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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2776 |
PA
2776
Procyon Advisors
Shelton,
Connecticut
| $409M | -$45.1M | -10% | 5.48% | 84.2% | 338 | 11.83% |
|
| 2777 |
WDL
2777
Well Done LLC
Holland,
Michigan
| $409M | -$45.6M | -10% | 5.59% | 77% | 182 | 15.38% |
|
| 2778 |
RWB
2778
RMR Wealth Builders
Montclair,
New Jersey
| $409M | +$7.5M | +2% | 4.67% | 81.6% | 216 | 19.91% |
|
| 2779 |
HPCM
2779
Hunter Perkins Capital Management
Lombard,
Illinois
| $409M | -$25.8M | -6% | 5.96% | 58% | 101 | 30.69% |
|
| 2780 |
SMH
2780
Sanders Morris Harris
Houston,
Texas
| $408M | -$48.8M | -11% | 5.24% | 83.1% | 319 | 18.18% |
|
| 2781 |
CCG
2781
Chatham Capital Group
Savannah,
Georgia
| $408M | -$34.2M | -8% | 4.31% | 89.9% | 181 | 8.29% |
|
| 2782 |
DAM
2782
Deltec Asset Management
New York
| $407M | -$19.3M | -5% | 1.91% | 128% | 256 | 19.14% |
|
| 2783 |
MWM
2783
Madison Wealth Management
Cincinnati,
Ohio
| $407M | -$4.84M | -1% | 4.6% | 35.1% | 167 | 7.19% |
|
| 2784 |
BWP
2784
BSW Wealth Partners
Boulder,
Colorado
| $407M | -$10.1M | -2% | 5.06% | 75.4% | 304 | 20.72% |
|
| 2785 |
FCP
2785
Fine Capital Partners
New York
| $406M | -$69.3M | -15% | 8.89% | 95.5% | 3 | 33.33% |
|
| 2786 |
NRI
2786
NFP Retirement Inc
Aliso Viejo,
California
| $406M | +$11.4M | +3% | 5.53% | 38.9% | 238 | 10.92% |
|
| 2787 |
HIM
2787
Herald Investment Management
London,
United Kingdom
| $406M | -$24.9M | -6% | 0.21% | 493% | 109 | 10.09% |
|
| 2788 |
SSA
2788
South Street Advisors
New York
| $406M | -$33.4M | -8% | 3.48% | 140% | 76 | 14.47% |
|
| 2789 |
MAM
2789
Mark Asset Management
New York
| $406M | -$8.27M | -2% | 0.42% | 234% | 54 | 29.63% |
|
| 2790 |
FFWA
2790
FRG Family Wealth Advisors
Bellevue,
Washington
| $405M | -$27.9M | -6% | 4.86% | 76.4% | 142 | 4.93% |
|
| 2791 |
AG
2791
Advocate Group
Minnetonka,
Minnesota
| $405M | -$24.9M | -6% | 6.7% | 47.3% | 114 | 4.39% |
|
| 2792 |
GFA
2792
Gifford Fong Associates
Lafayette,
California
| $404M | -$24.9M | -6% | 5.74% | 180% | 140 | 0.71% |
|
| 2793 |
MAG
2793
Mass Ave Global
New York
| $404M | +$37.6M | +10% | 2.02% | – | 48 | 58.33% |
|
| 2794 |
XT
2794
XTX Topco
George Town,
Cayman Islands
| $404M | +$159M | +65% | 6.74% | 70.4% | 1,512 | 75.99% |
|
| 2795 |
BEC
2795
Blue Edge Capital
Richmond,
Virginia
| $404M | -$26.5M | -6% | 4.51% | 53.5% | 108 | 7.41% |
|
| 2796 |
GBT
2796
Grove Bank & Trust
Miami,
Florida
| $404M | -$14.1M | -3% | 5.22% | 71.8% | 214 | 6.54% |
|
| 2797 |
GA
2797
Gateway Advisory
Westfield,
New Jersey
| $403M | +$168M | +72% | 1.7% | 26% | 94 | 50% |
|
| 2798 |
CPI
2798
Crestview Partners III
New York
| $403M | -$189M | -32% | 31.7% | 5.73% | 2 | 0% |
|
| 2799 |
RSVP
2799
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $403M | -$43.3M | -10% | 4.6% | 54.6% | 90 | 13.33% |
|
| 2800 |
PA
2800
Probity Advisors
Dallas,
Texas
| $403M | -$28.9M | -7% | 4.86% | 55.8% | 183 | 9.84% |
|