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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 |
UF
3326
Univest Financial
Souderton,
Pennsylvania
| $358M | -$6.11M | -2% | 0.71% | 60.6% | 113 | 7.08% |
|
| 3327 |
NIC
3327
Northwest Investment Counselors
Lake Oswego,
Oregon
| $358M | -$3.68M | -1% | 0.38% | 32.4% | 148 | 8.11% |
|
| 3328 |
H2CM
3328
H/2 Credit Manager
Stamford,
Connecticut
| $358M | +$60.9M | +20% | 1.14% | 54.9% | 12 | 16.67% |
|
| 3329 |
BWP
3329
BSW Wealth Partners
Boulder,
Colorado
| $358M | -$5.89M | -2% | 0.64% | 75.4% | 275 | 22.91% |
|
| 3330 |
ISB
3330
Iowa State Bank
Urbandale,
Iowa
| $358M | +$1.25M | +0.3% | 0.74% | 76% | 122 | 6.56% |
|
| 3331 |
TI
3331
tru Independence
Portland,
Oregon
| $358M | +$18M | +5% | 2.75% | 42.5% | 349 | 65.33% |
|
| 3332 |
MA
3332
MYDA Advisors
Woodmere,
New York
| $357M | -$43.8M | -11% | 0.11% | 189% | 360 | 51.39% |
|
| 3333 |
AAM
3333
AR Asset Management
West Hollywood,
California
| $357M | -$356K | -0.1% | 1.19% | 59.5% | 122 | 4.1% |
|
| 3334 |
WCM
3334
WestBridge Capital Management
Trianon,
Mauritius
| $357M | +$22.1M | +7% | 6.83% | 33.3% | 2 | 0% |
|
| 3335 |
SIC
3335
SFE Investment Counsel
Los Angeles,
California
| $357M | -$6.64M | -2% | 0.19% | 78.2% | 122 | 6.56% |
|
| 3336 |
SI
3336
SCP Investment
Orinda,
California
| $357M | +$11.2M | +3% | 0.5% | 48.7% | 37 | 45.95% |
|
| 3337 |
AG
3337
Aravt Global
New York
| $356M | +$92M | +35% | 1.21% | 83.7% | 12 | 16.67% |
|
| 3338 |
B
3338
Bridgeworth
Birmingham,
Alabama
| $356M | +$4.99M | +1% | 1.04% | 19.3% | 139 | 8.63% |
|
| 3339 |
CM
3339
CoreCommodity Management
Stamford,
Connecticut
| $356M | +$33.6M | +10% | 4.41% | 74.3% | 165 | 14.55% |
|
| 3340 |
SIA
3340
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $356M | +$141M | +66% | 0.49% | 62.6% | 454 | 55.73% |
|
| 3341 |
SAM
3341
Shikiar Asset Management
New York
| $355M | +$1.32M | +0.4% | 0.65% | 97.8% | 120 | 24.17% |
|
| 3342 |
PRA
3342
Pine Ridge Advisers
New York
| $355M | +$57.9M | +19% | 2.07% | 80% | 26 | 3.85% |
|
| 3343 |
CCM
3343
Carderock Capital Management
Chevy Chase,
Maryland
| $355M | -$9.84M | -3% | 2.23% | 88.6% | 159 | 53.46% |
|
| 3344 |
SMI
3344
Shelter Mutual Insurance
Columbia,
Missouri
| $355M | -$3.76M | -1% | 1.42% | 46.6% | 52 | 3.85% |
|
| 3345 |
SAM
3345
Socorro Asset Management
Dallas,
Texas
| $355M | +$47.9M | +16% | 0.6% | 38.8% | 35 | 14.29% |
|
| 3346 |
SCP
3346
Searchlight Capital Partners
New York
| $355M | -$20.2M | -5% | 0.21% | 70.4% | 9 | 22.22% |
|
| 3347 |
AWA
3347
Aaron Wealth Advisors
Chicago,
Illinois
| $355M | +$50.8M | +17% | 1.32% | 96.4% | 167 | 11.98% |
|
| 3348 |
AMM
3348
American Money Management
Rancho Santa Fe,
California
| $354M | +$58.4M | +20% | 0.35% | 54.1% | 140 | 39.29% |
|
| 3349 |
PT
3349
Plimoth Trust
Plymouth,
Massachusetts
| $354M | -$2.59M | -0.7% | 0.25% | 94% | 167 | 4.19% |
|
| 3350 |
KM
3350
Kalos Management
Alpharetta,
Georgia
| $354M | +$107M | +43% | 1.92% | 48.5% | 337 | 34.12% |
|