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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2451 |
TPWA
2451
TRUE Private Wealth Advisors
Salem,
Oregon
| $673M | +$54.4M | +9% | 7.1% | 84% | 251 | 12.75% |
|
| 2452 |
HCM
2452
Harspring Capital Management
New York
| $673M | +$99.7M | +17% | 8.99% | 70.6% | 42 | 28.57% |
|
| 2453 |
CPI
2453
Crestview Partners III
New York
| $672M | +$224M | +50% | 50.7% | 51.2% | 3 | 33.33% |
|
| 2454 |
VMV
2454
Venrock Management V
Palo Alto,
California
| $672M | -$305M | -31% | 50.7% | – | 3 | 33.33% |
|
| 2455 |
MAP
2455
Managed Asset Portfolios
Rochester,
Michigan
| $672M | +$49.6M | +8% | 3.44% | 99.2% | 37 | 2.7% |
|
| 2456 |
ADL
2456
Asset Dedication LLC
San Francisco,
California
| $671M | +$229M | +52% | 4.62% | 67.8% | 887 | 25.59% |
|
| 2457 |
CC
2457
Clearline Capital
New York
| $671M | -$99.9M | -13% | 2.28% | 57.4% | 170 | 43.53% |
|
| 2458 |
AAM
2458
Azzad Asset Management
Falls Church,
Virginia
| $671M | +$67.4M | +11% | 9.47% | 101% | 343 | 16.03% |
|
| 2459 |
FTCM
2459
First Trust Capital Management
Chicago,
Illinois
| $670M | +$159M | +31% | 10.5% | 214% | 282 | 43.97% |
|
| 2460 |
AA
2460
Apriem Advisors
Irvine,
California
| $670M | +$24.9M | +4% | 6.51% | 74.3% | 158 | 10.76% |
|
| 2461 |
KFS
2461
Kurt F. Somerville
| $670M | +$37.9M | +6% | 6.58% | 92.9% | 114 | 1.75% |
|
| 2462 |
JWA
2462
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $670M | +$180M | +37% | 4.4% | 54.8% | 655 | 16.03% |
|
| 2463 |
FTDI
2463
First Trust Direct Indexing
Boston,
Massachusetts
| $670M | +$294M | +78% | 8.66% | 69% | 604 | 37.42% |
|
| 2464 |
PP
2464
PrairieView Partners
St. Paul,
Minnesota
| $668M | +$42.9M | +7% | 4.11% | 34% | 393 | 11.7% |
|
| 2465 |
TWM
2465
Tradition Wealth Management
Edina,
Minnesota
| $668M | +$90.1M | +16% | 6.1% | 69.6% | 1,202 | 37.27% |
|
| 2466 |
FFW
2466
Fusion Family Wealth
Woodbury,
New York
| $668M | +$21.4M | +3% | 5.48% | 58.2% | 110 | 70.91% |
|
| 2467 |
PL
2467
Parthenon LLC
Louisville,
Kentucky
| $667M | +$45.6M | +7% | 7.79% | 80.8% | 122 | 5.74% |
|
| 2468 |
SAM
2468
Simplify Asset Management
Las Vegas,
Nevada
| $667M | +$418M | +168% | 8.49% | 45% | 24 | 58.33% |
|
| 2469 |
VHAM
2469
Van Hulzen Asset Management
El Dorado Hills,
California
| $667M | +$40.7M | +6% | 6.12% | 86.3% | 295 | 18.98% |
|
| 2470 |
KL
2470
KWMG LLC
Overland Park,
Kansas
| $667M | +$39.6M | +6% | 4.78% | 72.3% | 143 | 2.1% |
|
| 2471 |
TC
2471
Toews Corporation
Northfield,
New Jersey
| $666M | -$552M | -45% | 1.27% | 22% | 122 | 90.98% |
|
| 2472 |
AC
2472
Abbrea Capital
Greenbrae,
California
| $666M | +$60.7M | +10% | 7.12% | 38% | 240 | 7.5% |
|
| 2473 |
MRCP
2473
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $665M | -$23.9M | -3% | 31.3% | 602% | 26 | 38.46% |
|
| 2474 |
PCMF
2474
Private Capital Management (Florida)
Naples,
Florida
| $665M | +$77M | +13% | 12.3% | 118% | 89 | 55.06% |
|
| 2475 |
AEPI
2475
AH Equity Partners III
Menlo Park,
California
| $664M | +$78.6M | +13% | 29.3% | 42.6% | 7 | 42.86% |
|