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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3126 |
SGA
3126
Strategic Global Advisors
Newport Beach,
California
| $478M | +$15.4M | +3% | 4.41% | 110% | 152 | 19.74% |
|
| 3127 |
AC
3127
AMS Capital
Sao Paulo,
Brazil
| $478M | +$113M | +31% | 6.52% | 59.8% | 21 | 19.05% |
|
| 3128 |
SB
3128
Samsara BioCapital
Palo Alto,
California
| $478M | -$169M | -26% | 16% | 1,814% | 41 | 7.32% |
|
| 3129 |
VU
3129
Vanderbilt University
Nashville,
Tennessee
| $478M | -$2.9M | -0.6% | 1.08% | 61.8% | 78 | 29.49% |
|
| 3130 |
JWM
3130
Janiczek Wealth Management
Denver,
Colorado
| $477M | +$7.42M | +2% | 0.87% | 16.4% | 1,133 | 7.59% |
|
| 3131 |
BA
3131
Bellwether Advisors
Lincoln,
Nebraska
| $477M | +$21.6M | +5% | 2.73% | 85% | 140 | 30.71% |
|
| 3132 |
PWA
3132
Peterson Wealth Advisors
Orem,
Utah
| $477M | +$6.14M | +1% | 1.11% | 38.9% | 76 | 11.84% |
|
| 3133 |
SDH
3133
Sloy Dahl & Holst
Vancouver,
Washington
| $476M | +$52.6M | +12% | 11.4% | 131% | 92 | 8.7% |
|
| 3134 |
ACA
3134
Affinity Capital Advisors
Berkeley,
California
| $476M | +$27.5M | +6% | 3.51% | 62% | 155 | 9.68% |
|
| 3135 |
WAM
3135
Wilsey Asset Management
San Diego,
California
| $476M | -$14.6M | -3% | 3.54% | 55% | 23 | 13.04% |
|
| 3136 |
HPCM
3136
Hunter Perkins Capital Management
Lombard,
Illinois
| $476M | -$12.2M | -3% | 1.64% | 58% | 108 | 2.78% |
|
| 3137 |
EWM
3137
Edge Wealth Management
New York
| $475M | -$1M | -0.2% | 2.54% | 61.6% | 85 | 15.29% |
|
| 3138 |
CS
3138
Cisco Systems
San Jose,
California
| $475M | +$22.2M | +5% | 3.52% | 212% | 4 | 25% |
|
| 3139 |
BRCM
3139
Bright Rock Capital Management
Hanover,
Massachusetts
| $474M | -$8.24M | -2% | 0.54% | 41.8% | 73 | 9.59% |
|
| 3140 |
PFM
3140
Patton Fund Management
Dallas,
Texas
| $474M | -$77.3M | -14% | 4.63% | 188% | 128 | 48.44% |
|
| 3141 |
LL
3141
LWMG LLC
Lake Elmo,
Minnesota
| $474M | +$40.8M | +9% | 2.28% | – | 91 | 8.79% |
|
| 3142 |
TC
3142
TAP Consulting
Kirkwood,
Missouri
| $474M | +$19.3M | +4% | 0.22% | 3.08% | 165 | 12.73% |
|
| 3143 |
IR
3143
IAT Reinsurance
New York
| $474M | +$249M | +111% | 3.09% | 22.4% | 87 | 26.44% |
|
| 3144 |
CBB
3144
Citizens Business Bank
Ontario,
California
| $473M | -$6.93M | -1% | 2.53% | 84.4% | 109 | 8.26% |
|
| 3145 |
MFS
3145
McNamara Financial Services
Marshfield,
Massachusetts
| $473M | +$5.38M | +1% | 0.9% | 42.6% | 77 | 11.69% |
|
| 3146 |
EIP
3146
Ellis Investment Partners
Berwyn,
Pennsylvania
| $473M | +$12.8M | +3% | 1.71% | 51% | 244 | 12.3% |
|
| 3147 |
B
3147
Bellecapital
Zurich,
Switzerland
| $472M | +$17.9M | +4% | 5.08% | 128% | 167 | 14.97% |
|
| 3148 |
SCP
3148
Stamos Capital Partners
Menlo Park,
California
| $471M | +$30.8M | +7% | 1.29% | 28.4% | 139 | 12.95% |
|
| 3149 |
KNW
3149
Kesler Norman & Wride
Ogden,
Utah
| $471M | +$76.5K | +0% | 1.1% | 76% | 171 | 11.7% |
|
| 3150 |
OLA
3150
Oliver Luxxe Assets
Gladstone,
New Jersey
| $471M | -$6.34M | -1% | 0.64% | 141% | 201 | 22.89% |
|