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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 |
BW
3626
Bison Wealth
Atlanta,
Georgia
| $209M | +$28.8M | +16% | 6.96% | 37.4% | 400 | 44.5% |
|
| 3627 |
SCM
3627
Shah Capital Management
Raleigh,
North Carolina
| $209M | +$23.4M | +13% | 11.4% | 225% | 18 | 16.67% |
|
| 3628 |
SB
3628
Samsara BioCapital
Palo Alto,
California
| $209M | +$61.8M | +42% | 68.4% | 1,814% | 21 | 23.81% |
|
| 3629 |
SFG
3629
Summit Financial Group
Moorefield,
West Virginia
| $209M | +$11.9M | +6% | 6.25% | 26.1% | 158 | 4.43% |
|
| 3630 |
ME
3630
McIlrath & Eck
Arlington,
Washington
| $208M | +$19.1M | +10% | 6.13% | 44% | 684 | 9.06% |
|
| 3631 |
PCM
3631
Perritt Capital Management
Chicago,
Illinois
| $208M | -$27.2M | -12% | 7.38% | 80.9% | 235 | 12.77% |
|
| 3632 |
SP
3632
Summit Partners
Boston,
Massachusetts
| $208M | -$300M | -59% | 32.5% | 2.13% | 8 | 25% |
|
| 3633 |
PA
3633
Perennial Advisors
New York
| $208M | +$15.2M | +8% | 7.95% | – | 81 | 11.11% |
|
| 3634 |
TF
3634
TLWM Financial
San Antonio,
Texas
| $208M | +$13.7M | +7% | 5.89% | 48% | 70 | 34.29% |
|
| 3635 |
HWA
3635
HHM Wealth Advisors
Chattanooga,
Tennessee
| $208M | +$32.3M | +18% | 6.99% | 62.3% | 91 | 17.58% |
|
| 3636 |
MCM
3636
McMillion Capital Management
Greensboro,
North Carolina
| $208M | +$19.6M | +10% | 9.74% | 59.3% | 290 | 7.24% |
|
| 3637 |
MWM
3637
Meridian Wealth Management
Lexington,
Kentucky
| $208M | -$4.47M | -2% | 12.7% | 91% | 226 | 24.78% |
|
| 3638 |
AWAM
3638
Appian Way Asset Management
New York
| $208M | – | – | 9.77% | 49.4% | 29 | – |
|
| 3639 |
CIM
3639
CenturyLink Investment Management
Denver,
Colorado
| $208M | -$12M | -5% | 9.44% | – | 167 | 17.37% |
|
| 3640 |
PM
3640
Precept Management
Dallas,
Texas
| $208M | +$41.2M | +25% | 20.1% | 110% | 87 | 64.37% |
|
| 3641 |
QCMC
3641
Quantum Capital Management (California)
San Francisco,
California
| $207M | +$10.1M | +5% | 12.9% | 53.7% | 334 | 5.09% |
|
| 3642 |
GCM
3642
Grisanti Capital Management
New York
| $207M | +$24.4M | +13% | 10.2% | 17.9% | 55 | 9.09% |
|
| 3643 |
DSN
3643
D. Scott Neal
Lexington,
Kentucky
| $207M | +$13.1M | +7% | 5.02% | 105% | 43 | 20.93% |
|
| 3644 |
GL
3644
Globe Life
Mckinney,
Texas
| $207M | +$18.1M | +10% | 8.51% | 53.2% | 1 | 0% |
|
| 3645 |
OPA
3645
Old Port Advisors
Portland,
Maine
| $207M | +$16.1M | +8% | 7.07% | 106% | 185 | 9.73% |
|
| 3646 |
CA
3646
Continental Advisors
Park City,
Utah
| $207M | +$37.8M | +22% | 11.2% | 69% | 84 | 25% |
|
| 3647 |
PSCM
3647
Prince Street Capital Management
New York
| $207M | +$51.4M | +33% | 20.5% | 302% | 24 | 58.33% |
|
| 3648 |
LFM
3648
Lumina Fund Management
New York
| $207M | +$5.31M | +3% | 9.71% | 28.1% | 47 | 44.68% |
|
| 3649 |
A
3649
Abingworth
London,
United Kingdom
| $207M | +$48.8M | +31% | 21.4% | 184% | 16 | 12.5% |
|
| 3650 |
NFGCM
3650
Norman Fields Gottscho Capital Management
New York
| $207M | +$7.94M | +4% | 8.26% | 94% | 79 | 15.19% |
|