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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
TW
2051
Transform Wealth
Greenwood Village,
Colorado
| $620M | +$36.4M | +6% | 9.32% | 48.4% | 237 | 14.77% |
|
| 2052 |
NCM
2052
Narwhal Capital Management
Marietta,
Georgia
| $620M | +$42.9M | +7% | 9.8% | 93.8% | 160 | 23.13% |
|
| 2053 |
WAM
2053
Weatherly Asset Management
Del Mar,
California
| $620M | +$54.1M | +10% | 9.26% | 108% | 183 | 6.56% |
|
| 2054 |
OFG
2054
Oxford Financial Group
Carmel,
Indiana
| $620M | +$30.1M | +5% | 9.48% | 77.2% | 204 | 17.65% |
|
| 2055 |
HCM
2055
Hengehold Capital Management
Cincinnati,
Ohio
| $619M | +$55.9M | +10% | 5.41% | 48.1% | 141 | 9.22% |
|
| 2056 |
WC
2056
Woodstock Corp
Boston,
Massachusetts
| $619M | +$32.6M | +6% | 9.3% | 96.1% | 162 | 2.47% |
|
| 2057 |
C
2057
Chescapmanager
Baltimore,
Maryland
| $619M | +$24.5M | +4% | 23.7% | 202% | 66 | 50% |
|
| 2058 |
IA
2058
IFG Advisory
Atlanta,
Georgia
| $618M | +$63M | +11% | 7.33% | 70.1% | 423 | 12.53% |
|
| 2059 |
MCM
2059
Maple Capital Management
Montpelier,
Vermont
| $617M | +$107M | +21% | 10.2% | 100% | 105 | 7.62% |
|
| 2060 |
OC
2060
Oakworth Capital
Birmingham,
Alabama
| $617M | +$60M | +11% | 8.01% | 64.3% | 635 | 13.23% |
|
| 2061 |
SWM
2061
Segment Wealth Management
Houston,
Texas
| $616M | +$75M | +14% | 10.7% | 102% | 210 | 12.38% |
|
| 2062 |
CIA
2062
CCM Investment Advisers
Columbia,
South Carolina
| $616M | +$28.9M | +5% | 6.55% | 170% | 69 | 11.59% |
|
| 2063 |
AFA
2063
American Financial Advisors
Marietta,
Georgia
| $615M | -$9.2M | -1% | 5.36% | 52.7% | 112 | 6.25% |
|
| 2064 |
BWA
2064
BDO Wealth Advisors
Jacksonville,
Florida
| $614M | +$45.1M | +8% | 7.14% | 38.3% | 993 | 36.96% |
|
| 2065 |
SCP
2065
Steamboat Capital Partners
Rye,
New York
| $614M | +$76.9M | +14% | 10.8% | 280% | 60 | 20% |
|
| 2066 |
RM
2066
Resource Management
Metairie,
Louisiana
| $613M | +$35.3M | +6% | 6.47% | 82.7% | 164 | 17.07% |
|
| 2067 |
RPGK
2067
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $613M | +$68.7M | +13% | 6.88% | 49.7% | 60 | 11.67% |
|
| 2068 |
TCBWMS
2068
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $613M | +$166M | +37% | 10% | 81.9% | 165 | 39.39% |
|
| 2069 |
CAC
2069
Cowen and Company
New York
| $613M | +$11.1M | +2% | 5.03% | 120% | 630 | 70.16% |
|
| 2070 |
JC
2070
JBF Capital
Aspen,
Colorado
| $612M | -$14.9M | -2% | 9.03% | 93.6% | 180 | 62.78% |
|
| 2071 |
WWM
2071
Western Wealth Management
Golden,
Colorado
| $612M | +$60.7M | +11% | 10% | 82.6% | 481 | 17.67% |
|
| 2072 |
DGHMC
2072
Dalton, Greiner, Hartman, Maher & Co
New York
| $612M | -$405M | -40% | 5.16% | 63% | 180 | 14.44% |
|
| 2073 |
LCM
2073
Lomas Capital Management
New York
| $612M | +$141M | +30% | 7.9% | 66.3% | 28 | 42.86% |
|
| 2074 |
KTA
2074
Keeley-Teton Advisors
Chicago,
Illinois
| $612M | -$23.4M | -4% | 3.53% | 28.6% | 262 | 9.92% |
|
| 2075 |
CEI
2075
Clark Estates Inc
New York
| $612M | +$40.1M | +7% | 5.41% | 34.5% | 106 | 17.92% |
|