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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3626 |
PA
3626
Parkside Advisors
Berkeley,
California
| $176M | +$12.6M | +8% | 9.12% | 36.7% | 60 | 3.33% |
|
| 3627 |
CM
3627
CoreCommodity Management
Stamford,
Connecticut
| $176M | +$57M | +48% | 18% | 74.3% | 232 | 21.55% |
|
| 3628 |
ESB
3628
Essex Savings Bank
Essex,
Connecticut
| $176M | +$16.4M | +10% | 12.8% | 84.5% | 695 | 7.91% |
|
| 3629 |
AFA
3629
Arlington Financial Advisors
Santa Barbara,
California
| $176M | -$59.2M | -25% | 12.7% | 60.7% | 84 | 39.29% |
|
| 3630 |
NICM
3630
Neo Ivy Capital Management
New York
| $176M | +$48.9M | +38% | 12.5% | – | 431 | 82.83% |
|
| 3631 |
PA
3631
Perennial Advisors
New York
| $176M | +$21.4M | +14% | 12.8% | – | 216 | 65.28% |
|
| 3632 |
MCM
3632
Monument Capital Management
Alexandria,
Virginia
| $176M | +$15.6M | +10% | 11.7% | 160% | 90 | 10% |
|
| 3633 |
CWM
3633
Catamount Wealth Management
Westport,
Connecticut
| $176M | +$29.2M | +20% | 17.3% | 70.7% | 221 | 21.72% |
|
| 3634 |
ACM
3634
Allred Capital Management
Dallas,
Texas
| $176M | +$26M | +17% | 12.3% | 58.6% | 199 | 18.59% |
|
| 3635 |
DI
3635
Diligent Investors
Redlands,
California
| $176M | +$23.1M | +15% | 11.4% | 71.9% | 205 | 9.27% |
|
| 3636 |
BC
3636
Barnett & Company
Chattanooga,
Tennessee
| $175M | +$305K | +0.2% | 11.7% | 50.8% | 349 | 18.05% |
|
| 3637 |
FVCM
3637
F&V Capital Management
Boca Raton,
Florida
| $175M | +$9.81M | +6% | 13.6% | 107% | 60 | 5% |
|
| 3638 |
PWP
3638
Principle Wealth Partners
Madison,
Connecticut
| $175M | +$55.7M | +47% | 17.7% | 65.9% | 134 | 20.9% |
|
| 3639 |
GA
3639
Gagnon Advisors
New York
| $175M | +$32.5M | +23% | 19.3% | 78.2% | 34 | 11.76% |
|
| 3640 |
RIS
3640
Retirement Income Solutions
Ann Arbor,
Michigan
| $175M | +$20.1M | +13% | 12.8% | 53.7% | 68 | 8.82% |
|
| 3641 |
PA
3641
Prism Advisors
Studio City,
California
| $174M | +$16.7M | +11% | 13.3% | 49.9% | 59 | 15.25% |
|
| 3642 |
EWF
3642
Epstein & White Financial
San Diego,
California
| $174M | +$14M | +9% | 11% | 51% | 92 | 21.74% |
|
| 3643 |
JSL
3643
JT Stratford LLC
Gainesville,
Georgia
| $174M | +$23.9M | +16% | 11.3% | 81.3% | 131 | 26.72% |
|
| 3644 |
TWA
3644
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $174M | +$22.1M | +15% | 8.25% | 27.4% | 51 | 19.61% |
|
| 3645 |
BRC
3645
Bell Rock Capital
Rehoboth Beach,
Delaware
| $174M | +$24.9M | +17% | 16.4% | – | 490 | 8.37% |
|
| 3646 |
ATI
3646
Act Two Investors
Santa Cruz,
California
| $174M | +$31.5M | +22% | 12.5% | 52.9% | 40 | 15% |
|
| 3647 |
SCM
3647
Stonepine Capital Management
Bend,
Oregon
| $174M | +$60M | +53% | 13.1% | 199% | 37 | 56.76% |
|
| 3648 |
TAA
3648
Turiya Advisors Asia
Hong Kong
| $174M | -$74.7M | -30% | 20.8% | 102% | 6 | 50% |
|
| 3649 |
FPB
3649
First PREMIER Bank
Sioux Falls,
South Dakota
| $174M | +$18.8M | +12% | 11.8% | 54.4% | 318 | 15.72% |
|
| 3650 |
KI
3650
Kapitalo Investimentos
Sao Paulo,
Brazil
| $174M | -$63.8M | -27% | 9.2% | 58.1% | 14 | 57.14% |
|