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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
IA
1551
IFG Advisory
Atlanta,
Georgia
| $1.37B | +$178M | +15% | 10.3% | 70.1% | 607 | 16.64% |
|
| 1552 |
BWM
1552
Baystate Wealth Management
Boston,
Massachusetts
| $1.36B | +$149M | +12% | 9.39% | 14.6% | 1,354 | 26.59% |
|
| 1553 |
OFG
1553
Oxford Financial Group
Carmel,
Indiana
| $1.36B | +$206M | +18% | 11% | 77.2% | 310 | 17.1% |
|
| 1554 |
LPU
1554
Lansdowne Partners (UK)
London,
United Kingdom
| $1.36B | +$270M | +25% | 19.8% | 293% | 39 | 17.95% |
|
| 1555 |
KA
1555
Klingman & Associates
New York
| $1.36B | +$125M | +10% | 10.4% | 59.3% | 229 | 6.99% |
|
| 1556 |
MAM
1556
Melqart Asset Management
London,
United Kingdom
| $1.36B | -$38.8M | -3% | 15% | 248% | 54 | 59.26% |
|
| 1557 |
WWA
1557
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.36B | -$4.05M | -0.3% | 10.3% | 69.6% | 320 | 20.94% |
|
| 1558 |
VWA
1558
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.36B | +$126M | +10% | 9.56% | 69.4% | 486 | 10.91% |
|
| 1559 |
WP
1559
WMS Partners
Towson,
Maryland
| $1.36B | +$93.8M | +7% | 9.1% | 10.8% | 280 | 16.79% |
|
| 1560 |
MIAS
1560
Mason Investment Advisory Services
Reston,
Virginia
| $1.36B | +$271M | +25% | 11.1% | 76.1% | 67 | 10.45% |
|
| 1561 |
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.36B | +$130M | +11% | 12.7% | 45.7% | 21 | 4.76% |
|
| 1562 |
JC
1562
JB Capital
Wethersfield,
Connecticut
| $1.35B | +$170M | +14% | 10.6% | 76% | 220 | 21.82% |
|
| 1563 |
AT
1563
American Trust
Lexington,
Kentucky
| $1.35B | +$62.7M | +5% | 9.76% | 59% | 323 | 23.22% |
|
| 1564 |
P
1564
Pitcairn
Conshohocken,
Pennsylvania
| $1.35B | +$157M | +13% | 11.6% | 111% | 707 | 14.14% |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| $1.35B | +$150M | +12% | 13.9% | 70% | 96 | 10.42% |
|
| 1566 |
FIB
1566
First Interstate Bank
Billings,
Montana
| $1.35B | +$189M | +16% | 10.9% | 48.2% | 173 | 10.98% |
|
| 1567 |
FM
1567
Foster & Motley
Cincinnati,
Ohio
| $1.35B | +$126M | +10% | 9% | 68.8% | 394 | 13.2% |
|
| 1568 |
UIC
1568
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.35B | +$41.4M | +3% | 15% | 70.5% | 140 | 28.57% |
|
| 1569 |
GH
1569
GAM Holding
Zurich,
Switzerland
| $1.34B | -$9.91M | -0.7% | 15% | 130% | 200 | 31% |
|
| 1570 |
MFAM
1570
Motley Fool Asset Management
Alexandria,
Virginia
| $1.34B | +$96.6M | +8% | 13.4% | 117% | 232 | 12.93% |
|
| 1571 |
BHWM
1571
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.34B | +$85.7M | +7% | 9.52% | 79.2% | 264 | 9.09% |
|
| 1572 |
BFO
1572
Boston Family Office
Boston,
Massachusetts
| $1.33B | +$110M | +9% | 11.6% | 53.4% | 266 | 7.14% |
|
| 1573 |
ET
1573
Equitable Trust
Nashville,
Tennessee
| $1.33B | +$120M | +10% | 12.1% | 94.7% | 418 | 10.77% |
|
| 1574 |
EK
1574
Evensky & Katz
Coral Gables,
Florida
| $1.33B | +$159M | +14% | 10.1% | 57.1% | 88 | 1.14% |
|
| 1575 |
PM
1575
Pharo Management
New York
| $1.33B | +$1.33B | +600,021% | 7.93% | – | 5 | 100% |
|