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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 |
SGA
3001
Strategic Global Advisors
Newport Beach,
California
| $547M | +$39.6M | +8% | 8.1% | 110% | 159 | 27.67% |
|
| 3002 |
ECM
3002
Engine Capital Management
New York
| $547M | -$30.2M | -5% | 0.78% | 22.2% | 42 | 23.81% |
|
| 3003 |
WDL
3003
Well Done LLC
Holland,
Michigan
| $546M | -$830K | -0.2% | 0.63% | 77% | 179 | 0.56% |
|
| 3004 |
SIG
3004
Sky Investment Group
Hartford,
Connecticut
| $546M | -$10.6M | -2% | 0.72% | 68% | 143 | 7.69% |
|
| 3005 |
PWW
3005
Pettyjohn Wood & White
Lynchburg,
Virginia
| $546M | +$2.62M | +0.5% | 1.07% | 62.7% | 201 | 5.47% |
|
| 3006 |
ACM
3006
Alpha Capital Management
Austin,
Texas
| $546M | +$13.5M | +3% | 3.97% | 76.2% | 118 | 7.63% |
|
| 3007 |
ANB
3007
Amarillo National Bank
Amarillo,
Texas
| $545M | -$2.54M | -0.5% | 0.82% | 56.3% | 92 | 10.87% |
|
| 3008 |
SP
3008
Stablepoint Partners
Braintree,
Massachusetts
| $545M | -$3.95M | -0.7% | 0.5% | – | 248 | 6.45% |
|
| 3009 |
LSCM
3009
Light Street Capital Management
Palo Alto,
California
| $545M | +$122M | +29% | 17.8% | 236% | 33 | 42.42% |
|
| 3010 |
WCP
3010
Waterfront Capital Partners
New York
| $545M | -$183M | -25% | 0.29% | 88.3% | 49 | 65.31% |
|
| 3011 |
AG
3011
Alibaba Group
Causeway Bay,
Hong Kong
| $544M | +$62.9M | +13% | 2.54% | 4.38% | 4 | 0% |
|
| 3012 |
SPG
3012
Strategic Planning Group
Bountiful,
Utah
| $544M | +$37M | +7% | 8.91% | – | 86 | 16.28% |
|
| 3013 |
PPP
3013
Private Portfolio Partners
Paramus,
New Jersey
| $544M | +$10.4M | +2% | 0.61% | 16.9% | 303 | 4.62% |
|
| 3014 |
PFC
3014
Poplar Forest Capital
Pasadena,
California
| $543M | -$191M | -26% | 0.79% | 30% | 56 | 7.14% |
|
| 3015 |
SWA
3015
SOA Wealth Advisors
New York
| $543M | +$18.5M | +4% | 2.44% | 79.1% | 912 | 12.28% |
|
| 3016 |
IG
3016
Ithaka Group
Arlington,
Virginia
| $543M | +$15.5M | +3% | 10.2% | 99.2% | 37 | 10.81% |
|
| 3017 |
BFC
3017
Blue Fin Capital
Warren,
Rhode Island
| $543M | +$16.3M | +3% | 3.77% | 119% | 143 | 6.99% |
|
| 3018 |
HEIP
3018
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $542M | +$2.95M | +0.5% | 1.74% | 68.8% | 201 | 9.95% |
|
| 3019 |
OHA
3019
Oak Hill Advisors
New York
| $542M | -$126M | -19% | 15.3% | 55.9% | 14 | 0% |
|
| 3020 |
WA
3020
Wealthstream Advisors
New York
| $542M | -$8.64M | -2% | 0.76% | 88.2% | 179 | 16.2% |
|
| 3021 |
LWA
3021
Lineweaver Wealth Advisors
Valley View,
Ohio
| $541M | +$15.9M | +3% | 0.65% | 61.4% | 141 | 15.6% |
|
| 3022 |
FCM
3022
Fortis Capital Management
Bellevue,
Washington
| $541M | +$44.4M | +9% | 3.35% | 64% | 142 | 13.38% |
|
| 3023 |
PAM
3023
Peak Asset Management
Louisville,
Colorado
| $541M | +$9.97M | +2% | 3.26% | 58.1% | 154 | 5.84% |
|
| 3024 |
NB
3024
Northwest Bancshares
Warren,
Pennsylvania
| $540M | -$46.9M | -8% | 1.62% | 61.3% | 188 | 8.51% |
|
| 3025 |
FCM
3025
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $540M | -$2.87M | -0.5% | 0.41% | 78% | 791 | 72.31% |
|