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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3326 |
MLM
3326
Mount Lucas Management
Newtown,
Pennsylvania
| $340M | -$136M | -29% | 14.2% | 84.4% | 116 | 6.03% |
|
| 3327 |
BC
3327
Brio Consultants
San Francisco,
California
| $340M | +$30M | +10% | 2.51% | 35.6% | 72 | 4.17% |
|
| 3328 |
SP
3328
StackLine Partners
New York
| $340M | +$42.2M | +14% | 7.1% | 12.7% | 17 | 35.29% |
|
| 3329 |
LFG
3329
Larson Financial Group
St Louis,
Missouri
| $340M | +$45.6M | +16% | 5.86% | 59.9% | 960 | 20.83% |
|
| 3330 |
GWSG
3330
GPS Wealth Strategies Group
Centennial,
Colorado
| $339M | +$54.2M | +19% | 2.58% | 118% | 979 | 82.43% |
|
| 3331 |
OCM
3331
Oakwood Capital Management
Los Angeles,
California
| $339M | +$11.3M | +3% | 6% | 72.7% | 68 | 20.59% |
|
| 3332 |
ODIJL
3332
One Day In July LLC
Burlington,
Vermont
| $339M | +$41.1M | +14% | 5.19% | 33.3% | 64 | 21.88% |
|
| 3333 |
SCP
3333
Steamboat Capital Partners
Rye,
New York
| $339M | -$11.7M | -3% | 18.7% | 189% | 61 | 65.57% |
|
| 3334 |
AWM
3334
Arbor Wealth Management
Miramar Beach,
Florida
| $339M | +$73.1M | +28% | 5.51% | 101% | 48 | 22.92% |
|
| 3335 |
HIP
3335
HUB Investment Partners
Austin,
Texas
| $339M | +$119M | +54% | 5.43% | 95.7% | 256 | 48.83% |
|
| 3336 |
BL
3336
BCWM LLC
Overland Park,
Kansas
| $339M | +$3.52M | +1% | 3.81% | – | 77 | 19.48% |
|
| 3337 |
PT
3337
Plimoth Trust
Plymouth,
Massachusetts
| $339M | +$18.7M | +6% | 6.55% | 94% | 165 | 5.45% |
|
| 3338 |
SA
3338
SoftVest Advisors
Abilene,
Texas
| $339M | +$115M | +51% | 108% | 146% | 12 | 58.33% |
|
| 3339 |
E
3339
EnerVest
Houston,
Texas
| $339M | +$92.4M | +38% | 62.6% | 20.5% | 1 | 0% |
|
| 3340 |
YWP
3340
YorkBridge Wealth Partners
New York
| $338M | +$39.8M | +13% | 4.38% | 36.5% | 248 | 16.53% |
|
| 3341 |
VM
3341
Venator Management
Pittsburgh,
Pennsylvania
| $338M | +$33.4M | +11% | 6.27% | 115% | 36 | 16.67% |
|
| 3342 |
T
3342
TRUADVICE
Sarasota,
Florida
| $338M | +$9.71M | +3% | 4.41% | 21.6% | 325 | 34.15% |
|
| 3343 |
CFSG
3343
Community Financial Services Group
Newport,
Vermont
| $338M | +$19.9M | +6% | 6.78% | – | 95 | 7.37% |
|
| 3344 |
ACM
3344
Armbruster Capital Management
Pittsford,
New York
| $338M | +$39.6M | +13% | 8.88% | 64.3% | 91 | 3.3% |
|
| 3345 |
EWA
3345
ERTS Wealth Advisors
Marquette,
Michigan
| $338M | +$29.6M | +10% | 5.62% | 29.7% | 87 | 11.49% |
|
| 3346 |
HC
3346
HNP Capital
Rochester,
New York
| $337M | +$31.8M | +10% | 4.67% | 52.4% | 151 | 15.89% |
|
| 3347 |
MCM
3347
Monarch Capital Management
Fort Wayne,
Indiana
| $337M | +$19.4M | +6% | 9.23% | 65% | 110 | 5.45% |
|
| 3348 |
VAS
3348
Valicenti Advisory Services
Elmira,
New York
| $337M | +$28.5M | +9% | 4.12% | 119% | 78 | 8.97% |
|
| 3349 |
OAM
3349
Occidental Asset Management
Burlingame,
California
| $336M | +$34.7M | +12% | 4.31% | 65.6% | 199 | 22.61% |
|
| 3350 |
SM
3350
Selkirk Management
Chatham,
New Jersey
| $336M | +$27.5M | +9% | 1.34% | 268% | 24 | 16.67% |
|