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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 |
AW
2901
Avion Wealth
The Woodlands,
Texas
| $234M | +$122M | +109% | 3.63% | 36% | 308 | 84.74% |
|
| 2902 |
KMC
2902
Kirr Marbach & Co
Columbus,
Indiana
| $234M | -$199M | -46% | 29.4% | 135% | 63 | 19.05% |
|
| 2903 |
GC
2903
Gibson Capital
Wexford,
Pennsylvania
| $234M | -$63.3M | -21% | 21.7% | 49.4% | 42 | 28.57% |
|
| 2904 |
SPIA
2904
Strategic Point Investment Advisors
Providence,
Rhode Island
| $233M | -$40.5M | -15% | 16.5% | 51.9% | 27 | 22.22% |
|
| 2905 |
MIP
2905
Marietta Investment Partners
Milwaukee,
Wisconsin
| $233M | -$72.9M | -24% | 13.4% | 125% | 151 | 21.85% |
|
| 2906 |
RIA
2906
Realta Investment Advisors
Wilmington,
Delaware
| $233M | -$133M | -36% | 12.7% | 126% | 1,650 | 82.12% |
|
| 2907 |
FPCP
2907
Fort Point Capital Partners
San Francisco,
California
| $233M | -$45.6M | -16% | 17.6% | 53.4% | 133 | 24.81% |
|
| 2908 |
RCIM
2908
Red Cedar Investment Management
Grand Rapids,
Michigan
| $233M | -$143M | -38% | 16.1% | 74.9% | 33 | 24.24% |
|
| 2909 |
ACP
2909
Arcus Capital Partners
Atlanta,
Georgia
| $233M | -$64.5M | -22% | 17.1% | 82.6% | 103 | 20.39% |
|
| 2910 |
TWP
2910
TFO Wealth Partners
Maumee,
Ohio
| $232M | +$124M | +114% | 23.6% | 52.9% | 180 | 47.78% |
|
| 2911 |
WIS
2911
Wright Investors Service
Shelton,
Connecticut
| $232M | -$59.9M | -21% | 17.2% | 107% | 151 | 23.84% |
|
| 2912 |
SCM
2912
SIR Capital Management
New York
| $232M | -$302M | -57% | 52.8% | 80% | 52 | 61.54% |
|
| 2913 |
CAM
2913
Cypress Asset Management
Houston,
Texas
| $232M | -$61.9M | -21% | 14.1% | 114% | 134 | 15.67% |
|
| 2914 |
KWMG
2914
King Wealth Management Group
Naples,
Florida
| $232M | -$146M | -39% | 13.4% | 75.4% | 163 | 29.45% |
|
| 2915 |
KM
2915
Kylin Management
New York
| $232M | -$142M | -38% | 5.36% | 126% | 12 | 33.33% |
|
| 2916 |
XF
2916
XML Financial
Bethesda,
Maryland
| $232M | -$43.6M | -16% | 19.6% | 69.5% | 200 | 26% |
|
| 2917 |
RCM
2917
Requisite Capital Management
Dallas,
Texas
| $231M | -$60.8M | -21% | 16% | 31.7% | 102 | 61.76% |
|
| 2918 |
RA
2918
RR Advisors
Dallas,
Texas
| $231M | -$486M | -68% | 55.7% | 113% | 20 | 20% |
|
| 2919 |
HI
2919
Human Investing
Lake Oswego,
Oregon
| $231M | -$75.3M | -25% | 18.2% | 52% | 402 | 29.1% |
|
| 2920 |
ROC
2920
Running Oak Capital
Edina,
Minnesota
| $231M | -$62.1M | -21% | 23% | 36.5% | 67 | 16.42% |
|
| 2921 |
JGGDR
2921
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $231M | -$51.3M | -18% | 28% | 206% | 69 | 31.88% |
|
| 2922 |
TB
2922
Terril Brothers
St. Louis,
Missouri
| $230M | -$53.4M | -19% | 28.2% | 94.4% | 62 | 22.58% |
|
| 2923 |
SCP
2923
Siena Capital Partners
Chicago,
Illinois
| $230M | -$121M | -35% | 11.5% | 35.8% | 117 | 10.26% |
|
| 2924 |
GCM
2924
Galibier Capital Management
Toronto,
Ontario, Canada
| $230M | -$85.4M | -27% | 28.9% | 66.8% | 41 | 19.51% |
|
| 2925 |
SA
2925
Strategic Advisors
New York
| $230M | -$57.5M | -20% | 16% | 87.3% | 177 | 25.99% |
|