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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3426 |
SHJ
3426
Sharkey, Howes & Javer
Denver,
Colorado
| $154M | -$37.7M | -20% | 14.3% | 54.6% | 244 | 11.48% |
|
| 3427 |
BCC
3427
Bridge City Capital
Lake Oswego,
Oregon
| $154M | -$7.48M | -5% | 13.6% | 76.9% | 95 | 7.37% |
|
| 3428 |
MWP
3428
Moller Wealth Partners
| $153M | -$75.2M | -33% | 10.3% | 41.4% | 61 | 34.43% |
|
| 3429 |
LFA
3429
Landmark Financial Advisors
Bowling Green,
Kentucky
| $153M | -$15.3M | -9% | 8.46% | 11.8% | 60 | 8.33% |
|
| 3430 |
BCM
3430
Bourgeon Capital Management
Darien,
Connecticut
| $153M | -$41M | -21% | 13.7% | 117% | 86 | 34.88% |
|
| 3431 |
VCP
3431
Vernier Capital Partners
New York
| $153M | -$71.2M | -32% | 12% | 75.7% | 29 | 58.62% |
|
| 3432 |
GII
3432
Gryphon International Investment
Toronto,
Ontario, Canada
| $152M | -$54.8M | -26% | 0% | 5.67% | 22 | 0% |
|
| 3433 |
DI
3433
Diligent Investors
Redlands,
California
| $152M | -$29.7M | -16% | 12.2% | 71.9% | 210 | 12.86% |
|
| 3434 |
MIC
3434
Meridian Investment Counsel
Lafayette,
California
| $152M | -$30.6M | -17% | 11.7% | 103% | 187 | 12.3% |
|
| 3435 |
KC
3435
Kellner Capital
New York
| $152M | -$129M | -46% | 3.19% | 390% | 51 | 72.55% |
|
| 3436 |
DE
3436
Day & Ennis
Macon,
Georgia
| $152M | +$3.78M | +3% | 8.76% | 15.2% | 85 | 11.76% |
|
| 3437 |
HCM
3437
Highlander Capital Management
Short Hills,
New Jersey
| $152M | -$27.6M | -15% | 11.3% | 34.4% | 777 | 13.13% |
|
| 3438 |
CAM
3438
Capco Asset Management
Tampa,
Florida
| $152M | -$3.82M | -2% | 16.6% | 46.7% | 22 | 4.55% |
|
| 3439 |
WCM
3439
Wildcat Capital Management
New York
| $152M | +$22.5M | +17% | 1.04% | 126% | 25 | 44% |
|
| 3440 |
QCM
3440
Quadrant Capital Management
Fairfield,
New Jersey
| $152M | -$5.63M | -4% | 11.7% | 50.3% | 87 | 33.33% |
|
| 3441 |
PFGIA
3441
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $152M | -$15.6M | -9% | 14.9% | 87% | 1,195 | 26.61% |
|
| 3442 |
CCA
3442
Cruiser Capital Advisors
Stamford,
Connecticut
| $152M | -$43.5M | -22% | 17.6% | 131% | 52 | 51.92% |
|
| 3443 |
TWA
3443
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $152M | -$32M | -17% | 10.5% | 27.4% | 62 | 29.03% |
|
| 3444 |
BWI
3444
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $152M | +$41.2M | +37% | 7.18% | 31.6% | 11 | 18.18% |
|
| 3445 |
EP
3445
Elkhorn Partners
Omaha,
Nebraska
| $151M | -$19.1M | -11% | 12.2% | 31.5% | 31 | 3.23% |
|
| 3446 |
AF
3446
Affiance Financial
St. Louis Park,
Minnesota
| $151M | -$335K | -0.2% | 10.8% | 50.1% | 98 | 15.31% |
|
| 3447 |
MKC
3447
M. Kraus & Co
Shelburne,
Vermont
| $151M | -$21.3M | -12% | 7.55% | 45.3% | 45 | 4.44% |
|
| 3448 |
DR
3448
Davis Rea
Toronto,
Ontario, Canada
| $151M | -$25.6M | -14% | 15.3% | 50% | 54 | 16.67% |
|
| 3449 |
ACM
3449
Axel Capital Management
New York
| $151M | +$38.6M | +34% | 11.2% | 194% | 31 | 77.42% |
|
| 3450 |
TAM
3450
Taylor Asset Management
Toronto,
Ontario, Canada
| $151M | -$67.6M | -31% | 23.1% | 12.9% | 33 | 33.33% |
|