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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 |
AMCA
2901
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $545M | +$71.9M | +15% | 8.63% | 97.1% | 145 | 11.03% |
|
| 2902 |
AA
2902
AF Advisors
Sacramento,
California
| $545M | +$83.9M | +18% | 18.9% | 81.3% | 22 | 4.55% |
|
| 2903 |
PCMC
2903
Paragon Capital Management (Colorado)
Denver,
Colorado
| $545M | -$20M | -4% | 1.79% | 95.2% | 245 | 38.78% |
|
| 2904 |
CWP
2904
CFM Wealth Partners
Austin,
Texas
| $544M | +$46M | +9% | 10.2% | 116% | 155 | 7.1% |
|
| 2905 |
BFO
2905
Biltmore Family Office
Charlotte,
North Carolina
| $543M | +$35.7M | +7% | 7.85% | 73.5% | 255 | 9.8% |
|
| 2906 |
BCMLT
2906
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $543M | +$55.1M | +11% | 4.85% | 72% | 1,116 | 10.66% |
|
| 2907 |
SL
2907
Sentry LLC
Memphis,
Tennessee
| $543M | +$11.9M | +2% | 2.46% | 55% | 130 | 6.92% |
|
| 2908 |
SI
2908
Sora Investors
Bryn Mawr,
Pennsylvania
| $543M | -$65.2M | -11% | 1.22% | 94.3% | 69 | 60.87% |
|
| 2909 |
PWA
2909
Physician Wealth Advisors
Midvale,
Utah
| $543M | +$67.1M | +14% | 3.37% | 71.3% | 190 | 11.58% |
|
| 2910 |
GWS
2910
Glassman Wealth Services
Vienna,
Virginia
| $542M | +$47.4M | +10% | 0.88% | 56.4% | 224 | 23.21% |
|
| 2911 |
VI
2911
Versor Investments
New York
| $542M | +$47.7M | +10% | 2.16% | 200% | 981 | 61.37% |
|
| 2912 |
IG
2912
Ithaka Group
Arlington,
Virginia
| $542M | +$11.3M | +2% | 5.19% | 99.2% | 36 | 2.78% |
|
| 2913 |
MCM
2913
Maltese Capital Management
New York
| $541M | +$22.1M | +4% | 1.96% | 85.5% | 102 | 22.55% |
|
| 2914 |
CI
2914
Cigna Investments
Bloomfield,
Connecticut
| $540M | +$8.99M | +2% | 5.42% | 138% | 477 | 9.85% |
|
| 2915 |
SPIO
2915
Seven Post Investment Office
San Francisco,
California
| $540M | +$130M | +32% | 4.23% | 52.6% | 59 | 13.56% |
|
| 2916 |
CC
2916
Cadinha & Co
Honolulu,
Hawaii
| $539M | -$42.7M | -7% | 5.33% | 123% | 98 | 6.12% |
|
| 2917 |
JSL
2917
JT Stratford LLC
Gainesville,
Georgia
| $538M | +$36.1M | +7% | 3.51% | 81.3% | 300 | 24.33% |
|
| 2918 |
MCM
2918
Mason Capital Management
New York
| $538M | -$190M | -26% | 3.1% | 18% | 7 | 28.57% |
|
| 2919 |
KPF
2919
K2 Principal Fund
Toronto,
Ontario, Canada
| $538M | -$41.2M | -7% | 1.82% | 71.7% | 341 | 62.17% |
|
| 2920 |
AMG
2920
Asset Management Group
Stamford,
Connecticut
| $537M | +$4.14M | +0.8% | 0.59% | 45% | 134 | 2.24% |
|
| 2921 |
CAM
2921
Columbia Asset Management
Ann Arbor,
Michigan
| $536M | +$43.4M | +9% | 2.42% | 84.4% | 177 | 11.3% |
|
| 2922 |
MAM
2922
Montanaro Asset Management
London,
United Kingdom
| $536M | -$17.4M | -3% | 3.45% | 37.4% | 48 | 12.5% |
|
| 2923 |
TA
2923
TRB Advisors
New York
| $536M | +$73.4M | +16% | 7.29% | 42.3% | 12 | 66.67% |
|
| 2924 |
HI
2924
Hudock Inc
Williamsport,
Pennsylvania
| $536M | +$82.3M | +18% | 1.47% | 48.3% | 170 | 20.59% |
|
| 2925 |
KLI
2925
Kelman-Lazarov Inc
Memphis,
Tennessee
| $536M | +$24.6M | +5% | 0.75% | 39.9% | 108 | 5.56% |
|