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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3376 |
V
3376
VeraBank
Henderson,
Texas
| $546M | -$3.45M | -0.6% | 0.08% | 51% | 182 | 6.04% |
|
| 3377 |
SW
3377
SkyOak Wealth
Southfield,
Michigan
| $546M | -$9.91M | -2% | 2.51% | 65.2% | 279 | 19% |
|
| 3378 |
DAM
3378
Deltec Asset Management
New York
| $545M | -$58.1M | -10% | 5.74% | 128% | 284 | 40.49% |
|
| 3379 |
BCM
3379
Brasada Capital Management
Houston,
Texas
| $545M | -$46.6M | -8% | 0.93% | 63.5% | 172 | 34.3% |
|
| 3380 |
MCM
3380
Mitchell Capital Management
Leawood,
Kansas
| $545M | -$14.4M | -3% | 3.31% | 155% | 143 | 39.16% |
|
| 3381 |
SAM
3381
Sompo Asset Management
Tokyo,
Japan
| $545M | -$38.5M | -7% | 2.12% | 84.7% | 186 | 5.38% |
|
| 3382 |
WW
3382
Waterfront Wealth
Overland Park,
Kansas
| $545M | +$18.3M | +3% | 1.36% | 53.5% | 295 | 11.53% |
|
| 3383 |
FSA
3383
Financial Security Advisor
Virginia Beach,
Virginia
| $544M | +$27.7M | +5% | 1.2% | – | 167 | 10.18% |
|
| 3384 |
HCM
3384
Hutchinson Capital Management
San Rafael,
California
| $544M | -$39.2M | -7% | 3.76% | 46.5% | 103 | 10.68% |
|
| 3385 |
ISB
3385
Iowa State Bank
Urbandale,
Iowa
| $543M | +$10.2M | +2% | 0.32% | 76% | 124 | 8.87% |
|
| 3386 |
WCA
3386
Westover Capital Advisors
Wilmington,
Delaware
| $543M | -$5.98M | -1% | 1.44% | 117% | 258 | 19.77% |
|
| 3387 |
MAM
3387
Marotta Asset Management
Charlottesville,
Virginia
| $543M | +$2.94M | +0.5% | 0.08% | 45.7% | 106 | 6.6% |
|
| 3388 |
SFG
3388
Sunburst Financial Group
Vestavia Hills,
Alabama
| $543M | +$48.7M | +10% | 1.88% | 50.7% | 140 | 15% |
|
| 3389 |
MAM
3389
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $543M | +$12.4M | +2% | 0.8% | 56.1% | 260 | 28.08% |
|
| 3390 |
MAM
3390
Monaco Asset Management
Monaco
| $542M | -$35.2M | -6% | 16.3% | 97% | 102 | 57.84% |
|
| 3391 |
BCB
3391
Brian C. Broderick
| $542M | +$13.3M | +3% | 1.86% | 64.8% | 95 | 9.47% |
|
| 3392 |
GPWA
3392
Great Point Wealth Advisors
Boston,
Massachusetts
| $542M | -$6.2M | -1% | 0.96% | – | 67 | 11.94% |
|
| 3393 |
CIAM
3393
Caitong International Asset Management
Hong Kong
| $541M | +$133M | +33% | 31.4% | – | 3,161 | 59.79% |
|
| 3394 |
FMC
3394
FTV Management Company
San Francisco,
California
| $541M | -$115M | -17% | 17% | 30.5% | 2 | 50% |
|
| 3395 |
FF
3395
Francis Financial
| $539M | +$27.3M | +5% | 2.02% | 48% | 124 | 17.74% |
|
| 3396 |
PHC
3396
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $539M | +$47.8M | +10% | 12.1% | – | 15 | 26.67% |
|
| 3397 |
HGIM
3397
High Ground Investment Management
London,
United Kingdom
| $539M | -$148M | -22% | 9.67% | 25.9% | 6 | 16.67% |
|
| 3398 |
ML
3398
Mayport LLC
Newton,
Massachusetts
| $538M | +$41.5M | +8% | 1.76% | 48.5% | 143 | 30.77% |
|
| 3399 |
CM
3399
CoreCommodity Management
Stamford,
Connecticut
| $538M | +$61.5M | +13% | 26.4% | 74.3% | 139 | 30.22% |
|
| 3400 |
MG
3400
Magnolia Group
Omaha,
Nebraska
| $538M | -$69M | -11% | 3.32% | 8.9% | 13 | 15.38% |
|