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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 |
HCM
3251
Howard Capital Management
Roswell,
Georgia
| $225M | +$25.6M | +13% | 3.27% | 89.1% | 48 | 37.5% |
|
| 3252 |
VP
3252
venBio Partners
San Francisco,
California
| $225M | +$102M | +83% | 6.86% | 648% | 6 | 33.33% |
|
| 3253 |
SVI
3253
Strategic Vision Investment
Hong Kong
| $225M | +$82.9M | +58% | 0.82% | 95.6% | 21 | 61.9% |
|
| 3254 |
FA
3254
FMA Advisory
Harrisburg,
Pennsylvania
| $225M | +$6.32M | +3% | 4.82% | 46.7% | 149 | 6.04% |
|
| 3255 |
LCP
3255
Legacy Capital Partners
Milwaukee,
Wisconsin
| $225M | +$10.8M | +5% | 3.64% | 85.6% | 148 | 12.16% |
|
| 3256 |
LCM
3256
Lionstone Capital Management
New York
| $225M | +$6.41M | +3% | 4.75% | 89.6% | 21 | 33.33% |
|
| 3257 |
EAM
3257
Exane Asset Management
Paris,
France
| $225M | +$19.6M | +10% | 5.81% | 77.5% | 65 | 60% |
|
| 3258 |
YWP
3258
YorkBridge Wealth Partners
New York
| $225M | +$8.15M | +4% | 4.77% | 36.5% | 790 | 4.56% |
|
| 3259 |
TLCM
3259
Tiger Legatus Capital Management
New York
| $225M | +$11.5M | +5% | 3.38% | 19.1% | 15 | 33.33% |
|
| 3260 |
MM
3260
Meridian Management
Little Rock,
Arkansas
| $225M | +$22.9M | +11% | 2.4% | 47.4% | 76 | 13.16% |
|
| 3261 |
TL
3261
TrueWealth LLC
Atlanta,
Georgia
| $225M | +$8.86M | +4% | 5.01% | – | 785 | 7.52% |
|
| 3262 |
ISB
3262
Iowa State Bank
Urbandale,
Iowa
| $225M | +$6.86M | +3% | 2.71% | 61% | 108 | 6.48% |
|
| 3263 |
UAM
3263
UAS Asset Management
New York
| $225M | +$3.29M | +1% | 7.86% | 102% | 33 | 51.52% |
|
| 3264 |
NWP
3264
Northstar Wealth Partners
West Hartford,
Connecticut
| $225M | +$6.27M | +3% | 2.7% | 36.2% | 186 | 6.45% |
|
| 3265 |
SP
3265
StackLine Partners
New York
| $225M | +$27.3M | +14% | 3.31% | 12.7% | 22 | 27.27% |
|
| 3266 |
BBL
3266
Beck Bode LLC
Dedham,
Massachusetts
| $225M | +$17.3M | +8% | 4.17% | 128% | 77 | 37.66% |
|
| 3267 |
TPA
3267
Trivium Point Advisory
Westport,
Connecticut
| $224M | +$10.2M | +5% | 4.87% | 86.7% | 173 | 16.18% |
|
| 3268 |
KIC
3268
Keating Investment Counselors
Delray Beach,
Florida
| $224M | +$3.11M | +1% | 2.53% | 43.7% | 66 | 4.55% |
|
| 3269 |
KC
3269
Kellner Capital
New York
| $224M | +$76.8M | +52% | 8.83% | 390% | 47 | 74.47% |
|
| 3270 |
FMTC
3270
Farmers & Merchants Trust Company
Long Beach,
California
| $224M | +$4.41M | +2% | 3.08% | 61% | 143 | 5.59% |
|
| 3271 |
SIA
3271
Starfire Investment Advisers
Southfield,
Michigan
| $224M | +$5.75M | +3% | 2.8% | 19.2% | 163 | 4.29% |
|
| 3272 |
TCOO
3272
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $223M | +$3.46M | +2% | 3.8% | 88.7% | 128 | 3.91% |
|
| 3273 |
AP
3273
Arlington Partners
Birmingham,
Alabama
| $223M | +$83.5M | +60% | 1.8% | 43.7% | 266 | 45.49% |
|
| 3274 |
RGIA
3274
Rainier Group Investment Advisory
Bellevue,
Washington
| $223M | -$3.81M | -2% | 3.89% | 41.4% | 45 | 15.56% |
|
| 3275 |
LC
3275
Lincoln Capital
Lincoln,
Nebraska
| $223M | +$16.1M | +8% | 7.43% | 63.8% | 79 | 11.39% |
|