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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 |
BWA
2751
BlueSky Wealth Advisors
New Bern,
North Carolina
| $511M | +$637K | +0.1% | 1.02% | 42.9% | 65 | 3.08% |
|
| 2752 |
BCM
2752
Brasada Capital Management
Houston,
Texas
| $510M | +$289K | +0.1% | 3.58% | 63.5% | 162 | 21.6% |
|
| 2753 |
VDBMI
2753
Van Den Berg Management I
Austin,
Texas
| $510M | +$2.13M | +0.4% | 0.87% | 146% | 78 | 8.97% |
|
| 2754 |
TA
2754
Tectonic Advisors
Frisco,
Texas
| $509M | +$24.5M | +5% | 1.28% | 43.4% | 238 | 22.69% |
|
| 2755 |
QCM
2755
Quest Capital Management
Dallas,
Texas
| $509M | +$7.16M | +1% | 1.6% | 87.7% | 314 | 14.01% |
|
| 2756 |
MPW
2756
MA Private Wealth
San Carlos,
California
| $509M | +$6.14M | +1% | 0.62% | 57.5% | 96 | 15.63% |
|
| 2757 |
FFWA
2757
FRG Family Wealth Advisors
Bellevue,
Washington
| $509M | -$17.7M | -3% | 0.67% | 76.4% | 141 | 7.09% |
|
| 2758 |
AWM
2758
Affinity Wealth Management
Wilmington,
Delaware
| $509M | +$5.31M | +1% | 0.19% | 116% | 128 | 31.25% |
|
| 2759 |
PJSIMP
2759
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $509M | +$8.14M | +2% | 0.05% | 65.9% | 176 | 3.41% |
|
| 2760 |
CST
2760
Charles Schwab Trust
Henderson,
Nevada
| $509M | +$519K | +0.1% | 1.35% | 45.6% | 186 | 8.6% |
|
| 2761 |
TNA
2761
True North Advisors
Dallas,
Texas
| $508M | +$27.9M | +6% | 2.19% | 86.9% | 232 | 11.21% |
|
| 2762 |
KWM
2762
Keebeck Wealth Management
Chicago,
Illinois
| $507M | -$187M | -27% | 0.67% | 64.6% | 253 | 21.34% |
|
| 2763 |
TIM
2763
Tikehau Investment Management
Paris,
France
| $507M | +$3.85M | +0.8% | 2.4% | 102% | 18 | 27.78% |
|
| 2764 |
MCM
2764
Mattern Capital Management
Lakewood,
Colorado
| $507M | +$855K | +0.2% | 1.28% | 31.5% | 116 | 1.72% |
|
| 2765 |
RWA
2765
RGT Wealth Advisors
Dallas,
Texas
| $506M | -$50.1M | -9% | 0.8% | 9.35% | 58 | 13.79% |
|
| 2766 |
MIC
2766
Means Investment Company
Bangor,
Maine
| $506M | +$6.29M | +1% | 0.45% | 79.7% | 215 | 12.56% |
|
| 2767 |
RIM
2767
Rush Island Management
New York
| $506M | +$50.8M | +11% | 1.76% | 2.61% | 31 | 51.61% |
|
| 2768 |
GRIM
2768
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $506M | +$18.2M | +4% | 4.09% | 76.8% | 52 | 38.46% |
|
| 2769 |
TWP
2769
TFO Wealth Partners
Maumee,
Ohio
| $506M | +$371K | +0.1% | 1.63% | 52.9% | 196 | 57.14% |
|
| 2770 |
TFA
2770
Teamwork Financial Advisors
San Antonio,
Texas
| $506M | +$16.1M | +3% | 2.16% | 126% | 290 | 23.45% |
|
| 2771 |
MCO
2771
MAK Capital One
New York
| $506M | +$2.42M | +0.5% | 1.06% | 86% | 11 | 27.27% |
|
| 2772 |
BBNA
2772
Bremer Bank National Association
St Paul,
Minnesota
| $505M | +$38.1M | +8% | 0.03% | 37.4% | 216 | 10.19% |
|
| 2773 |
LFG
2773
Larson Financial Group
St Louis,
Missouri
| $504M | +$73.6M | +17% | 1.36% | 59.9% | 979 | 16.24% |
|
| 2774 |
RA
2774
RR Advisors
Dallas,
Texas
| $504M | -$32.2M | -6% | 4.41% | 113% | 24 | 16.67% |
|
| 2775 |
CGC
2775
Continental Grain Company
New York
| $503M | +$192M | +62% | 1.9% | 5.22% | 11 | 36.36% |
|