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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 |
KNW
3151
Kesler Norman & Wride
Ogden,
Utah
| $471M | +$34.7M | +8% | 7.83% | 76% | 160 | 6.88% |
|
| 3152 |
AC
3152
Asio Capital
Lexington,
Kentucky
| $471M | +$42.9M | +10% | 12.3% | 88% | 104 | 11.54% |
|
| 3153 |
AAM
3153
Austin Asset Management
Austin,
Texas
| $471M | +$91.1M | +24% | 17.7% | 71.4% | 64 | 9.38% |
|
| 3154 |
PWA
3154
Peterson Wealth Advisors
Orem,
Utah
| $471M | +$49.4M | +12% | 6.32% | 38.9% | 69 | 7.25% |
|
| 3155 |
GXJ
3155
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $470M | +$294M | +167% | 15.6% | – | 276 | 13.77% |
|
| 3156 |
ACM
3156
Armbruster Capital Management
Pittsford,
New York
| $470M | +$30.9M | +7% | 8.06% | 64.3% | 107 | 5.61% |
|
| 3157 |
JWM
3157
Janiczek Wealth Management
Denver,
Colorado
| $470M | +$55.6M | +13% | 7.25% | 16.4% | 1,178 | 11.21% |
|
| 3158 |
CRB
3158
Chad R. Baker
| $470M | +$25.2M | +6% | 6.29% | 108% | 54 | 3.7% |
|
| 3159 |
SWP
3159
Summit Wealth Partners
Orlando,
Florida
| $469M | +$38.3M | +9% | 6.3% | 35.5% | 228 | 9.65% |
|
| 3160 |
LAS
3160
Lloyd Advisory Services
Suwanee,
Georgia
| $469M | +$258M | +122% | 5.27% | – | 191 | 63.87% |
|
| 3161 |
BCB
3161
Brian C. Broderick
| $468M | +$67.5M | +17% | 11.1% | 64.8% | 86 | 18.6% |
|
| 3162 |
POEH
3162
Post Oak Energy Holdings
Houston,
Texas
| $468M | +$97.9M | +26% | 26.8% | 113% | 3 | 0% |
|
| 3163 |
SPA
3163
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $468M | +$47.2M | +11% | 5.09% | 46.5% | 112 | 16.07% |
|
| 3164 |
MFS
3164
McNamara Financial Services
Marshfield,
Massachusetts
| $467M | +$20.4M | +5% | 4.39% | 42.6% | 70 | 8.57% |
|
| 3165 |
SAM
3165
Strategy Asset Managers
Pasadena,
California
| $467M | +$45.2M | +11% | 11.4% | 88.1% | 257 | 21.4% |
|
| 3166 |
CICC
3166
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $466M | +$201M | +76% | 7.46% | – | 135 | 18.52% |
|
| 3167 |
4WM
3167
49 Wealth Management
Austin,
Texas
| $466M | +$77.3M | +20% | 4.74% | – | 140 | 22.14% |
|
| 3168 |
WFA
3168
West Financial Advisors
Des Moines,
Iowa
| $466M | +$27.5M | +6% | 5.27% | 45.1% | 168 | 14.88% |
|
| 3169 |
SAM
3169
Summit Asset Management
Memphis,
Tennessee
| $466M | +$48.1M | +12% | 7.48% | 43.3% | 162 | 7.41% |
|
| 3170 |
BBPWM
3170
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $466M | +$47.8M | +11% | 8.09% | 53.3% | 759 | 10.67% |
|
| 3171 |
CC
3171
Cannell Capital
Alta,
Wyoming
| $466M | +$4.41M | +1% | 4.36% | 130% | 69 | 37.68% |
|
| 3172 |
IWP
3172
IAG Wealth Partners
Waukesha,
Wisconsin
| $466M | +$27.3M | +6% | 6.63% | 41.4% | 467 | 13.7% |
|
| 3173 |
LSC
3173
Logan Stone Capital
Chicago,
Illinois
| $465M | -$29M | -6% | 5.42% | 34.1% | 182 | 40.11% |
|
| 3174 |
TPA
3174
Trivium Point Advisory
Westport,
Connecticut
| $465M | +$52.3M | +13% | 11.7% | 86.7% | 234 | 20.51% |
|
| 3175 |
NRD
3175
Nebula Research & Development
New York
| $464M | +$133M | +40% | 4.65% | – | 1,048 | 73.85% |
|