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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3351 |
TWM
3351
Tolleson Wealth Management
Dallas,
Texas
| $229M | -$375K | -0.2% | 17.4% | 48.1% | 70 | 18.57% |
|
| 3352 |
WSC
3352
Wellington Shields & Co
New York
| $228M | +$46.8M | +26% | 28.9% | 75.6% | 187 | 19.25% |
|
| 3353 |
FRGX
3353
First Reserve GP XI
Stamford,
Connecticut
| $228M | +$154M | +210% | 210% | 26.4% | 1 | 0% |
|
| 3354 |
HGWM
3354
Horst & Graben Wealth Management
Portland,
Oregon
| $228M | +$37.7M | +20% | 12.7% | 55.1% | 106 | 24.53% |
|
| 3355 |
SFA
3355
Stewardship Financial Advisors
Stockbridge,
Georgia
| $228M | +$31.3M | +16% | 16.7% | 39.1% | 82 | 29.27% |
|
| 3356 |
HCM
3356
HMS Capital Management
Nashville,
Tennessee
| $227M | +$125M | +121% | 26% | 130% | 161 | 54.66% |
|
| 3357 |
WA
3357
WealthTrust Axiom
Wayne,
Pennsylvania
| $227M | +$23.3M | +11% | 19.7% | 101% | 221 | 17.19% |
|
| 3358 |
RA
3358
RMR Advisors
Newton,
Massachusetts
| $227M | +$29.4M | +15% | 16.4% | 2.17% | 113 | 0.88% |
|
| 3359 |
PCM
3359
Punch Card Management
Winter Park,
Florida
| $227M | +$28.3M | +14% | 52% | 41% | 4 | 25% |
|
| 3360 |
NIF
3360
Nalanda India Fund
Moka,
Mauritius
| $227M | +$49.5M | +28% | 27.9% | 15.3% | 1 | 0% |
|
| 3361 |
EA
3361
Emerald Advisors
Bellevue,
Washington
| $227M | +$5.36M | +2% | 9.27% | 78.4% | 77 | 14.29% |
|
| 3362 |
SHJ
3362
Sharkey, Howes & Javer
Denver,
Colorado
| $226M | +$34.7M | +18% | 16.9% | 54.6% | 73 | 31.51% |
|
| 3363 |
AC
3363
Avestar Capital
New York
| $226M | +$43.2M | +24% | 24.8% | 83.6% | 209 | 36.36% |
|
| 3364 |
LS
3364
Liquid Strategies
Atlanta,
Georgia
| $226M | +$27.3M | +14% | 9% | 46.8% | 7 | 14.29% |
|
| 3365 |
OAM
3365
Occidental Asset Management
Burlingame,
California
| $226M | +$27.4M | +14% | 15.1% | 65.6% | 160 | 24.38% |
|
| 3366 |
AAI
3366
American Assets Inc
San Diego,
California
| $226M | +$11.6M | +5% | 7.13% | 44.3% | 12 | 50% |
|
| 3367 |
SIC
3367
SFE Investment Counsel
Los Angeles,
California
| $226M | +$44M | +24% | 26.1% | 78.2% | 108 | 10.19% |
|
| 3368 |
CT
3368
Chicago Trust
Grayslake,
Illinois
| $226M | +$28.3M | +14% | 15.7% | 85.9% | 177 | 11.3% |
|
| 3369 |
S
3369
Surevest
Los Angeles,
California
| $226M | +$42.3M | +23% | 19.9% | 24.6% | 102 | 27.45% |
|
| 3370 |
BFC
3370
Blue Fin Capital
Warren,
Rhode Island
| $226M | +$44.7M | +25% | 23.3% | 119% | 122 | 9.84% |
|
| 3371 |
CC
3371
Cypress Capital
Franklin,
Tennessee
| $226M | – | – | 12.1% | 39.8% | 64 | – |
|
| 3372 |
PWS
3372
Private Wealth Strategies
New Albany,
Ohio
| $226M | +$25.3M | +13% | 15.6% | 18.8% | 79 | 26.58% |
|
| 3373 |
JWCA
3373
J.W. Coons Advisors
Columbus,
Ohio
| $225M | +$34.9M | +18% | 18.8% | 61.2% | 201 | 10.95% |
|
| 3374 |
PCM
3374
Princeton Capital Management
Red Bank,
New Jersey
| $225M | +$32.9M | +17% | 26.9% | 148% | 97 | 12.37% |
|
| 3375 |
KC
3375
Kingfisher Capital
Charlotte,
North Carolina
| $225M | +$30.3M | +16% | 18.2% | 58.5% | 160 | 26.25% |
|