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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 |
BIA
2551
Biondo Investment Advisors
Milford,
Pennsylvania
| $726M | -$3.93M | -0.5% | 2.18% | 89.1% | 93 | 4.3% |
|
| 2552 |
CA
2552
Crewe Advisors
Salt Lake City,
Utah
| $725M | -$137M | -16% | 0.03% | 96.1% | 818 | 33.86% |
|
| 2553 |
TS
2553
Tamar Securities
Woodland Hills,
California
| $725M | +$13.2M | +2% | 0.85% | 76.3% | 82 | 18.29% |
|
| 2554 |
PAS
2554
Professional Advisory Services
Vero Beach,
Florida
| $725M | -$37.2M | -5% | 2.41% | 61.8% | 83 | 8.43% |
|
| 2555 |
CC
2555
Conversant Capital
Summit,
New Jersey
| $724M | -$197M | -21% | 4.89% | 178% | 21 | 42.86% |
|
| 2556 |
ACP
2556
Aviance Capital Partners
Naples,
Florida
| $724M | -$34.4M | -5% | 2.91% | 83.6% | 348 | 11.78% |
|
| 2557 |
AA
2557
AF Advisors
Sacramento,
California
| $723M | +$14.7M | +2% | 2.56% | 81.3% | 24 | 16.67% |
|
| 2558 |
AWM
2558
Avitas Wealth Management
Los Angeles,
California
| $723M | +$11.5M | +2% | 4.47% | 56.2% | 204 | 10.29% |
|
| 2559 |
DA
2559
Dillon & Associates
Jackson,
Michigan
| $721M | +$10.4M | +1% | 3.33% | 92% | 82 | 2.44% |
|
| 2560 |
CM
2560
Columbus Macro
New Castle,
Pennsylvania
| $721M | +$446M | +162% | 1.96% | 46.8% | 220 | 25.45% |
|
| 2561 |
GBT
2561
Grove Bank & Trust
Miami,
Florida
| $720M | +$43.5M | +6% | 0.97% | 71.8% | 869 | 24.86% |
|
| 2562 |
BFC
2562
Bedel Financial Consulting
Indianapolis,
Indiana
| $720M | +$11.4M | +2% | 5% | 104% | 275 | 8.73% |
|
| 2563 |
CC
2563
Crosslink Capital
Menlo Park,
California
| $719M | -$25.7M | -3% | 7.66% | 105% | 22 | 27.27% |
|
| 2564 |
OHIS
2564
Oak Harvest Investment Services
Houston,
Texas
| $717M | +$20.8M | +3% | 4.46% | 112% | 175 | 33.14% |
|
| 2565 |
JCM
2565
Jag Capital Management
St Louis,
Missouri
| $717M | -$112M | -13% | 11% | 230% | 153 | 20.26% |
|
| 2566 |
SFA
2566
Souders Financial Advisors
Cincinnati,
Ohio
| $716M | -$1.75M | -0.2% | 0.39% | 45.5% | 184 | 11.41% |
|
| 2567 |
IWA
2567
Inspirion Wealth Advisors
Libertyville,
Illinois
| $716M | +$825K | +0.1% | 0.14% | 47% | 164 | 10.37% |
|
| 2568 |
SC
2568
Skylands Capital
Milwaukee,
Wisconsin
| $716M | -$21.3M | -3% | 1.34% | 64.3% | 165 | 15.76% |
|
| 2569 |
CAS
2569
Coppell Advisory Solutions
Coppell,
Texas
| $716M | +$35.9M | +5% | 2.47% | – | 2,114 | 17.6% |
|
| 2570 |
GP
2570
Greenline Partners
New York
| $714M | +$15.7M | +2% | 1.42% | 63.4% | 242 | 43.8% |
|
| 2571 |
CIG
2571
Consolidated Investment Group
Englewood,
Colorado
| $713M | +$40.1M | +6% | 5.36% | 140% | 66 | 6.06% |
|
| 2572 |
MIA
2572
MainStreet Investment Advisors
Chicago,
Illinois
| $713M | -$39.2M | -5% | 0.29% | 48.7% | 166 | 15.66% |
|
| 2573 |
TIM
2573
Total Investment Management
Scottsdale,
Arizona
| $713M | -$180M | -20% | 2.02% | 29.5% | 82 | 21.95% |
|
| 2574 |
AIA
2574
Arbor Investment Advisors
Winston Salem,
North Carolina
| $712M | -$42.6M | -6% | 1.89% | 44.3% | 125 | 21.6% |
|
| 2575 |
QL
2575
Quarry LP
New York
| $712M | +$314M | +79% | 5.25% | 50.4% | 2,134 | 51.41% |
|