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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3176 |
CH
3176
Canton Hathaway
Providence,
Rhode Island
| $495M | +$94.7M | +24% | 8.25% | 76.5% | 292 | 23.29% |
|
| 3177 |
KBG
3177
Kahn Brothers Group
New York
| $494M | +$34.1M | +7% | 4.16% | 38.1% | 58 | 15.52% |
|
| 3178 |
WCFA
3178
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $494M | +$2.27M | +0.5% | 0.06% | 56.8% | 303 | 18.81% |
|
| 3179 |
EAMA
3179
EFG Asset Management (Americas)
Miami,
Florida
| $494M | -$20.3M | -4% | 2.89% | 112% | 137 | 13.87% |
|
| 3180 |
SOAMC
3180
Spirit of America Management Corp
Syosset,
New York
| $494M | +$144K | +0% | 1.91% | 110% | 323 | 6.5% |
|
| 3181 |
BL
3181
BWCP LP
Dallas,
Texas
| $493M | +$28.7M | +6% | 10.1% | 161% | 32 | 46.88% |
|
| 3182 |
SHIM
3182
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $493M | +$99.8M | +25% | 0.95% | 40.1% | 438 | 88.36% |
|
| 3183 |
EWM
3183
Edge Wealth Management
New York
| $493M | -$862K | -0.2% | 1.2% | 61.6% | 85 | 9.41% |
|
| 3184 |
SWP
3184
Summit Wealth Partners
Orlando,
Florida
| $493M | +$6.04M | +1% | 0.38% | 35.5% | 215 | 10.7% |
|
| 3185 |
CWS
3185
Cypress Wealth Services
Palm Desert,
California
| $493M | -$4.96M | -1% | 2.02% | 71.8% | 296 | 9.46% |
|
| 3186 |
FPF
3186
First Pacific Financial
Vancouver,
Washington
| $493M | +$63M | +15% | 1.92% | 48.5% | 554 | 32.85% |
|
| 3187 |
PCS
3187
Personal CFO Solutions
Chester,
New Jersey
| $493M | -$15.7M | -3% | 0.06% | 74.8% | 500 | 19% |
|
| 3188 |
FCA
3188
Fortis Capital Advisors
Prairie Village,
Kansas
| $493M | +$200M | +68% | 3.25% | 111% | 300 | 59.67% |
|
| 3189 |
M
3189
MATAURO
New York
| $492M | +$30.4M | +7% | 2.53% | – | 139 | 25.18% |
|
| 3190 |
EGP
3190
Entrust Global Partners
New York
| $492M | +$365M | +288% | 30.1% | 75.6% | 5 | 20% |
|
| 3191 |
HEIP
3191
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $492M | -$50.5M | -9% | 0.23% | 68.8% | 192 | 50% |
|
| 3192 |
BEW
3192
Burton Enright Welch
Walnut Creek,
California
| $492M | +$15.5M | +3% | 0.07% | 62.8% | 107 | 11.21% |
|
| 3193 |
TWM
3193
Topsail Wealth Management
Charlotte,
North Carolina
| $492M | +$23.5M | +5% | 1.25% | – | 232 | 15.95% |
|
| 3194 |
US
3194
UNICOM Systems
Las Vegas,
Nevada
| $491M | +$79.7M | +19% | 20.4% | – | 27 | 29.63% |
|
| 3195 |
ARG
3195
Advisory Resource Group
Tulsa,
Oklahoma
| $491M | +$19.8M | +4% | 0.01% | 66.5% | 167 | 8.38% |
|
| 3196 |
CRB
3196
Chad R. Baker
| $491M | -$19.9M | -4% | 2.39% | 108% | 52 | 7.69% |
|
| 3197 |
BCB
3197
Brian C. Broderick
| $491M | -$19M | -4% | 1.82% | 64.8% | 87 | 9.2% |
|
| 3198 |
MCMU
3198
MIC Capital Management (UK)
London,
United Kingdom
| $491M | -$215M | -31% | 3% | 37.8% | 15 | 13.33% |
|
| 3199 |
IG
3199
Ithaka Group
Arlington,
Virginia
| $491M | -$52.1M | -10% | 7.98% | 99.2% | 37 | 8.11% |
|
| 3200 |
MAM
3200
Monaco Asset Management
Monaco
| $490M | -$200M | -29% | 0.36% | 97% | 104 | 49.04% |
|