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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 |
HWA
2676
HHM Wealth Advisors
Chattanooga,
Tennessee
| $575M | +$62.8M | +12% | 11.1% | 62.3% | 834 | 16.43% |
|
| 2677 |
M
2677
Murchinson
Toronto,
Ontario, Canada
| $574M | -$205M | -26% | 10.6% | 84.8% | 77 | 79.22% |
|
| 2678 |
MC
2678
Montag & Caldwell
Atlanta,
Georgia
| $573M | -$206M | -26% | 15% | 91.3% | 89 | 11.24% |
|
| 2679 |
FWP
2679
Falcon Wealth Planning
Ontario,
California
| $572M | +$111M | +24% | 10.2% | 52.7% | 134 | 19.4% |
|
| 2680 |
UFF
2680
USA Financial Formulas
Ada,
Michigan
| $572M | +$505M | +754% | 11.7% | 78% | 570 | 54.91% |
|
| 2681 |
CIG
2681
Cullen Investment Group
Lafayette,
Louisiana
| $571M | – | – | 9.55% | – | 172 | – |
|
| 2682 |
PA
2682
Planning Alternatives
Birmingham,
Michigan
| $571M | +$55M | +11% | 10.8% | 50.4% | 51 | 13.73% |
|
| 2683 |
CICI
2683
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $571M | +$73.3M | +15% | 11.7% | 153% | 236 | 16.1% |
|
| 2684 |
PGCM
2684
Prescott Group Capital Management
Tulsa,
Oklahoma
| $571M | +$120M | +26% | 15.9% | 124% | 193 | 30.57% |
|
| 2685 |
AFAS
2685
Acorn Financial Advisory Services
Reston,
Virginia
| $571M | +$10.5M | +2% | 11.2% | 96.9% | 257 | 11.67% |
|
| 2686 |
LF
2686
Lee Financial
Dallas,
Texas
| $570M | +$33.2M | +6% | 9.28% | 69.7% | 945 | 20.53% |
|
| 2687 |
GWI
2687
Grace & White Inc
Ny,
New York
| $570M | +$33.5M | +6% | 9.03% | 61.5% | 145 | 2.76% |
|
| 2688 |
FFM
2688
FengHe Fund Management
Singapore
| $570M | +$149M | +35% | 29.4% | 564% | 25 | 60% |
|
| 2689 |
ME
2689
McIlrath & Eck
Arlington,
Washington
| $569M | +$71.6M | +14% | 10.2% | 44% | 958 | 11.27% |
|
| 2690 |
AVA
2690
Atlas Venture Advisors
Boston,
Massachusetts
| $569M | +$98.3M | +21% | 21.1% | 29.2% | 5 | 0% |
|
| 2691 |
9WM
2691
9258 Wealth Management
Blue Ash,
Ohio
| $569M | +$54.3M | +11% | 10.1% | 49.6% | 339 | 13.27% |
|
| 2692 |
AI
2692
Aperture Investors
New York
| $568M | -$61.4M | -10% | 17.4% | 145% | 92 | 36.96% |
|
| 2693 |
FEG
2693
Financial Enhancement Group
Anderson,
Indiana
| $568M | +$47.9M | +9% | 9.03% | 57.5% | 134 | 29.85% |
|
| 2694 |
PRA
2694
Pine Ridge Advisers
New York
| $568M | +$94.7M | +20% | 12.1% | 80% | 27 | 3.7% |
|
| 2695 |
OWA
2695
Octavia Wealth Advisors
Cincinnati,
Ohio
| $568M | +$73.9M | +15% | 10% | 67.9% | 237 | 23.21% |
|
| 2696 |
CIG
2696
Consolidated Investment Group
Englewood,
Colorado
| $567M | +$50M | +10% | 14.8% | 140% | 67 | 5.97% |
|
| 2697 |
SHJ
2697
Sharkey, Howes & Javer
Denver,
Colorado
| $567M | +$44.7M | +9% | 9.67% | 54.6% | 122 | 14.75% |
|
| 2698 |
MIM
2698
Monashee Investment Management
Boston,
Massachusetts
| $567M | +$327M | +137% | 12.5% | 447% | 104 | 85.58% |
|
| 2699 |
AI
2699
Atom Investors
Austin,
Texas
| $566M | +$128M | +29% | 14.1% | 63.4% | 576 | 50.69% |
|
| 2700 |
GFP
2700
Gryphon Financial Partners
Columbus,
Ohio
| $566M | +$135M | +31% | 11.6% | 78.2% | 248 | 30.24% |
|