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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3476 |
JFA
3476
Johanson Financial Advisors
Campbell,
California
| $192M | +$4.31M | +2% | 1.89% | 96.1% | 100 | 4% |
|
| 3477 |
WAS
3477
Winch Advisory Services
Appleton,
Wisconsin
| $192M | +$121K | +0.1% | 0.46% | 72.5% | 472 | 25.21% |
|
| 3478 |
SM
3478
Salzhauer Michael
| $192M | -$26.2M | -12% | 1.02% | 107% | 145 | 11.03% |
|
| 3479 |
CCM
3479
Chicago Capital Management
Chicago,
Illinois
| $192M | -$40.7M | -17% | 4.44% | 295% | 40 | 65% |
|
| 3480 |
ACM
3480
Aisling Capital Management
New York
| $192M | -$42.3M | -18% | 11.3% | 701% | 14 | 7.14% |
|
| 3481 |
NC
3481
Nightview Capital
Austin,
Texas
| $192M | -$51.1M | -21% | 4.83% | 142% | 10 | 30% |
|
| 3482 |
CWM
3482
Cordatus Wealth Management
Newtown,
Pennsylvania
| $191M | +$20.3M | +12% | 4.88% | 89.7% | 138 | 31.16% |
|
| 3483 |
ICM
3483
Intrepid Capital Management
Jacksonville Beach,
Florida
| $191M | -$29.7M | -13% | 1.89% | 60% | 62 | 24.19% |
|
| 3484 |
BFC
3484
Blue Fin Capital
Warren,
Rhode Island
| $191M | -$3.06M | -2% | 1.9% | 119% | 126 | 3.97% |
|
| 3485 |
OPA
3485
Old Port Advisors
Portland,
Maine
| $191M | -$3.93M | -2% | 1.77% | 106% | 181 | 4.42% |
|
| 3486 |
PCMK
3486
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $191M | -$31.5M | -14% | 2.25% | 75.8% | 221 | 70.59% |
|
| 3487 |
SFG
3487
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $190M | -$89M | -32% | 2.98% | 70.4% | 663 | 78.73% |
|
| 3488 |
RCF
3488
Rainwater Charitable Foundation
Fort Worth,
Texas
| $190M | -$888K | -0.5% | 0.11% | 40.2% | 4 | 0% |
|
| 3489 |
PA
3489
Parkside Advisors
Berkeley,
California
| $190M | +$8.8M | +5% | 0.09% | 36.7% | 63 | 4.76% |
|
| 3490 |
BC
3490
Blackstart Capital
New York
| $190M | -$43.6M | -19% | 6.57% | 9% | 35 | 57.14% |
|
| 3491 |
RIM
3491
Rush Island Management
New York
| $190M | -$11.1M | -6% | 0.27% | 2.61% | 22 | 54.55% |
|
| 3492 |
BCP
3492
Berkeley Capital Partners
Milton,
Georgia
| $190M | -$24.9M | -12% | 1.36% | 49.3% | 139 | 17.27% |
|
| 3493 |
WC
3493
Westwind Capital
Las Cruces,
New Mexico
| $189M | +$13.3M | +8% | 2.07% | 78.1% | 50 | 20% |
|
| 3494 |
ST
3494
Somerset Trust
Somerset,
Pennsylvania
| $189M | -$4.59M | -2% | 2.62% | 69.7% | 103 | 3.88% |
|
| 3495 |
ME
3495
McIlrath & Eck
Arlington,
Washington
| $189M | +$9.02M | +5% | 1.66% | 44% | 698 | 14.9% |
|
| 3496 |
VIA
3496
Vantis Investment Advisers
Miami,
Florida
| $189M | +$23.3M | +14% | 1.55% | 39.6% | 21 | 66.67% |
|
| 3497 |
TC
3497
Tavio Capital
New York
| $189M | -$57.2M | -23% | 3.87% | 81.4% | 15 | 60% |
|
| 3498 |
GL
3498
Globe Life
Mckinney,
Texas
| $189M | +$3.34M | +2% | 1.28% | 53.2% | 1 | 0% |
|
| 3499 |
AMIM
3499
Aull & Monroe Investment Management
Mobile,
Alabama
| $189M | +$816K | +0.4% | 3.13% | 96.6% | 135 | 10.37% |
|
| 3500 |
LA
3500
Lau Associates
Greenville,
Delaware
| $189M | -$20.2M | -10% | 2.54% | 44.5% | 101 | 12.87% |
|