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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2651 |
AC
2651
AltraVue Capital
Bellevue,
Washington
| $564M | +$112M | +25% | 9.58% | 175% | 35 | 11.43% |
|
| 2652 |
KHCM
2652
Kettle Hill Capital Management
New York
| $564M | +$34.6M | +7% | 3.98% | 24% | 55 | 49.09% |
|
| 2653 |
JM
2653
Jeneq Management
New York
| $564M | +$136M | +32% | 8.52% | 21.7% | 20 | 30% |
|
| 2654 |
AWM
2654
Absher Wealth Management
Chapel Hill,
North Carolina
| $563M | +$34.9M | +7% | 5.3% | 52.3% | 75 | 6.67% |
|
| 2655 |
LA
2655
LVW Advisors
Pittsford,
New York
| $563M | +$42.7M | +8% | 7.1% | 71.5% | 231 | 10.39% |
|
| 2656 |
HR
2656
Hardy Reed
Tupelo,
Mississippi
| $562M | +$40.8M | +8% | 6.27% | 57.7% | 109 | 11.93% |
|
| 2657 |
HFA
2657
Hoover Financial Advisors
Malvern,
Pennsylvania
| $562M | +$28.6M | +5% | 5.9% | – | 710 | 17.46% |
|
| 2658 |
AWM
2658
Avitas Wealth Management
Los Angeles,
California
| $562M | +$51.1M | +10% | 10.3% | 56.2% | 227 | 22.91% |
|
| 2659 |
TFO
2659
Tarbox Family Office
Newport Beach,
California
| $560M | +$51.4M | +10% | 6.31% | 49.1% | 1,255 | 14.26% |
|
| 2660 |
AWM
2660
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $559M | +$41.9M | +8% | 9.8% | 87.5% | 387 | 20.16% |
|
| 2661 |
TWM
2661
Tanglewood Wealth Management
Houston,
Texas
| $559M | +$56.1M | +11% | 6.68% | 59.7% | 23 | 13.04% |
|
| 2662 |
MFS
2662
Mirabella Financial Services
London,
United Kingdom
| $559M | +$236M | +73% | 6.41% | 81.2% | 438 | 75.11% |
|
| 2663 |
MVM
2663
Medicxi Ventures Management
St. Helier,
Jersey
| $558M | +$386M | +225% | 0.51% | 788% | 6 | 16.67% |
|
| 2664 |
CAL
2664
Capital Advisors Ltd
Shaker Heights,
Ohio
| $557M | +$12.3M | +2% | 5.2% | 54.2% | 496 | 4.84% |
|
| 2665 |
GC
2665
Globeflex Capital
San Diego,
California
| $557M | +$8.06M | +1% | 7.43% | 135% | 514 | 24.71% |
|
| 2666 |
BL
2666
BFSG LLC
Irvine,
California
| $557M | -$60M | -10% | 5.57% | 81.9% | 219 | 45.66% |
|
| 2667 |
RWA
2667
RGT Wealth Advisors
Dallas,
Texas
| $557M | +$44.3M | +9% | 5.69% | 9.35% | 64 | 21.88% |
|
| 2668 |
PC
2668
Permanens Capital
New York
| $557M | +$69.9M | +14% | 6.81% | 74.7% | 133 | 21.8% |
|
| 2669 |
AWA
2669
ARS Wealth Advisors
St. Petersburg,
Florida
| $556M | +$97.2M | +21% | 5.9% | 61.8% | 146 | 17.12% |
|
| 2670 |
SS
2670
Sunbelt Securities
Houston,
Texas
| $556M | +$47.9M | +9% | 7.67% | 83.5% | 468 | 17.52% |
|
| 2671 |
GC
2671
Gilbert & Cook
West Des Moines,
Iowa
| $556M | +$47.1M | +9% | 6.62% | 63.2% | 223 | 15.25% |
|
| 2672 |
ACM
2672
AIGH Capital Management
Baltimore,
Maryland
| $555M | +$80.2M | +17% | 27.2% | 1,034% | 63 | 49.21% |
|
| 2673 |
PC
2673
PM Capital
Sydney,
Australia
| $555M | +$7.62M | +1% | 12.2% | 105% | 17 | 23.53% |
|
| 2674 |
NHC
2674
Nicholas Hoffman & Company
Atlanta,
Georgia
| $554M | +$58M | +12% | 6.8% | 55.2% | 265 | 9.06% |
|
| 2675 |
GFM
2675
Gramercy Funds Management
Greenwich,
Connecticut
| $553M | +$158M | +40% | 0.08% | – | 14 | 78.57% |
|