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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 |
IB
3551
Iyo Bank
Matsuyama,
Japan
| $338M | +$10.4M | +3% | 7.39% | 96.3% | 42 | 16.67% |
|
| 3552 |
M2MC
3552
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $338M | -$37.2M | -10% | 6.91% | 122% | 24 | 12.5% |
|
| 3553 |
MVG
3553
Madrona Venture Group
Seattle,
Washington
| $338M | -$191M | -36% | 35.7% | 233% | 6 | 33.33% |
|
| 3554 |
PWA
3554
Peterson Wealth Advisors
Orem,
Utah
| $338M | -$8.75M | -3% | 4.77% | 38.9% | 61 | 9.84% |
|
| 3555 |
HFS
3555
Howard Financial Services
Dallas,
Texas
| $338M | +$4.22M | +1% | 3.95% | 50.2% | 154 | 24.03% |
|
| 3556 |
TWM
3556
Tolleson Wealth Management
Dallas,
Texas
| $337M | -$34.3M | -9% | 5.55% | 48.1% | 74 | 10.81% |
|
| 3557 |
GC
3557
GFG Capital
Miami,
Florida
| $337M | +$4.49M | +1% | 7.13% | 128% | 172 | 29.65% |
|
| 3558 |
LCM
3558
Lionstone Capital Management
New York
| $337M | -$74.2M | -18% | 15.6% | 89.6% | 17 | 0% |
|
| 3559 |
DIM
3559
Delta Investment Management
San Francisco,
California
| $337M | -$10.6M | -3% | 1.95% | 58.1% | 185 | 32.43% |
|
| 3560 |
GG
3560
Gleason Group
Prospect,
Kentucky
| $337M | +$30.5M | +10% | 5.25% | 64% | 222 | 8.56% |
|
| 3561 |
PI
3561
Pelion Inc
Salt Lake City,
Utah
| $337M | -$109M | -25% | 9.47% | 16.9% | 4 | 0% |
|
| 3562 |
MDCM
3562
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $337M | +$15.4M | +5% | 3.71% | 40.8% | 111 | 18.02% |
|
| 3563 |
RW
3563
REDW Wealth
Albuquerque,
New Mexico
| $337M | -$7.48M | -2% | 3.91% | 54.1% | 132 | 17.42% |
|
| 3564 |
CA
3564
Calton & Associates
Tampa,
Florida
| $337M | -$38.2M | -10% | 2.45% | 55.3% | 421 | 30.4% |
|
| 3565 |
GI
3565
Glovista Investments
Jersey City,
New Jersey
| $336M | -$25.9M | -7% | 1.05% | 2.48% | 83 | 59.04% |
|
| 3566 |
FPTW
3566
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $336M | -$11.9M | -3% | 1.37% | 41.6% | 53 | 5.66% |
|
| 3567 |
CCB
3567
Cutter & Co Brokerage
Ballwin,
Missouri
| $336M | -$28.8M | -8% | 3.1% | 40.4% | 287 | 23% |
|
| 3568 |
BP
3568
Bandera Partners
New York
| $336M | +$56.2M | +20% | 10.7% | 27.6% | 22 | 9.09% |
|
| 3569 |
BA
3569
Bellwether Advisors
Lincoln,
Nebraska
| $336M | +$14.5M | +5% | 1.15% | 85% | 643 | 20.22% |
|
| 3570 |
GWMIA
3570
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $336M | +$3.33M | +1% | 2.41% | 67.5% | 546 | 17.95% |
|
| 3571 |
RAM
3571
Redmond Asset Management
Henrico,
Virginia
| $336M | -$22.3M | -6% | 5.08% | 59.1% | 206 | 12.14% |
|
| 3572 |
JWCA
3572
J.W. Coons Advisors
Columbus,
Ohio
| $336M | +$4.73M | +1% | 2.7% | 61.2% | 282 | 14.89% |
|
| 3573 |
RPA
3573
Rock Point Advisors
Burlington,
Vermont
| $335M | -$19.7M | -6% | 4.94% | 64.6% | 107 | 10.28% |
|
| 3574 |
TCPWM
3574
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $335M | -$1.76M | -0.5% | 1.89% | 16.4% | 112 | 6.25% |
|
| 3575 |
BL
3575
BCWM LLC
Overland Park,
Kansas
| $335M | -$4.43M | -1% | 2.68% | – | 62 | 8.06% |
|