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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3576 |
TFCP
3576
Twin Focus Capital Partners
Boston,
Massachusetts
| $99.4M | +$21.1M | +27% | 4.88% | 72.5% | 102 | 26.47% |
|
| 3577 |
AWM
3577
AllSquare Wealth Management
Albany,
New York
| $99.3M | +$1.83M | +2% | 2.22% | 62.4% | 331 | 10.88% |
|
| 3578 |
SWM
3578
Strategic Wealth Management
Kirkland,
Washington
| $99.2M | +$44.5M | +81% | 3.71% | 52.8% | 20 | 50% |
|
| 3579 |
HM
3579
Harvest Management
New York
| $99.2M | -$11.5M | -10% | 19.4% | 609% | 115 | 68.7% |
|
| 3580 |
DP
3580
DW Partners
New York
| $99.1M | -$38.6M | -28% | 13% | 44.5% | 15 | 46.67% |
|
| 3581 |
WI
3581
Wedgewood Investors
Erie,
Pennsylvania
| $99M | +$1.13M | +1% | 3.34% | – | 125 | 4.8% |
|
| 3582 |
FC
3582
Flaherty & Crumrine
Pasadena,
California
| $98.8M | +$13.3M | +16% | 2.46% | 0.12% | 9 | 11.11% |
|
| 3583 |
CIP
3583
Capital Insight Partners
Scottsdale,
Arizona
| $98.8M | -$7.85M | -7% | 4.64% | 51.7% | 62 | 22.58% |
|
| 3584 |
EM
3584
EnTrustPermal Management
New York
| $98.6M | +$16.4M | +20% | 2.96% | 19.3% | 42 | 30.95% |
|
| 3585 |
DRS
3585
Deane Retirement Strategies
New Orleans,
Louisiana
| $98.6M | -$3.93M | -4% | 0.29% | 64.7% | 52 | 17.31% |
|
| 3586 |
TIA
3586
Tiemann Investment Advisors
Menlo Park,
California
| $98.5M | +$7.05M | +8% | 5.55% | 64.1% | 167 | 19.76% |
|
| 3587 |
WA
3587
Wheatland Advisors
Lancaster,
Pennsylvania
| $97.8M | +$5.66M | +6% | 7.13% | 30.5% | 87 | 5.75% |
|
| 3588 |
SFA
3588
Staton Financial Advisors
Charlotte,
North Carolina
| $97.8M | +$3.41M | +4% | 7.78% | – | 38 | 15.79% |
|
| 3589 |
MPA
3589
Marvin & Palmer Associates
Wilmington,
Delaware
| $97.6M | +$13.9M | +17% | 9.96% | 274% | 57 | 26.32% |
|
| 3590 |
ABP
3590
Arthur B. Page
| $97.5M | +$3.33M | +4% | 5.93% | 40.4% | 74 | 13.51% |
|
| 3591 |
PM
3591
Penbrook Management
New York
| $97.5M | +$3.07M | +3% | 7.73% | 103% | 122 | 12.3% |
|
| 3592 |
PMLI
3592
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $97.4M | -$14.3M | -13% | 2.79% | 1.64% | 20 | 5% |
|
| 3593 |
AF
3593
Affiance Financial
St. Louis Park,
Minnesota
| $97.4M | +$17.6M | +22% | 3.69% | 50.1% | 93 | 16.13% |
|
| 3594 |
LSC
3594
Lesa Sroufe & Co
Seattle,
Washington
| $97M | -$28.7M | -23% | 4.65% | – | 44 | 18.18% |
|
| 3595 |
JPC
3595
Jackson Park Capital
Alpine,
Utah
| $96.9M | -$18.5M | -16% | 5.25% | – | 33 | 18.18% |
|
| 3596 |
TBNY
3596
Trustco Bank (New York)
Albany,
New York
| $96.8M | +$2.57M | +3% | 8.91% | 84.3% | 66 | 3.03% |
|
| 3597 |
PC
3597
Pecaut & Co
Sioux City,
Iowa
| $96.7M | -$494K | -0.5% | 1.92% | 65.2% | 49 | 14.29% |
|
| 3598 |
RWM
3598
Rezny Wealth Management
Fort Myers,
Florida
| $96.4M | -$911K | -0.9% | 4.09% | 91.9% | 107 | 57.94% |
|
| 3599 |
LMAM
3599
Legg Mason Asset Management
Tokyo,
Japan
| $96M | -$3.02M | -3% | 5.8% | – | 138 | 25.36% |
|
| 3600 |
RCA
3600
Rex Capital Advisors
Providence,
Rhode Island
| $96M | +$2.38M | +3% | 7.09% | 7.31% | 43 | 27.91% |
|