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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2701 |
B
2701
Bensler
Bellevue,
Washington
| $527M | +$31.3M | +6% | 7.87% | 106% | 165 | 14.55% |
|
| 2702 |
IEFM
2702
IQ EQ Fund Management
Dublin 2,
Ireland
| $526M | +$5.02M | +1% | 3.35% | 68.8% | 261 | 12.26% |
|
| 2703 |
CC
2703
Chanos & Company
New York
| $526M | -$1.93M | -0.4% | 11.7% | – | 89 | 46.07% |
|
| 2704 |
SA
2704
Strategic Advisors
New York
| $525M | +$31.1M | +6% | 8.77% | 87.3% | 213 | 12.21% |
|
| 2705 |
KFS
2705
Kurt F. Somerville
| $525M | -$23.3M | -4% | 7.34% | 62.7% | 106 | 1.89% |
|
| 2706 |
BBNA
2706
Bremer Bank National Association
St Paul,
Minnesota
| $524M | +$7.29M | +1% | 8.11% | 37.4% | 203 | 7.39% |
|
| 2707 |
DLCIG
2707
D.L. Carlson Investment Group
Concord,
New Hampshire
| $524M | +$82.8M | +19% | 7.53% | 99% | 164 | 35.37% |
|
| 2708 |
MCM
2708
Makena Capital Management
Menlo Park,
California
| $523M | -$4.01M | -0.8% | 7.8% | 74.3% | 46 | 17.39% |
|
| 2709 |
SFA
2709
Souders Financial Advisors
Cincinnati,
Ohio
| $523M | +$52.4M | +11% | 4.98% | 45.5% | 153 | 9.8% |
|
| 2710 |
AF
2710
Atlas FRM
Greenwich,
Connecticut
| $523M | +$20.8M | +4% | 9.31% | 17.9% | 9 | 22.22% |
|
| 2711 |
IL
2711
Investure LLC
Charlottesville,
Virginia
| $523M | -$14.7M | -3% | 7.38% | 46.1% | 13 | 0% |
|
| 2712 |
IWS
2712
Insight Wealth Strategies
San Ramon,
California
| $523M | +$12.5M | +2% | 2.96% | 79.5% | 142 | 8.45% |
|
| 2713 |
DWP
2713
Destiny Wealth Partners
Tavares,
Florida
| $522M | +$39.1M | +8% | 4.44% | 51.9% | 199 | 22.61% |
|
| 2714 |
BIM
2714
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $522M | +$36.7M | +8% | 12% | 48.4% | 100 | 7% |
|
| 2715 |
IWA
2715
Inspirion Wealth Advisors
Libertyville,
Illinois
| $522M | +$23.3M | +5% | 3.36% | 47% | 147 | 9.52% |
|
| 2716 |
IAS
2716
Insigneo Advisory Services
Miami,
Florida
| $522M | +$208M | +66% | 9.89% | 94.1% | 360 | 27.78% |
|
| 2717 |
PCM
2717
Polus Capital Management
London,
United Kingdom
| $520M | -$20.8M | -4% | 2.76% | – | 17 | 47.06% |
|
| 2718 |
PAM
2718
Private Asset Management
San Diego,
California
| $520M | -$86.3M | -14% | 6.32% | 38.2% | 141 | 6.38% |
|
| 2719 |
LA
2719
LVW Advisors
Pittsford,
New York
| $520M | +$8.35M | +2% | 5.4% | 71.5% | 244 | 22.13% |
|
| 2720 |
EWM
2720
Evermay Wealth Management
Arlington,
Virginia
| $520M | +$24.1M | +5% | 6.63% | 56.2% | 574 | 9.93% |
|
| 2721 |
JCI
2721
Jet Capital Investors
New York
| $519M | +$223M | +76% | 12.5% | 147% | 35 | 74.29% |
|
| 2722 |
IA
2722
Inspire Advisors
Meridian,
Idaho
| $519M | +$82.4M | +19% | 3.07% | 44% | 270 | 34.07% |
|
| 2723 |
AGA
2723
Arkos Global Advisors
Houston,
Texas
| $518M | +$23.4M | +5% | 2.3% | 37.2% | 105 | 15.24% |
|
| 2724 |
PAMG
2724
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $518M | -$28.3M | -5% | 7.38% | 109% | 221 | 9.95% |
|
| 2725 |
IR
2725
IAT Reinsurance
New York
| $518M | +$28.9M | +6% | 2.6% | 22.4% | 85 | 9.41% |
|