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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 |
LC
2876
Lindbrook Capital
Calabasas,
California
| $444M | +$34.9M | +9% | 7.33% | 35.8% | 1,987 | 12.38% |
|
| 2877 |
GECH
2877
Garnet Equity Capital Holdings
New York
| $444M | +$104M | +31% | 19.5% | 230% | 44 | 43.18% |
|
| 2878 |
BWA
2878
BlueSky Wealth Advisors
New Bern,
North Carolina
| $443M | +$29.2M | +7% | 2.68% | 42.9% | 61 | 22.95% |
|
| 2879 |
DC
2879
Derby & Company
Newton,
Massachusetts
| $443M | +$42.6M | +11% | 5.57% | 33.7% | 78 | 11.54% |
|
| 2880 |
CFG
2880
Cooper Financial Group
Irvine,
California
| $443M | -$47.5M | -10% | 4.15% | 78.6% | 328 | 36.89% |
|
| 2881 |
ADL
2881
Asset Dedication LLC
San Francisco,
California
| $443M | -$59M | -12% | 6.65% | 67.8% | 816 | 21.08% |
|
| 2882 |
CG
2882
Compass Group
New York
| $442M | +$31.9M | +8% | 3.25% | 64.6% | 20 | 30% |
|
| 2883 |
HT
2883
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $442M | +$55.5M | +14% | 11.5% | 40% | 13 | 7.69% |
|
| 2884 |
AO
2884
Advisor OS
Chicago,
Illinois
| $441M | +$68.5M | +18% | 5.36% | 51.1% | 214 | 43.46% |
|
| 2885 |
KA
2885
KLCM Advisors
Milwaukee,
Wisconsin
| $441M | +$38M | +9% | 13.2% | 97.4% | 112 | 13.39% |
|
| 2886 |
QFA
2886
Quattro Financial Advisors
The Woodlands,
Texas
| $441M | +$61.6M | +16% | 3.29% | 61.8% | 98 | 59.18% |
|
| 2887 |
GFP
2887
Gryphon Financial Partners
Columbus,
Ohio
| $440M | +$52M | +13% | 9.85% | 78.2% | 184 | 21.2% |
|
| 2888 |
SAM
2888
Sompo Asset Management
Tokyo,
Japan
| $440M | -$21.6M | -5% | 6.71% | 84.7% | 136 | 7.35% |
|
| 2889 |
MIC
2889
Means Investment Company
Bangor,
Maine
| $439M | +$835K | +0.2% | 4.46% | 79.7% | 198 | 12.12% |
|
| 2890 |
NFG
2890
Nations Financial Group
Cedar Rapids,
Iowa
| $439M | +$59.5M | +16% | 6.66% | 105% | 369 | 20.87% |
|
| 2891 |
WP
2891
WMS Partners
Towson,
Maryland
| $439M | -$141M | -24% | 3.57% | 10.8% | 267 | 24.34% |
|
| 2892 |
AIM
2892
Astor Investment Management
Chicago,
Illinois
| $439M | -$15.2M | -3% | 4.94% | 23.3% | 67 | 32.84% |
|
| 2893 |
1CP
2893
11 Capital Partners
Darien,
Connecticut
| $439M | +$98.7M | +29% | 1.47% | 72.5% | 23 | 30.43% |
|
| 2894 |
VHMC
2894
Value Holdings Management Company
Hampton Bays,
New York
| $439M | +$162M | +59% | 19.9% | 112% | 67 | 4.48% |
|
| 2895 |
BBNA
2895
Bremer Bank National Association
St Paul,
Minnesota
| $438M | +$20M | +5% | 6.39% | 37.4% | 207 | 7.25% |
|
| 2896 |
JC
2896
JBF Capital
Aspen,
Colorado
| $438M | -$176M | -29% | 7.49% | 92.9% | 111 | 68.47% |
|
| 2897 |
PFGIA
2897
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $436M | +$37.5M | +9% | 5.02% | 87% | 2,131 | 13.84% |
|
| 2898 |
IFA
2898
Invus Financial Advisors
New York
| $436M | +$197M | +82% | 3.68% | 29.5% | 7 | 14.29% |
|
| 2899 |
SAM
2899
Strategy Asset Managers
Pasadena,
California
| $436M | +$17.3M | +4% | 5.85% | 88.1% | 283 | 26.15% |
|
| 2900 |
WDL
2900
Well Done LLC
Holland,
Michigan
| $436M | +$31.6M | +8% | 6.78% | 77% | 175 | 13.71% |
|