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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3251 |
CCI
3251
Cevian Capital II
St. Helier,
Jersey
| $148M | -$14M | -9% | 8.67% | 56.3% | 1 | 0% |
|
| 3252 |
PC
3252
Permit Capital
West Conshohocken,
Pennsylvania
| $148M | +$7.45M | +5% | 7.89% | 76% | 33 | 6.06% |
|
| 3253 |
MC
3253
Miles Capital
West Des Moines,
Iowa
| $148M | +$1.02M | +0.7% | 3.59% | 15.4% | 234 | 59.83% |
|
| 3254 |
LWA
3254
Lowe Wealth Advisors
Columbia,
Maryland
| $148M | -$1.12M | -0.8% | 1.63% | 63.3% | 264 | 6.06% |
|
| 3255 |
JRM
3255
John R. Muse
| $147M | -$17M | -10% | 7.21% | – | 1 | 0% |
|
| 3256 |
MBA
3256
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $147M | +$5.85M | +4% | 5.34% | 53.6% | 110 | 9.09% |
|
| 3257 |
KC
3257
Kellner Capital
New York
| $146M | +$2.22M | +2% | 11.7% | 390% | 66 | 59.09% |
|
| 3258 |
NME
3258
Notis-McConarty Edward
| $146M | +$3.69M | +3% | 3.61% | 65.2% | 98 | 7.14% |
|
| 3259 |
IVMX
3259
Institutional Venture Management XIII
Menlo Park,
California
| $146M | +$13.6M | +10% | 12.7% | – | 6 | 0% |
|
| 3260 |
VWM
3260
Vector Wealth Management
Minneapolis,
Minnesota
| $146M | -$759K | -0.5% | 3.87% | 2.13% | 82 | 4.88% |
|
| 3261 |
CWM
3261
Cedar Wealth Management
Walnut Creek,
California
| $146M | -$10.9M | -7% | 2.01% | 53.2% | 141 | 19.86% |
|
| 3262 |
LFG
3262
LifePlan Financial Group
Dayton,
Ohio
| $146M | +$101K | +0.1% | 2.76% | 20.2% | 112 | 14.29% |
|
| 3263 |
LK
3263
Lumbard & Kellner
Hollis,
New Hampshire
| $146M | +$9.61M | +7% | 5.07% | 105% | 86 | 9.3% |
|
| 3264 |
UAM
3264
UAS Asset Management
New York
| $146M | -$26.9M | -16% | 2.43% | 102% | 27 | 22.22% |
|
| 3265 |
CO
3265
Caldwell & Orkin
Norcross,
Georgia
| $146M | -$85.3M | -37% | 6.73% | 137% | 89 | 57.3% |
|
| 3266 |
SFPM
3266
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $145M | +$2.59M | +2% | 1.08% | 24.5% | 88 | 11.36% |
|
| 3267 |
RA
3267
Raffles Associates
New York
| $145M | +$46.9M | +48% | 8.99% | 44.7% | 73 | 45.21% |
|
| 3268 |
JAM
3268
JW Asset Management
Miami Beach,
Florida
| $145M | +$19.4M | +15% | 32.2% | 126% | 47 | 34.04% |
|
| 3269 |
EHWM
3269
Eads & Heald Wealth Management
Atlanta,
Georgia
| $145M | -$360K | -0.2% | 2.05% | 70.2% | 135 | 5.93% |
|
| 3270 |
WOC
3270
West Oak Capital
Westlake Village,
California
| $145M | +$6.63M | +5% | 3.38% | 110% | 398 | 18.09% |
|
| 3271 |
GPC
3271
Guardian Point Capital
Charlottesville,
Virginia
| $145M | +$21.9M | +18% | 7.06% | 128% | 18 | 38.89% |
|
| 3272 |
OWM
3272
Orgel Wealth Management
Altoona,
Wisconsin
| $145M | -$85.5M | -37% | 6.34% | 36.6% | 23 | 30.43% |
|
| 3273 |
KCM
3273
Kempner Capital Management
Galveston,
Texas
| $145M | -$10.8M | -7% | 5.17% | 60.9% | 72 | 6.94% |
|
| 3274 |
SCM
3274
Sio Capital Management
New York
| $145M | -$50.8M | -26% | 9.7% | 577% | 54 | 61.11% |
|
| 3275 |
DSAM
3275
Dock Street Asset Management
Palm Beach,
Florida
| $145M | +$31.8M | +28% | 7.88% | 167% | 40 | 15% |
|