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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3001 |
IWA
3001
Intercontinental Wealth Advisors
San Antonio,
Texas
| $474M | +$45.6M | +11% | 8.42% | 46.7% | 297 | 8.75% |
|
| 3002 |
IWA
3002
Inspirion Wealth Advisors
Libertyville,
Illinois
| $474M | +$39.7M | +9% | 8.62% | 47% | 104 | 17.31% |
|
| 3003 |
IGM
3003
Incline Global Management
New York
| $474M | -$235M | -33% | 0.23% | 13.6% | 27 | 29.63% |
|
| 3004 |
MIP
3004
Marietta Investment Partners
Milwaukee,
Wisconsin
| $474M | +$37.7M | +9% | 12.8% | 125% | 189 | 9.52% |
|
| 3005 |
VRM
3005
Vectors Research Management
New York
| $474M | +$49.5M | +12% | 6.56% | 67.3% | 636 | 25.79% |
|
| 3006 |
SLT
3006
St Louis Trust
Saint Louis,
Missouri
| $474M | +$94.7M | +25% | 7.95% | 71.4% | 117 | 23.08% |
|
| 3007 |
QC
3007
Quent Capital
New York
| $473M | – | – | 7.13% | 65.7% | 1,085 | – |
|
| 3008 |
BCM
3008
Buckhead Capital Management
Atlanta,
Georgia
| $472M | +$25.5M | +6% | 11.2% | 54.4% | 149 | 5.37% |
|
| 3009 |
KNW
3009
Kesler Norman & Wride
Ogden,
Utah
| $472M | +$47.9M | +11% | 11.5% | 76% | 152 | 6.58% |
|
| 3010 |
CM
3010
Cartica Management
Washington,
District of Columbia
| $472M | -$52.6M | -10% | 13.7% | 92.9% | 15 | 20% |
|
| 3011 |
JCP
3011
JB Capital Partners
Armonk,
New York
| $472M | +$28.5M | +6% | 20.4% | 149% | 95 | 14.74% |
|
| 3012 |
FMP
3012
Financial Management Professionals
Austin,
Texas
| $472M | +$38.7M | +9% | 7.27% | 62.1% | 1,149 | 26.11% |
|
| 3013 |
PCG
3013
Private Capital Group
West Hartford,
Connecticut
| $472M | +$27.4M | +6% | 7.67% | 30.1% | 2,312 | 10.77% |
|
| 3014 |
OM
3014
Opaleye Management
Boston,
Massachusetts
| $471M | -$63.9M | -12% | 0.85% | 486% | 54 | 38.89% |
|
| 3015 |
P8IP
3015
Pier 88 Investment Partners
San Francisco,
California
| $471M | +$138M | +41% | 6.34% | 27% | 125 | 24.8% |
|
| 3016 |
3CP
3016
3G Capital Partners
New York
| $471M | +$10.9M | +2% | 14% | 190% | 17 | 47.06% |
|
| 3017 |
SDH
3017
Sloy Dahl & Holst
Vancouver,
Washington
| $470M | -$236K | -0.1% | 24.8% | 131% | 91 | 1.1% |
|
| 3018 |
K
3018
Kemper
Chicago,
Illinois
| $470M | -$131M | -22% | 4.72% | 28.6% | 43 | 4.65% |
|
| 3019 |
CWM
3019
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $469M | +$28.4M | +6% | 4.55% | 37.9% | 441 | 17.91% |
|
| 3020 |
BWM
3020
Brickley Wealth Management
San Mateo,
California
| $469M | +$71.8M | +18% | 5.97% | 62.6% | 50 | 10% |
|
| 3021 |
WP
3021
WMS Partners
Towson,
Maryland
| $469M | -$213M | -31% | 10.8% | 10.8% | 309 | 37.54% |
|
| 3022 |
GA
3022
Gateway Advisory
Westfield,
New Jersey
| $469M | -$11.3M | -2% | 5.2% | 26% | 126 | 25.4% |
|
| 3023 |
PA
3023
Procyon Advisors
Shelton,
Connecticut
| $469M | +$76.6M | +20% | 8.39% | 84.2% | 357 | 20.17% |
|
| 3024 |
VHMC
3024
Value Holdings Management Company
Hampton Bays,
New York
| $469M | +$25.8M | +6% | 6.83% | 112% | 63 | 26.98% |
|
| 3025 |
SW
3025
SlateStone Wealth
Jupiter,
Florida
| $468M | +$31.3M | +7% | 9.16% | 79.1% | 192 | 18.23% |
|