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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
SC
1626
SouthState Corp
Winter Haven,
Florida
| $1.37B | +$85.8M | +7% | 3.29% | 78.9% | 776 | 31.57% |
|
| 1627 |
GWM
1627
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.37B | +$114M | +9% | 9.63% | 198% | 253 | 7.51% |
|
| 1628 |
OC
1628
Oakworth Capital
Birmingham,
Alabama
| $1.37B | +$40.2M | +3% | 2.15% | 64.3% | 735 | 8.98% |
|
| 1629 |
SCM
1629
Spyglass Capital Management
San Francisco,
California
| $1.37B | -$135M | -9% | 7.36% | 154% | 28 | 21.43% |
|
| 1630 |
PWAM
1630
Park West Asset Management
San Francisco,
California
| $1.37B | -$41.8M | -3% | 3.31% | 181% | 52 | 34.62% |
|
| 1631 |
NSIM
1631
North Star Investment Management
Chicago,
Illinois
| $1.36B | -$38.3M | -3% | 1.37% | 80.6% | 1,258 | 8.82% |
|
| 1632 |
SC
1632
Shellback Capital
Boston,
Massachusetts
| $1.36B | -$125M | -8% | 1.28% | 198% | 158 | 47.47% |
|
| 1633 |
GIA
1633
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.36B | -$19.3M | -1% | 0.22% | 88.9% | 245 | 0.82% |
|
| 1634 |
EAM
1634
Evanson Asset Management
Carmel,
California
| $1.36B | +$16.2M | +1% | 2.96% | 66.6% | 315 | 7.62% |
|
| 1635 |
WM
1635
WS Management
Jacksonville,
Florida
| $1.36B | -$231M | -15% | 6.25% | 309% | 62 | 25.81% |
|
| 1636 |
HCMG
1636
Howard Capital Management Group
Los Angeles,
California
| $1.36B | +$58.5M | +5% | 7.92% | 95.9% | 129 | 5.43% |
|
| 1637 |
MWM
1637
Modern Wealth Management
Lenexa,
Kansas
| $1.36B | +$279M | +26% | 2.47% | – | 415 | 30.84% |
|
| 1638 |
SWM
1638
Segment Wealth Management
Houston,
Texas
| $1.36B | +$39.4M | +3% | 3.34% | 102% | 265 | 6.42% |
|
| 1639 |
KF
1639
Krilogy Financial
St. Louis,
Missouri
| $1.36B | +$52.3M | +4% | 2.31% | 71.9% | 234 | 12.39% |
|
| 1640 |
FBB
1640
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.35B | +$55.4M | +4% | 3.24% | 68% | 193 | 10.88% |
|
| 1641 |
PC
1641
Paulson & Co
New York
| $1.35B | -$94.9M | -7% | 0.4% | 251% | 19 | 21.05% |
|
| 1642 |
LOAMU
1642
Lombard Odier Asset Management (USA)
New York
| $1.35B | -$2.78B | -67% | 4.77% | 96.8% | 442 | 66.74% |
|
| 1643 |
DAL
1643
Delta Accumulation LLC
Sausalito,
California
| $1.35B | -$48.3M | -3% | 1.14% | 96.5% | 198 | 23.74% |
|
| 1644 |
AFG
1644
Atomi Financial Group
New York
| $1.35B | +$267M | +25% | 2.42% | 139% | 853 | 21.81% |
|
| 1645 |
WWA
1645
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.35B | +$154M | +13% | 2.44% | 69.6% | 308 | 27.92% |
|
| 1646 |
PA
1646
Procyon Advisors
Shelton,
Connecticut
| $1.35B | +$58.7M | +5% | 2.74% | 84.2% | 551 | 13.25% |
|
| 1647 |
WWM
1647
Western Wealth Management
Golden,
Colorado
| $1.35B | +$62.7M | +5% | 3.81% | 82.6% | 683 | 9.96% |
|
| 1648 |
SI
1648
Sprott Inc
Toronto,
Ontario, Canada
| $1.35B | -$38.6M | -3% | 5.11% | 203% | 146 | 10.27% |
|
| 1649 |
PWP
1649
Private Wealth Partners
Mill Valley,
California
| $1.35B | +$97.9M | +8% | 8.11% | 112% | 173 | 10.4% |
|
| 1650 |
GA
1650
Geller Advisors
New York
| $1.35B | +$115M | +9% | 2.88% | 20.4% | 280 | 8.21% |
|