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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
SHJ
3101
Sharkey, Howes & Javer
Denver,
Colorado
| $165M | +$4.97M | +3% | 3.22% | 54.6% | 248 | 8.47% |
|
| 3102 |
DVM
3102
Dreman Value Management
West Palm Beach,
Florida
| $165M | +$2.95M | +2% | 6.47% | 36.6% | 464 | 6.25% |
|
| 3103 |
HFM
3103
Hartford Financial Management
Hartford,
Connecticut
| $165M | -$1.54M | -0.9% | 2.45% | 79.6% | 346 | 17.92% |
|
| 3104 |
CI
3104
Cavalier Investments
Alpharetta,
Georgia
| $165M | -$6.41M | -4% | 3.4% | 154% | 176 | 61.36% |
|
| 3105 |
SXM
3105
SC XII Management
Menlo Park,
California
| $164M | -$5.31M | -3% | 2.38% | 73.4% | 3 | 0% |
|
| 3106 |
BCM
3106
Beck Capital Management
Austin,
Texas
| $164M | +$7.28M | +5% | 6.24% | 205% | 125 | 36.8% |
|
| 3107 |
CFA
3107
Camarda Financial Advisors
Fleming Island,
Florida
| $164M | +$6.22M | +4% | 3.94% | 132% | 284 | 32.04% |
|
| 3108 |
DCCA
3108
D.C. Capital Advisors
New York
| $164M | -$6.84M | -4% | 1.72% | 59.9% | 32 | 43.75% |
|
| 3109 |
MFP
3109
Mosaic Financial Partners
San Francisco,
California
| $164M | +$1.92M | +1% | 3.45% | 6.05% | 45 | 4.44% |
|
| 3110 |
PTB
3110
Pioneer Trust Bank
Salem,
Oregon
| $164M | -$1.08M | -0.7% | 2.33% | 61.4% | 76 | 3.95% |
|
| 3111 |
KDA
3111
KPCB DGF Associates
Menlo Park,
California
| $164M | +$34.9M | +27% | 27.4% | – | 4 | 0% |
|
| 3112 |
CFA
3112
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $164M | +$1.12M | +0.7% | 1.98% | – | 678 | 8.11% |
|
| 3113 |
BHA
3113
Beech Hill Advisors
New York
| $163M | +$15.5M | +10% | 4.42% | 79.3% | 84 | 20.24% |
|
| 3114 |
FA
3114
Fagan Associates
Troy,
New York
| $163M | +$7.76M | +5% | 4.59% | 87.7% | 99 | 12.12% |
|
| 3115 |
CIG
3115
Consolidated Investment Group
Englewood,
Colorado
| $163M | -$34.3M | -17% | 8.73% | 140% | 67 | 19.4% |
|
| 3116 |
PFM
3116
PacWest Financial Management
Phoenix,
Arizona
| $163M | +$3.27M | +2% | 2.04% | 19.2% | 85 | 11.76% |
|
| 3117 |
BCM
3117
Blume Capital Management
Berkeley,
California
| $163M | +$11.6M | +8% | 6.42% | 75% | 229 | 18.34% |
|
| 3118 |
GVT
3118
Genesee Valley Trust
Pittsford,
New York
| $163M | +$8.96M | +6% | 4.33% | 30.2% | 284 | 23.59% |
|
| 3119 |
MM
3119
Midas Management
New York
| $163M | -$13.5M | -8% | 5.79% | 43.3% | 162 | 19.75% |
|
| 3120 |
LCM
3120
Lionstone Capital Management
New York
| $163M | +$1.16M | +0.7% | 2.32% | 89.6% | 13 | 0% |
|
| 3121 |
AWW
3121
Alan W. Weber
| $163M | +$21.1M | +15% | 19.8% | 192% | 61 | 6.56% |
|
| 3122 |
TSS
3122
Thomas Story & Son
Culver,
Indiana
| $163M | +$1.45M | +0.9% | 2.7% | 91.8% | 48 | 4.17% |
|
| 3123 |
SM
3123
Selkirk Management
Chatham,
New Jersey
| $163M | -$2.83M | -2% | 14.4% | 268% | 19 | 10.53% |
|
| 3124 |
SAM
3124
Summit Asset Management
Memphis,
Tennessee
| $163M | +$5.76M | +4% | 2.78% | 43.3% | 98 | 4.08% |
|
| 3125 |
MAS
3125
Madden Advisory Services
Jacksonville,
Florida
| $163M | +$1.02M | +0.6% | 3.34% | 44.7% | 99 | 9.09% |
|