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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 |
OMC
2901
Overbrook Management Corp
New York
| $461M | -$17.8M | -4% | 0.25% | 146% | 91 | 6.59% |
|
| 2902 |
FA
2902
Fagan Associates
Troy,
New York
| $460M | -$8.08M | -2% | 0.36% | 87.7% | 131 | 10.69% |
|
| 2903 |
CIP
2903
Capital Insight Partners
Scottsdale,
Arizona
| $460M | +$17.4M | +4% | 0.18% | 51.7% | 154 | 4.55% |
|
| 2904 |
GA
2904
GFS Advisors
Houston,
Texas
| $460M | +$15.9M | +4% | 3.02% | 74.3% | 180 | 20.56% |
|
| 2905 |
AO
2905
Advisor OS
Chicago,
Illinois
| $460M | -$21.9M | -5% | 0.41% | 51.1% | 233 | 9.44% |
|
| 2906 |
3CP
2906
3G Capital Partners
New York
| $460M | +$72.8M | +19% | 24.8% | 190% | 17 | 5.88% |
|
| 2907 |
GSWM
2907
Golden State Wealth Management
Santa Ana,
California
| $460M | +$6.25M | +1% | 0.22% | – | 335 | 16.72% |
|
| 2908 |
MVM
2908
Medicxi Ventures Management
St. Helier,
Jersey
| $460M | -$98.4M | -18% | 15.6% | 788% | 6 | 0% |
|
| 2909 |
NI
2909
NFC Investments
Memphis,
Tennessee
| $460M | +$79.2M | +21% | 3.02% | – | 49 | 16.33% |
|
| 2910 |
TCM
2910
Thames Capital Management
Roseland,
New Jersey
| $459M | +$32.1M | +8% | 2.1% | 642% | 62 | 41.94% |
|
| 2911 |
CAM
2911
Columbia Asset Management
Ann Arbor,
Michigan
| $458M | +$7.81M | +2% | 1.09% | 84.4% | 189 | 12.17% |
|
| 2912 |
GA
2912
Geller Advisors
New York
| $458M | -$3.2M | -0.7% | 0.42% | 20.4% | 170 | 25.29% |
|
| 2913 |
GC
2913
Globeflex Capital
San Diego,
California
| $458M | -$98.7M | -18% | 3.73% | 135% | 503 | 19.48% |
|
| 2914 |
CM
2914
Capital Management
Glen Allen,
Virginia
| $458M | -$13.1M | -3% | 3.61% | 52.5% | 85 | 5.88% |
|
| 2915 |
MWM
2915
Marietta Wealth Management
Marietta,
Georgia
| $458M | +$14.7M | +3% | 0.15% | 74.7% | 118 | 6.78% |
|
| 2916 |
ICP
2916
ION Crossover Partners
Herzliya Pituach,
Israel
| $458M | +$45.6M | +11% | 27.1% | – | 5 | 20% |
|
| 2917 |
MWM
2917
Madison Wealth Management
Cincinnati,
Ohio
| $457M | +$4.08M | +0.9% | 1.13% | 35.1% | 152 | 8.55% |
|
| 2918 |
CAM
2918
Crestone Asset Management
Boulder,
Colorado
| $457M | -$10.7M | -2% | 4.37% | 6.65% | 87 | 11.49% |
|
| 2919 |
CA
2919
Calton & Associates
Tampa,
Florida
| $457M | -$69.5M | -13% | 0.29% | 55.3% | 445 | 20% |
|
| 2920 |
KBFS
2920
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $456M | +$20.9M | +5% | 1.15% | 42.8% | 117 | 10.26% |
|
| 2921 |
DCM
2921
Disciplina Capital Management
Nashville,
Tennessee
| $456M | +$14.8M | +3% | 0.99% | 23.9% | 56 | 8.93% |
|
| 2922 |
SIA
2922
Strategic Investment Advisors
Farmington Hills,
Michigan
| $456M | +$19.5M | +4% | 0.44% | 56.1% | 197 | 15.74% |
|
| 2923 |
DWA
2923
Dorsey Wright & Associates
Pasadena,
California
| $456M | -$12.9M | -3% | 2.45% | 246% | 376 | 48.4% |
|
| 2924 |
AFG
2924
Arkansas Financial Group
Little Rock,
Arkansas
| $456M | +$14M | +3% | 1.04% | 39.1% | 45 | 4.44% |
|
| 2925 |
CT
2925
Chicago Trust
Grayslake,
Illinois
| $455M | +$32.7M | +8% | 0.18% | 85.9% | 348 | 14.94% |
|