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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 |
AA
2726
Apriem Advisors
Irvine,
California
| $319M | -$58.6M | -16% | 2.01% | 62% | 141 | 17.73% |
|
| 2727 |
BO
2727
Bach Option
Wanchai,
Hong Kong
| $319M | +$82.7M | +35% | 2.29% | 30.6% | 120 | 63.33% |
|
| 2728 |
FPS
2728
Fieldpoint Private Securities
Greenwich,
Connecticut
| $319M | +$77.6M | +32% | 4.11% | 47.2% | 722 | 49.45% |
|
| 2729 |
PM
2729
Precept Management
Dallas,
Texas
| $319M | +$97.1M | +44% | 9.13% | 110% | 87 | 59.77% |
|
| 2730 |
SNT
2730
Security National Trust
Wheeling,
West Virginia
| $318M | +$6.71M | +2% | 3.54% | 58.3% | 383 | 5.74% |
|
| 2731 |
GAG
2731
GM Advisory Group
Melville,
New York
| $318M | +$14M | +5% | 3.97% | 53.6% | 115 | 6.09% |
|
| 2732 |
GIPM
2732
G2 Investment Partners Management
New York
| $318M | -$7.08M | -2% | 15.2% | 773% | 81 | 54.32% |
|
| 2733 |
MC
2733
MSD Capital
New York
| $317M | +$228M | +255% | 9.88% | 19.8% | 4 | 25% |
|
| 2734 |
VMI
2734
VHCP Management II
New York
| $317M | -$24.6M | -7% | 13.5% | 2,334% | 22 | 9.09% |
|
| 2735 |
FA
2735
FCG Advisors
Chatham,
New Jersey
| $317M | +$14.9M | +5% | 2.54% | 19.7% | 160 | 8.75% |
|
| 2736 |
GP
2736
Greenline Partners
New York
| $317M | +$11.7M | +4% | 3.27% | 63.4% | 65 | 9.23% |
|
| 2737 |
ANBT
2737
American National Bank & Trust
Wichita Falls,
Texas
| $317M | +$741K | +0.2% | 4.61% | 95.1% | 164 | 14.02% |
|
| 2738 |
CCB
2738
Cutter & Co Brokerage
Ballwin,
Missouri
| $317M | -$35.1M | -10% | 3.67% | 40.4% | 314 | 10.83% |
|
| 2739 |
TCP
2739
ThornTree Capital Partners
Boston,
Massachusetts
| $317M | -$31.2M | -9% | 4.75% | 206% | 19 | 31.58% |
|
| 2740 |
SCM
2740
Spyglass Capital Management
San Francisco,
California
| $317M | +$58.1M | +22% | 0.5% | 119% | 27 | 7.41% |
|
| 2741 |
SLT
2741
St Louis Trust
Saint Louis,
Missouri
| $316M | +$5.83M | +2% | 2.32% | 52.3% | 78 | 2.56% |
|
| 2742 |
CBOR
2742
Community Bank of Raymore
Raymore,
Missouri
| $316M | -$236K | -0.1% | 0.74% | 89.6% | 56 | 5.36% |
|
| 2743 |
AI
2743
ArchPoint Investors
Coral Gables,
Florida
| $316M | -$18.4M | -5% | 3.24% | 98.2% | 143 | 13.99% |
|
| 2744 |
UF
2744
Univest Financial
Souderton,
Pennsylvania
| $316M | +$10.8M | +4% | 4.47% | 60.6% | 114 | 5.26% |
|
| 2745 |
TPC
2745
Tiger Pacific Capital
New York
| $316M | +$20.7M | +7% | 7.45% | 69.6% | 16 | 43.75% |
|
| 2746 |
MIG
2746
McGuire Investment Group
Wakefield,
Rhode Island
| $316M | +$10.5M | +3% | 3.74% | 184% | 95 | 5.26% |
|
| 2747 |
HDIM
2747
Hanson & Doremus Investment Management
Burlington,
Vermont
| $315M | +$11.7M | +4% | 2.36% | 80.8% | 501 | 16.17% |
|
| 2748 |
KCM
2748
Karp Capital Management
Sausalito,
California
| $315M | +$34M | +12% | 3.89% | 21.3% | 117 | 17.95% |
|
| 2749 |
GSWM
2749
Golden State Wealth Management
Santa Ana,
California
| $315M | +$15.9M | +5% | 3.05% | – | 1,205 | 15.02% |
|
| 2750 |
AIS
2750
American Investment Services
Great Barrington,
Massachusetts
| $315M | +$718K | +0.2% | 1.98% | 59.4% | 136 | 8.09% |
|