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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 |
MWM
2651
Marietta Wealth Management
Marietta,
Georgia
| $641M | +$35.6M | +6% | 3.73% | 74.7% | 110 | 12.73% |
|
| 2652 |
IWA
2652
IBEX Wealth Advisors
Bedminster,
New Jersey
| $641M | +$272M | +74% | 11.1% | 221% | 313 | 74.44% |
|
| 2653 |
LIA
2653
LS Investment Advisors
Bloomfield Hills,
Michigan
| $641M | +$10.7M | +2% | 3.45% | 85.7% | 137 | 0.73% |
|
| 2654 |
BBP
2654
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $641M | +$48.5M | +8% | 3.32% | 142% | 245 | 61.63% |
|
| 2655 |
CC
2655
Carlson Capital
Dallas,
Texas
| $641M | -$593M | -48% | 5.54% | 72.5% | 145 | 57.24% |
|
| 2656 |
CA
2656
Claro Advisors
Boston,
Massachusetts
| $641M | +$64.6M | +11% | 3.1% | 72% | 461 | 16.49% |
|
| 2657 |
PGCM
2657
Prescott Group Capital Management
Tulsa,
Oklahoma
| $640M | +$16.7M | +3% | 2.31% | 124% | 240 | 22.92% |
|
| 2658 |
TW
2658
TrinityPoint Wealth
Milford,
Connecticut
| $640M | +$35.2M | +6% | 3.91% | 28.4% | 331 | 13.6% |
|
| 2659 |
SCM
2659
SG Capital Management
Chicago,
Illinois
| $639M | +$334M | +109% | 3.17% | 187% | 100 | 81% |
|
| 2660 |
MIOT
2660
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $639M | +$80.7M | +14% | 16.1% | 50.8% | 6 | 33.33% |
|
| 2661 |
SAM
2661
Synergy Asset Management
Vancouver,
Washington
| $639M | +$49.9M | +8% | 4.09% | 97.3% | 174 | 45.98% |
|
| 2662 |
PFBT
2662
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $638M | +$15.6M | +3% | 3.06% | 63.3% | 2,132 | 9.1% |
|
| 2663 |
RR
2663
Robotti Robert
| $638M | -$98.6M | -13% | 3.21% | 149% | 62 | 11.29% |
|
| 2664 |
T
2664
TOBAM
Paris,
France
| $638M | -$478M | -43% | 1.57% | 36.7% | 396 | 22.47% |
|
| 2665 |
CCM
2665
CoreView Capital Management
Hong Kong
| $637M | -$78.4M | -11% | 6.23% | 45.2% | 10 | 20% |
|
| 2666 |
OCA
2666
Octagon Capital Advisors
New York
| $636M | -$198M | -24% | 4.87% | 2,555% | 60 | 28.33% |
|
| 2667 |
PI
2667
Parkside Investments
Deerfield,
Illinois
| $634M | +$3.28M | +0.5% | 0.08% | 70% | 98 | 16.33% |
|
| 2668 |
FPGK
2668
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $634M | +$6.57M | +1% | 2.52% | 70.7% | 183 | 12.02% |
|
| 2669 |
AAM
2669
Auxier Asset Management
Aurora,
Oregon
| $632M | -$25.9M | -4% | 1.02% | 58.4% | 174 | 4.02% |
|
| 2670 |
MC
2670
McMorgan & Co
San Francisco,
California
| $630M | +$48.2M | +8% | 0.83% | 22.5% | 59 | 16.95% |
|
| 2671 |
CPI
2671
Crestview Partners II
New York
| $630M | +$48.4M | +8% | 10.1% | 124% | 3 | 0% |
|
| 2672 |
PRC
2672
Pearl River Capital
Niles,
Michigan
| $630M | -$3.2M | -0.5% | 1.96% | 20.3% | 658 | 71.43% |
|
| 2673 |
RM
2673
Redpoint Management
Woodside,
California
| $630M | -$101M | -14% | 2.11% | 0.66% | 8 | 25% |
|
| 2674 |
CAM
2674
Covenant Asset Management
Chester,
New Jersey
| $629M | +$19M | +3% | 9.07% | 158% | 174 | 13.79% |
|
| 2675 |
NAS
2675
NWF Advisory Services
Los Angeles,
California
| $629M | +$29.9M | +5% | 3.96% | 73.2% | 348 | 10.06% |
|