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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3051 |
SIC
3051
SJS Investment Consulting
Sylvania,
Ohio
| $501M | +$58.5M | +13% | 9.14% | 63.8% | 1,699 | 7.95% |
|
| 3052 |
BOCH
3052
Blue Owl Capital Holdings
New York
| $501M | +$82.2M | +20% | 29.2% | 113% | 49 | 20.41% |
|
| 3053 |
DWA
3053
Divergent Wealth Advisors
South Jordan,
Utah
| $500M | +$22.1M | +5% | 5.59% | 14.7% | 36 | 11.11% |
|
| 3054 |
MBT
3054
Montecito Bank & Trust
Santa Barbara,
California
| $500M | +$35M | +8% | 11.2% | – | 272 | 11.4% |
|
| 3055 |
WP
3055
Wedgewood Partners
St Louis,
Missouri
| $500M | +$24.6M | +5% | 12.5% | 71.7% | 20 | 5% |
|
| 3056 |
GWMR
3056
GC Wealth Management RIA
Cambridge,
Massachusetts
| $500M | +$278M | +125% | 9.8% | – | 289 | 29.07% |
|
| 3057 |
LS
3057
Leelyn Smith
Geneva,
Illinois
| $500M | +$43M | +9% | 8.22% | 77.3% | 133 | 14.29% |
|
| 3058 |
MIM
3058
Manitou Investment Management
Toronto,
Ontario, Canada
| $499M | +$38.8M | +8% | 9.79% | 57.2% | 58 | 12.07% |
|
| 3059 |
IGWM
3059
ICA Group Wealth Management
Denver,
Colorado
| $499M | +$50.8M | +11% | 8.65% | – | 1,436 | 12.67% |
|
| 3060 |
CWP
3060
CFM Wealth Partners
Austin,
Texas
| $498M | +$56.2M | +13% | 16.9% | 116% | 164 | 9.15% |
|
| 3061 |
PFG
3061
PAX Financial Group
San Antonio,
Texas
| $498M | +$13.8M | +3% | 5.87% | 42.5% | 249 | 26.1% |
|
| 3062 |
HI
3062
Human Investing
Lake Oswego,
Oregon
| $498M | +$34.7M | +8% | 6.23% | 52% | 99 | 12.12% |
|
| 3063 |
ATI
3063
Act Two Investors
Santa Cruz,
California
| $498M | +$34.9M | +8% | 5.81% | 52.9% | 52 | 17.31% |
|
| 3064 |
AGP
3064
Artia Global Partners
Miami,
Florida
| $498M | +$154M | +45% | 52.4% | 672% | 55 | 54.55% |
|
| 3065 |
CAM
3065
Crestone Asset Management
Boulder,
Colorado
| $497M | +$54.3M | +12% | 6.29% | 6.65% | 118 | 25.42% |
|
| 3066 |
TIS
3066
Tortoise Index Solutions
Overland Park,
Kansas
| $497M | -$41.3M | -8% | 8.17% | 52.2% | 65 | 4.62% |
|
| 3067 |
FTC
3067
Farmers Trust Company
Youngstown,
Ohio
| $497M | +$17.2M | +4% | 6.16% | 73.5% | 182 | 12.09% |
|
| 3068 |
SOAMC
3068
Spirit of America Management Corp
Syosset,
New York
| $496M | +$40.6M | +9% | 14.7% | 110% | 288 | 8.33% |
|
| 3069 |
CA
3069
Crane Advisory
Fullerton,
California
| $496M | +$51.5M | +12% | 4.33% | 34.7% | 44 | 20.45% |
|
| 3070 |
RAM
3070
Ramirez Asset Management
New York
| $496M | +$2.68M | +0.5% | 9.64% | – | 417 | 15.59% |
|
| 3071 |
ECM
3071
Engine Capital Management
New York
| $495M | -$111M | -18% | 11.8% | 22.2% | 41 | 12.2% |
|
| 3072 |
OGC
3072
Oak Grove Capital
North Hampton,
New Hampshire
| $495M | +$119M | +32% | 21.5% | 236% | 59 | 20.34% |
|
| 3073 |
RCMC
3073
RK Capital Management (Colorado)
Denver,
Colorado
| $495M | +$25.4M | +5% | 9.42% | 89% | 53 | 24.53% |
|
| 3074 |
GWS
3074
Glassman Wealth Services
Vienna,
Virginia
| $495M | -$211M | -30% | 8.22% | 56.4% | 1,979 | 90.85% |
|
| 3075 |
AA
3075
Ancient Art
Austin,
Texas
| $495M | -$105M | -17% | 20.5% | 157% | 18 | 16.67% |
|