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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 |
RCM
3201
Requisite Capital Management
Dallas,
Texas
| $393M | +$68.8M | +21% | 3.06% | 31.7% | 80 | 22.5% |
|
| 3202 |
IA
3202
Icon Advisers
Greenwood Village,
Colorado
| $393M | +$5.5K | +0% | 5.77% | 86.9% | 172 | 21.51% |
|
| 3203 |
NW
3203
Naviter Wealth
Little Rock,
Arkansas
| $393M | +$107M | +38% | 5.29% | 67.3% | 237 | 20.68% |
|
| 3204 |
SCM
3204
Sio Capital Management
New York
| $393M | +$191M | +94% | 12.6% | 577% | 62 | 53.23% |
|
| 3205 |
VM
3205
VPR Management
Houston,
Texas
| $393M | -$86.6M | -18% | 4.89% | 60.8% | 54 | 1.85% |
|
| 3206 |
PIFP
3206
Partners in Financial Planning
Salem,
Virginia
| $393M | +$12.7M | +3% | 3.13% | 31.6% | 95 | 3.16% |
|
| 3207 |
D
3207
Diversified
Wilmington,
Delaware
| $393M | +$113M | +41% | 7.56% | 34.4% | 156 | 14.74% |
|
| 3208 |
SNB
3208
Security National Bank
Omaha,
Nebraska
| $393M | +$17.8M | +5% | 10.5% | 113% | 105 | 5.71% |
|
| 3209 |
PA
3209
Perennial Advisors
New York
| $392M | +$42.8M | +12% | 7.64% | – | 130 | 25.38% |
|
| 3210 |
TTSTC
3210
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $392M | +$11.5M | +3% | 2.96% | 27.3% | 8 | 0% |
|
| 3211 |
WCWM
3211
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $392M | +$17.8M | +5% | 4.41% | 39.1% | 46 | 2.17% |
|
| 3212 |
ACM
3212
ADW Capital Management
Miami Beach,
Florida
| $392M | +$51.9M | +15% | 10.8% | 75.7% | 7 | 0% |
|
| 3213 |
CM
3213
Cornerstone Management
Duluth,
Georgia
| $392M | +$8.38M | +2% | 3.32% | 40% | 249 | 81.12% |
|
| 3214 |
IC
3214
Intel Corp
Santa Clara,
California
| $392M | +$191M | +95% | 131% | 55.6% | 8 | 12.5% |
|
| 3215 |
BSWM
3215
Boston Standard Wealth Management
Winchester,
Massachusetts
| $391M | +$42.6M | +12% | 3.48% | 42.9% | 42 | 7.14% |
|
| 3216 |
CAWM
3216
Capital Advisors Wealth Management
Yakima,
Washington
| $391M | +$29.5M | +8% | 5.19% | 63.8% | 158 | 20.89% |
|
| 3217 |
CA
3217
Cambridge Advisors
Omaha,
Nebraska
| $391M | +$169K | +0% | 4.61% | 52.9% | 187 | 14.44% |
|
| 3218 |
LA
3218
Lynch & Associates
Newburgh,
Indiana
| $391M | +$9.57M | +3% | 4.54% | 62.9% | 108 | 5.56% |
|
| 3219 |
VU
3219
Vanderbilt University
Nashville,
Tennessee
| $391M | -$18.3M | -4% | 1.21% | 61.8% | 55 | 29.09% |
|
| 3220 |
PPP
3220
Private Portfolio Partners
Paramus,
New Jersey
| $390M | +$20.5M | +6% | 5.03% | 16.9% | 264 | 10.98% |
|
| 3221 |
IAS
3221
IMA Advisory Services
Denver,
Colorado
| $389M | +$1.49M | +0.4% | 5.78% | 55.7% | 330 | 16.67% |
|
| 3222 |
VW
3222
Vantage Wealth
Pasadena,
California
| $389M | +$28.7M | +8% | 4.33% | 56.1% | 38 | 10.53% |
|
| 3223 |
EC
3223
Euclidean Capital
New York
| $389M | +$275M | +241% | 7.05% | 76.3% | 12 | 16.67% |
|
| 3224 |
SSI
3224
SVF Sponsor III
Menlo Park,
California
| $389M | +$182M | +87% | 87.4% | 133% | 1 | 0% |
|
| 3225 |
DWM
3225
Darwin Wealth Management
Tampa,
Florida
| $389M | +$19.7M | +5% | 6.1% | 56.8% | 173 | 27.17% |
|