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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3501 |
SP
3501
Summit Partners
Boston,
Massachusetts
| $209M | +$28.8M | +16% | 16.3% | 2.13% | 5 | 0% |
|
| 3502 |
TSWM
3502
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $209M | +$35.5M | +20% | 21% | 80% | 165 | 11.52% |
|
| 3503 |
NO
3503
Ninety One
Cape Town,
South Africa
| $209M | +$4.81M | +2% | 21.1% | 193% | 116 | 29.31% |
|
| 3504 |
DCM
3504
DeGreen Capital Management
Scottsdale,
Arizona
| $209M | +$28.2M | +16% | 15% | 28.5% | 23 | 4.35% |
|
| 3505 |
AC
3505
Aperimus Capital
Marina Del Rey,
California
| $209M | +$54.6M | +36% | 22.2% | 44% | 5 | 40% |
|
| 3506 |
PVWM
3506
Point View Wealth Management
Summit,
New Jersey
| $208M | +$25.9M | +14% | 18.1% | 27% | 270 | 10.74% |
|
| 3507 |
KS
3507
Karpas Strategies
Litchfield,
Connecticut
| $208M | +$23.6M | +13% | 13.2% | 16.1% | 120 | 6.67% |
|
| 3508 |
HA
3508
Hamel Associates
Chatham,
New Jersey
| $208M | +$18.3M | +10% | 14.2% | 50.6% | 69 | 10.14% |
|
| 3509 |
FPB
3509
First PREMIER Bank
Sioux Falls,
South Dakota
| $208M | +$28.3M | +16% | 12.6% | 54.4% | 355 | 15.49% |
|
| 3510 |
AA
3510
Armor Advisors
New York
| $207M | -$94.6M | -31% | 31.4% | 98.2% | 17 | 35.29% |
|
| 3511 |
LC
3511
Lunia Capital
Dallas,
Texas
| $207M | -$88.5M | -30% | 28.5% | 115% | 46 | 56.52% |
|
| 3512 |
UFG
3512
United Fire Group
Cedar Rapids,
Iowa
| $207M | +$691K | +0.3% | 10.8% | 27.4% | 121 | 5.79% |
|
| 3513 |
PFA
3513
Pettinga Financial Advisors
Evansville,
Indiana
| $207M | +$58.8M | +40% | 18.7% | 71.8% | 85 | 24.71% |
|
| 3514 |
NI
3514
Nepsis Inc
Minneapolis,
Minnesota
| $207M | +$57.2M | +38% | 29.4% | 116% | 39 | 25.64% |
|
| 3515 |
SF
3515
Symphony Financial
Houston,
Texas
| $207M | +$61.7M | +42% | 17.9% | 71.2% | 143 | 41.26% |
|
| 3516 |
THP
3516
Tower House Partners
London,
United Kingdom
| $207M | +$71M | +52% | 37.5% | 21.4% | 6 | 50% |
|
| 3517 |
PV
3517
Private Vista
Chicago,
Illinois
| $207M | -$58.1M | -22% | 14.2% | 10.1% | 152 | 32.89% |
|
| 3518 |
AWAM
3518
Appian Way Asset Management
New York
| $206M | +$69.9M | +51% | 28.5% | 49.4% | 74 | 81.08% |
|
| 3519 |
IWP
3519
IAG Wealth Partners
Waukesha,
Wisconsin
| $206M | +$56.4M | +38% | 17.8% | 41.4% | 451 | 14.41% |
|
| 3520 |
EA
3520
Evergreen Advisors
Chattanooga,
Tennessee
| $206M | +$28M | +16% | 14.1% | – | 12 | 16.67% |
|
| 3521 |
PIC
3521
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $206M | +$61.3M | +42% | 39.1% | 165% | 83 | 48.19% |
|
| 3522 |
IGGA
3522
Iron Gate Global Advisors
Nsl,
Utah
| $206M | +$58.8M | +40% | 20.1% | 110% | 97 | 51.55% |
|
| 3523 |
AIC
3523
Argus Investors Counsel
New York
| $206M | +$38M | +23% | 19.3% | 92.3% | 69 | 1.45% |
|
| 3524 |
AL
3524
AIP LLC
New York
| $206M | +$65.2M | +46% | 46.3% | 86.8% | 1 | 0% |
|
| 3525 |
RMAM
3525
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $206M | +$22.3M | +12% | 16.2% | 75% | 143 | 12.59% |
|