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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2976 |
GA
2976
Geller Advisors
New York
| $150M | +$2.43M | +2% | 4.27% | 20.4% | 23 | 4.35% |
|
| 2977 |
WRM
2977
Weybosset Research & Management
Province,
Rhode Island
| $150M | +$1.16M | +0.8% | 0.31% | 64.9% | 49 | 6.12% |
|
| 2978 |
AGAM
2978
Avalon Global Asset Management
San Francisco,
California
| $150M | +$44.2M | +42% | 2.37% | 177% | 59 | 54.24% |
|
| 2979 |
NFG
2979
Nadler Financial Group
Deerfield,
Illinois
| $150M | -$4.4M | -3% | 1.61% | 64.4% | 87 | 27.59% |
|
| 2980 |
BB
2980
Bell Bank
Fargo,
North Dakota
| $150M | -$42.9M | -22% | 2.84% | 64.3% | 169 | 7.1% |
|
| 2981 |
IACGFA
2981
IDG-Accel China Growth Fund Associates
Central,
Hong Kong
| $150M | -$735K | -0.5% | 0.21% | – | 3 | 0% |
|
| 2982 |
FDS
2982
First Dallas Securities
Dallas,
Texas
| $150M | +$540K | +0.4% | 5.05% | 134% | 104 | 17.31% |
|
| 2983 |
LD
2983
Lipe & Dalton
Syracuse,
New York
| $149M | +$3.02M | +2% | 1.62% | 89.6% | 64 | 15.63% |
|
| 2984 |
SA
2984
Strategic Advisors
New York
| $149M | +$2.06M | +1% | 0.54% | 78.5% | 141 | 13.48% |
|
| 2985 |
SWK
2985
Stephen W. Kidder
| $149M | +$3.18M | +2% | 1.96% | 62.5% | 64 | 6.25% |
|
| 2986 |
CP
2986
Camelot Portfolios
Maumee,
Ohio
| $148M | -$6.73M | -4% | 2.95% | 41.3% | 156 | 12.18% |
|
| 2987 |
SC
2987
Schulhoff & Co
Cincinnati,
Ohio
| $148M | +$1.74M | +1% | 1.13% | 42.7% | 108 | 3.7% |
|
| 2988 |
CM
2988
Cascabel Management
New York
| $148M | -$77M | -34% | 4% | – | 39 | 61.54% |
|
| 2989 |
CAM
2989
Chesapeake Asset Management
New York
| $148M | -$21.2M | -13% | 0.6% | 137% | 87 | 22.99% |
|
| 2990 |
BBPWM
2990
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $148M | +$17.3M | +13% | 0.56% | 53.3% | 408 | 6.13% |
|
| 2991 |
ACM
2991
Argonaut Capital Management
New York
| $148M | -$51.5M | -26% | 3.48% | – | 28 | 50% |
|
| 2992 |
FWP
2992
FAS Wealth Partners
Leawood,
Kansas
| $147M | -$20.8M | -12% | 2.5% | 58% | 98 | 16.33% |
|
| 2993 |
PL
2993
Plancorp LLC
Saint Louis,
Missouri
| $147M | +$33.3M | +29% | 1.01% | 67.3% | 132 | 32.58% |
|
| 2994 |
T
2994
Tinicum
New York
| $147M | +$5.94M | +4% | 10.6% | 21.1% | 12 | 0% |
|
| 2995 |
MAP
2995
Managed Asset Portfolios
Rochester,
Michigan
| $147M | +$4.55M | +3% | 3.08% | 72.8% | 52 | 17.31% |
|
| 2996 |
NCM
2996
Niemann Capital Management
Stateline,
Nevada
| $147M | +$1.79M | +1% | 4.99% | 103% | 25 | 40% |
|
| 2997 |
PIA
2997
Peachtree Investment Advisors
Atlanta,
Georgia
| $147M | +$169K | +0.1% | 3.08% | 24.2% | 137 | 8.76% |
|
| 2998 |
LCP
2998
Longbow Capital Partners
New York
| $147M | +$18.3M | +14% | 10.4% | 179% | 65 | 66.15% |
|
| 2999 |
DAS
2999
Dynamic Advisor Solutions
Phoenix,
Arizona
| $147M | +$11.6M | +9% | 1.63% | 64% | 222 | 27.48% |
|
| 3000 |
DCM
3000
Delta Capital Management
Red Bank,
New Jersey
| $146M | +$3.97M | +3% | 2.96% | 125% | 65 | 7.69% |
|