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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 |
TIP
2776
Torray Investment Partners
Bethesda,
Maryland
| $737M | +$48.2M | +7% | 8.24% | 82.4% | 109 | 18.35% |
|
| 2777 |
FNA
2777
First National Advisers
Omaha,
Nebraska
| $737M | +$54M | +8% | 8.44% | 87.9% | 232 | 6.47% |
|
| 2778 |
TVAMP
2778
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $737M | +$343M | +87% | 7.44% | 50.5% | 185 | 56.22% |
|
| 2779 |
GHCMRT
2779
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $736M | +$16.1M | +2% | 2.31% | 55.6% | 2 | 0% |
|
| 2780 |
CC
2780
Cadinha & Co
Honolulu,
Hawaii
| $736M | +$133M | +22% | 7.55% | 123% | 106 | 9.43% |
|
| 2781 |
UCMOK
2781
United Capital Management of KS
Salina,
Kansas
| $735M | +$97.1M | +15% | 16.4% | 231% | 129 | 25.58% |
|
| 2782 |
VCM
2782
Versant Capital Management
Phoenix,
Arizona
| $735M | +$76.2M | +12% | 10.2% | 82.4% | 2,736 | 7.53% |
|
| 2783 |
BCM
2783
Benchstone Capital Management
New York
| $733M | -$400M | -35% | 7.51% | – | 43 | 55.81% |
|
| 2784 |
WI
2784
Wahed Invest
New York
| $732M | +$75.3M | +11% | 13.6% | 95.1% | 238 | 14.71% |
|
| 2785 |
IA
2785
Intellus Advisors
Naples,
Florida
| $731M | +$60.5M | +9% | 10.4% | – | 145 | 14.48% |
|
| 2786 |
CFS
2786
CRA Financial Services
Northfield,
New Jersey
| $731M | +$76.8M | +12% | 8.41% | 78.9% | 298 | 8.05% |
|
| 2787 |
SIC
2787
SJS Investment Consulting
Sylvania,
Ohio
| $731M | +$100M | +16% | 6.51% | 63.8% | 1,705 | 13.37% |
|
| 2788 |
PCOC
2788
Power Corp of Canada
Montreal, Quebec,
Canada
| $730M | -$22.7M | -3% | 3.02% | 14.3% | 1 | 0% |
|
| 2789 |
AI
2789
Aperture Investors
New York
| $730M | -$36.5M | -5% | 9.56% | 145% | 101 | 37.62% |
|
| 2790 |
BWS
2790
Buck Wealth Strategies
Denver,
Colorado
| $730M | +$73.2M | +11% | 4.99% | 42% | 178 | 17.98% |
|
| 2791 |
CCA
2791
Canyon Capital Advisors
Dallas,
Texas
| $729M | +$6.36M | +0.9% | 16.1% | 46.2% | 16 | 12.5% |
|
| 2792 |
HPA
2792
High Probability Advisors
Pittsford,
New York
| $729M | +$60.6M | +9% | 5.28% | 49.7% | 65 | 7.69% |
|
| 2793 |
SSCM
2793
Summit Street Capital Management
New York
| $729M | +$123M | +20% | 21.9% | 144% | 32 | 12.5% |
|
| 2794 |
CPA
2794
Capital Planning Advisors
Roseville,
California
| $728M | +$46.3M | +7% | 7.61% | 64.2% | 154 | 18.18% |
|
| 2795 |
FM
2795
Family Management
New York
| $727M | +$59M | +9% | 7.47% | 58.5% | 278 | 22.3% |
|
| 2796 |
VFG
2796
Victory Financial Group
Austin,
Texas
| $727M | +$97.2M | +15% | 8.26% | – | 277 | 27.44% |
|
| 2797 |
BC
2797
Brio Consultants
San Francisco,
California
| $727M | +$42.3M | +6% | 5.34% | 35.6% | 143 | 10.49% |
|
| 2798 |
MWP
2798
Meridian Wealth Partners
Exton,
Pennsylvania
| $727M | +$36.8M | +5% | 6.41% | 42.2% | 119 | 11.76% |
|
| 2799 |
LFA
2799
Legacy Financial Advisors
Covington,
Kentucky
| $726M | +$85.7M | +13% | 8.2% | 65.8% | 432 | 25.23% |
|
| 2800 |
PWG
2800
Portside Wealth Group
Provo,
Utah
| $726M | +$50.5M | +7% | 7.31% | 81.1% | 506 | 14.23% |
|