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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3026 |
SCM
3026
Sterneck Capital Management
Kansas City,
Missouri
| $152M | -$29.7M | -16% | 8.44% | 52.9% | 154 | 22.08% |
|
| 3027 |
FPTW
3027
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $152M | +$942K | +0.6% | 5% | 41.6% | 113 | 61.06% |
|
| 3028 |
AWM
3028
Altavista Wealth Management
Asheville,
North Carolina
| $152M | -$10.7M | -7% | 5.98% | 80.6% | 114 | 13.16% |
|
| 3029 |
BW
3029
Bison Wealth
Atlanta,
Georgia
| $152M | -$19.4M | -11% | 6.08% | 37.4% | 280 | 32.5% |
|
| 3030 |
ZCA
3030
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $152M | +$27.1M | +22% | 6.25% | 41% | 58 | 20.69% |
|
| 3031 |
BRM
3031
Boston Research & Management
Manchester,
Massachusetts
| $152M | -$6.07M | -4% | 6.89% | 48.2% | 101 | 6.93% |
|
| 3032 |
AF
3032
Aegis Financial
Mc Lean,
Virginia
| $152M | -$31.8M | -17% | 16.4% | 257% | 47 | 17.02% |
|
| 3033 |
PFA
3033
Paradigm Financial Advisors
Des Peres,
Missouri
| $152M | +$18.9M | +14% | 8.3% | 114% | 94 | 12.77% |
|
| 3034 |
FEG
3034
Financial Enhancement Group
Anderson,
Indiana
| $152M | -$7.23M | -5% | 3.33% | 57.5% | 42 | 11.9% |
|
| 3035 |
MRFOFM
3035
M&R Follow-On Fund Management
Dallas,
Texas
| $152M | +$60.5M | +66% | 23.9% | 48.8% | 1 | 0% |
|
| 3036 |
MC
3036
Mathes Company
New York
| $152M | -$35.6M | -19% | 5.43% | 105% | 151 | 17.88% |
|
| 3037 |
VAS
3037
Valicenti Advisory Services
Elmira,
New York
| $152M | -$4.85M | -3% | 7.91% | 119% | 62 | 19.35% |
|
| 3038 |
SCM
3038
Simcoe Capital Management
New York
| $151M | +$1.64M | +1% | 10.3% | 45.9% | 25 | 16% |
|
| 3039 |
PCC
3039
Park Circle Company
Baltimore,
Maryland
| $151M | -$16.3M | -10% | 9.2% | 58.1% | 113 | 31.86% |
|
| 3040 |
AGC
3040
Alden Global Capital
Brandon,
Florida
| $151M | +$61.3M | +69% | 23.9% | 79.8% | 32 | 65.63% |
|
| 3041 |
KFA
3041
Kelleher Financial Advisors
New York
| $151M | -$24.4M | -14% | 10.8% | 73.2% | 131 | 16.03% |
|
| 3042 |
DPI
3042
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $151M | -$7.9M | -5% | 5.03% | 33% | 56 | 14.29% |
|
| 3043 |
CLA
3043
Cranberry Lake Advisors
Houston,
Texas
| $151M | -$21.5M | -13% | 4.56% | 31.5% | 18 | 33.33% |
|
| 3044 |
CVM
3044
Cheviot Value Management
Beverly Hills,
California
| $150M | -$18.8M | -11% | 8.02% | 83.7% | 36 | 11.11% |
|
| 3045 |
7A
3045
734 Agriculture
New York
| $150M | -$17.7M | -11% | 10.5% | 23.8% | 1 | 0% |
|
| 3046 |
GVT
3046
Genesee Valley Trust
Pittsford,
New York
| $150M | -$4.95M | -3% | 4.91% | 30.2% | 289 | 22.15% |
|
| 3047 |
RR
3047
Robotti Robert
| $150M | -$30.2M | -17% | 16.1% | 149% | 54 | 18.52% |
|
| 3048 |
IF
3048
IRON Financial
Northbrook,
Illinois
| $150M | +$44.2M | +42% | 4.77% | 51.4% | 96 | 30.21% |
|
| 3049 |
CCIA
3049
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $150M | +$33M | +28% | 15.4% | 25.1% | 422 | 92.18% |
|
| 3050 |
KAM
3050
Kassirer Asset Management
Toronto,
Ontario, Canada
| $150M | +$66.7M | +80% | 22.8% | 577% | 90 | 88.89% |
|