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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 |
KFI
3526
Key Financial Inc
West Chester,
Pennsylvania
| $392M | +$26.3M | +7% | 6.09% | 55.5% | 1,334 | 3.3% |
|
| 3527 |
SC
3527
Searle & Co
Greenwich,
Connecticut
| $392M | +$26.5M | +7% | 9.85% | 93.8% | 168 | 8.33% |
|
| 3528 |
MAM
3528
Morse Asset Management
Darien,
Connecticut
| $392M | +$52.2M | +15% | 17.9% | 153% | 154 | 27.27% |
|
| 3529 |
CF
3529
Corrigan Financial
Middletown,
Rhode Island
| $392M | +$61.5M | +19% | 4.3% | 9.54% | 41 | 7.32% |
|
| 3530 |
AP
3530
Agilis Partners
Waltham,
Massachusetts
| $392M | +$11.7M | +3% | 4.14% | 8.47% | 25 | 0% |
|
| 3531 |
MWM
3531
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $392M | +$45.6M | +13% | 11.8% | 119% | 119 | 26.05% |
|
| 3532 |
CIC
3532
Canal Insurance Company
Greenville,
South Carolina
| $390M | +$28.8M | +8% | 6.22% | 103% | 93 | 16.13% |
|
| 3533 |
BL
3533
BWCP LP
Dallas,
Texas
| $390M | +$87.6M | +29% | 17.8% | 161% | 25 | 24% |
|
| 3534 |
KC
3534
Keenan Capital
Burlingame,
California
| $390M | -$33.9M | -8% | 8.37% | 118% | 9 | 0% |
|
| 3535 |
EPA
3535
Element Pointe Advisors
Miami,
Florida
| $390M | -$24.1M | -6% | 9.53% | 54.9% | 87 | 18.39% |
|
| 3536 |
SXL
3536
Summit X LLC
Chesterfield,
Missouri
| $390M | +$38.7M | +11% | 9.75% | 62.9% | 217 | 17.05% |
|
| 3537 |
BP
3537
Broadleaf Partners
Hudson,
Ohio
| $390M | +$49M | +14% | 19.4% | 132% | 86 | 11.63% |
|
| 3538 |
H2CM
3538
H/2 Credit Manager
Stamford,
Connecticut
| $390M | -$15M | -4% | 0.77% | 54.9% | 15 | 13.33% |
|
| 3539 |
BSG
3539
Black Swift Group
Boulder,
Colorado
| $390M | +$56.9M | +17% | 12.3% | 104% | 121 | 48.76% |
|
| 3540 |
FC
3540
Finepoint Capital
Boston,
Massachusetts
| $390M | +$73M | +23% | 3.83% | 24.8% | 31 | 25.81% |
|
| 3541 |
FIM
3541
Fruth Investment Management
Houston,
Texas
| $390M | +$32.8M | +9% | 10.4% | 71% | 227 | 4.85% |
|
| 3542 |
TP
3542
Thunderbird Partners
London,
United Kingdom
| $390M | -$73.9M | -16% | 5.88% | 38% | 12 | 16.67% |
|
| 3543 |
EIA
3543
Eldridge Investment Advisors
Manchester,
New Hampshire
| $390M | +$7.79M | +2% | 6.59% | 41.3% | 153 | 12.42% |
|
| 3544 |
AT
3544
Arlington Trust
Birmingham,
Alabama
| $389M | +$32.4M | +9% | 8.9% | 55.1% | 927 | 48.54% |
|
| 3545 |
CFP
3545
Catalyst Financial Partners
Boston,
Massachusetts
| $389M | +$34.5M | +10% | 10.2% | 98.6% | 233 | 10.73% |
|
| 3546 |
I
3546
InceptionR
Lafayette,
California
| $389M | +$248M | +177% | 7.64% | 50.5% | 747 | 79.38% |
|
| 3547 |
PA
3547
Parkside Advisors
Berkeley,
California
| $389M | +$27.4M | +8% | 4.84% | 36.7% | 88 | 12.5% |
|
| 3548 |
JSC
3548
Jackson Square Capital
San Francisco,
California
| $388M | +$77.6M | +25% | 20.1% | 416% | 146 | 26.71% |
|
| 3549 |
LCM
3549
Lynx1 Capital Management
San Juan,
Puerto Rico
| $388M | +$134M | +53% | 71.7% | 779% | 17 | 17.65% |
|
| 3550 |
SMI
3550
Shelter Mutual Insurance
Columbia,
Missouri
| $388M | +$25.6M | +7% | 7.74% | 46.6% | 68 | 14.71% |
|