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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 |
TCM
2776
Tybourne Capital Management
Hong Kong
| $585M | -$86.2M | -13% | 8.19% | 109% | 42 | 26.19% |
|
| 2777 |
CPC
2777
Consolidated Planning Corp
Atlanta,
Georgia
| $585M | +$47.8M | +9% | 9.86% | 82.3% | 196 | 20.92% |
|
| 2778 |
KFS
2778
Kurt F. Somerville
| $585M | +$53.6M | +10% | 10.9% | 62.7% | 102 | 8.82% |
|
| 2779 |
BWM
2779
Bulltick Wealth Management
Miami,
Florida
| $584M | +$144M | +33% | 7.09% | 52.2% | 121 | 24.79% |
|
| 2780 |
FIG
2780
Fortress Investment Group
New York
| $584M | -$256M | -30% | 0.59% | 83% | 17 | 23.53% |
|
| 2781 |
RBC
2781
Roble Belko & Company
Sewickley,
Pennsylvania
| $583M | +$50.8M | +10% | 6.06% | 53.3% | 379 | 14.51% |
|
| 2782 |
MC
2782
McMorgan & Co
San Francisco,
California
| $582M | -$20.6M | -3% | 4.29% | 22.5% | 52 | 0% |
|
| 2783 |
CC
2783
Cadinha & Co
Honolulu,
Hawaii
| $582M | -$44.5M | -7% | 12.8% | 123% | 101 | 11.88% |
|
| 2784 |
CPI
2784
Crestview Partners II
New York
| $582M | +$102M | +21% | 21.5% | 124% | 3 | 0% |
|
| 2785 |
TWP
2785
Total Wealth Planning
Cincinnati,
Ohio
| $582M | +$30.3M | +6% | 4.23% | 37.2% | 91 | 2.2% |
|
| 2786 |
SWM
2786
Sendero Wealth Management
San Antonio,
Texas
| $582M | +$51.2M | +10% | 11.2% | 77.4% | 159 | 9.43% |
|
| 2787 |
WP
2787
Waycross Partners
Louisville,
Kentucky
| $581M | +$48.1M | +9% | 15.9% | 78.9% | 84 | 19.05% |
|
| 2788 |
GBL
2788
Groupe Bruxelles Lambert
Brussels,
Belgium
| $581M | -$281M | -33% | 32.6% | – | 1 | 0% |
|
| 2789 |
IWP
2789
Insight Wealth Partners
Plano,
Texas
| $581M | +$3.92M | +0.7% | 5.82% | 38.9% | 88 | 12.5% |
|
| 2790 |
HFS
2790
Howard Financial Services
Dallas,
Texas
| $581M | +$61.8M | +12% | 6.23% | 50.2% | 167 | 11.98% |
|
| 2791 |
HDIM
2791
Hanson & Doremus Investment Management
Burlington,
Vermont
| $580M | +$50.6M | +10% | 7.31% | 80.8% | 535 | 23.55% |
|
| 2792 |
MC
2792
Montag & Caldwell
Atlanta,
Georgia
| $580M | +$7.12M | +1% | 11.9% | 91.3% | 88 | 13.64% |
|
| 2793 |
CICI
2793
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $580M | +$8.76M | +2% | 15% | 153% | 225 | 6.22% |
|
| 2794 |
CANC
2794
Culbertson A N & Co
Charlottesville,
Virginia
| $579M | +$41.6M | +8% | 8.31% | 80.7% | 124 | 5.65% |
|
| 2795 |
EAM
2795
EFG Asset Management
Portland,
Oregon
| $579M | +$51.8M | +10% | 16.2% | 211% | 202 | 14.85% |
|
| 2796 |
KPF
2796
K2 Principal Fund
Toronto,
Ontario, Canada
| $579M | -$206M | -26% | 9.18% | 71.7% | 345 | 66.09% |
|
| 2797 |
JPMIA
2797
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $578M | +$73.4M | +15% | 19% | 141% | 73 | 2.74% |
|
| 2798 |
LOPW
2798
Live Oak Private Wealth
Wilmington,
North Carolina
| $578M | +$45.5M | +9% | 7.92% | 65% | 174 | 6.32% |
|
| 2799 |
FFL
2799
Flat Footed LLC
Wilson,
Wyoming
| $577M | -$356M | -38% | 16.7% | 195% | 23 | 65.22% |
|
| 2800 |
MAM
2800
Marquette Asset Management
Minneapolis,
Minnesota
| $577M | +$33.9M | +6% | 6.62% | 63.5% | 214 | 18.22% |
|