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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3551 |
BCC
3551
Bridge City Capital
Lake Oswego,
Oregon
| $302M | +$38.2M | +14% | 15.6% | 76.9% | 97 | 7.22% |
|
| 3552 |
HWM
3552
Holloway Wealth Management
Gainesville,
Florida
| $301M | +$44.5M | +17% | 6.93% | 50.7% | 246 | 0% |
|
| 3553 |
BOS
3553
Bank of Stockton
Stockton,
California
| $301M | +$40.9M | +16% | 7.26% | 92.3% | 120 | 10.83% |
|
| 3554 |
MWA
3554
Meridian Wealth Advisors
Austin,
Texas
| $301M | +$27M | +10% | 7.14% | 68.8% | 193 | 12.44% |
|
| 3555 |
WAM
3555
Warberg Asset Management
Winnetka,
Illinois
| $301M | -$107M | -26% | 0.84% | 49.8% | 214 | 46.26% |
|
| 3556 |
BWM
3556
BT Wealth Management
Atlanta,
Georgia
| $301M | +$31.6M | +12% | 6.56% | 34.8% | 74 | 32.43% |
|
| 3557 |
EPCA
3557
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $301M | +$67.3M | +29% | 31.7% | 77.8% | 51 | 25.49% |
|
| 3558 |
RIM
3558
Rush Island Management
New York
| $300M | +$41.4M | +16% | 12.6% | 2.61% | 24 | 41.67% |
|
| 3559 |
PCTC
3559
Perkins Coie Trust Company
Seattle,
Washington
| $300M | +$7.04M | +2% | 4.73% | 70.8% | 255 | 5.49% |
|
| 3560 |
CF
3560
Corrigan Financial
Middletown,
Rhode Island
| $299M | +$71.1M | +31% | 4.11% | 9.54% | 82 | 18.29% |
|
| 3561 |
MCM
3561
Maytus Capital Management
New York
| $299M | +$65.4M | +28% | 5.91% | 267% | 59 | 72.88% |
|
| 3562 |
HSCU
3562
Half Sky Capital (UK)
London,
United Kingdom
| $299M | +$19.9M | +7% | 11.6% | 13% | 11 | 36.36% |
|
| 3563 |
MCM
3563
Moon Capital Management
New York
| $299M | +$95.7M | +47% | 0.66% | 95.6% | 41 | 73.17% |
|
| 3564 |
EC
3564
Euclidean Capital
New York
| $299M | -$174M | -37% | 25% | 76.3% | 14 | 35.71% |
|
| 3565 |
CWM
3565
Chesapeake Wealth Management
Williamsburg,
Virginia
| $299M | +$5.17M | +2% | 4.27% | 57.5% | 229 | 14.85% |
|
| 3566 |
NIF
3566
Nalanda India Fund
Moka,
Mauritius
| $299M | +$1.61M | +0.5% | 0.54% | 15.3% | 1 | 0% |
|
| 3567 |
EGP
3567
Entrust Global Partners
New York
| $298M | +$41.8M | +16% | 19.4% | 75.6% | 5 | 20% |
|
| 3568 |
WFA
3568
West Financial Advisors
Des Moines,
Iowa
| $298M | +$16M | +6% | 3.19% | 45.1% | 163 | 12.88% |
|
| 3569 |
EPA
3569
Element Pointe Advisors
Miami,
Florida
| $298M | +$28.4M | +11% | 1.94% | 54.9% | 135 | 33.33% |
|
| 3570 |
RW
3570
REDW Wealth
Albuquerque,
New Mexico
| $298M | +$27.6M | +10% | 3.5% | 54.1% | 110 | 10% |
|
| 3571 |
FPTW
3571
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $297M | +$21.5M | +8% | 7.73% | 41.6% | 50 | 6% |
|
| 3572 |
FSA
3572
Financial Sense Advisors
San Diego,
California
| $297M | +$21M | +8% | 4.99% | 149% | 130 | 37.69% |
|
| 3573 |
FMTC
3573
Farmers & Merchants Trust Company
Long Beach,
California
| $297M | +$27.3M | +10% | 5.02% | 61% | 156 | 6.41% |
|
| 3574 |
FFG
3574
Frisch Financial Group
Melville,
New York
| $297M | +$24.1M | +9% | 5.8% | 56% | 157 | 16.56% |
|
| 3575 |
HI
3575
Hoey Investments
Coatesville,
Pennsylvania
| $297M | +$18.8M | +7% | 2.25% | 200% | 268 | 35.82% |
|