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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 |
HGWM
3001
Horst & Graben Wealth Management
Portland,
Oregon
| $604M | +$46.6M | +8% | 8.4% | 55.1% | 180 | 14.44% |
|
| 3002 |
KJHP
3002
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $604M | +$91.8M | +18% | 14.5% | 122% | 210 | 31.9% |
|
| 3003 |
CA
3003
Crane Advisory
Fullerton,
California
| $603M | +$50.3M | +9% | 5.6% | 34.7% | 49 | 16.33% |
|
| 3004 |
CC
3004
Cadinha & Co
Honolulu,
Hawaii
| $603M | +$137M | +30% | 10.9% | 123% | 105 | 11.43% |
|
| 3005 |
MIC
3005
Maxi Investments CY
Limassol,
Cyprus
| $602M | +$100M | +20% | 12.5% | 24.6% | 158 | 61.39% |
|
| 3006 |
WA
3006
Wealthstream Advisors
New York
| $602M | +$67.2M | +13% | 11.4% | 88.2% | 193 | 19.69% |
|
| 3007 |
CU
3007
CDAM (UK)
London,
United Kingdom
| $601M | -$17M | -3% | 9.7% | 2.11% | 11 | 0% |
|
| 3008 |
CPIH
3008
Consolidated Press International Holdings
Sydney,
Australia
| $601M | +$53M | +10% | 33.2% | – | 17 | 29.41% |
|
| 3009 |
TCA
3009
Trifecta Capital Advisors
Northbrook,
Illinois
| $601M | +$124M | +26% | 17% | 105% | 511 | 25.64% |
|
| 3010 |
TCP
3010
ThornTree Capital Partners
Boston,
Massachusetts
| $601M | +$148M | +33% | 23.8% | 206% | 21 | 28.57% |
|
| 3011 |
AC
3011
Asio Capital
Lexington,
Kentucky
| $600M | +$82.8M | +16% | 13.3% | 88% | 117 | 16.24% |
|
| 3012 |
FRM
3012
Fox Run Management
Greenwich,
Connecticut
| $600M | -$45.4M | -7% | 10.9% | 44.8% | 1,315 | 72.02% |
|
| 3013 |
WCM
3013
Woodson Capital Management
Greenwich,
Connecticut
| $599M | +$22.7M | +4% | 20.8% | 195% | 35 | 42.86% |
|
| 3014 |
BBPWM
3014
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $599M | +$70.6M | +13% | 9.07% | 53.3% | 765 | 10.98% |
|
| 3015 |
FAM
3015
Formidable Asset Management
Cincinnati,
Ohio
| $598M | -$254K | -0% | 5.62% | 52.2% | 385 | 0.78% |
|
| 3016 |
MAM
3016
Marquette Asset Management
Minneapolis,
Minnesota
| $597M | +$29.1M | +5% | 10.4% | 63.5% | 154 | 18.18% |
|
| 3017 |
IA
3017
IFG Advisors
St. Louis,
Missouri
| $595M | +$76.1M | +15% | 9% | 71.6% | 163 | 9.82% |
|
| 3018 |
RR
3018
Robotti Robert
| $595M | +$96M | +19% | 8.06% | 149% | 67 | 8.96% |
|
| 3019 |
SCM
3019
Stanley Capital Management
Houston,
Texas
| $594M | +$86M | +17% | 13.1% | 101% | 39 | 7.69% |
|
| 3020 |
SPA
3020
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $594M | +$50.7M | +9% | 7.4% | 46.5% | 127 | 16.54% |
|
| 3021 |
KFS
3021
Kurt F. Somerville
| $594M | +$19.1M | +3% | 8.12% | 62.7% | 115 | 6.96% |
|
| 3022 |
WI
3022
Walmart Inc
Bentonville,
Arkansas
| $593M | +$282M | +91% | 91.1% | – | 2 | 0% |
|
| 3023 |
BFO
3023
Biltmore Family Office
Charlotte,
North Carolina
| $592M | +$5.26M | +0.9% | 4.88% | 73.5% | 288 | 9.03% |
|
| 3024 |
WSCM
3024
Wellington Shields Capital Management
New York
| $591M | +$39.6M | +7% | 15.2% | 80.5% | 340 | 13.24% |
|
| 3025 |
BBL
3025
Beck Bode LLC
Dedham,
Massachusetts
| $591M | +$54.6M | +10% | 16.9% | 128% | 133 | 49.62% |
|