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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2876 |
FAG
2876
Financial Advisory Group
Houston,
Texas
| $176M | -$3.06M | -2% | 5.34% | 20.6% | 58 | 13.79% |
|
| 2877 |
MCM
2877
Moon Capital Management
New York
| $176M | +$5.09M | +3% | 4.43% | 95.6% | 36 | 63.89% |
|
| 2878 |
CWM
2878
Confluence Wealth Management
Portland,
Oregon
| $175M | +$42.9M | +32% | 3.4% | 31.9% | 135 | 42.22% |
|
| 2879 |
TJHA
2879
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $175M | +$5.15M | +3% | 4.09% | 17.9% | 336 | 29.76% |
|
| 2880 |
DCMM
2880
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| $175M | +$6.37M | +4% | 7.88% | 96.7% | 74 | 35.14% |
|
| 2881 |
BOS
2881
Bank of Stockton
Stockton,
California
| $175M | +$11.4M | +7% | 4.4% | 59.8% | 119 | 17.65% |
|
| 2882 |
LA
2882
Lynch & Associates
Newburgh,
Indiana
| $175M | +$5.59M | +3% | 4.15% | 62.9% | 97 | 7.22% |
|
| 2883 |
RCA
2883
Restructuring Capital Associates
Stamford,
Connecticut
| $175M | -$16.8M | -9% | 2.56% | 71.2% | 23 | 30.43% |
|
| 2884 |
FWP
2884
FAS Wealth Partners
Leawood,
Kansas
| $174M | +$26.3M | +18% | 4.67% | 58% | 101 | 20.79% |
|
| 2885 |
CHC
2885
City Holding Co
Charleston,
West Virginia
| $174M | +$9.65M | +6% | 4.14% | 81.3% | 432 | 9.49% |
|
| 2886 |
MC
2886
MRJ Capital
New York
| $173M | +$8.59M | +5% | 5.05% | 127% | 58 | 17.24% |
|
| 2887 |
T
2887
Tinicum
New York
| $173M | +$25.9M | +18% | 15.9% | 21.1% | 14 | 21.43% |
|
| 2888 |
MCM
2888
McMillion Capital Management
Greensboro,
North Carolina
| $173M | +$8.65M | +5% | 3.98% | 59.3% | 66 | 1.52% |
|
| 2889 |
ITIM
2889
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $173M | +$11.9M | +7% | 3.28% | 104% | 122 | 6.56% |
|
| 2890 |
CIA
2890
Covington Investment Advisors
Ligonier,
Pennsylvania
| $173M | +$3.59M | +2% | 5.96% | 81.1% | 90 | 8.89% |
|
| 2891 |
RA
2891
RMR Advisors
Newton,
Massachusetts
| $172M | +$12.6M | +8% | 5.86% | 2.17% | 117 | 13.68% |
|
| 2892 |
PA
2892
Para Advisors
New York
| $172M | -$38.7M | -18% | 11.2% | 19.4% | 56 | 78.57% |
|
| 2893 |
WLC
2893
Wing Lake Capital
New York
| $172M | +$8.8M | +5% | 5.31% | – | 31 | 29.03% |
|
| 2894 |
MP
2894
Manifold Partners
San Francisco,
California
| $172M | +$21M | +14% | 2.72% | 24.9% | 95 | 51.58% |
|
| 2895 |
FNBOMD
2895
First National Bank of Mount Dora
Mount Dora,
Florida
| $172M | +$7.78M | +5% | 4.19% | 84.5% | 108 | 8.33% |
|
| 2896 |
CCM
2896
CrestPoint Capital Management
Four Seasons,
Missouri
| $172M | +$10.8M | +7% | 5.8% | 42.6% | 232 | 18.1% |
|
| 2897 |
SCM
2897
Sterneck Capital Management
Kansas City,
Missouri
| $171M | -$13.1M | -7% | 3.86% | 52.9% | 151 | 24.5% |
|
| 2898 |
YP
2898
Yellowstone Partners
Idaho Falls,
Idaho
| $171M | +$12.4M | +8% | 3.54% | – | 198 | 19.19% |
|
| 2899 |
BP
2899
Bandera Partners
New York
| $171M | -$10.6M | -6% | 3.23% | 27.6% | 19 | 31.58% |
|
| 2900 |
WIM
2900
Wilen Investment Management
Bonita Springs,
Florida
| $171M | -$558K | -0.3% | 7.64% | 79.9% | 84 | 14.29% |
|