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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 |
WC
3651
Winmill & Co
Rochester,
New York
| $275M | +$22.1M | +9% | 12.5% | 106% | 83 | 19.28% |
|
| 3652 |
VAS
3652
Valicenti Advisory Services
Elmira,
New York
| $275M | +$943K | +0.3% | 8.83% | 119% | 81 | 14.81% |
|
| 3653 |
RSS
3653
Rosenblum Silverman Sutton
San Francisco,
California
| $275M | -$2.07M | -0.7% | 8.43% | 95.4% | 75 | 17.33% |
|
| 3654 |
EWA
3654
Encompass Wealth Advisors
Portland,
Oregon
| $274M | +$11.3M | +4% | 5.1% | 63.2% | 280 | 16.79% |
|
| 3655 |
SOCM
3655
SR One Capital Management
Wayne,
Pennsylvania
| $274M | +$55.2M | +25% | 34.9% | 485% | 5 | 20% |
|
| 3656 |
GC
3656
GGV Capital
Menlo Park,
California
| $274M | -$40.1M | -13% | 11.4% | 49.3% | 12 | 8.33% |
|
| 3657 |
CFS
3657
Cannon Financial Strategists
Athens,
Georgia
| $274M | +$19.5M | +8% | 5.83% | 41.8% | 69 | 11.59% |
|
| 3658 |
MM
3658
Meridian Management
Little Rock,
Arkansas
| $274M | +$23.2M | +9% | 7.87% | 47.4% | 74 | 6.76% |
|
| 3659 |
GDS
3659
Gimbel Daniel Scott
| $274M | +$29.9M | +12% | 13.1% | 141% | 3 | 33.33% |
|
| 3660 |
AWMG
3660
Alliance Wealth Management Group
Flemington,
New Jersey
| $273M | +$16.1M | +6% | 5.83% | – | 71 | 7.04% |
|
| 3661 |
CF
3661
Corrigan Financial
Middletown,
Rhode Island
| $273M | +$9.34M | +4% | 5.84% | 9.54% | 81 | 9.88% |
|
| 3662 |
CBOR
3662
Community Bank of Raymore
Raymore,
Missouri
| $273M | -$17.6M | -6% | 13.9% | 89.6% | 79 | 10.13% |
|
| 3663 |
SWK
3663
Stephen W. Kidder
| $273M | +$27.9M | +11% | 10.6% | 62.5% | 81 | 19.75% |
|
| 3664 |
BFC
3664
Blue Fin Capital
Warren,
Rhode Island
| $273M | +$8.31M | +3% | 6.06% | 119% | 133 | 10.53% |
|
| 3665 |
PA
3665
Prism Advisors
Studio City,
California
| $273M | +$24.9M | +10% | 9.69% | 49.9% | 57 | 22.81% |
|
| 3666 |
HF
3666
Halpern Financial
Ashburn,
Virginia
| $273M | +$20.1M | +8% | 9.21% | 26.3% | 223 | 15.7% |
|
| 3667 |
TSWM
3667
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $273M | +$28M | +11% | 10.3% | 80% | 183 | 8.2% |
|
| 3668 |
GCM
3668
G2 Capital Management
Columbus,
Ohio
| $273M | +$56.6M | +26% | 6.21% | 41.1% | 68 | 27.94% |
|
| 3669 |
SWM
3669
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $272M | +$35.3M | +15% | 9.6% | 49.6% | 77 | 15.58% |
|
| 3670 |
ACG
3670
Arch Capital Group
Pembroke,
Bermuda
| $272M | +$3.13M | +1% | 1.11% | 2.15% | 2 | 0% |
|
| 3671 |
JWM
3671
Jackson Wealth Management
Lake Mary,
Florida
| $272M | -$236M | -46% | 9.41% | 64% | 118 | 42.37% |
|
| 3672 |
AAI
3672
American Assets Inc
San Diego,
California
| $272M | +$9.73M | +4% | 3.5% | 44.3% | 10 | 0% |
|
| 3673 |
IA
3673
IAM Advisory
Easton,
Pennsylvania
| $272M | +$35.4M | +15% | 9.88% | 74.5% | 91 | 23.08% |
|
| 3674 |
RA
3674
Rovida Advisors
Fort Lauderdale,
Florida
| $272M | +$57.1M | +27% | 6.12% | 24.8% | 26 | 26.92% |
|
| 3675 |
AWM
3675
Accurate Wealth Management
Wesley Chapel,
Florida
| $272M | +$31.9M | +13% | 7.1% | 93.2% | 1,590 | 88.62% |
|