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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2176 |
RIA
2176
Regal Investment Advisors
Kentwood,
Michigan
| $492M | +$35.5M | +8% | 11.3% | 64.7% | 399 | 27.57% |
|
| 2177 |
MFG
2177
Magnus Financial Group
New York
| $491M | +$115M | +31% | 14% | 70.8% | 556 | 28.6% |
|
| 2178 |
AFA
2178
American Financial Advisors
Marietta,
Georgia
| $490M | +$34.2M | +8% | 9.5% | 52.7% | 103 | 15.53% |
|
| 2179 |
LFS
2179
Lutz Financial Services
Omaha,
Nebraska
| $490M | +$42.4M | +9% | 9.24% | 35.3% | 65 | 9.23% |
|
| 2180 |
NC
2180
Northcape Capital
Sydney,
Australia
| $490M | +$72M | +17% | 20.7% | – | 18 | 11.11% |
|
| 2181 |
AEPI
2181
AH Equity Partners III
Menlo Park,
California
| $490M | +$385M | +364% | 0.96% | 42.6% | 3 | 66.67% |
|
| 2182 |
ICM
2182
Indaba Capital Management
San Francisco,
California
| $490M | +$34.7M | +8% | 20.4% | 66.7% | 29 | 37.93% |
|
| 2183 |
JCI
2183
Jet Capital Investors
New York
| $490M | -$284M | -37% | 13.2% | 147% | 35 | 74.29% |
|
| 2184 |
GF
2184
Greenhouse Funds
Baltimore,
Maryland
| $490M | +$83.3M | +21% | 18.5% | 90.7% | 45 | 48.89% |
|
| 2185 |
WAM
2185
Weatherly Asset Management
Del Mar,
California
| $490M | +$67.3M | +16% | 16% | 108% | 190 | 9.47% |
|
| 2186 |
BWM
2186
BerganKDV Wealth Management
Bloomington,
Minnesota
| $489M | +$61.9M | +14% | 9.23% | 27.9% | 767 | 11.34% |
|
| 2187 |
CCG
2187
Cypress Capital Group
Palm Beach,
Florida
| $488M | +$52.1M | +12% | 11.9% | 97.8% | 243 | 8.23% |
|
| 2188 |
OC
2188
Oakworth Capital
Birmingham,
Alabama
| $488M | +$49.4M | +11% | 12.1% | 64.3% | 620 | 6.45% |
|
| 2189 |
PGCM
2189
Prescott Group Capital Management
Tulsa,
Oklahoma
| $488M | -$22.7M | -4% | 31% | 148% | 229 | 36.68% |
|
| 2190 |
AIA
2190
Affinity Investment Advisors
Newport Beach,
California
| $488M | -$84.1M | -15% | 13.3% | 189% | 158 | 23.42% |
|
| 2191 |
CGA
2191
Crescent Grove Advisors
Lake Forest,
Illinois
| $488M | +$18.6M | +4% | 14.5% | 61.1% | 173 | 20.23% |
|
| 2192 |
KCM
2192
Kingstown Capital Management
New York
| $487M | +$26.7M | +6% | 19.6% | 38.6% | 17 | 23.53% |
|
| 2193 |
FHA
2193
Flagship Harbor Advisors
Boston,
Massachusetts
| $487M | +$75.4M | +18% | 13.2% | 68.3% | 2,039 | 9.22% |
|
| 2194 |
AAM
2194
Auxier Asset Management
Aurora,
Oregon
| $487M | +$37.8M | +8% | 10.3% | 71.7% | 154 | 6.49% |
|
| 2195 |
VCP
2195
Vista Capital Partners
Portland,
Oregon
| $486M | +$59M | +14% | 13.6% | 61.2% | 56 | 12.5% |
|
| 2196 |
SL
2196
Salomon & Ludwin
Richmond,
Virginia
| $486M | +$52.6M | +12% | 12.7% | 52.6% | 266 | 36.47% |
|
| 2197 |
CLC
2197
Charles-Lim Capital
Central,
Hong Kong
| $485M | +$144M | +42% | 69.9% | 4.44% | 4 | 0% |
|
| 2198 |
SCA
2198
Secor Capital Advisors
New York
| $485M | -$279M | -37% | 14.2% | 43.5% | 655 | 70.08% |
|
| 2199 |
EAM
2199
Evanson Asset Management
Carmel,
California
| $484M | +$46.7M | +11% | 14.4% | 66.6% | 245 | 9.8% |
|
| 2200 |
BC
2200
Broadfin Capital
New York
| $484M | -$276M | -36% | 28.2% | 298% | 55 | 30.91% |
|