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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2951 |
EWA
2951
Evolution Wealth Advisors
Aventura,
Florida
| $397M | +$32.1M | +9% | 3.11% | 84.5% | 130 | 25.38% |
|
| 2952 |
PSP
2952
Principal Street Partners
Memphis,
Tennessee
| $397M | +$21.7M | +6% | 8.69% | 73% | 247 | 25.51% |
|
| 2953 |
HCM
2953
Huber Capital Management
El Segundo,
California
| $396M | +$39.6M | +11% | 10.3% | 63.9% | 108 | 24.07% |
|
| 2954 |
PE
2954
Point72 Europe
London,
United Kingdom
| $396M | -$260M | -40% | 13.3% | 95.4% | 70 | 58.57% |
|
| 2955 |
IA
2955
Inspire Advisors
Meridian,
Idaho
| $396M | +$32M | +9% | 6.53% | 44% | 212 | 39.15% |
|
| 2956 |
MTC
2956
Matrix Trust Company
Denver,
Colorado
| $395M | +$44.3M | +13% | 8.48% | 46.8% | 51 | 5.88% |
|
| 2957 |
HFS
2957
Heritage Financial Services
Westwood,
Massachusetts
| $395M | +$230M | +140% | 5.44% | 38.3% | 79 | 27.85% |
|
| 2958 |
SC
2958
Sagefield Capital
Dallas,
Texas
| $394M | +$79M | +25% | 24% | 122% | 151 | 46.36% |
|
| 2959 |
YCMGA
2959
York Capital Management Global Advisors
New York
| $394M | -$50.3M | -11% | 15% | 52.3% | 10 | 10% |
|
| 2960 |
LS
2960
Liquid Strategies
Atlanta,
Georgia
| $394M | +$6.57M | +2% | 5.5% | 46.8% | 8 | 25% |
|
| 2961 |
YWP
2961
YorkBridge Wealth Partners
New York
| $394M | +$6.33M | +2% | 9.01% | 36.5% | 286 | 14.69% |
|
| 2962 |
PFG
2962
PAX Financial Group
San Antonio,
Texas
| $394M | +$2.79M | +0.7% | 7.85% | 42.5% | 218 | 30.28% |
|
| 2963 |
SAM
2963
Strategy Asset Managers
Pasadena,
California
| $394M | +$25.3M | +7% | 12.5% | 88.1% | 255 | 5.88% |
|
| 2964 |
HI
2964
Human Investing
Lake Oswego,
Oregon
| $393M | +$796K | +0.2% | 8.75% | 52% | 117 | 22.22% |
|
| 2965 |
AGA
2965
Arkos Global Advisors
Houston,
Texas
| $392M | +$57.6M | +17% | 6.09% | 37.2% | 98 | 19.39% |
|
| 2966 |
GGH
2966
GCM Grosvenor Holdings
Chicago,
Illinois
| $392M | -$30.3M | -7% | 11.8% | 87.6% | 18 | 27.78% |
|
| 2967 |
NC
2967
NBW Capital
Boston,
Massachusetts
| $391M | +$18.4M | +5% | 8.12% | 86% | 109 | 26.61% |
|
| 2968 |
IA
2968
Icon Advisers
Greenwood Village,
Colorado
| $391M | +$25.2M | +7% | 13.1% | 86.9% | 164 | 27.44% |
|
| 2969 |
CFM
2969
Capricorn Fund Managers
London,
United Kingdom
| $391M | +$72.2M | +23% | 12.5% | 169% | 108 | 44.44% |
|
| 2970 |
BOSSRA
2970
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $391M | – | – | 9.77% | 69.7% | 210 | – |
|
| 2971 |
AVM
2971
Arch Venture Management
Chicago,
Illinois
| $390M | -$381M | -49% | 27.7% | 209% | 10 | 20% |
|
| 2972 |
SAM
2972
Synergy Asset Management
Vancouver,
Washington
| $390M | +$19.8M | +5% | 5.9% | 97.3% | 137 | 44.53% |
|
| 2973 |
TA
2973
Teton Advisors
Rye,
New York
| $390M | -$22.6M | -5% | 13.9% | 78.4% | 287 | 9.41% |
|
| 2974 |
GA
2974
Gateway Advisory
Westfield,
New Jersey
| $390M | -$13.6M | -3% | 3.19% | 26% | 90 | 33.33% |
|
| 2975 |
IPW
2975
Inlet Private Wealth
Jupiter,
Florida
| $389M | +$53.7M | +16% | 12.4% | 77.6% | 137 | 14.6% |
|