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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 |
MSWM
2951
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $431M | -$6.54M | -1% | 3.51% | 56% | 156 | 13.46% |
|
| 2952 |
PRCP
2952
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $431M | -$8.38M | -2% | 3.86% | 112% | 139 | 6.47% |
|
| 2953 |
EGWAG
2953
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $431M | -$7.57M | -2% | 4.17% | 40.7% | 83 | 22.89% |
|
| 2954 |
GEA
2954
Glen Eagle Advisors
Kingston,
New Jersey
| $431M | -$2.65M | -0.6% | 3.39% | 63% | 1,087 | 7.73% |
|
| 2955 |
GFP
2955
Gryphon Financial Partners
Columbus,
Ohio
| $431M | -$31M | -7% | 3.99% | 78.2% | 220 | 22.27% |
|
| 2956 |
EA
2956
Emerald Advisors
Bellevue,
Washington
| $431M | +$14.7M | +4% | 3.02% | 78.4% | 85 | 12.94% |
|
| 2957 |
CC
2957
Cannell Capital
Alta,
Wyoming
| $430M | -$71.4M | -14% | 0.87% | 130% | 73 | 38.36% |
|
| 2958 |
DSC
2958
Duncker Streett & Co
St. Louis,
Missouri
| $430M | -$17.5M | -4% | 2.11% | 90.9% | 517 | 8.32% |
|
| 2959 |
MGI
2959
MayTech Global Investments
New York
| $430M | -$75.1M | -15% | 0.3% | 158% | 35 | 25.71% |
|
| 2960 |
OMC
2960
Overbrook Management Corp
New York
| $430M | +$8.6M | +2% | 1.87% | 117% | 70 | 11.43% |
|
| 2961 |
QL
2961
Quarry LP
New York
| $430M | +$123M | +40% | 0.46% | 50.4% | 1,484 | 60.11% |
|
| 2962 |
HI
2962
Human Investing
Lake Oswego,
Oregon
| $429M | -$8.8M | -2% | 3.3% | 52% | 103 | 11.65% |
|
| 2963 |
BCM
2963
Brasada Capital Management
Houston,
Texas
| $428M | -$33.2M | -7% | 2.96% | 63.5% | 142 | 26.06% |
|
| 2964 |
DCM
2964
Dimension Capital Management
Coral Gables,
Florida
| $428M | -$33.6M | -7% | 0.78% | 59.4% | 111 | 27.93% |
|
| 2965 |
EWM
2965
Edge Wealth Management
New York
| $428M | -$30.3M | -7% | 4.78% | 61.6% | 83 | 12.05% |
|
| 2966 |
OBWG
2966
Onyx Bridge Wealth Group
Tarrytown,
New York
| $428M | +$9.75M | +2% | 2.37% | 67.4% | 256 | 15.63% |
|
| 2967 |
RGI
2967
River Global Investors
London,
United Kingdom
| $427M | -$78.6M | -16% | 3.61% | 49.7% | 215 | 12.09% |
|
| 2968 |
ACM
2968
Alpha Capital Management
Austin,
Texas
| $427M | +$27.2M | +7% | 1.32% | 76.2% | 119 | 20.17% |
|
| 2969 |
PAM
2969
Pinpoint Asset Management
Hong Kong
| $427M | +$248M | +139% | 6.05% | 185% | 76 | 55.26% |
|
| 2970 |
EPAM
2970
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $427M | -$30.8M | -7% | 7.03% | 137% | 71 | 11.27% |
|
| 2971 |
PIS
2971
PPSC Investment Service
Tokyo,
Japan
| $427M | -$24.6M | -5% | 7.88% | 161% | 4 | 0% |
|
| 2972 |
PW
2972
Peninsula Wealth
San Francisco,
California
| $427M | +$44.5M | +12% | 5.83% | 30% | 85 | 14.12% |
|
| 2973 |
TC
2973
Tetrad Corporation
Omaha,
Nebraska
| $427M | +$10.5M | +3% | 2.52% | 50.4% | 3 | 0% |
|
| 2974 |
MBT
2974
Montecito Bank & Trust
Santa Barbara,
California
| $427M | -$13.5M | -3% | 2.44% | – | 248 | 9.27% |
|
| 2975 |
BGC
2975
Blue Grotto Capital
Atlanta,
Georgia
| $426M | +$6.66M | +2% | 2.43% | 283% | 27 | 40.74% |
|