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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 |
AGC
3351
Aspen Grove Capital
Avon,
Colorado
| $452M | +$27.7M | +7% | 7.31% | 77% | 222 | 14.86% |
|
| 3352 |
CAAM
3352
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $452M | +$98.4M | +28% | 5.4% | 32.7% | 108 | 8.33% |
|
| 3353 |
AFG
3353
Altiora Financial Group
Lebanon,
Ohio
| $452M | +$35.7M | +9% | 4.71% | 33.3% | 91 | 7.69% |
|
| 3354 |
LCM
3354
Liberty Capital Management
Birmingham,
Michigan
| $452M | +$30.4M | +7% | 7.69% | – | 163 | 5.52% |
|
| 3355 |
AA
3355
Aire Advisors
Beverly Hills,
California
| $452M | +$13.5M | +3% | 7.4% | 60.9% | 164 | 9.76% |
|
| 3356 |
CCWM
3356
Correct Capital Wealth Management
Clayton,
Missouri
| $452M | +$23.7M | +6% | 5.49% | – | 127 | 14.17% |
|
| 3357 |
SW
3357
SkyOak Wealth
Southfield,
Michigan
| $452M | +$23.3M | +5% | 6.41% | 73.4% | 269 | 18.59% |
|
| 3358 |
SAS
3358
SMI Advisory Services
Columbus,
Indiana
| $452M | +$47.2M | +12% | 6.93% | 79.7% | 65 | 23.08% |
|
| 3359 |
KC
3359
Keenan Capital
Burlingame,
California
| $452M | +$43.2M | +11% | 16.9% | 118% | 9 | 0% |
|
| 3360 |
SRC
3360
Sage Rhino Capital
Menlo Park,
California
| $452M | +$32.8M | +8% | 7.05% | 71.6% | 285 | 14.39% |
|
| 3361 |
EFG
3361
Everhart Financial Group
Dublin,
Ohio
| $451M | +$66M | +17% | 6.97% | 113% | 333 | 17.12% |
|
| 3362 |
UI
3362
Untitled Investments
New York
| $451M | +$3.44M | +0.8% | 11.2% | 62.6% | 19 | 15.79% |
|
| 3363 |
BL
3363
BWCP LP
Dallas,
Texas
| $451M | +$53.2M | +13% | 12.8% | 161% | 29 | 37.93% |
|
| 3364 |
PCTC
3364
Perkins Coie Trust Company
Seattle,
Washington
| $451M | +$20.8M | +5% | 6.34% | 70.8% | 298 | 9.73% |
|
| 3365 |
ODG
3365
O'Dell Group
Cincinnati,
Ohio
| $451M | +$42.6M | +10% | 5.84% | 72.2% | 101 | 13.86% |
|
| 3366 |
PG
3366
Patten Group
Chattanooga,
Tennessee
| $450M | +$26.3M | +6% | 5.72% | 71.1% | 250 | 5.2% |
|
| 3367 |
AAM
3367
AR Asset Management
West Hollywood,
California
| $450M | +$35M | +8% | 8.98% | 59.5% | 112 | 1.79% |
|
| 3368 |
GBL
3368
Groupe Bruxelles Lambert
Brussels,
Belgium
| $450M | -$106M | -19% | 19% | – | 1 | 0% |
|
| 3369 |
FNC
3369
First National Corp
Rockland,
Massachusetts
| $450M | +$29.7M | +7% | 6.62% | 56.3% | 163 | 15.95% |
|
| 3370 |
FRM
3370
Fox Run Management
Greenwich,
Connecticut
| $449M | -$82M | -15% | 5.94% | 44.8% | 1,175 | 72.51% |
|
| 3371 |
SGM
3371
Seven Grand Managers
Bronxville,
New York
| $449M | +$227M | +103% | 14.5% | 233% | 84 | 63.1% |
|
| 3372 |
FL
3372
Fourthstone LLC
St Louis,
Missouri
| $449M | +$135M | +43% | 19.1% | 60.1% | 77 | 54.55% |
|
| 3373 |
CPRC
3373
Consolidated Portfolio Review Corp
Woodbury,
New York
| $448M | +$19.4M | +5% | 6.58% | 65.4% | 328 | 15.85% |
|
| 3374 |
MSA
3374
Marino Stram & Associates
Braintree,
Massachusetts
| $448M | +$38.8M | +9% | 7.53% | 63.6% | 170 | 4.71% |
|
| 3375 |
KMC
3375
Kirr Marbach & Co
Columbus,
Indiana
| $448M | +$32.1M | +8% | 9.4% | 135% | 57 | 7.02% |
|