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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2901 |
CWM
2901
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $177M | +$2.79M | +2% | 3.05% | 37.9% | 240 | 5.42% |
|
| 2902 |
SCM
2902
Salem Capital Management
Woburn,
Massachusetts
| $177M | +$6.36M | +4% | 7.27% | 32.3% | 69 | 7.25% |
|
| 2903 |
PA
2903
Paracle Advisors
Mercer Island,
Washington
| $177M | +$7.6M | +4% | 2.53% | 30.9% | 40 | 7.5% |
|
| 2904 |
WIP
2904
Wayzata Investment Partners
Wayzata,
Minnesota
| $176M | -$68.7M | -28% | 7.3% | – | 2 | 0% |
|
| 2905 |
MC
2905
Mathes Company
New York
| $176M | +$24.6M | +16% | 8.32% | 105% | 137 | 14.6% |
|
| 2906 |
SCM
2906
Stonehill Capital Management
New York
| $176M | -$94.9M | -35% | 0.69% | 145% | 12 | 16.67% |
|
| 2907 |
MCM
2907
MKP Capital Management
New York
| $176M | -$26M | -13% | – | 57.5% | 3 | 100% |
|
| 2908 |
BS
2908
Bow Street
New York
| $176M | +$574K | +0.3% | 2.2% | 43.3% | 29 | 72.41% |
|
| 2909 |
BW
2909
Bison Wealth
Atlanta,
Georgia
| $175M | +$23.4M | +15% | 5.48% | 37.4% | 259 | 24.71% |
|
| 2910 |
FPIS
2910
Financial Planning & Information Services
De Pere,
Wisconsin
| $175M | +$16.2M | +10% | 3% | 13% | 32 | 6.25% |
|
| 2911 |
ACM
2911
Axel Capital Management
New York
| $175M | +$11.3M | +7% | 6.66% | 194% | 27 | 14.81% |
|
| 2912 |
CG
2912
Caprock Group
Boise,
Idaho
| $175M | +$33.9M | +24% | 4.03% | – | 97 | 34.02% |
|
| 2913 |
MCWS
2913
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $175M | +$14M | +9% | 6.06% | 46.8% | 120 | 12.5% |
|
| 2914 |
IIC
2914
Ironwood Investment Counsel
Scottsdale,
Arizona
| $174M | -$10.3M | -6% | 6% | 54.7% | 138 | 10.87% |
|
| 2915 |
BOS
2915
Bank of Stockton
Stockton,
California
| $174M | +$10.7M | +7% | 4.42% | 59.8% | 101 | 4.95% |
|
| 2916 |
AA
2916
Advisory Alpha
Holland,
Michigan
| $174M | +$27.9M | +19% | 0.7% | 38.9% | 55 | 7.27% |
|
| 2917 |
VW
2917
Vantage Wealth
Pasadena,
California
| $174M | +$9.99M | +6% | 4.36% | 56.1% | 26 | 0% |
|
| 2918 |
P
2918
PhaseCapital
New York
| $174M | +$54.5M | +46% | 0.62% | 25.1% | 11 | 36.36% |
|
| 2919 |
CFA
2919
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $174M | +$14.5M | +9% | 4.26% | – | 680 | 8.09% |
|
| 2920 |
FWM
2920
Focused Wealth Management
Newburgh,
New York
| $174M | +$16.4M | +10% | 5.82% | 57.9% | 792 | 12.88% |
|
| 2921 |
IP
2921
InvenTrust Properties
Downers Grove,
Illinois
| $174M | -$3.39M | -2% | 2.63% | 7.56% | 22 | 9.09% |
|
| 2922 |
BC
2922
Birchview Capital
Burlington,
Vermont
| $174M | +$18.3M | +12% | 15.5% | 233% | 46 | 21.74% |
|
| 2923 |
LWM
2923
LBA Wealth Management
Jacksonville,
Florida
| $174M | +$15M | +9% | 2.48% | 19.2% | 431 | 22.97% |
|
| 2924 |
COC
2924
Commonwealth Opportunity Capital
Los Angeles,
California
| $173M | -$48.7M | -22% | 3.19% | – | 14 | 85.71% |
|
| 2925 |
SXM
2925
SC XII Management
Menlo Park,
California
| $173M | -$82M | -32% | 16% | 73.4% | 3 | 0% |
|