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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 |
GG
3426
GenWealth Group
Maplewood,
New Jersey
| $341M | +$1.77M | +0.5% | 0.19% | 67.8% | 66 | 9.09% |
|
| 3427 |
CCM
3427
Compton Capital Management
Providence,
Rhode Island
| $341M | +$959K | +0.3% | 1.21% | 75.6% | 165 | 8.48% |
|
| 3428 |
ACG
3428
Aventail Capital Group
New York
| $341M | +$79.9M | +31% | 5.18% | 147% | 71 | 73.24% |
|
| 3429 |
RWB
3429
RMR Wealth Builders
Montclair,
New Jersey
| $341M | +$35.5M | +12% | 0.06% | 81.6% | 194 | 14.95% |
|
| 3430 |
SWP
3430
Strategic Wealth Partners
Independence,
Ohio
| $341M | +$34M | +11% | 0.03% | – | 292 | 36.3% |
|
| 3431 |
PG
3431
Patten Group
Chattanooga,
Tennessee
| $340M | -$176K | -0.1% | 0.43% | 71.1% | 264 | 5.68% |
|
| 3432 |
SWM
3432
Southern Wealth Management
Dallas,
Texas
| $340M | -$6.6M | -2% | 1.27% | 50% | 55 | 0% |
|
| 3433 |
ABG
3433
Ally Bridge Group
New York
| $340M | -$62.4M | -16% | 0.68% | 942% | 37 | 37.84% |
|
| 3434 |
DFG
3434
Delphi Financial Group
Wilmington,
Delaware
| $340M | -$24.8M | -7% | 2.96% | 48.5% | 33 | 12.12% |
|
| 3435 |
BSG
3435
Black Swift Group
Boulder,
Colorado
| $340M | +$134M | +65% | 1.36% | 104% | 112 | 54.46% |
|
| 3436 |
PA
3436
Perennial Advisors
New York
| $340M | -$4.97M | -1% | 0.66% | – | 300 | 73.67% |
|
| 3437 |
PFBT
3437
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $339M | -$6.26M | -2% | 0.27% | 63.3% | 1,910 | 9.11% |
|
| 3438 |
LCM
3438
Liberty Capital Management
Birmingham,
Michigan
| $339M | +$10.5M | +3% | 1.57% | – | 126 | 0% |
|
| 3439 |
UTC
3439
Unified Trust Company
Lexington,
Kentucky
| $339M | +$1.86M | +0.6% | 0.13% | 69.7% | 85 | 7.06% |
|
| 3440 |
KC
3440
Kize Capital
New York
| $339M | -$56M | -14% | 11.1% | 25.6% | 8 | 25% |
|
| 3441 |
FCA
3441
FLC Capital Advisors
Palm Desert,
California
| $339M | -$654K | -0.2% | 0.57% | 59.3% | 176 | 7.39% |
|
| 3442 |
RRCP
3442
Rip Road Capital Partners
Boston,
Massachusetts
| $339M | -$30.6M | -8% | 3.1% | 121% | 18 | 22.22% |
|
| 3443 |
AIA
3443
Alera Investment Advisors
Deerfield,
Illinois
| $339M | +$6.21M | +2% | 0.81% | 28.9% | 96 | 4.17% |
|
| 3444 |
LA
3444
LexAurum Advisors
Overland Park,
Kansas
| $339M | +$1.01M | +0.3% | 0.81% | – | 291 | 8.93% |
|
| 3445 |
EWP
3445
Engrave Wealth Partners
The Woodlands,
Texas
| $339M | +$7.11M | +2% | 1.23% | 39.9% | 81 | 18.52% |
|
| 3446 |
CPA
3446
Court Place Advisors
Ellicott City,
Maryland
| $338M | -$5.23M | -2% | 0.02% | 92% | 182 | 4.4% |
|
| 3447 |
NRCM
3447
Northern Right Capital Management
Darien,
Connecticut
| $338M | -$3.69M | -1% | 3.27% | 150% | 110 | 49.09% |
|
| 3448 |
BAS
3448
Brown Advisory Securities
Baltimore,
Maryland
| $338M | -$301M | -47% | 0.55% | 51.2% | 287 | 27.53% |
|
| 3449 |
CA
3449
Claar Advisors
New York
| $337M | +$1.88M | +0.6% | 1.41% | 63% | 39 | 5.13% |
|
| 3450 |
NIF
3450
Nalanda India Fund
Moka,
Mauritius
| $337M | +$7.96M | +2% | 2.42% | 15.3% | 1 | 0% |
|