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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3226 |
KLI
3226
Kelman-Lazarov Inc
Memphis,
Tennessee
| $182M | +$27.1M | +17% | 3.61% | 39.9% | 125 | 20% |
|
| 3227 |
TCM
3227
Tegean Capital Management
New York
| $182M | +$72.8M | +66% | 0.03% | – | 20 | 25% |
|
| 3228 |
AF
3228
AMG Funds
Stamford,
Connecticut
| $182M | -$3.75M | -2% | 0.15% | 6.28% | 114 | 8.77% |
|
| 3229 |
CCI
3229
Cevian Capital II
St. Helier,
Jersey
| $182M | -$56M | -24% | 2.61% | 56.3% | 1 | 0% |
|
| 3230 |
DVM
3230
Dreman Value Management
West Palm Beach,
Florida
| $182M | +$6.83M | +4% | 1.71% | 36.6% | 451 | 52.11% |
|
| 3231 |
HT
3231
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $182M | +$7.34M | +4% | 3.29% | 40% | 24 | 4.17% |
|
| 3232 |
VCM
3232
Versant Capital Management
Phoenix,
Arizona
| $182M | +$738K | +0.4% | 2.38% | 82.4% | 1,640 | 3.41% |
|
| 3233 |
AMG
3233
Advisors Management Group
La Crosse,
Wisconsin
| $181M | +$22.9M | +14% | 0.56% | 68.9% | 75 | 8% |
|
| 3234 |
DWM
3234
Darwin Wealth Management
Tampa,
Florida
| $181M | +$8.66M | +5% | 2.99% | 56.8% | 141 | 17.02% |
|
| 3235 |
SRC
3235
Stone Run Capital
New York
| $181M | +$14.6M | +9% | 7.7% | 77.8% | 69 | 1.45% |
|
| 3236 |
DWM
3236
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $181M | +$9.73M | +6% | 1.69% | 93% | 66 | 10.61% |
|
| 3237 |
WA
3237
Winfield Associates
Cleveland,
Ohio
| $181M | +$5.04M | +3% | 2.87% | 77.8% | 937 | 22.09% |
|
| 3238 |
UMA
3238
USA Mutuals Advisors
Dallas,
Texas
| $181M | +$2.23M | +1% | 8.26% | 14.1% | 31 | 3.23% |
|
| 3239 |
VCA
3239
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $181M | +$52.5M | +41% | 4.31% | 30.6% | 27 | 40.74% |
|
| 3240 |
HM
3240
Heronetta Management
New York
| $181M | -$19M | -10% | 4.24% | 64.4% | 34 | 5.88% |
|
| 3241 |
B
3241
Brightworth
Atlanta,
Georgia
| $181M | -$1.93M | -1% | 3.15% | 21.7% | 43 | 16.28% |
|
| 3242 |
CFA
3242
Cahill Financial Advisors
Edina,
Minnesota
| $181M | +$7.53M | +4% | 2.52% | 45.2% | 140 | 10% |
|
| 3243 |
PTB
3243
Pioneer Trust Bank
Salem,
Oregon
| $180M | +$4.72M | +3% | 2.69% | 61.4% | 71 | 4.23% |
|
| 3244 |
DM
3244
Delphi Management
Brookline,
Massachusetts
| $180M | +$5.12M | +3% | 0.28% | 78% | 89 | 14.61% |
|
| 3245 |
NO
3245
Ninety One
Cape Town,
South Africa
| $180M | +$27M | +18% | 5.47% | 193% | 83 | 10.84% |
|
| 3246 |
MA
3246
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $180M | -$7.36M | -4% | 2.64% | 149% | 76 | 1.32% |
|
| 3247 |
FPCP
3247
Fort Point Capital Partners
San Francisco,
California
| $180M | -$14.2M | -7% | 4.19% | 53.4% | 118 | 27.12% |
|
| 3248 |
CI
3248
Cavalier Investments
Alpharetta,
Georgia
| $180M | +$1.13M | +0.6% | 3.45% | 154% | 157 | 13.38% |
|
| 3249 |
HC
3249
Hendley & Co
Zanesville,
Ohio
| $180M | +$12.6M | +8% | 2.37% | 54.8% | 54 | 7.41% |
|
| 3250 |
PFA
3250
Pinnacle Family Advisors
Springfield,
Missouri
| $179M | +$17.5M | +11% | 2.36% | 77.3% | 84 | 52.38% |
|