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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 |
MTWSIF
2826
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $609M | -$121M | -17% | 0.09% | 124% | 41 | 31.71% |
|
| 2827 |
JSL
2827
JT Stratford LLC
Gainesville,
Georgia
| $608M | +$23.5M | +4% | 4.54% | 81.3% | 331 | 26.89% |
|
| 2828 |
CCG
2828
Chatham Capital Group
Savannah,
Georgia
| $608M | -$3.69M | -0.6% | 0.37% | 89.9% | 204 | 7.84% |
|
| 2829 |
EA
2829
Enclave Advisors
Austin,
Texas
| $608M | +$17.7M | +3% | 1.72% | – | 130 | 13.85% |
|
| 2830 |
OCA
2830
Octagon Capital Advisors
New York
| $608M | -$35.2M | -5% | 16.1% | 2,555% | 49 | 46.94% |
|
| 2831 |
AFAS
2831
Acorn Financial Advisory Services
Reston,
Virginia
| $607M | +$41.9M | +7% | 5.52% | 96.9% | 221 | 13.57% |
|
| 2832 |
1SAMC
2832
12th Street Asset Management Company
Nashville,
Tennessee
| $607M | +$13.6M | +2% | 2.44% | 81.3% | 33 | 15.15% |
|
| 2833 |
TFO
2833
Tarbox Family Office
Newport Beach,
California
| $606M | -$3.91M | -0.6% | 0.98% | 49.1% | 109 | 1.83% |
|
| 2834 |
MWA
2834
Meridian Wealth Advisors
Austin,
Texas
| $606M | +$8.27M | +1% | 0.75% | 68.8% | 181 | 6.08% |
|
| 2835 |
JPMIA
2835
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $606M | -$7.07M | -1% | 3.28% | 141% | 76 | 11.84% |
|
| 2836 |
KP
2836
Kiltearn Partners
Edinburgh,
United Kingdom
| $605M | -$130M | -18% | 8.14% | 34.5% | 34 | 11.76% |
|
| 2837 |
LFA
2837
Legacy Financial Advisors
Covington,
Kentucky
| $605M | +$9.51M | +2% | 1.27% | 65.8% | 376 | 13.03% |
|
| 2838 |
NCM
2838
Nelson Capital Management
Menlo Park,
California
| $605M | +$10.7M | +2% | 2.32% | 121% | 117 | 13.68% |
|
| 2839 |
PWG
2839
Portside Wealth Group
Provo,
Utah
| $605M | +$19.1M | +3% | 2.43% | 81.1% | 447 | 18.57% |
|
| 2840 |
RCM
2840
Redwood Capital Management
New York
| $603M | -$53.4M | -8% | 0.38% | 236% | 15 | 26.67% |
|
| 2841 |
BMM
2841
Buffington Mohr McNeal
Boise,
Idaho
| $603M | -$4.94M | -0.8% | 0.6% | 29.3% | 139 | 10.79% |
|
| 2842 |
GEA
2842
Glen Eagle Advisors
Kingston,
New Jersey
| $603M | +$10.3M | +2% | 0.4% | 63% | 1,172 | 6.74% |
|
| 2843 |
CC
2843
Cadinha & Co
Honolulu,
Hawaii
| $603M | +$17.9M | +3% | 5.56% | 123% | 106 | 11.32% |
|
| 2844 |
PG
2844
Proffitt & Goodson
Knoxville,
Tennessee
| $603M | -$7.24M | -1% | 1.8% | 48.5% | 322 | 25.78% |
|
| 2845 |
WI
2845
Wahed Invest
New York
| $602M | +$39.6M | +7% | 3.29% | 95.1% | 229 | 6.99% |
|
| 2846 |
AR
2846
Advisory Research
Chicago,
Illinois
| $602M | +$38.8M | +7% | 3.49% | 123% | 165 | 13.33% |
|
| 2847 |
ERIC
2847
Eagle Rock Investment Company
Atlanta,
Georgia
| $602M | +$4.85M | +0.8% | 2.91% | 115% | 159 | 7.55% |
|
| 2848 |
TA
2848
TRB Advisors
New York
| $601M | +$57.6M | +11% | 4.04% | 42.3% | 8 | 37.5% |
|
| 2849 |
LWM
2849
Liberty Wealth Management
Oakland,
California
| $600M | +$11.4M | +2% | 0.28% | 55.5% | 247 | 14.17% |
|
| 2850 |
CCM
2850
Cohen Capital Management
Corte Madera,
California
| $599M | -$17.1M | -3% | 0.07% | 83.9% | 158 | 8.23% |
|