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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2851 |
LPWM
2851
Lake Point Wealth Management
Rockwall,
Texas
| $288M | +$20.5M | +8% | 3.23% | – | 1,058 | 42.91% |
|
| 2852 |
GKFF
2852
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $288M | -$6.54M | -2% | 11.2% | 75.9% | 21 | 4.76% |
|
| 2853 |
ADL
2853
Asset Dedication LLC
San Francisco,
California
| $287M | +$43.7M | +18% | 10.4% | 54.3% | 669 | 17.64% |
|
| 2854 |
X
2854
Xponance
Philadelphia,
Pennsylvania
| $287M | +$30.2M | +12% | 9.58% | 110% | 70 | 22.86% |
|
| 2855 |
BCM
2855
BlueMar Capital Management
Miami,
Florida
| $287M | +$113M | +65% | 21.8% | 27.4% | 63 | 53.97% |
|
| 2856 |
AC
2856
Albar Capital
London,
United Kingdom
| $287M | +$190M | +196% | 14.6% | 163% | 39 | 89.74% |
|
| 2857 |
SC
2857
Spinnaker Capital
Boston,
Massachusetts
| $287M | +$5.84M | +2% | 18.8% | 12.4% | 2 | 0% |
|
| 2858 |
KJHP
2858
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $287M | +$123M | +75% | 15.3% | 122% | 175 | 36.57% |
|
| 2859 |
CBA
2859
Coastal Bridge Advisors
Westport,
Connecticut
| $286M | +$33.1M | +13% | 9.18% | 67.4% | 147 | 25.17% |
|
| 2860 |
CPH
2860
C Partners Holding
Zurich,
Switzerland
| $286M | +$35.5M | +14% | 26% | 31.6% | 23 | 0% |
|
| 2861 |
DCP
2861
Diameter Capital Partners
New York
| $286M | +$66.6M | +30% | 15% | 415% | 28 | 78.57% |
|
| 2862 |
FFM
2862
Fullerton Fund Management
Singapore
| $286M | +$110M | +62% | 27.8% | 323% | 33 | 15.15% |
|
| 2863 |
HAIM
2863
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $286M | +$39.8M | +16% | 15.7% | 76.1% | 167 | 8.98% |
|
| 2864 |
PGA
2864
Portland Global Advisors
Portland,
Maine
| $285M | +$36.2M | +15% | 12.6% | 32.8% | 107 | 9.35% |
|
| 2865 |
IWA
2865
IBEX Wealth Advisors
Bedminster,
New Jersey
| $285M | +$66.3M | +30% | 13.5% | 221% | 107 | 41.12% |
|
| 2866 |
VCM
2866
Virtue Capital Management
Brentwood,
Tennessee
| $285M | +$70.7M | +33% | 5.55% | 61.9% | 128 | 40.63% |
|
| 2867 |
TAT
2867
TD Ameritrade Trust
Denver,
Colorado
| $285M | +$45.6M | +19% | 10.7% | 21.7% | 22 | 13.64% |
|
| 2868 |
GHAM
2868
Gilman Hill Asset Management
New Canaan,
Connecticut
| $285M | +$46.9M | +20% | 13.7% | 50.7% | 196 | 16.33% |
|
| 2869 |
KCP
2869
KDI Capital Partners
Raleigh,
North Carolina
| $284M | -$10.2M | -3% | 12.4% | 77.1% | 58 | 37.93% |
|
| 2870 |
CC
2870
Cognios Capital
Leawood,
Kansas
| $284M | +$36.3M | +15% | 12.9% | 28.5% | 166 | 41.57% |
|
| 2871 |
RR
2871
Robotti Robert
| $283M | +$27.9M | +11% | 13.4% | 149% | 71 | 18.31% |
|
| 2872 |
CAM
2872
Crestone Asset Management
Boulder,
Colorado
| $283M | +$17.2M | +6% | 15.7% | 6.65% | 50 | 16% |
|
| 2873 |
MCM
2873
Mitchell Capital Management
Leawood,
Kansas
| $283M | +$46.3M | +20% | 16.1% | 155% | 128 | 13.28% |
|
| 2874 |
VFP
2874
Verus Financial Partners
Richmond,
Virginia
| $283M | +$4.28M | +2% | 10.2% | 41.6% | 57 | 15.79% |
|
| 2875 |
APG
2875
Andrew P. Goldfarb
| $283M | +$21M | +8% | 19.2% | – | 3 | 0% |
|