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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3201 |
KLI
3201
Kelman-Lazarov Inc
Memphis,
Tennessee
| $189M | +$7.09M | +4% | 3.34% | 39.9% | 128 | 10.16% |
|
| 3202 |
BC
3202
Beaconlight Capital
New York
| $189M | +$65M | +52% | 10.2% | 221% | 22 | 50% |
|
| 3203 |
PC
3203
Palo Capital
Newport Beach,
California
| $189M | +$12.6M | +7% | 4.44% | 34.6% | 130 | 12.31% |
|
| 3204 |
SRCM
3204
Swift Run Capital Management
Charlottesville,
Virginia
| $189M | +$15.9M | +9% | 2.11% | 9.9% | 55 | 9.09% |
|
| 3205 |
BCA
3205
Bray Capital Advisors
Naples,
Florida
| $189M | +$6.74M | +4% | 3.53% | 36.6% | 126 | 10.32% |
|
| 3206 |
MA
3206
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $189M | +$8.84M | +5% | 5.65% | 149% | 77 | 5.19% |
|
| 3207 |
CFA
3207
Cahill Financial Advisors
Edina,
Minnesota
| $189M | +$8.54M | +5% | 4.28% | 45.2% | 141 | 5.67% |
|
| 3208 |
VIA
3208
Vantis Investment Advisers
Miami,
Florida
| $189M | +$120M | +172% | 15.3% | 39.6% | 10 | 50% |
|
| 3209 |
BCM
3209
Blume Capital Management
Berkeley,
California
| $189M | +$13M | +7% | 1.78% | 75% | 254 | 24.02% |
|
| 3210 |
TCM
3210
Tegean Capital Management
New York
| $189M | +$6.73M | +4% | 4.27% | – | 23 | 30.43% |
|
| 3211 |
YP
3211
YG Partners
New York
| $189M | -$59.8M | -24% | 3.21% | – | 42 | 45.24% |
|
| 3212 |
AMG
3212
Advisors Management Group
La Crosse,
Wisconsin
| $189M | +$7.73M | +4% | 2.23% | 68.9% | 80 | 8.75% |
|
| 3213 |
SFS
3213
Shaker Financial Services
Arlington,
Virginia
| $189M | +$11M | +6% | 2.49% | 13.1% | 126 | 40.48% |
|
| 3214 |
VW
3214
Vantage Wealth
Pasadena,
California
| $189M | +$1.11M | +0.6% | 1.15% | 56.1% | 24 | 4.17% |
|
| 3215 |
ST
3215
Somerset Trust
Somerset,
Pennsylvania
| $189M | +$5.13M | +3% | 3.78% | 69.7% | 143 | 7.69% |
|
| 3216 |
BHTS
3216
Bar Harbor Trust Services
Ellsworth,
Maine
| $188M | -$2.12M | -1% | 3.7% | 86.4% | 85 | 12.94% |
|
| 3217 |
WPIC
3217
White Pine Investment Company
Livonia,
Michigan
| $188M | +$422K | +0.2% | 3.83% | 66.3% | 57 | 5.26% |
|
| 3218 |
EP
3218
Edgestream Partners
Princeton,
New Jersey
| $188M | -$77.5M | -29% | 5.75% | 32.8% | 147 | 38.78% |
|
| 3219 |
NDSI
3219
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $188M | +$7.36M | +4% | 4.3% | 73.5% | 162 | 8.64% |
|
| 3220 |
AFS
3220
Amtrust Financial Services
New York
| $188M | +$7.45M | +4% | 1.16% | 44.2% | 66 | 39.39% |
|
| 3221 |
GC
3221
Gobi Capital
San Francisco,
California
| $187M | +$8.74M | +5% | 9.48% | 107% | 9 | 0% |
|
| 3222 |
HPC
3222
Hill Path Capital
New York
| $187M | -$43.3M | -19% | 19.1% | 34.7% | 3 | 33.33% |
|
| 3223 |
HCA
3223
Heck Capital Advisors
Rhinelander,
Wisconsin
| $187M | +$15.1M | +9% | 3.73% | 59.4% | 88 | 13.64% |
|
| 3224 |
CCM
3224
Crestwood Capital Management
New York
| $187M | -$7.53M | -4% | 8.14% | 129% | 28 | 35.71% |
|
| 3225 |
RA
3225
Rational Advisors
Huntington,
New York
| $187M | +$26.4M | +16% | 3.01% | 37.7% | 408 | 45.1% |
|