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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 |
MJP
2976
Michael J. Puzo
| $269M | +$12.7M | +5% | 3.57% | 60.3% | 89 | 13.48% |
|
| 2977 |
PH
2977
Pinnacle Holdings
Tulsa,
Oklahoma
| $269M | +$2M | +0.7% | 0.83% | 65.3% | 204 | 9.8% |
|
| 2978 |
DFG
2978
Delphi Financial Group
Wilmington,
Delaware
| $269M | +$4.83M | +2% | 4.03% | 48.5% | 23 | 8.7% |
|
| 2979 |
CAC
2979
Certified Advisory Corp
Altamonte Springs,
Florida
| $269M | +$30.9M | +13% | 3% | 58.2% | 863 | 17.27% |
|
| 2980 |
DW
2980
Domani Wealth
Lancaster,
Pennsylvania
| $269M | +$20.3M | +8% | 3.27% | 48.6% | 112 | 3.57% |
|
| 2981 |
RG
2981
Rikoon Group
Santa Fe,
New Mexico
| $269M | -$110K | -0% | 2.59% | 63.3% | 209 | 8.13% |
|
| 2982 |
OPFM
2982
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $268M | -$5.86M | -2% | 2.82% | 41.8% | 29 | 31.03% |
|
| 2983 |
RIG
2983
Renaissance Investment Group
Lenox,
Massachusetts
| $268M | +$22.8M | +9% | 6.52% | 99.6% | 92 | 16.3% |
|
| 2984 |
SPH
2984
Steel Partners Holdings
New York
| $268M | +$32.4M | +14% | 16.1% | – | 6 | 0% |
|
| 2985 |
WPC
2985
White Pine Capital
Bloomington,
Minnesota
| $268M | -$3.73M | -1% | 0.7% | 100% | 241 | 11.2% |
|
| 2986 |
EIP
2986
Ellis Investment Partners
Berwyn,
Pennsylvania
| $268M | +$20.7M | +8% | 2.78% | 51% | 668 | 76.65% |
|
| 2987 |
IAS
2987
IMA Advisory Services
Denver,
Colorado
| $267M | +$9.86M | +4% | 2.79% | 55.7% | 319 | 24.14% |
|
| 2988 |
MC
2988
Machina Capital
Paris,
France
| $267M | +$15.7M | +6% | 2.84% | 26.2% | 682 | 59.68% |
|
| 2989 |
KCP
2989
KDI Capital Partners
Raleigh,
North Carolina
| $267M | -$16.6M | -6% | 5.95% | 77.1% | 42 | 23.81% |
|
| 2990 |
WC
2990
Whitnell & Co
Oak Brook,
Illinois
| $267M | +$7.35M | +3% | 2.72% | 36.6% | 257 | 4.67% |
|
| 2991 |
BM
2991
Brandywine Managers
Hockessin,
Delaware
| $267M | +$17.3M | +7% | 6.02% | 53.1% | 53 | 18.87% |
|
| 2992 |
GC
2992
Gibson Capital
Wexford,
Pennsylvania
| $266M | -$31.4M | -11% | 2.81% | 49.4% | 37 | 16.22% |
|
| 2993 |
DCM
2993
DAFNA Capital Management
Los Angeles,
California
| $266M | +$34.2M | +15% | 0.59% | 240% | 93 | 22.58% |
|
| 2994 |
MDCM
2994
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $266M | +$14.4M | +6% | 2.62% | 40.8% | 159 | 5.66% |
|
| 2995 |
GCMG
2995
Gyroscope Capital Management Group
Naples,
Florida
| $265M | +$3.33M | +1% | 3.04% | 24.8% | 136 | 16.91% |
|
| 2996 |
VM
2996
VPR Management
Houston,
Texas
| $265M | +$53.7M | +25% | 2.56% | 60.8% | 19 | 0% |
|
| 2997 |
ACM
2997
Alpha Capital Management
Austin,
Texas
| $265M | +$10.7M | +4% | 4.39% | 76.2% | 106 | 24.53% |
|
| 2998 |
YMRC
2998
Yorktown Management & Research Company
Forest,
Virginia
| $265M | -$44.6M | -14% | 1.51% | 223% | 367 | 35.42% |
|
| 2999 |
CCM
2999
Carderock Capital Management
Chevy Chase,
Maryland
| $265M | +$19.8M | +8% | 5.77% | 88.6% | 76 | 9.21% |
|
| 3000 |
W
3000
Wealthquest
Cincinnati,
Ohio
| $265M | +$20K | +0% | 2.87% | 52.1% | 135 | 9.63% |
|