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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2151 |
MW
2151
MBL Wealth
Charlotte,
North Carolina
| $1.05B | +$56.2M | +6% | 6.47% | 47.7% | 258 | 18.22% |
|
| 2152 |
WFAG
2152
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.05B | +$80.8M | +8% | 8.36% | 55.5% | 181 | 8.84% |
|
| 2153 |
M
2153
MOTCO
San Antonio,
Texas
| $1.04B | +$98.1M | +10% | 10.5% | 63.5% | 690 | 24.2% |
|
| 2154 |
FNT
2154
First Nebraska Trust
Lincoln,
Nebraska
| $1.04B | +$31.9M | +3% | 4.82% | 67.9% | 197 | 4.57% |
|
| 2155 |
JAFL
2155
Jay A. Fishman Ltd
Troy,
Michigan
| $1.04B | +$129M | +14% | 14.7% | 105% | 83 | 7.23% |
|
| 2156 |
QCM
2156
Qsemble Capital Management
New York
| $1.04B | +$102M | +11% | 7.96% | 39.9% | 626 | 67.73% |
|
| 2157 |
HCM
2157
Hodges Capital Management
Dallas,
Texas
| $1.04B | +$40.1M | +4% | 14% | 200% | 235 | 25.11% |
|
| 2158 |
KIA
2158
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $1.04B | +$137M | +15% | 19.2% | 160% | 362 | 3.87% |
|
| 2159 |
SDJVC
2159
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.04B | +$4.11M | +0.4% | 5.3% | 32.6% | 85 | 7.06% |
|
| 2160 |
GA
2160
GRS Advisors
Chicago,
Illinois
| $1.04B | +$79.3M | +8% | 3.44% | 54.3% | 40 | 52.5% |
|
| 2161 |
JFA
2161
JNBA Financial Advisors
Bloomington,
Minnesota
| $1.04B | +$75.1M | +8% | 8.69% | 61.8% | 696 | 13.51% |
|
| 2162 |
HFS
2162
Heritage Financial Services
Westwood,
Massachusetts
| $1.04B | +$28.9M | +3% | 6.14% | 38.3% | 131 | 12.98% |
|
| 2163 |
4CM
2163
400 Capital Management
New York
| $1.04B | +$608M | +141% | – | – | 7 | 42.86% |
|
| 2164 |
AMI
2164
Amica Mutual Insurance
Providence,
Rhode Island
| $1.04B | +$129M | +14% | 10.8% | 80.4% | 143 | 8.39% |
|
| 2165 |
TCG
2165
Tremblant Capital Group
West Palm Beach,
Florida
| $1.04B | +$147M | +16% | 19.6% | 131% | 53 | 30.19% |
|
| 2166 |
WAG
2166
Winthrop Advisory Group
Boston,
Massachusetts
| $1.04B | +$205M | +25% | 10.3% | 70.4% | 185 | 17.84% |
|
| 2167 |
QC
2167
Quent Capital
New York
| $1.04B | +$83.1M | +9% | 10.1% | 78.1% | 1,327 | 78.67% |
|
| 2168 |
PCMF
2168
Private Capital Management (Florida)
Naples,
Florida
| $1.04B | +$123M | +13% | 4.55% | 118% | 178 | 24.16% |
|
| 2169 |
PIA
2169
Perennial Investment Advisors
Los Angeles,
California
| $1.04B | +$146M | +16% | 11.9% | 84.3% | 504 | 19.64% |
|
| 2170 |
GAM
2170
Goldentree Asset Management
New York
| $1.04B | -$364M | -26% | 7.49% | 27.7% | 41 | 51.22% |
|
| 2171 |
RFP
2171
Root Financial Partners
Encinitas,
California
| $1.03B | +$96.5M | +10% | 8.63% | 57% | 268 | 27.24% |
|
| 2172 |
PP
2172
PrairieView Partners
St. Paul,
Minnesota
| $1.03B | +$75.8M | +8% | 7.11% | 34% | 403 | 6.45% |
|
| 2173 |
TC
2173
Tetrad Corporation
Omaha,
Nebraska
| $1.03B | -$89.2M | -8% | 7.81% | 50.4% | 3 | 0% |
|
| 2174 |
CGA
2174
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.03B | +$72.2M | +8% | 7.87% | 61.1% | 298 | 15.77% |
|
| 2175 |
SCM
2175
SOL Capital Management
Rockville,
Maryland
| $1.03B | +$124M | +14% | 10.1% | 56.6% | 308 | 5.52% |
|