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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3451 |
CWS
3451
Cypress Wealth Services
Palm Desert,
California
| $365M | +$31.4M | +9% | 7.57% | 71.8% | 245 | 13.47% |
|
| 3452 |
JSL
3452
JT Stratford LLC
Gainesville,
Georgia
| $365M | +$39.5M | +12% | 9.23% | 81.3% | 232 | 18.1% |
|
| 3453 |
AFG
3453
American Financial Group
Cincinnati,
Ohio
| $365M | -$13.3M | -4% | 2.37% | 32.3% | 99 | 17.17% |
|
| 3454 |
IF
3454
Ironwood Financial
Tucson,
Arizona
| $365M | +$23.5M | +7% | 8.15% | 48.8% | 612 | 78.92% |
|
| 3455 |
AIA
3455
Alera Investment Advisors
Deerfield,
Illinois
| $365M | +$26.3M | +8% | 7.45% | 28.9% | 104 | 14.42% |
|
| 3456 |
CCB
3456
Cutter & Co Brokerage
Ballwin,
Missouri
| $365M | -$54.5M | -13% | 8.74% | 40.4% | 330 | 23.64% |
|
| 3457 |
FIM
3457
Fruth Investment Management
Houston,
Texas
| $365M | +$39.9M | +12% | 12.4% | 71% | 245 | 10.2% |
|
| 3458 |
BIA
3458
Bell Investment Advisors
Oakland,
California
| $365M | +$26.6M | +8% | 3.98% | 31.2% | 2,021 | 17.27% |
|
| 3459 |
PRA
3459
Pine Ridge Advisers
New York
| $364M | +$9.33M | +3% | 8.28% | 80% | 27 | 11.11% |
|
| 3460 |
NIF
3460
Nalanda India Fund
Moka,
Mauritius
| $364M | +$26.5M | +8% | 7.85% | 15.3% | 1 | 0% |
|
| 3461 |
CM
3461
CoreCommodity Management
Stamford,
Connecticut
| $363M | +$7.28M | +2% | 5.87% | 74.3% | 179 | 15.08% |
|
| 3462 |
CPA
3462
Court Place Advisors
Ellicott City,
Maryland
| $363M | +$25M | +7% | 11.2% | 92% | 184 | 4.35% |
|
| 3463 |
PCA
3463
Providence Capital Advisors
Charlotte,
North Carolina
| $363M | +$42.1M | +13% | 10.3% | 42.1% | 371 | 19.14% |
|
| 3464 |
TEC
3464
Tiger Eye Capital
Nashville,
Tennessee
| $363M | +$106M | +41% | 9.67% | 116% | 56 | 23.21% |
|
| 3465 |
ACM
3465
Altium Capital Management
New York
| $363M | -$18.6M | -5% | 2.29% | – | 173 | 51.45% |
|
| 3466 |
CAM
3466
Capco Asset Management
Tampa,
Florida
| $363M | +$21.2M | +6% | 7.04% | 46.7% | 28 | 10.71% |
|
| 3467 |
EGP
3467
Entrust Global Partners
New York
| $363M | +$92.3M | +34% | 0.98% | 75.6% | 16 | 75% |
|
| 3468 |
WMG
3468
WESCAP Management Group
Glendale,
California
| $362M | +$18.4M | +5% | 3.81% | 40.2% | 90 | 7.78% |
|
| 3469 |
GI
3469
Glovista Investments
Jersey City,
New Jersey
| $362M | +$19.2M | +6% | 0.69% | 2.48% | 83 | 50.6% |
|
| 3470 |
IAA
3470
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $362M | +$45.3M | +14% | 15.1% | 45.2% | 99 | 12.12% |
|
| 3471 |
CM
3471
Cornerstone Management
Duluth,
Georgia
| $362M | -$17.4M | -5% | 5.02% | 40% | 234 | 78.21% |
|
| 3472 |
SL
3472
Systelligence LLC
Bloomington,
Minnesota
| $362M | -$13.9M | -4% | 4.57% | 57.3% | 35 | 0% |
|
| 3473 |
JAG
3473
Journey Advisory Group
Covington,
Kentucky
| $362M | +$53.3M | +17% | 11.1% | 58.7% | 211 | 8.53% |
|
| 3474 |
MCM
3474
Moon Capital Management
New York
| $361M | +$37.6M | +12% | 0.15% | 95.6% | 28 | 64.29% |
|
| 3475 |
IHAM
3475
Integral Health Asset Management
New York
| $361M | +$13.5M | +4% | 11.4% | 485% | 92 | 46.74% |
|