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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 |
HCP
2651
Holt Capital Partners
Fort Worth,
Texas
| $500M | +$4.82M | +1% | 3.17% | 55.2% | 159 | 5.03% |
|
| 2652 |
KC
2652
Kadensa Capital
Central,
Hong Kong
| $500M | +$166M | +50% | 10.8% | 125% | 34 | 58.82% |
|
| 2653 |
WI
2653
WBI Investments
Red Bank,
New Jersey
| $500M | +$33.4M | +7% | 2.06% | 74.4% | 241 | 61.41% |
|
| 2654 |
KI
2654
Keystone Investors
Singapore
| $500M | +$291M | +139% | 33.5% | 732% | 54 | 62.96% |
|
| 2655 |
EC
2655
ECP ControlCo
Summit,
New Jersey
| $499M | +$4.49M | +0.9% | 0.03% | 35.8% | 8 | 12.5% |
|
| 2656 |
WAM
2656
Wallington Asset Management
Indianapolis,
Indiana
| $499M | +$37.4M | +8% | 3.19% | 108% | 83 | 10.84% |
|
| 2657 |
IWA
2657
Inspirion Wealth Advisors
Libertyville,
Illinois
| $499M | +$26.6M | +6% | 2.96% | 47% | 145 | 15.17% |
|
| 2658 |
RC
2658
Raine Capital
New York
| $499M | +$94.1M | +23% | 39.6% | 56.6% | 17 | 23.53% |
|
| 2659 |
SLT
2659
St Louis Trust
Saint Louis,
Missouri
| $498M | +$27.3M | +6% | 5.49% | 52.3% | 102 | 1.96% |
|
| 2660 |
AWP
2660
Ascent Wealth Partners
New Hartford,
New York
| $498M | +$32.6M | +7% | 6.84% | 72.3% | 152 | 10.53% |
|
| 2661 |
ANB
2661
Amarillo National Bank
Amarillo,
Texas
| $497M | +$65.9M | +15% | 5.4% | 56.3% | 100 | 6% |
|
| 2662 |
FMAEN1
2662
Fund Management at Engine No 1
San Francisco,
California
| $497M | +$88.7M | +22% | 10.6% | – | 409 | 11.25% |
|
| 2663 |
IHAM
2663
Integral Health Asset Management
New York
| $496M | +$20M | +4% | 7.36% | 485% | 92 | 56.52% |
|
| 2664 |
HVM
2664
Harvest Volatility Management
Norwalk,
Connecticut
| $496M | +$706K | +0.1% | 22.9% | 24.3% | 134 | 2.99% |
|
| 2665 |
CI
2665
CPMG Inc
Dallas,
Texas
| $496M | +$97.5M | +24% | 64.6% | 878% | 5 | 20% |
|
| 2666 |
EWM
2666
Evermay Wealth Management
Arlington,
Virginia
| $496M | +$4.38M | +0.9% | 5.05% | 56.2% | 592 | 13.51% |
|
| 2667 |
MAP
2667
Moody Aldrich Partners
Marblehead,
Massachusetts
| $495M | +$1.95M | +0.4% | 8.36% | 336% | 182 | 29.67% |
|
| 2668 |
FAG
2668
Financial Advisory Group
Houston,
Texas
| $495M | +$24.2M | +5% | 7.12% | 20.6% | 95 | 15.79% |
|
| 2669 |
B
2669
Bensler
Bellevue,
Washington
| $495M | +$45.4M | +10% | 8.24% | 106% | 164 | 12.8% |
|
| 2670 |
9WM
2670
9258 Wealth Management
Blue Ash,
Ohio
| $495M | +$33M | +7% | 7.53% | 49.6% | 339 | 9.44% |
|
| 2671 |
AGA
2671
Arkos Global Advisors
Houston,
Texas
| $495M | +$103M | +26% | 3.88% | 37.2% | 100 | 15% |
|
| 2672 |
TFO
2672
Tarbox Family Office
Newport Beach,
California
| $495M | +$38.7M | +8% | 5.23% | 49.1% | 101 | 7.92% |
|
| 2673 |
KJHP
2673
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $495M | -$16.7M | -3% | 9.34% | 122% | 277 | 28.88% |
|
| 2674 |
CCM
2674
Cohen Capital Management
Corte Madera,
California
| $495M | +$3.07M | +0.6% | 5.06% | 83.9% | 140 | 4.29% |
|
| 2675 |
BIA
2675
Biondo Investment Advisors
Milford,
Pennsylvania
| $495M | +$45.7M | +10% | 10.4% | 89.1% | 80 | 13.75% |
|