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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2601 |
AWM
2601
Avitas Wealth Management
Los Angeles,
California
| $711M | +$28.6M | +4% | 5.97% | 56.2% | 209 | 8.61% |
|
| 2602 |
NPCM
2602
North Peak Capital Management
New York
| $711M | -$140M | -16% | 1.97% | 21.6% | 10 | 50% |
|
| 2603 |
FAM
2603
Flaharty Asset Management
Clearwater,
Florida
| $711M | +$34.4M | +5% | 4.77% | 33.4% | 450 | 74.22% |
|
| 2604 |
CC
2604
Covalis Capital
London,
United Kingdom
| $711M | -$24.9M | -3% | 11.5% | 31.3% | 89 | 74.16% |
|
| 2605 |
SLT
2605
St Louis Trust
Saint Louis,
Missouri
| $711M | +$56.7M | +9% | 7.34% | 52.3% | 125 | 14.4% |
|
| 2606 |
DA
2606
Dillon & Associates
Jackson,
Michigan
| $711M | +$22.8M | +3% | 4.61% | 92% | 85 | 10.59% |
|
| 2607 |
MIG
2607
McGuire Investment Group
Wakefield,
Rhode Island
| $710M | +$12.7M | +2% | 2.42% | 184% | 116 | 5.17% |
|
| 2608 |
PC
2608
Pier Capital
Stamford,
Connecticut
| $710M | +$37.4M | +6% | 9.56% | 153% | 143 | 18.18% |
|
| 2609 |
VCM
2609
Vision Capital Management
Portland,
Oregon
| $709M | +$37.2M | +6% | 6.87% | 56.4% | 131 | 9.92% |
|
| 2610 |
BFC
2610
Bedel Financial Consulting
Indianapolis,
Indiana
| $709M | +$26.4M | +4% | 2.94% | 104% | 263 | 6.08% |
|
| 2611 |
AA
2611
AF Advisors
Sacramento,
California
| $708M | +$163M | +30% | 30.1% | 81.3% | 23 | 8.7% |
|
| 2612 |
MAP
2612
Managed Asset Portfolios
Rochester,
Michigan
| $708M | +$33.3M | +5% | 7.48% | 72.8% | 48 | 10.42% |
|
| 2613 |
SC
2613
Shay Capital
New York
| $708M | -$16.8M | -2% | 13% | 136% | 438 | 67.35% |
|
| 2614 |
BEAM
2614
Baker Ellis Asset Management
Vancouver,
Washington
| $707M | +$43.1M | +6% | 6.93% | 89.2% | 231 | 11.26% |
|
| 2615 |
DOA
2615
D'Orazio & Associates
Falls Church,
Virginia
| $706M | +$54.3M | +8% | 6.69% | 61.2% | 258 | 17.05% |
|
| 2616 |
HWA
2616
HHM Wealth Advisors
Chattanooga,
Tennessee
| $705M | +$40.5M | +6% | 7.09% | 62.3% | 842 | 13.9% |
|
| 2617 |
BCMLT
2617
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $704M | +$161M | +30% | 4.64% | 72% | 1,233 | 17.84% |
|
| 2618 |
LF
2618
Lee Financial
Dallas,
Texas
| $704M | +$90.5M | +15% | 6.63% | 69.7% | 188 | 26.06% |
|
| 2619 |
WF
2619
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $703M | +$60.3M | +9% | 7.05% | 71.9% | 193 | 18.65% |
|
| 2620 |
PCM
2620
Pinnbrook Capital Management
New York
| $703M | +$229M | +48% | 17.6% | 730% | 107 | 69.16% |
|
| 2621 |
PCOC
2621
Power Corp of Canada
Montreal, Quebec,
Canada
| $703M | -$88.7M | -11% | 11% | 14.3% | 3 | 0% |
|
| 2622 |
SCM
2622
Stevens Capital Management
Radnor,
Pennsylvania
| $703M | +$407M | +138% | 5.99% | 49.8% | 314 | 67.2% |
|
| 2623 |
FCP
2623
Fine Capital Partners
New York
| $702M | -$142M | -17% | 13.5% | 95.5% | 2 | 50% |
|
| 2624 |
SHJ
2624
Sharkey, Howes & Javer
Denver,
Colorado
| $702M | +$83.2M | +13% | 5.28% | 54.6% | 152 | 28.95% |
|
| 2625 |
TC
2625
Towle & Co
Denver,
Colorado
| $701M | -$62M | -8% | 2.31% | 113% | 62 | 19.35% |
|