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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1651 |
RCAG
1651
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.34B | +$134M | +11% | 7.75% | 64.6% | 591 | 10.32% |
|
| 1652 |
IA
1652
IFG Advisory
Atlanta,
Georgia
| $1.34B | -$25.3M | -2% | 7.46% | 70.1% | 600 | 43.17% |
|
| 1653 |
ADL
1653
Asset Dedication LLC
San Francisco,
California
| $1.34B | +$111M | +9% | 6.87% | 67.8% | 1,070 | 7.29% |
|
| 1654 |
SIS
1654
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.34B | +$138M | +11% | 5.05% | 31.2% | 1,474 | 19.2% |
|
| 1655 |
HC
1655
Hamilton Capital
Columbus,
Ohio
| $1.34B | +$91M | +7% | 7.63% | – | 157 | 20.38% |
|
| 1656 |
SIA
1656
Schechter Investment Advisors
Birmingham,
Michigan
| $1.34B | +$182M | +16% | 8.15% | 36.1% | 727 | 18.84% |
|
| 1657 |
BCM
1657
Bowie Capital Management
Richardson,
Texas
| $1.34B | +$451M | +51% | 8.26% | 31.6% | 33 | 12.12% |
|
| 1658 |
BAM
1658
Belpointe Asset Management
Reno,
Nevada
| $1.34B | +$197M | +17% | 9.28% | 80.1% | 854 | 26.23% |
|
| 1659 |
SQA
1659
Simon Quick Advisors
Morristown,
New Jersey
| $1.33B | +$204M | +18% | 9.3% | 69.5% | 426 | 21.13% |
|
| 1660 |
HCS
1660
Himension Capital (Singapore)
Singapore
| $1.33B | +$232M | +21% | 36.2% | 492% | 43 | 44.19% |
|
| 1661 |
RH
1661
Riverstone Holdings
New York
| $1.33B | +$168M | +14% | 24.3% | 89.8% | 8 | 0% |
|
| 1662 |
BC
1662
Broadwood Capital
New York
| $1.33B | +$158M | +13% | 14% | 110% | 7 | 0% |
|
| 1663 |
SB
1663
Simmons Bank
Pine Bluff,
Arkansas
| $1.33B | +$106M | +9% | 11.6% | 92.9% | 343 | 6.12% |
|
| 1664 |
FMC
1664
First Merchants Corp
Muncie,
Indiana
| $1.33B | +$110M | +9% | 9.35% | 49.9% | 225 | 10.67% |
|
| 1665 |
OC
1665
Oakworth Capital
Birmingham,
Alabama
| $1.33B | +$81.1M | +7% | 7.29% | 64.3% | 708 | 7.63% |
|
| 1666 |
BWP
1666
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.33B | +$54.7M | +4% | 9.84% | 85.9% | 744 | 9.01% |
|
| 1667 |
VWM
1667
Valley Wealth Managers
Paramus,
New Jersey
| $1.33B | +$44.8M | +3% | 9.1% | 107% | 351 | 8.55% |
|
| 1668 |
YIH
1668
Y-Intercept (HK)
Hong Kong
| $1.33B | +$253M | +24% | 6.33% | 34.4% | 1,856 | 66.06% |
|
| 1669 |
FAB
1669
First American Bank
Dundee,
Illinois
| $1.32B | +$127M | +11% | 10.9% | 99.7% | 176 | 8.52% |
|
| 1670 |
AF
1670
Alerus Financial
Grand Forks,
North Dakota
| $1.32B | +$98.8M | +8% | 10.2% | 97.1% | 166 | 12.65% |
|
| 1671 |
SIM
1671
SSI Investment Management
Los Angeles,
California
| $1.32B | +$4.42M | +0.3% | 1.74% | 15.7% | 256 | 4.69% |
|
| 1672 |
AP
1672
Adero Partners
Pleasanton,
California
| $1.32B | +$143M | +12% | 10% | 27.7% | 212 | 13.21% |
|
| 1673 |
AF
1673
Apexium Financial
Dallas,
Texas
| $1.32B | -$73.1M | -5% | 9.72% | 89.6% | 280 | 22.86% |
|
| 1674 |
AP
1674
Atwood & Palmer
Kansas City,
Missouri
| $1.32B | +$80.3M | +6% | 7.17% | 82.3% | 435 | 12.18% |
|
| 1675 |
SWM
1675
Segment Wealth Management
Houston,
Texas
| $1.32B | +$184M | +16% | 10.8% | 102% | 269 | 13.75% |
|