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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 |
PIWA
3351
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $558M | +$43M | +8% | 0.6% | 33.5% | 231 | 31.6% |
|
| 3352 |
SG
3352
Standard General
New York
| $558M | +$142M | +34% | 45% | 112% | 3 | 0% |
|
| 3353 |
WCP
3353
Wick Capital Partners
Wayne,
Pennsylvania
| $558M | +$138M | +33% | 1.91% | 48.1% | 212 | 50% |
|
| 3354 |
BPIA
3354
Broad Peak Investment Advisers
Singapore
| $558M | +$199M | +56% | 21.3% | – | 22 | 40.91% |
|
| 3355 |
CRB
3355
Chad R. Baker
| $557M | -$23.7M | -4% | 4.02% | 108% | 60 | 15% |
|
| 3356 |
RR
3356
Robotti Robert
| $557M | -$19.6M | -3% | 0.98% | 149% | 62 | 6.45% |
|
| 3357 |
SW
3357
SkyOak Wealth
Southfield,
Michigan
| $556M | +$26.5M | +5% | 3.6% | 73.4% | 270 | 15.19% |
|
| 3358 |
ATI
3358
Act Two Investors
Santa Cruz,
California
| $556M | -$8.26M | -1% | 6.21% | 52.9% | 40 | 7.5% |
|
| 3359 |
RSVP
3359
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $555M | -$3.1M | -0.6% | 3.06% | 54.6% | 81 | 3.7% |
|
| 3360 |
JJ
3360
Johnson & Johnson
New Brunswick,
New Jersey
| $555M | +$51.1M | +10% | 16% | 300% | 20 | 15% |
|
| 3361 |
PHC
3361
Panoramic Hills Capital
Road Town,
| $555M | – | – | 20.2% | – | 4 | – |
|
| 3362 |
HA
3362
Harfst & Associates
Sheridan,
Wyoming
| $555M | +$12.4M | +2% | 0.4% | 70.3% | 118 | 11.02% |
|
| 3363 |
MSA
3363
Marino Stram & Associates
Braintree,
Massachusetts
| $553M | -$2.55M | -0.5% | 2.02% | 63.6% | 199 | 11.06% |
|
| 3364 |
LRIA
3364
Leonard Rickey Investment Advisors
Yakima,
Washington
| $553M | +$22M | +4% | 2.43% | 55.9% | 121 | 8.26% |
|
| 3365 |
RIP
3365
RAM Investment Partners
Bellevue,
Washington
| $553M | +$19.9M | +4% | 0.87% | 53.4% | 121 | 18.18% |
|
| 3366 |
FSG
3366
Financial Strategies Group
Okemos,
Michigan
| $552M | +$27.8M | +5% | 2.33% | 39.5% | 95 | 3.16% |
|
| 3367 |
MWM
3367
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $552M | +$39.2M | +8% | 4.12% | 119% | 158 | 25.32% |
|
| 3368 |
LC
3368
Lincoln Capital
Lincoln,
Nebraska
| $552M | +$18M | +3% | 4.33% | 63.8% | 132 | 6.82% |
|
| 3369 |
SIG
3369
Spinnaker Investment Group
Newport Beach,
California
| $551M | +$19.3M | +4% | 1.46% | 48.6% | 180 | 18.33% |
|
| 3370 |
LIM
3370
Lathrop Investment Management
Little Rock,
Arkansas
| $551M | +$8.99M | +2% | 3.52% | 65.5% | 85 | 3.53% |
|
| 3371 |
TC
3371
Truvestments Capital
Sarasota,
Florida
| $550M | -$3.13M | -0.6% | 1.3% | 86.7% | 1,111 | 11.79% |
|
| 3372 |
TAM
3372
Third Avenue Management
New York
| $550M | +$17.5M | +3% | 4.76% | 111% | 54 | 12.96% |
|
| 3373 |
MIC
3373
Maxi Investments CY
Limassol,
Cyprus
| $550M | +$69.1M | +14% | 2.51% | 24.6% | 152 | 64.47% |
|
| 3374 |
CU
3374
CDAM (UK)
London,
United Kingdom
| $550M | -$4.46M | -0.8% | 7.18% | 2.11% | 11 | 0% |
|
| 3375 |
V
3375
VeraBank
Henderson,
Texas
| $550M | +$14.8M | +3% | 3.04% | 51% | 188 | 6.38% |
|