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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2551 |
AWA
2551
Artemis Wealth Advisors
New York
| $604M | -$203M | -25% | 4.03% | 112% | 81 | 34.57% |
|
| 2552 |
KWM
2552
Keebeck Wealth Management
Chicago,
Illinois
| $603M | +$42.9M | +8% | 3.71% | 64.6% | 245 | 15.92% |
|
| 2553 |
TP
2553
TenCore Partners
New York
| $603M | -$98.6M | -14% | 16.8% | 64.8% | 17 | 23.53% |
|
| 2554 |
SDH
2554
Sloy Dahl & Holst
Vancouver,
Washington
| $603M | +$132M | +28% | 0.59% | 131% | 103 | 37.86% |
|
| 2555 |
SIM
2555
Stratos Investment Management
Beachwood,
Ohio
| $602M | -$32.3M | -5% | 3.9% | 48.5% | 182 | 10.99% |
|
| 2556 |
DLCIG
2556
D.L. Carlson Investment Group
Concord,
New Hampshire
| $602M | -$24.8M | -4% | 1.96% | 99% | 163 | 20.25% |
|
| 2557 |
CAL
2557
Capital Advisors Ltd
Shaker Heights,
Ohio
| $601M | -$18.3M | -3% | 4.31% | 54.2% | 1,335 | 42.02% |
|
| 2558 |
EFI
2558
EHP Funds Inc
Toronto,
Canada
| $601M | – | – | 11.4% | 173% | 335 | – |
|
| 2559 |
KW
2559
KWB Wealth
Redlands,
California
| $600M | -$1.66M | -0.3% | 5.12% | 49.1% | 90 | 0% |
|
| 2560 |
AAP
2560
Ardsley Advisory Partners
Stamford,
Connecticut
| $599M | +$74.7M | +14% | 6.21% | 555% | 178 | 69.66% |
|
| 2561 |
ACL
2561
Azora Capital LP
Miami,
Florida
| $599M | -$39.9M | -6% | 4.13% | 155% | 60 | 66.67% |
|
| 2562 |
MC
2562
Minot Capital
Broomfield,
Colorado
| $599M | -$21.9M | -4% | 3.63% | 19.6% | 18 | 0% |
|
| 2563 |
LWM
2563
Laidlaw Wealth Management
New York City,
New York
| $599M | -$26.7M | -4% | 2.92% | 116% | 435 | 20% |
|
| 2564 |
MFG
2564
Magnus Financial Group
New York
| $599M | +$72.3M | +14% | 2.66% | 70.8% | 315 | 23.49% |
|
| 2565 |
RTS
2565
Round Table Services
Westfield,
New Jersey
| $598M | +$68.1M | +13% | 3.3% | 16.1% | 182 | 24.73% |
|
| 2566 |
SFM
2566
Signet Financial Management
Parsippany,
New Jersey
| $598M | -$62.6M | -9% | 3.48% | 65.2% | 1,489 | 83.48% |
|
| 2567 |
TWI
2567
Thomas White International
Chicago,
Illinois
| $597M | -$36.3M | -6% | 1.81% | 34.9% | 310 | 11.61% |
|
| 2568 |
JFGLC
2568
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $596M | -$20.4M | -3% | 5.84% | 45.4% | 83 | 55.42% |
|
| 2569 |
NAM
2569
NTV Asset Management
Charleston,
West Virginia
| $596M | -$6.28M | -1% | 1.47% | 82% | 274 | 9.85% |
|
| 2570 |
EWM
2570
Evermay Wealth Management
Arlington,
Virginia
| $596M | +$36.7M | +7% | 4.43% | 56.2% | 583 | 16.47% |
|
| 2571 |
CI
2571
CPMG Inc
Dallas,
Texas
| $596M | +$53.9M | +10% | 22.8% | 878% | 6 | 33.33% |
|
| 2572 |
ANRF
2572
Adams Natural Resources Fund
Baltimore,
Maryland
| $593M | +$126M | +27% | 31.4% | 43% | 60 | 10% |
|
| 2573 |
VSI
2573
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $592M | -$203M | -25% | 0.76% | 120% | 56 | 41.07% |
|
| 2574 |
ZF
2574
Zhang Financial
Portage,
Michigan
| $592M | +$28.1M | +5% | 4.15% | 56.8% | 229 | 14.41% |
|
| 2575 |
TA
2575
Trivest Advisors
Hong Kong
| $592M | -$497M | -46% | 9.32% | 1,458% | 30 | 66.67% |
|