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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2726 |
NI
2726
NFC Investments
Memphis,
Tennessee
| $223M | +$10.3M | +5% | 10.7% | – | 42 | 11.9% |
|
| 2727 |
FC
2727
FIC Capital
New York
| $223M | +$11.6M | +5% | 6.62% | 49.7% | 126 | 11.11% |
|
| 2728 |
BCM
2728
BlueMar Capital Management
Miami,
Florida
| $223M | +$15.3M | +7% | 7.78% | 27.4% | 83 | 54.22% |
|
| 2729 |
TP
2729
Truvvo Partners
New York
| $223M | +$28M | +14% | 8.43% | 21.1% | 129 | 15.5% |
|
| 2730 |
SG
2730
Strid Group
Newtown Square,
Pennsylvania
| $222M | -$16.3M | -7% | 2.53% | 50.4% | 56 | 62.5% |
|
| 2731 |
NCMW
2731
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $222M | -$1.67M | -0.7% | 5.38% | 12.8% | 157 | 28.03% |
|
| 2732 |
ZCA
2732
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $222M | +$41.9M | +23% | 3.04% | 41% | 83 | 80.72% |
|
| 2733 |
FFWA
2733
FRG Family Wealth Advisors
Bellevue,
Washington
| $222M | +$770K | +0.3% | 2.82% | 76.4% | 128 | 7.03% |
|
| 2734 |
CWA
2734
Cypress Wealth Advisors
San Francisco,
California
| $222M | +$19.3M | +10% | 4.05% | 29.3% | 216 | 16.2% |
|
| 2735 |
RAM
2735
Roanoke Asset Management
Jersey City,
New Jersey
| $221M | +$5.68M | +3% | 7.42% | 50.3% | 106 | 4.72% |
|
| 2736 |
CBN
2736
Cadence Bank NA
Houston,
Texas
| $221M | +$18.2M | +9% | 0.97% | 33.3% | 139 | 12.95% |
|
| 2737 |
FPCP
2737
Fort Point Capital Partners
San Francisco,
California
| $221M | +$14.6M | +7% | 5.47% | 53.4% | 158 | 29.75% |
|
| 2738 |
UF
2738
Univest Financial
Souderton,
Pennsylvania
| $221M | +$1.52M | +0.7% | 3.63% | 60.6% | 95 | 7.37% |
|
| 2739 |
PCM
2739
Proxima Capital Management
New York
| $221M | -$34.6M | -14% | 18.4% | 20.7% | 39 | 20.51% |
|
| 2740 |
CS
2740
Credential Securities
Vancouver,
| $221M | +$28.1M | +15% | 4.19% | 32.5% | 265 | 8.3% |
|
| 2741 |
CL
2741
Chubb Ltd
Zurich,
Switzerland
| $221M | -$10.8M | -5% | 5.04% | 64.2% | 26 | 7.69% |
|
| 2742 |
PAS
2742
Point72 Asia (Singapore)
Singapore
| $220M | +$15.6M | +8% | 21.4% | – | 28 | 82.14% |
|
| 2743 |
IMIM
2743
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $220M | +$15.2M | +7% | 10.4% | 39.9% | 53 | 7.55% |
|
| 2744 |
CPA
2744
Cowen Prime Advisors
New York
| $220M | +$14.4M | +7% | 10.9% | 116% | 281 | 19.93% |
|
| 2745 |
MCM
2745
McRae Capital Management
Morristown,
New Jersey
| $220M | +$3.81M | +2% | 5.05% | 59.2% | 102 | 5.88% |
|
| 2746 |
CC
2746
Corsair Capital
New York
| $220M | +$23.1M | +12% | 7.54% | 17.1% | 3 | 33.33% |
|
| 2747 |
CIA
2747
Covington Investment Advisors
Ligonier,
Pennsylvania
| $220M | -$6.81M | -3% | 1.24% | 81.1% | 88 | 5.68% |
|
| 2748 |
MHS
2748
M Holdings Securities
Portland,
Oregon
| $219M | +$24.1M | +12% | 3.05% | 68.2% | 269 | 14.5% |
|
| 2749 |
HCM
2749
Harvest Capital Management
Concord,
New Hampshire
| $219M | +$5.75M | +3% | 2.16% | 19.5% | 91 | 10.99% |
|
| 2750 |
VEPM
2750
Vista Equity Partners Management
San Francisco,
California
| $219M | -$9.84M | -4% | 24.3% | 26.5% | 28 | 25% |
|