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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3076 |
PWS
3076
Private Wealth Strategies
New Albany,
Ohio
| $401M | -$15.3M | -4% | 2.8% | 18.8% | 81 | 17.28% |
|
| 3077 |
PCM
3077
Pinnbrook Capital Management
New York
| $401M | +$119M | +42% | 7.97% | 730% | 66 | 71.21% |
|
| 3078 |
MFS
3078
McNamara Financial Services
Marshfield,
Massachusetts
| $401M | -$15.8M | -4% | 3.75% | 42.6% | 67 | 8.96% |
|
| 3079 |
MWA
3079
Meridian Wealth Advisors
Austin,
Texas
| $400M | -$13.2M | -3% | 1.99% | 68.8% | 190 | 10% |
|
| 3080 |
RDWM
3080
Red Door Wealth Management
Memphis,
Tennessee
| $400M | -$51M | -11% | 2.6% | 100% | 236 | 31.36% |
|
| 3081 |
CA
3081
Claro Advisors
Boston,
Massachusetts
| $400M | -$2.49M | -0.6% | 3.73% | 85.5% | 400 | 14.25% |
|
| 3082 |
WSC
3082
Wellington Shields & Co
New York
| $400M | -$25.4M | -6% | 6.1% | 75.6% | 305 | 9.51% |
|
| 3083 |
NOCM
3083
Night Owl Capital Management
Greenwich,
Connecticut
| $399M | +$12.6M | +3% | 3.23% | 150% | 25 | 4% |
|
| 3084 |
RWG
3084
Ratio Wealth Group
Denver,
Colorado
| $399M | -$5.09M | -1% | 3.3% | – | 72 | 9.72% |
|
| 3085 |
RCP
3085
RIT Capital Partners
London,
United Kingdom
| $399M | +$41.3M | +12% | 3.72% | 75.8% | 14 | 21.43% |
|
| 3086 |
GS
3086
Gagnon Securities
New York
| $399M | -$81.9M | -17% | 9.94% | 89.9% | 104 | 13.46% |
|
| 3087 |
TP
3087
Thunderbird Partners
London,
United Kingdom
| $399M | +$74M | +23% | 10.9% | 38% | 12 | 16.67% |
|
| 3088 |
VW
3088
Vantage Wealth
Pasadena,
California
| $399M | +$9.73M | +2% | 3.35% | 56.1% | 40 | 12.5% |
|
| 3089 |
B
3089
Bellecapital
Zurich,
Switzerland
| $399M | -$14.6M | -4% | 1.9% | 128% | 166 | 8.43% |
|
| 3090 |
CA
3090
Crane Advisory
Fullerton,
California
| $399M | +$50.4M | +14% | 2.19% | 34.7% | 33 | 21.21% |
|
| 3091 |
WFA
3091
West Financial Advisors
Des Moines,
Iowa
| $399M | -$7.78M | -2% | 3.84% | 45.1% | 212 | 13.68% |
|
| 3092 |
SIC
3092
SJS Investment Consulting
Sylvania,
Ohio
| $398M | +$128K | +0% | 2.93% | 63.8% | 1,668 | 6.71% |
|
| 3093 |
CT
3093
Chicago Trust
Grayslake,
Illinois
| $398M | -$18.9M | -5% | 2.21% | 85.9% | 316 | 15.51% |
|
| 3094 |
KNW
3094
Kesler Norman & Wride
Ogden,
Utah
| $398M | -$14.5M | -4% | 3.89% | 76% | 165 | 7.88% |
|
| 3095 |
SFPM
3095
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $398M | -$28.2M | -7% | 3.57% | 24.5% | 32 | 12.5% |
|
| 3096 |
MCM
3096
Marathon Capital Management
Hunt Valley,
Maryland
| $397M | -$7.72M | -2% | 1.14% | 70.9% | 170 | 15.88% |
|
| 3097 |
POEH
3097
Post Oak Energy Holdings
Houston,
Texas
| $397M | +$97.2M | +32% | 33.3% | 113% | 4 | 0% |
|
| 3098 |
BAM
3098
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $396M | +$8.9M | +2% | 4.07% | 60.8% | 9 | 44.44% |
|
| 3099 |
CRB
3099
Chad R. Baker
| $396M | -$27.1M | -6% | 4.33% | 108% | 55 | 9.09% |
|
| 3100 |
ACM
3100
Armbruster Capital Management
Pittsford,
New York
| $396M | -$10.4M | -3% | 2.82% | 64.3% | 106 | 5.66% |
|