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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 |
BFO
2876
Biltmore Family Office
Charlotte,
North Carolina
| $473M | -$1.69M | -0.4% | 11.3% | 73.5% | 275 | 19.27% |
|
| 2877 |
SXM
2877
SC XII Management
Menlo Park,
California
| $473M | +$119M | +34% | 33.8% | 73.4% | 1 | 0% |
|
| 2878 |
ACP
2878
Aviance Capital Partners
Naples,
Florida
| $472M | +$22.7M | +5% | 7.26% | 83.6% | 281 | 13.17% |
|
| 2879 |
GA
2879
Gateway Advisory
Westfield,
New Jersey
| $472M | +$22.9M | +5% | 1.94% | 26% | 114 | 25.44% |
|
| 2880 |
CWS
2880
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $472M | +$43.1M | +10% | 6.35% | 64.5% | 266 | 4.89% |
|
| 2881 |
AA
2881
Ancient Art
Austin,
Texas
| $472M | +$13.3M | +3% | 5.64% | 157% | 20 | 25% |
|
| 2882 |
AMG
2882
Asset Management Group
Stamford,
Connecticut
| $471M | +$22.6M | +5% | 5.14% | 45% | 127 | 4.72% |
|
| 2883 |
HA
2883
Harbor Advisors
West Palm Beach,
Florida
| $471M | +$43.1M | +10% | 10.1% | 125% | 161 | 11.18% |
|
| 2884 |
WDL
2884
Well Done LLC
Holland,
Michigan
| $470M | +$8.06M | +2% | 5.58% | 77% | 183 | 11.48% |
|
| 2885 |
BOSSRA
2885
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $470M | +$44.7M | +11% | 5.78% | 69.7% | 276 | 31.16% |
|
| 2886 |
WAM
2886
WNY Asset Management
Williamsville,
New York
| $470M | +$49.5M | +12% | 2.99% | – | 206 | 14.08% |
|
| 2887 |
CAM
2887
Columbia Asset Management
Ann Arbor,
Michigan
| $470M | +$25.4M | +6% | 6.6% | 84.4% | 176 | 12.5% |
|
| 2888 |
BPGAM
2888
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $470M | +$208M | +79% | 7.44% | 88.9% | 103 | 68.93% |
|
| 2889 |
KCPG
2889
Kavar Capital Partners Group
Leawood,
Kansas
| $469M | +$6.02M | +1% | 5.52% | 77.2% | 167 | 15.57% |
|
| 2890 |
HPCM
2890
Hunter Perkins Capital Management
Lombard,
Illinois
| $469M | +$44.7M | +11% | 2.32% | 58% | 130 | 17.69% |
|
| 2891 |
FNBTCON
2891
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $469M | +$16.5M | +4% | 4.5% | 47.6% | 129 | 2.33% |
|
| 2892 |
EVM
2892
Evelyn V. Moreno
| $468M | +$27.1M | +6% | 9.6% | 39.4% | 130 | 10.77% |
|
| 2893 |
SC
2893
Sagefield Capital
Dallas,
Texas
| $468M | +$36M | +8% | 3.87% | 122% | 115 | 38.26% |
|
| 2894 |
T
2894
TCWP
Beachwood,
Ohio
| $468M | -$59M | -11% | 4.21% | – | 264 | 39.77% |
|
| 2895 |
CM
2895
Capital Management
Glen Allen,
Virginia
| $467M | +$32M | +7% | 3.82% | 52.5% | 75 | 14.67% |
|
| 2896 |
FTC
2896
Farmers Trust Company
Youngstown,
Ohio
| $467M | +$13.8M | +3% | 5.28% | 73.5% | 166 | 10.84% |
|
| 2897 |
ERWM
2897
Elk River Wealth Management
Denver,
Colorado
| $467M | +$26.5M | +6% | 8.09% | 68% | 113 | 8.85% |
|
| 2898 |
JCP
2898
JB Capital Partners
Armonk,
New York
| $467M | +$44.9M | +11% | 17.6% | 149% | 77 | 2.6% |
|
| 2899 |
CC
2899
Covalis Capital
London,
United Kingdom
| $466M | +$110M | +31% | 1.35% | 31.3% | 58 | 72.41% |
|
| 2900 |
EAM
2900
EFG Asset Management
Portland,
Oregon
| $466M | +$13.7M | +3% | 13.2% | 211% | 209 | 22.97% |
|