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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2301 |
ANBT
2301
American National Bank & Trust
Wichita Falls,
Texas
| $1.17B | +$123M | +12% | 17.1% | 95.1% | 643 | 6.22% |
|
| 2302 |
KW
2302
KWB Wealth
Redlands,
California
| $1.17B | +$158M | +16% | 12.1% | 49.1% | 185 | 18.92% |
|
| 2303 |
VFP
2303
Verus Financial Partners
Richmond,
Virginia
| $1.17B | +$53.9M | +5% | 8.96% | 41.6% | 130 | 9.23% |
|
| 2304 |
M
2304
MOTCO
San Antonio,
Texas
| $1.17B | +$87.6M | +8% | 13.9% | 63.5% | 919 | 43.53% |
|
| 2305 |
JC
2305
Jacobs & Co
San Francisco,
California
| $1.17B | +$153M | +15% | 27.4% | 92.2% | 137 | 11.68% |
|
| 2306 |
PHS
2306
PFM Health Sciences
San Francisco,
California
| $1.17B | +$68.7M | +6% | 32.9% | 241% | 116 | 44.83% |
|
| 2307 |
PRS
2307
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $1.16B | +$65.4M | +6% | 9.9% | 82.9% | 152 | 41.45% |
|
| 2308 |
MK
2308
MASTERINVEST Kapitalanlage
Vienna,
| $1.16B | +$202M | +21% | 26.6% | – | 311 | 9.65% |
|
| 2309 |
HCP
2309
Hiddenite Capital Partners
New York
| $1.16B | +$783M | +206% | 42.9% | 523% | 53 | 83.02% |
|
| 2310 |
EC
2310
Estate Counselors
Thiensville,
Wisconsin
| $1.16B | +$40.4M | +4% | 8.81% | 60% | 122 | 45.08% |
|
| 2311 |
CCM
2311
Coliseum Capital Management
Rowayton,
Connecticut
| $1.16B | -$57.7M | -5% | 22% | 41.1% | 14 | 28.57% |
|
| 2312 |
FFS
2312
Forge Financial Services
Edmond,
Oklahoma
| $1.16B | +$174M | +18% | 16.8% | – | 37 | 18.92% |
|
| 2313 |
CIA
2313
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.16B | +$111M | +11% | 10.7% | 68.9% | 305 | 11.15% |
|
| 2314 |
SMM
2314
Stadion Money Management
Watkinsville,
Georgia
| $1.16B | +$166M | +17% | 12.4% | 55.3% | 27 | 3.7% |
|
| 2315 |
TSS
2315
Two Sigma Securities
New York
| $1.16B | +$299M | +35% | 22.7% | 109% | 2,583 | 73.52% |
|
| 2316 |
TPWA
2316
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.16B | +$110M | +10% | 23.3% | 84% | 295 | 13.9% |
|
| 2317 |
OWA
2317
Octavia Wealth Advisors
Cincinnati,
Ohio
| $1.16B | +$113M | +11% | 15% | 67.9% | 258 | 18.22% |
|
| 2318 |
MFA
2318
Mayflower Financial Advisors
Boston,
Massachusetts
| $1.16B | +$334M | +41% | 11.3% | 68.7% | 509 | 14.54% |
|
| 2319 |
LA
2319
LVW Advisors
Pittsford,
New York
| $1.16B | +$108M | +10% | 16.2% | 71.5% | 500 | 20.2% |
|
| 2320 |
PGCM
2320
Prescott Group Capital Management
Tulsa,
Oklahoma
| $1.16B | +$154M | +15% | 18.3% | 148% | 311 | 21.54% |
|
| 2321 |
LPAM
2321
Lodestar Private Asset Management
Alamo,
California
| $1.16B | +$143M | +14% | 13.9% | 58.3% | 241 | 7.47% |
|
| 2322 |
DAM
2322
Delta Asset Management
Memphis,
Tennessee
| $1.16B | +$59.8M | +5% | 8.77% | 53.8% | 617 | 6.32% |
|
| 2323 |
WD
2323
WGI DM
Boston,
Massachusetts
| $1.16B | +$156M | +16% | 5.52% | – | 7 | 14.29% |
|
| 2324 |
CIS
2324
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.16B | +$72.4M | +7% | 14.1% | 125% | 167 | 19.16% |
|
| 2325 |
AA
2325
Apriem Advisors
Irvine,
California
| $1.16B | +$107M | +10% | 14.5% | 74.3% | 198 | 14.14% |
|