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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2826 |
SDH
2826
Sloy Dahl & Holst
Vancouver,
Washington
| $419M | -$183M | -30% | 29.1% | 131% | 83 | 16.87% |
|
| 2827 |
FTC
2827
Farmers Trust Company
Youngstown,
Ohio
| $419M | -$47M | -10% | 12.6% | 73.5% | 165 | 10.91% |
|
| 2828 |
GC
2828
GGV Capital
Menlo Park,
California
| $419M | -$303M | -42% | 32.5% | 49.3% | 16 | 25% |
|
| 2829 |
PBCM
2829
Point Break Capital Management
Miami,
Florida
| $418M | -$726M | -63% | 45.3% | – | 15 | 26.67% |
|
| 2830 |
ANBT
2830
American National Bank & Trust
Wichita Falls,
Texas
| $418M | -$85.5M | -17% | 13.6% | 95.1% | 463 | 13.61% |
|
| 2831 |
SFWA
2831
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $418M | -$76.4M | -15% | 10.2% | 61.5% | 146 | 19.18% |
|
| 2832 |
SIG
2832
Sky Investment Group
Hartford,
Connecticut
| $418M | -$55.8M | -12% | 9.23% | 68% | 129 | 3.88% |
|
| 2833 |
KWMG
2833
King Wealth Management Group
Naples,
Florida
| $418M | -$91.6M | -18% | 13.8% | 75.4% | 186 | 21.51% |
|
| 2834 |
GBT
2834
Grove Bank & Trust
Miami,
Florida
| $418M | -$90.8M | -18% | 13.1% | 71.8% | 233 | 12.45% |
|
| 2835 |
SC
2835
Saltoro Capital
Dallas,
Texas
| $417M | -$10M | -2% | 6.57% | 130% | 96 | 68.75% |
|
| 2836 |
SI
2836
Symmetry Investments
St Helier,
Jersey
| $417M | -$267M | -39% | 17.4% | 140% | 145 | 65.52% |
|
| 2837 |
BWP
2837
BSW Wealth Partners
Boulder,
Colorado
| $417M | +$21.7M | +5% | 12.9% | 75.4% | 316 | 19.3% |
|
| 2838 |
DSC
2838
Duncker Streett & Co
St. Louis,
Missouri
| $417M | -$85.5M | -17% | 13.2% | 90.9% | 501 | 3.59% |
|
| 2839 |
GPP
2839
Great Point Partners
Greenwich,
Connecticut
| $417M | +$3.18M | +0.8% | 8.19% | 554% | 43 | 48.84% |
|
| 2840 |
MP
2840
Marcho Partners
London,
United Kingdom
| $417M | -$406M | -49% | 29.9% | 112% | 14 | 21.43% |
|
| 2841 |
AMG
2841
Asset Management Group
Stamford,
Connecticut
| $417M | -$61.2M | -13% | 13.8% | 45% | 125 | 6.4% |
|
| 2842 |
LS
2842
Liquid Strategies
Atlanta,
Georgia
| $416M | -$145M | -26% | 12.1% | 46.8% | 7 | 0% |
|
| 2843 |
JPMIA
2843
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $416M | -$75.6M | -15% | 13.2% | 141% | 69 | 1.45% |
|
| 2844 |
ASI
2844
All-Stars Investment
Hong Kong
| $415M | +$83.1M | +25% | 35.7% | 19.4% | 4 | 25% |
|
| 2845 |
WAM
2845
Winslow Asset Management
Beachwood,
Ohio
| $414M | -$92.1M | -18% | 15.2% | 83.3% | 88 | 11.36% |
|
| 2846 |
HI
2846
Human Investing
Lake Oswego,
Oregon
| $414M | -$38.4M | -8% | 10.6% | 52% | 125 | 16% |
|
| 2847 |
MAM
2847
Mark Asset Management
New York
| $414M | -$267M | -39% | 26.6% | 234% | 58 | 39.66% |
|
| 2848 |
LWANC
2848
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $414M | -$62.2M | -13% | 11.5% | 63.3% | 723 | 15.77% |
|
| 2849 |
MWM
2849
Marietta Wealth Management
Marietta,
Georgia
| $414M | -$64.6M | -14% | 14.4% | 74.7% | 119 | 15.97% |
|
| 2850 |
SV
2850
Sapphire Ventures
Austin,
Texas
| $413M | -$121M | -23% | 24.9% | 20.2% | 12 | 16.67% |
|