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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 |
IWP
3051
IAG Wealth Partners
Waukesha,
Wisconsin
| $498M | +$32M | +7% | 0.38% | 41.4% | 526 | 20.34% |
|
| 3052 |
BBL
3052
Beck Bode LLC
Dedham,
Massachusetts
| $498M | +$7.96M | +2% | 4.89% | 128% | 133 | 40.6% |
|
| 3053 |
EWA
3053
ERTS Wealth Advisors
Marquette,
Michigan
| $497M | +$7.59M | +2% | 0.57% | 29.7% | 91 | 6.59% |
|
| 3054 |
SWA
3054
SOA Wealth Advisors
New York
| $497M | +$14.2M | +3% | 5.85% | 79.1% | 929 | 10.44% |
|
| 3055 |
EIG
3055
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $497M | +$20.7M | +4% | 2.2% | 56.3% | 119 | 13.45% |
|
| 3056 |
AG
3056
Advocate Group
Minnetonka,
Minnesota
| $497M | -$6.36M | -1% | 1.4% | 47.3% | 128 | 10.16% |
|
| 3057 |
CFS
3057
CRA Financial Services
Northfield,
New Jersey
| $496M | +$35.2M | +8% | 4.91% | 78.9% | 259 | 10.42% |
|
| 3058 |
GCM
3058
Glynn Capital Management
Menlo Park,
California
| $495M | -$38.2M | -7% | 1.31% | 126% | 42 | 11.9% |
|
| 3059 |
SCM
3059
Schnieders Capital Management
Pasadena,
California
| $495M | +$10.1M | +2% | 6.29% | 103% | 213 | 9.39% |
|
| 3060 |
MC
3060
Montag & Caldwell
Atlanta,
Georgia
| $495M | -$85.3M | -15% | 3.62% | 91.3% | 88 | 9.09% |
|
| 3061 |
NG
3061
Norden Group
Provo,
Utah
| $495M | +$2.44M | +0.5% | 3.27% | 92.5% | 442 | 16.52% |
|
| 3062 |
TC
3062
Tetrad Corporation
Omaha,
Nebraska
| $495M | -$21M | -4% | 3.99% | 50.4% | 3 | 0% |
|
| 3063 |
PCMH
3063
Polymer Capital Management (HK)
Hong Kong
| $494M | +$96.5M | +24% | 12.4% | – | 265 | 67.55% |
|
| 3064 |
SWM
3064
Sugarloaf Wealth Management
Duluth,
Georgia
| $494M | +$10.8M | +2% | 1.79% | 10.2% | 691 | 6.37% |
|
| 3065 |
CJL
3065
Cyrus J. Lawrence
New York
| $494M | +$42.7M | +9% | 7.37% | – | 176 | 17.61% |
|
| 3066 |
SFWA
3066
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $494M | -$121K | -0% | 0.93% | 61.5% | 143 | 8.39% |
|
| 3067 |
CAM
3067
Chandler Asset Management
San Diego,
California
| $493M | +$196K | +0% | 0.59% | 29.4% | 24 | 0% |
|
| 3068 |
MCM
3068
Mengis Capital Management
Portland,
Oregon
| $493M | -$155M | -24% | 1.76% | 91.8% | 223 | 22.42% |
|
| 3069 |
SG
3069
StepStone Group
La Jolla,
California
| $493M | +$21.5M | +5% | 15.1% | 92.1% | 23 | 39.13% |
|
| 3070 |
CT
3070
Chicago Trust
Grayslake,
Illinois
| $493M | +$9.65M | +2% | 3.25% | 85.9% | 338 | 19.82% |
|
| 3071 |
SOAMC
3071
Spirit of America Management Corp
Syosset,
New York
| $493M | -$3.43M | -0.7% | 3.39% | 110% | 319 | 11.91% |
|
| 3072 |
FTC
3072
Farmers Trust Company
Youngstown,
Ohio
| $493M | -$4.07M | -0.8% | 1.83% | 73.5% | 187 | 9.09% |
|
| 3073 |
GG
3073
Gleason Group
Prospect,
Kentucky
| $493M | +$14.2M | +3% | 1.82% | 64% | 278 | 29.14% |
|
| 3074 |
FNBTCON
3074
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $492M | -$700K | -0.1% | 2.44% | 47.6% | 137 | 4.38% |
|
| 3075 |
TCM
3075
Tybourne Capital Management
Hong Kong
| $492M | -$93.2M | -16% | 3.45% | 109% | 43 | 27.91% |
|