SAP
7649
Strategic Advisory Partners
Greensboro,
North Carolina
| $141M | +$14.1M | +11% | 8.65% | – | 101 | 62.38% | 1.7 |
|
| 7650 |
SWP
7650
SIMA Wealth Partners
North Chesterfield,
Virginia
| $141M | +$9.83M | +7% | 10.3% | – | 131 | 0.76% | 7.6 |
|