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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3651 |
WCM
3651
Windsor Capital Management
Phoenix,
Arizona
| $321M | -$10.2M | -3% | 3.94% | 46.1% | 123 | 8.13% |
|
| 3652 |
OH
3652
Oikos Holdings
New York
| $321M | +$103M | +47% | 5.67% | 5.54% | 7 | 14.29% |
|
| 3653 |
ARG
3653
Advisory Resource Group
Tulsa,
Oklahoma
| $321M | +$21.6M | +7% | 1.49% | 66.5% | 148 | 6.76% |
|
| 3654 |
PAM
3654
Premier Asset Management
Chicago,
Illinois
| $321M | -$254M | -44% | 1.52% | 104% | 136 | 28.68% |
|
| 3655 |
GPWA
3655
Great Point Wealth Advisors
Boston,
Massachusetts
| $321M | -$5.42M | -2% | 3.64% | – | 66 | 19.7% |
|
| 3656 |
PPW
3656
Pinnacle Private Wealth
Andover,
Massachusetts
| $321M | +$1.9M | +0.6% | 4.11% | – | 338 | 26.04% |
|
| 3657 |
BOS
3657
Bank of Stockton
Stockton,
California
| $321M | -$19.4M | -6% | 4.73% | 92.3% | 131 | 10.69% |
|
| 3658 |
WCA
3658
Westover Capital Advisors
Wilmington,
Delaware
| $321M | -$22.9M | -7% | 3.32% | 117% | 198 | 21.72% |
|
| 3659 |
JSC
3659
Jackson Square Capital
San Francisco,
California
| $321M | -$27M | -8% | 3.71% | 416% | 205 | 21.95% |
|
| 3660 |
WPA
3660
West Paces Advisors
Atlanta,
Georgia
| $321M | +$143K | +0% | 4.22% | 53.2% | 646 | 22.45% |
|
| 3661 |
SG
3661
SCHF (GPE)
Wilson,
Wyoming
| $321M | -$235M | -42% | 29.9% | – | 12 | 58.33% |
|
| 3662 |
FA
3662
Financial Advisors
Andover,
Massachusetts
| $320M | -$7.77M | -2% | 5.29% | 71.5% | 91 | 8.79% |
|
| 3663 |
WA
3663
WealthTrust Axiom
Wayne,
Pennsylvania
| $320M | +$7.29M | +2% | 6.32% | 101% | 284 | 9.86% |
|
| 3664 |
TAM
3664
Tucker Asset Management
Littleton,
Colorado
| $320M | +$9.96M | +3% | 4.84% | 54.4% | 622 | 40.03% |
|
| 3665 |
HC
3665
Hourglass Capital
Houston,
Texas
| $320M | +$21.4M | +7% | 5.45% | 89.6% | 108 | 12.04% |
|
| 3666 |
E
3666
EnerVest
Houston,
Texas
| $320M | -$33.6M | -9% | 25.3% | 20.5% | 1 | 0% |
|
| 3667 |
CCG
3667
Cloverfields Capital Group
Minneapolis,
Minnesota
| $320M | -$1.12M | -0.3% | 0.76% | 91.5% | 75 | 29.33% |
|
| 3668 |
ACA
3668
Affinity Capital Advisors
Berkeley,
California
| $320M | -$11.4M | -3% | 5.33% | 62% | 128 | 15.63% |
|
| 3669 |
FWP
3669
Falcon Wealth Planning
Ontario,
California
| $320M | +$13.9M | +5% | 3.99% | 52.7% | 83 | 14.46% |
|
| 3670 |
MSS
3670
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $319M | -$17.5M | -5% | 3.46% | 72.2% | 122 | 3.28% |
|
| 3671 |
BLAM
3671
Bourne Lent Asset Management
Pawling,
New York
| $319M | -$54.4M | -15% | 6.21% | 76.1% | 63 | 6.35% |
|
| 3672 |
TTSTC
3672
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $319M | +$16.5M | +5% | 2.46% | 27.3% | 7 | 0% |
|
| 3673 |
LCM
3673
LDR Capital Management
New York
| $318M | +$99.4M | +45% | 0.17% | 37.1% | 74 | 52.7% |
|
| 3674 |
BFC
3674
Bedel Financial Consulting
Indianapolis,
Indiana
| $318M | -$3.29M | -1% | 0.85% | 104% | 1,114 | 14.36% |
|
| 3675 |
VC
3675
Voss Capital
Houston,
Texas
| $318M | -$5.46M | -2% | 11.7% | 41.8% | 47 | 38.3% |
|