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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2801 |
CNB
2801
Camden National Bank
Camden,
Maine
| $739M | +$11.9M | +2% | 1.3% | 48.8% | 175 | 9.71% |
|
| 2802 |
CCM
2802
Canal Capital Management
Richmond,
Virginia
| $739M | +$33.9M | +5% | 0.72% | 67.8% | 224 | 23.66% |
|
| 2803 |
PWG
2803
Portside Wealth Group
Provo,
Utah
| $738M | -$5.46M | -0.7% | 0.42% | 81.1% | 527 | 24.67% |
|
| 2804 |
QI
2804
Qtron Investments
Boston,
Massachusetts
| $738M | -$31.7M | -4% | 0.1% | 111% | 457 | 14.22% |
|
| 2805 |
JJBC
2805
James J. Burns & Company
Melville,
New York
| $737M | +$12.3M | +2% | 2.44% | 52.3% | 168 | 11.9% |
|
| 2806 |
BEW
2806
Burton Enright Welch
Walnut Creek,
California
| $736M | +$25.1M | +4% | 1.53% | 62.8% | 139 | 11.51% |
|
| 2807 |
GWS
2807
Glassman Wealth Services
Vienna,
Virginia
| $736M | -$5.48M | -0.7% | 0.46% | 56.4% | 202 | 10.89% |
|
| 2808 |
TWP
2808
TFO Wealth Partners
Maumee,
Ohio
| $735M | +$67.2M | +10% | 0.58% | 52.9% | 73 | 31.51% |
|
| 2809 |
CT
2809
Colonial Trust
Spartanburg,
South Carolina
| $735M | -$14.9M | -2% | 0.31% | 61.4% | 1,176 | 10.46% |
|
| 2810 |
SI
2810
Seeds Investor
New York
| $735M | +$213M | +41% | 0.38% | – | 372 | 34.41% |
|
| 2811 |
AI
2811
Arvest Investments
Rogers,
Arkansas
| $733M | +$21.6M | +3% | 1.01% | – | 208 | 13.46% |
|
| 2812 |
ACM
2812
AIGH Capital Management
Baltimore,
Maryland
| $733M | +$320M | +77% | 56.7% | 1,034% | 51 | 49.02% |
|
| 2813 |
BM
2813
Berman McAleer
Timonium,
Maryland
| $733M | +$1.11M | +0.2% | 0.53% | – | 172 | 11.63% |
|
| 2814 |
GFI
2814
Global Frontier Investments
Charleston,
South Carolina
| $732M | +$225M | +44% | 20.9% | – | 21 | 28.57% |
|
| 2815 |
RP
2815
Rice Partnership
Honolulu,
Hawaii
| $732M | -$7.82M | -1% | 0.62% | 100% | 189 | 13.23% |
|
| 2816 |
IA
2816
Intellus Advisors
Naples,
Florida
| $732M | -$21.9M | -3% | 0.02% | – | 139 | 13.67% |
|
| 2817 |
GIC
2817
GFI Investment Counsel
Toronto,
Ontario, Canada
| $731M | -$206M | -22% | 9.39% | 46.9% | 31 | 25.81% |
|
| 2818 |
TVPW
2818
Third View Private Wealth
Westport,
Connecticut
| $730M | -$12.6M | -2% | 5.9% | – | 295 | 18.31% |
|
| 2819 |
AFAS
2819
Acorn Financial Advisory Services
Reston,
Virginia
| $730M | +$52.2M | +8% | 6.85% | 96.9% | 239 | 20.08% |
|
| 2820 |
CICC
2820
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $730M | +$9.89M | +1% | 0.56% | – | 157 | 17.2% |
|
| 2821 |
EA
2821
Enclave Advisors
Austin,
Texas
| $729M | +$23.8M | +3% | 0.36% | – | 141 | 14.18% |
|
| 2822 |
HGWM
2822
Horst & Graben Wealth Management
Portland,
Oregon
| $729M | +$66.2M | +10% | 1.51% | 55.1% | 200 | 13% |
|
| 2823 |
MWP
2823
Meridian Wealth Partners
Exton,
Pennsylvania
| $729M | +$2.99M | +0.4% | 1.38% | 42.2% | 126 | 16.67% |
|
| 2824 |
SCM
2824
SKBA Capital Management
San Francisco,
California
| $728M | +$24.1M | +3% | 4.97% | 52.3% | 81 | 3.7% |
|
| 2825 |
SDH
2825
Sloy Dahl & Holst
Vancouver,
Washington
| $728M | -$104M | -13% | 14.8% | 131% | 118 | 7.63% |
|