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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3151 |
IC
3151
Intersect Capital
San Ramon,
California
| $229M | +$21.5M | +10% | 6.5% | 57.2% | 135 | 11.11% |
|
| 3152 |
SCC
3152
Second Curve Capital
Radnor,
Pennsylvania
| $229M | -$30.8M | -12% | 4.73% | 160% | 20 | 15% |
|
| 3153 |
BWM
3153
Buckley Wealth Management
Las Vegas,
Nevada
| $229M | +$17.5M | +8% | 9.64% | 79.6% | 163 | 9.2% |
|
| 3154 |
ACM
3154
Armbruster Capital Management
Pittsford,
New York
| $229M | +$16M | +7% | 3.98% | 64.3% | 73 | 6.85% |
|
| 3155 |
OWM
3155
Orgel Wealth Management
Altoona,
Wisconsin
| $229M | -$177M | -44% | 0.81% | 36.6% | 43 | 13.95% |
|
| 3156 |
ECM
3156
EagleClaw Capital Management
Boston,
Massachusetts
| $228M | +$22.3M | +11% | 9.12% | 96.5% | 123 | 8.13% |
|
| 3157 |
MWP
3157
Moller Wealth Partners
| $228M | -$29.1M | -11% | 2.8% | 41.4% | 41 | 2.44% |
|
| 3158 |
CFG
3158
CNO Financial Group
Carmel,
Indiana
| $228M | -$9.96M | -4% | 0.64% | – | 15 | 0% |
|
| 3159 |
RIM
3159
Rampart Investment Management
Hartford,
Connecticut
| $228M | -$794M | -78% | 6.81% | 74% | 542 | 4.98% |
|
| 3160 |
CAM
3160
Crestone Asset Management
Boulder,
Colorado
| $228M | +$2M | +0.9% | 0.14% | 6.65% | 44 | 9.09% |
|
| 3161 |
EP
3161
Eversept Partners
New York
| $228M | +$9.22M | +4% | 42.5% | 281% | 90 | 50% |
|
| 3162 |
CVSCT
3162
C.V. Starr & Co Trust
New York
| $227M | +$3.72M | +2% | 5.18% | 51.7% | 31 | 9.68% |
|
| 3163 |
CI
3163
Chartist Inc
Seal Beach,
California
| $227M | +$6.37M | +3% | 7.48% | – | 40 | 7.5% |
|
| 3164 |
DBRC
3164
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $227M | +$15.1M | +7% | 5.93% | 47.5% | 218 | 12.39% |
|
| 3165 |
VR
3165
Viridian RIA
Bothell,
Washington
| $227M | +$22.3M | +11% | 4.92% | 63.1% | 55 | 32.73% |
|
| 3166 |
CFA
3166
Cahill Financial Advisors
Edina,
Minnesota
| $227M | +$9.97M | +5% | 5.25% | 45.2% | 163 | 11.66% |
|
| 3167 |
BCA
3167
Bray Capital Advisors
Naples,
Florida
| $227M | +$12M | +6% | 6.13% | 36.6% | 437 | 38.9% |
|
| 3168 |
MWM
3168
Marietta Wealth Management
Marietta,
Georgia
| $226M | +$21.4M | +10% | 6.72% | 74.7% | 124 | 4.84% |
|
| 3169 |
SMC
3169
S. Muoio & Co
New York
| $226M | +$63.6M | +39% | 5.51% | 327% | 117 | 38.46% |
|
| 3170 |
CWM
3170
Connecticut Wealth Management
Farmington,
Connecticut
| $226M | +$17.1M | +8% | 5.8% | 52.1% | 71 | 11.27% |
|
| 3171 |
NB
3171
Northwest Bancshares
Warren,
Pennsylvania
| $226M | -$11.1M | -5% | 6.76% | 61.3% | 149 | 7.38% |
|
| 3172 |
CG
3172
CFO4Life Group
Coppell,
Texas
| $226M | -$14.1M | -6% | 7.81% | 43.4% | 138 | 17.39% |
|
| 3173 |
MMEA
3173
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $225M | +$2.66M | +1% | 1.25% | 18.2% | 15 | 0% |
|
| 3174 |
RCP
3174
Rothschild Capital Partners
New York
| $225M | -$14.1M | -6% | 7.46% | 81.8% | 48 | 16.67% |
|
| 3175 |
BCM
3175
Beddow Capital Management
Jackson,
Wyoming
| $225M | -$15M | -6% | 2.71% | 50.7% | 46 | 8.7% |
|