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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 |
BI
2151
Bramshill Investments
Naples,
Florida
| $1.31B | +$147M | +13% | 0.66% | 3.6% | 189 | 34.92% |
|
| 2152 |
SW
2152
SlateStone Wealth
Jupiter,
Florida
| $1.31B | +$92.9M | +8% | 12.8% | 79.1% | 306 | 8.17% |
|
| 2153 |
GH
2153
GAM Holding
Zurich,
Switzerland
| $1.31B | +$166M | +15% | 22.5% | 130% | 317 | 26.81% |
|
| 2154 |
SI
2154
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.3B | +$218M | +20% | 54.1% | 179% | 103 | 51.46% |
|
| 2155 |
TA
2155
TCM Advisors
Martinsburg,
West Virginia
| $1.3B | -$55.2M | -4% | 10.3% | 56.1% | 67 | 0% |
|
| 2156 |
PR
2156
Payden & Rygel
Los Angeles,
California
| $1.3B | +$3.86M | +0.3% | 13% | 103% | 142 | 27.46% |
|
| 2157 |
QI
2157
QV Investors
Calgary,
Alberta, Canada
| $1.3B | +$63.6M | +5% | 8.49% | 66.3% | 68 | 4.41% |
|
| 2158 |
KOC
2158
Koss-Olinger Consulting
Gainesville,
Florida
| $1.3B | +$105M | +9% | 10.5% | 57.9% | 263 | 38.02% |
|
| 2159 |
AT
2159
American Trust
Lexington,
Kentucky
| $1.3B | +$166M | +15% | 13.9% | 59% | 365 | 22.74% |
|
| 2160 |
FFP
2160
FourThought Financial Partners
Venice,
Florida
| $1.3B | +$136M | +12% | 17.7% | 95.9% | 437 | 22.2% |
|
| 2161 |
CIA
2161
CCM Investment Advisers
Columbia,
South Carolina
| $1.29B | +$248M | +24% | 33.5% | 170% | 100 | 19% |
|
| 2162 |
WFAG
2162
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.29B | +$150M | +13% | 12.5% | 55.5% | 206 | 9.22% |
|
| 2163 |
SPWG
2163
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.29B | +$239M | +23% | 11.8% | 52% | 210 | 13.81% |
|
| 2164 |
FBFS
2164
First Business Financial Services
Madison,
Wisconsin
| $1.29B | +$165M | +15% | 14.9% | 74% | 206 | 9.22% |
|
| 2165 |
CPA
2165
Cardiff Park Advisors
Carlsbad,
California
| $1.29B | +$38.9M | +3% | 13.2% | 88.6% | 400 | 18.25% |
|
| 2166 |
HCM
2166
Hengehold Capital Management
Cincinnati,
Ohio
| $1.29B | +$144M | +13% | 10.6% | 48.1% | 238 | 13.87% |
|
| 2167 |
HH
2167
Hilltop Holdings
Dallas,
Texas
| $1.29B | +$176M | +16% | 19.9% | 96.7% | 727 | 19.81% |
|
| 2168 |
HWA
2168
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.29B | +$141M | +12% | 9.8% | 56.2% | 231 | 5.19% |
|
| 2169 |
SFM
2169
Stack Financial Management
Whitefish,
Montana
| $1.28B | -$80.1M | -6% | 1.75% | 58.4% | 56 | 10.71% |
|
| 2170 |
MTC
2170
McDaniel Terry & Co
Austin,
Texas
| $1.28B | +$103M | +9% | 12.1% | 57.9% | 86 | 11.63% |
|
| 2171 |
UFM
2171
Ursa Fund Management
Danville,
California
| $1.28B | +$1.17B | +1,090% | 62.9% | 93.5% | 49 | 81.63% |
|
| 2172 |
FAS
2172
Formuepleje A/S
Aarhus C,
Denmark
| $1.28B | +$176M | +16% | 27.4% | 75.1% | 107 | 49.53% |
|
| 2173 |
AWAG
2173
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $1.28B | +$93.8M | +8% | 8.8% | 77.1% | 227 | 14.54% |
|
| 2174 |
SP
2174
Sherman Porfolios
Coeur D'alene,
Idaho
| $1.28B | -$26.6M | -2% | 10.3% | – | 98 | 1.02% |
|
| 2175 |
IWA
2175
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.28B | +$202M | +19% | 35% | 221% | 221 | 13.57% |
|