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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2676 |
MCM
2676
Mengis Capital Management
Portland,
Oregon
| $455M | -$66.4M | -13% | 10.6% | 91.8% | 178 | 6.74% |
|
| 2677 |
AHSW
2677
Adventist Health System West
Roseville,
California
| $455M | -$74.6M | -14% | 13.9% | 49% | 5 | 0% |
|
| 2678 |
WAM
2678
Warberg Asset Management
Winnetka,
Illinois
| $455M | -$194M | -30% | 1.72% | 49.8% | 296 | 38.51% |
|
| 2679 |
QI
2679
Qtron Investments
Boston,
Massachusetts
| $455M | +$7.59M | +2% | 10.8% | 111% | 445 | 35.73% |
|
| 2680 |
HP
2680
Harvey Partners
Tarrytown,
New York
| $455M | +$49.2M | +12% | 17.4% | 124% | 38 | 21.05% |
|
| 2681 |
WDL
2681
Well Done LLC
Holland,
Michigan
| $455M | -$45.6M | -9% | 13.5% | 77% | 203 | 20.2% |
|
| 2682 |
PA
2682
Procyon Advisors
Shelton,
Connecticut
| $455M | -$30.9M | -6% | 13% | 84.2% | 366 | 20.49% |
|
| 2683 |
TP
2683
TenCore Partners
New York
| $454M | -$148M | -25% | 27.5% | 64.8% | 14 | 7.14% |
|
| 2684 |
BIA
2684
Biondo Investment Advisors
Milford,
Pennsylvania
| $454M | -$113M | -20% | 17.8% | 89.1% | 80 | 6.25% |
|
| 2685 |
DWP
2685
Destiny Wealth Partners
Tavares,
Florida
| $454M | -$60M | -12% | 11.2% | 51.9% | 668 | 27.54% |
|
| 2686 |
CA
2686
Capital Advantage
Walnut Creek,
California
| $454M | +$18.9M | +4% | 8.91% | 44.4% | 46 | 13.04% |
|
| 2687 |
EC
2687
ECP ControlCo
Summit,
New Jersey
| $454M | -$134M | -23% | 24% | 35.8% | 8 | 12.5% |
|
| 2688 |
CIG
2688
Capricorn Investment Group
Palo Alto,
California
| $453M | -$400M | -47% | 36% | 226% | 14 | 7.14% |
|
| 2689 |
CA
2689
Crewe Advisors
Salt Lake City,
Utah
| $453M | -$59.7M | -12% | 16.4% | 96.1% | 1,172 | 57.59% |
|
| 2690 |
TW
2690
TrinityPoint Wealth
Milford,
Connecticut
| $453M | -$99.7M | -18% | 14.1% | 28.4% | 322 | 18.32% |
|
| 2691 |
KBFS
2691
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $452M | -$57.2M | -11% | 12.4% | 42.8% | 153 | 21.57% |
|
| 2692 |
APW
2692
Austin Private Wealth
Austin,
Texas
| $452M | -$48.9M | -10% | 14.4% | 62.3% | 175 | 31.43% |
|
| 2693 |
ANB
2693
Amarillo National Bank
Amarillo,
Texas
| $452M | -$64.8M | -13% | 13.5% | 56.3% | 111 | 10.81% |
|
| 2694 |
BWA
2694
BlueSky Wealth Advisors
New Bern,
North Carolina
| $451M | -$64.2M | -12% | 11.4% | 42.9% | 69 | 11.59% |
|
| 2695 |
SCP
2695
Searchlight Capital Partners
New York
| $450M | -$10.5M | -2% | 3.26% | 70.4% | 7 | 0% |
|
| 2696 |
KA
2696
KLCM Advisors
Milwaukee,
Wisconsin
| $449M | -$23M | -5% | 11.4% | 97.4% | 128 | 17.97% |
|
| 2697 |
HL
2697
HeadInvest LLC
Portland,
Maine
| $449M | -$73.9M | -14% | 11.3% | 45.6% | 229 | 5.68% |
|
| 2698 |
ACP
2698
Aviance Capital Partners
Naples,
Florida
| $449M | -$95.4M | -18% | 13.9% | 83.6% | 280 | 16.43% |
|
| 2699 |
SWPG
2699
Strategic Wealth Partners Group
Deerfield,
Illinois
| $449M | -$76M | -14% | 16.3% | – | 55 | 3.64% |
|
| 2700 |
CAC
2700
Certified Advisory Corp
Altamonte Springs,
Florida
| $449M | -$22.1M | -5% | 12.4% | 58.2% | 261 | 14.18% |
|