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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2476 |
SFM
2476
Signature Financial Management
Norfolk,
Virginia
| $318M | +$6.28M | +2% | 2.81% | 20.8% | 162 | 12.35% |
|
| 2477 |
T
2477
Tinicum
New York
| $318M | +$13M | +4% | 4.75% | 21.1% | 5 | 20% |
|
| 2478 |
GAG
2478
GM Advisory Group
Melville,
New York
| $318M | +$25M | +9% | 3.05% | 53.6% | 124 | 22.58% |
|
| 2479 |
QA
2479
Quantitative Advantage
Minnetonka,
Minnesota
| $318M | +$2.27M | +0.7% | 3.51% | 45.9% | 62 | 48.39% |
|
| 2480 |
EWM
2480
Edge Wealth Management
New York
| $318M | +$29.3M | +10% | 0.76% | 61.6% | 595 | 22.35% |
|
| 2481 |
LM
2481
Lasry Marc
| $317M | -$65.7M | -17% | 4.41% | 14.8% | 19 | 52.63% |
|
| 2482 |
KA
2482
Kovack Advisors
Ft. Lauderdale,
Florida
| $317M | +$60.1M | +23% | 2.75% | 95% | 421 | 35.15% |
|
| 2483 |
PBT
2483
Pictet Bank & Trust
Nassau,
Bahamas
| $317M | -$22.1M | -7% | 2.79% | 66.3% | 105 | 27.62% |
|
| 2484 |
ACM
2484
Axar Capital Management
New York
| $316M | +$286M | +949% | 5.74% | 680% | 8 | 37.5% |
|
| 2485 |
AFM
2485
Anson Funds Management
Dallas,
Texas
| $316M | +$75.1M | +31% | 3.69% | 1,243% | 66 | 57.58% |
|
| 2486 |
JWM
2486
Jackson Wealth Management
Lake Mary,
Florida
| $316M | +$38.9M | +14% | 2.48% | 64% | 82 | 30.49% |
|
| 2487 |
CAMG
2487
CWA Asset Management Group
Naples,
Florida
| $315M | +$22.4M | +8% | 0.43% | – | 178 | 15.17% |
|
| 2488 |
CANC
2488
Culbertson A N & Co
Charlottesville,
Virginia
| $315M | +$8.22M | +3% | 2.71% | 70.8% | 94 | 1.06% |
|
| 2489 |
RWM
2489
RKL Wealth Management
Lancaster,
Pennsylvania
| $315M | +$66.7M | +27% | 3.98% | 54.1% | 142 | 23.94% |
|
| 2490 |
AIM
2490
Arcadia Investment Management
Kalamazoo,
Michigan
| $315M | -$1.4M | -0.4% | 3.25% | 83.5% | 480 | 34.38% |
|
| 2491 |
WPW
2491
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $315M | -$83.5M | -21% | 2.83% | 68.7% | 237 | 43.46% |
|
| 2492 |
WIC
2492
Wilkins Investment Counsel
Boston,
Massachusetts
| $315M | +$2.47M | +0.8% | 0.95% | 44.5% | 76 | 1.32% |
|
| 2493 |
IAA
2493
Independent Advisor Alliance
Charlotte,
North Carolina
| $314M | -$317M | -50% | 2.87% | 99.5% | 444 | 55.18% |
|
| 2494 |
AI
2494
ArchPoint Investors
Coral Gables,
Florida
| $314M | +$47.8M | +18% | 4.85% | 98.2% | 166 | 22.29% |
|
| 2495 |
AP
2495
Agilis Partners
Waltham,
Massachusetts
| $314M | +$167M | +113% | 2.39% | 8.47% | 20 | 25% |
|
| 2496 |
YMRC
2496
Yorktown Management & Research Company
Forest,
Virginia
| $314M | -$70M | -18% | 0.35% | 223% | 361 | 21.61% |
|
| 2497 |
HIC
2497
Hartline Investment Corp
Winnetka,
Illinois
| $314M | +$2.6M | +0.8% | 7.08% | 151% | 111 | 9.91% |
|
| 2498 |
HC
2498
Hillman Company
Pittsburgh,
Pennsylvania
| $313M | -$14.2M | -4% | 6.61% | 134% | 16 | 25% |
|
| 2499 |
HJA
2499
Hugh Johnson Advisors
Albany,
New York
| $313M | +$6.86M | +2% | 2.29% | 41.5% | 98 | 10.2% |
|
| 2500 |
FWM
2500
FFT Wealth Management
Philadelphia,
Pennsylvania
| $313M | -$2.24M | -0.7% | 1.24% | 65.6% | 101 | 21.78% |
|