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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3526 |
AMG
3526
Advisors Management Group
La Crosse,
Wisconsin
| $314M | +$48.8M | +18% | 3.32% | 68.9% | 157 | 14.65% |
|
| 3527 |
CT
3527
Clearstead Trust
Portland,
Maine
| $313M | +$13.5M | +4% | 11.1% | 84.1% | 405 | 12.35% |
|
| 3528 |
WC
3528
Westwind Capital
Las Cruces,
New Mexico
| $313M | +$19.1M | +6% | 12.2% | 78.1% | 43 | 23.26% |
|
| 3529 |
PCI
3529
Pacifica Capital Investments
Leander,
Texas
| $313M | +$2.94M | +0.9% | 8.68% | 83.4% | 20 | 15% |
|
| 3530 |
C
3530
Cliffwater
Marina Del Rey,
California
| $313M | -$42.4M | -12% | 1.95% | 28.5% | 26 | 0% |
|
| 3531 |
AAM
3531
Austin Asset Management
Austin,
Texas
| $312M | +$34.6M | +12% | 3.94% | 71.4% | 63 | 26.98% |
|
| 3532 |
SOW
3532
State of Wyoming
Cheyenne,
Wyoming
| $312M | +$11.2M | +4% | 7.82% | 99.1% | 1,842 | 30.94% |
|
| 3533 |
RRWA
3533
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $312M | +$27.6M | +10% | 5.2% | 47.8% | 46 | 17.39% |
|
| 3534 |
I
3534
InceptionR
Lafayette,
California
| $312M | +$122M | +64% | 3.42% | 50.5% | 630 | 77.14% |
|
| 3535 |
NDSI
3535
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $312M | +$9.62M | +3% | 5.44% | 73.5% | 203 | 8.87% |
|
| 3536 |
BI
3536
Bulldog Investors
Saddle Brook,
New Jersey
| $311M | -$21.4M | -6% | 2.63% | 20.9% | 336 | 38.99% |
|
| 3537 |
RL
3537
Retireful LLC
Haslett,
Michigan
| $311M | +$102M | +48% | 2.64% | 382% | 70 | 95.71% |
|
| 3538 |
PSP
3538
Pacific Sage Partners
Edmonds,
Washington
| $311M | +$9.68M | +3% | 8.04% | 45.8% | 93 | 11.83% |
|
| 3539 |
FG
3539
Formula Growth
Montreal,
Quebec, Canada
| $310M | -$42.6M | -12% | 13.2% | 65.6% | 156 | 34.62% |
|
| 3540 |
ODG
3540
O'Dell Group
Cincinnati,
Ohio
| $310M | +$27.5M | +10% | 5.66% | 72.2% | 79 | 15.19% |
|
| 3541 |
TI
3541
tru Independence
Portland,
Oregon
| $310M | +$1.85M | +0.6% | 4.6% | 42.5% | 125 | 12% |
|
| 3542 |
OWM
3542
Opes Wealth Management
Menlo Park,
California
| $310M | +$34.9M | +13% | 8.61% | 54.1% | 116 | 18.1% |
|
| 3543 |
MHR
3543
Matthew Hamilton Rosenberg
| $310M | +$14.8M | +5% | 4.45% | 48.3% | 950 | 3.16% |
|
| 3544 |
CZI
3544
Chan Zuckerberg Initiative
Redwood City,
California
| $310M | -$53.2M | -15% | 4.07% | 39.6% | 5 | 20% |
|
| 3545 |
PIM
3545
Progressive Investment Management
Lake Oswego,
Oregon
| $310M | +$51.9M | +20% | 15.2% | 86.3% | 63 | 12.7% |
|
| 3546 |
AWM
3546
Adams Wealth Management
Logan,
Utah
| $310M | +$26.6M | +9% | 8.53% | 75.6% | 115 | 25.22% |
|
| 3547 |
WIC
3547
Whitegate Investment Counselors
Concord,
New Hampshire
| $310M | +$16.7M | +6% | 3.78% | 40.3% | 63 | 6.35% |
|
| 3548 |
LWP
3548
LMG Wealth Partners
Shreveport,
Louisiana
| $310M | +$7.16M | +2% | 3.12% | 69.7% | 112 | 11.61% |
|
| 3549 |
AIM
3549
Astor Investment Management
Chicago,
Illinois
| $310M | -$17.5M | -5% | 2.05% | 23.3% | 28 | 35.71% |
|
| 3550 |
BFC
3550
Blue Fin Capital
Warren,
Rhode Island
| $310M | +$36.5M | +13% | 16.1% | 119% | 131 | 3.82% |
|