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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2751 |
OCG
2751
Opus Capital Group
Cincinnati,
Ohio
| $327M | +$44M | +16% | 13.6% | 39.5% | 120 | 17.5% |
|
| 2752 |
SWA
2752
Stratos Wealth Advisors
Beachwood,
Ohio
| $326M | +$185M | +131% | 17.6% | 52.7% | 384 | 55.21% |
|
| 2753 |
CIA
2753
Covington Investment Advisors
Ligonier,
Pennsylvania
| $326M | +$62.7M | +24% | 18.6% | 81.1% | 86 | 5.81% |
|
| 2754 |
FRM
2754
Foundation Resource Management
Little Rock,
Arkansas
| $325M | +$45.1M | +16% | 25% | 67.8% | 54 | 5.56% |
|
| 2755 |
MW
2755
Marcum Wealth
Cleveland,
Ohio
| $325M | +$66.8M | +26% | 18.3% | 20% | 124 | 26.61% |
|
| 2756 |
EFS
2756
Essex Financial Services
Essex,
Connecticut
| $324M | +$43.8M | +16% | 20.5% | 73.2% | 268 | 18.28% |
|
| 2757 |
TCMI
2757
Technology Crossover Management IX
Menlo Park,
California
| $324M | +$126M | +63% | 71% | 41% | 4 | 0% |
|
| 2758 |
GA
2758
GFS Advisors
Houston,
Texas
| $324M | +$3.97M | +1% | 17.7% | 74.3% | 130 | 16.15% |
|
| 2759 |
PAM
2759
Paradigm Asset Management
New York
| $324M | +$65.5M | +25% | 13.4% | 51.6% | 430 | 30.93% |
|
| 2760 |
DDSF
2760
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $324M | +$14.5M | +5% | 4.74% | 1.41% | 3 | 0% |
|
| 2761 |
VCP
2761
Vestar Capital Partners
New York
| $324M | +$46.9M | +17% | 16.9% | – | 1 | 0% |
|
| 2762 |
SAM
2762
Sandbar Asset Management
London,
United Kingdom
| $324M | +$177M | +120% | 23.7% | 128% | 53 | 62.26% |
|
| 2763 |
TF
2763
TimeScale Financial
Danvers,
Massachusetts
| $323M | +$2.07M | +0.6% | 17.3% | 31.3% | 497 | 9.66% |
|
| 2764 |
CG
2764
Compass Group
New York
| $323M | +$97.1M | +43% | 56.8% | 64.6% | 17 | 17.65% |
|
| 2765 |
RA
2765
RR Advisors
Dallas,
Texas
| $323M | +$92.1M | +40% | 60.3% | 113% | 26 | 50% |
|
| 2766 |
AIA
2766
Ally Invest Advisors
Charlotte,
North Carolina
| $323M | +$56.9M | +21% | 13.5% | 32.2% | 17 | 5.88% |
|
| 2767 |
ODCM
2767
Old Dominion Capital Management
Charlottesville,
Virginia
| $323M | +$80.4M | +33% | 14.8% | 45.9% | 152 | 19.08% |
|
| 2768 |
PA
2768
Probity Advisors
Dallas,
Texas
| $323M | +$50.6M | +19% | 15.6% | 41.2% | 174 | 10.34% |
|
| 2769 |
GFP
2769
Gryphon Financial Partners
Columbus,
Ohio
| $323M | +$51.1M | +19% | 20.9% | 78.2% | 159 | 23.9% |
|
| 2770 |
MC
2770
Martin & Co
Knoxville,
Tennessee
| $322M | +$43M | +15% | 21.5% | 57.2% | 122 | 5.74% |
|
| 2771 |
NI
2771
Natural Investments
Windsor,
California
| $322M | +$3.14M | +1% | 1.11% | – | 3 | 66.67% |
|
| 2772 |
MP
2772
Makaira Partners
La Jolla,
California
| $322M | -$33.4M | -9% | 33.6% | 22% | 12 | 16.67% |
|
| 2773 |
HCM
2773
Hutchinson Capital Management
San Rafael,
California
| $322M | +$19.6M | +6% | 16.2% | 46.5% | 69 | 13.04% |
|
| 2774 |
SVCP
2774
Silicon Valley Capital Partners
San Jose,
California
| $322M | +$71.8M | +29% | 26.9% | 75.5% | 39 | 12.82% |
|
| 2775 |
GWS
2775
Glassman Wealth Services
Vienna,
Virginia
| $322M | +$62.4M | +24% | 22% | 56.4% | 1,679 | 28.95% |
|