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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3601 |
FVCM
3601
F&V Capital Management
Boca Raton,
Florida
| $197M | +$40.2M | +26% | 23.7% | 107% | 67 | 10.45% |
|
| 3602 |
BCM
3602
Beck Capital Management
Austin,
Texas
| $197M | +$88.1M | +81% | 34.1% | 205% | 102 | 58.82% |
|
| 3603 |
BWM
3603
BT Wealth Management
Atlanta,
Georgia
| $197M | +$22.6M | +13% | 19.9% | 34.8% | 62 | 22.58% |
|
| 3604 |
EFL
3604
ERn Financial LLC
Middleton,
Wisconsin
| $197M | +$45.3M | +30% | 18.2% | 55.9% | 79 | 24.05% |
|
| 3605 |
BHA
3605
Beech Hill Advisors
New York
| $197M | +$50.8M | +35% | 22.2% | 79.3% | 89 | 25.84% |
|
| 3606 |
NPT
3606
Nixon Peabody Trust
Boston,
Massachusetts
| $197M | +$35.2M | +22% | 21.1% | 85.3% | 79 | 13.92% |
|
| 3607 |
FC
3607
Financial Consulate
Hunt Valley,
Maryland
| $197M | +$28.4M | +17% | 23.6% | 53.3% | 105 | 14.29% |
|
| 3608 |
TWMP
3608
Taylor Wealth Management Partners
Boston,
Massachusetts
| $197M | +$33.8M | +21% | 29.7% | 62% | 53 | 20.75% |
|
| 3609 |
LWA
3609
Lineweaver Wealth Advisors
Valley View,
Ohio
| $197M | +$37.6M | +24% | 16.4% | 61.4% | 86 | 27.91% |
|
| 3610 |
AO
3610
Allen Operations
New York
| $197M | +$35.2M | +22% | 24.4% | 221% | 24 | 8.33% |
|
| 3611 |
MCA
3611
Mendon Capital Advisors
Key Largo,
Florida
| $196M | -$7.17M | -4% | 14.9% | – | 70 | 40% |
|
| 3612 |
HIP
3612
Harrell Investment Partners
Austin,
Texas
| $196M | +$12.7M | +7% | 19.4% | 105% | 88 | 22.73% |
|
| 3613 |
KC
3613
Kadensa Capital
Central,
Hong Kong
| $196M | -$13.1M | -6% | 45.4% | 125% | 18 | 61.11% |
|
| 3614 |
VIM
3614
VCU Investment Management
Richmond,
Virginia
| $196M | -$62.6M | -24% | 9.82% | – | 11 | 27.27% |
|
| 3615 |
OWM
3615
Opes Wealth Management
Menlo Park,
California
| $196M | +$63.4M | +48% | 21% | 54.1% | 70 | 35.71% |
|
| 3616 |
BS
3616
Bessemer Securities
New York
| $196M | -$5.45M | -3% | 21.6% | 45% | 106 | 21.7% |
|
| 3617 |
SM
3617
Saya Management
New York
| $196M | +$20.2M | +12% | 22.1% | 34.8% | 15 | 40% |
|
| 3618 |
BCM
3618
Brightlight Capital Management
Westport,
Connecticut
| $196M | +$66.2M | +51% | 106% | 202% | 15 | 40% |
|
| 3619 |
MCO
3619
MAK Capital One
New York
| $196M | +$82.7M | +73% | 28.4% | 86% | 7 | 14.29% |
|
| 3620 |
MIC
3620
Meridian Investment Counsel
Lafayette,
California
| $196M | +$41.9M | +27% | 26.8% | 103% | 183 | 7.1% |
|
| 3621 |
SL
3621
Stevard LLC
Chicago,
Illinois
| $195M | +$40.4M | +26% | 24.1% | – | 166 | 68.67% |
|
| 3622 |
WA
3622
Winfield Associates
Cleveland,
Ohio
| $195M | +$37M | +23% | 23.4% | 77.8% | 138 | 16.67% |
|
| 3623 |
RP
3623
Rice Partnership
Honolulu,
Hawaii
| $195M | +$46M | +31% | 19.8% | 100% | 104 | 23.08% |
|
| 3624 |
TLP
3624
Trinity Legacy Partners
Houston,
Texas
| $195M | +$53M | +37% | 29.6% | 63.3% | 84 | 32.14% |
|
| 3625 |
GEA
3625
Glen Eagle Advisors
Kingston,
New Jersey
| $195M | +$52.2M | +37% | 19% | 63% | 952 | 15.76% |
|