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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3676 |
IA
3676
IAM Advisory
Easton,
Pennsylvania
| $385M | -$9.55M | -2% | 0.67% | 74.5% | 110 | 17.27% |
|
| 3677 |
IPW
3677
Inlet Private Wealth
Jupiter,
Florida
| $385M | +$6.58M | +2% | 4.12% | 77.6% | 133 | 10.53% |
|
| 3678 |
SP
3678
Stonebrook Private
Northville,
Michigan
| $385M | +$2.57M | +0.7% | 2.61% | – | 198 | 13.13% |
|
| 3679 |
WC
3679
Wexford Capital
West Palm Beach,
Florida
| $385M | -$242M | -39% | 1.19% | 92.6% | 305 | 62.3% |
|
| 3680 |
DCM
3680
Divisar Capital Management
San Francisco,
California
| $385M | -$76.2M | -17% | 17.4% | 111% | 31 | 9.68% |
|
| 3681 |
PC
3681
Peavine Capital
Reno,
Nevada
| $384M | -$12.7M | -3% | 1.9% | 27.7% | 10 | 0% |
|
| 3682 |
MP
3682
McDonald Partners
Cleveland,
Ohio
| $384M | -$7.33M | -2% | 1.16% | 90.7% | 248 | 6.85% |
|
| 3683 |
WAS
3683
WESPAC Advisors SoCal
Pasadena,
California
| $384M | -$58.2M | -13% | 2.69% | 127% | 118 | 28.81% |
|
| 3684 |
PT
3684
Plimoth Trust
Plymouth,
Massachusetts
| $384M | -$5.49M | -1% | 0.9% | 94% | 165 | 6.67% |
|
| 3685 |
PFM
3685
Privium Fund Management
Amsterdam,
Netherlands
| $384M | -$58.3M | -13% | 2.39% | 410% | 69 | 26.09% |
|
| 3686 |
VAS
3686
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $383M | -$16.7M | -4% | 10.4% | 93.7% | 33 | 15.15% |
|
| 3687 |
DP
3687
Diadema Partners
Morristown,
New Jersey
| $383M | +$150M | +64% | 0.18% | – | 163 | 71.78% |
|
| 3688 |
SRFM
3688
Shannon River Fund Management
New York
| $383M | -$294M | -43% | 10.6% | 337% | 24 | 62.5% |
|
| 3689 |
PI
3689
Pennant Investors
Summit,
New Jersey
| $383M | +$28.9M | +8% | 5.2% | 359% | 19 | 15.79% |
|
| 3690 |
AWAU
3690
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $383M | -$4.38M | -1% | 0.42% | 63.3% | 280 | 17.14% |
|
| 3691 |
CPH
3691
C Partners Holding
Zurich,
Switzerland
| $383M | -$17.7M | -4% | 3.59% | 31.6% | 13 | 15.38% |
|
| 3692 |
LMKC
3692
L.M. Kohn & Company
Cincinnati,
Ohio
| $383M | -$3.56M | -0.9% | 3.3% | 97.9% | 287 | 13.59% |
|
| 3693 |
C
3693
Cliffwater
Marina Del Rey,
California
| $383M | -$26.2M | -6% | 0.33% | 28.5% | 23 | 17.39% |
|
| 3694 |
CFM
3694
Catalyst Funds Management
Sydney NSW,
Australia
| $382M | -$26.8M | -7% | 3.7% | – | 611 | 78.07% |
|
| 3695 |
SCP
3695
Stamos Capital Partners
Menlo Park,
California
| $382M | -$43.8M | -10% | 1.42% | 28.4% | 142 | 12.68% |
|
| 3696 |
HCM
3696
Harvey Capital Management
Palm Beach,
Florida
| $382M | -$42.7M | -10% | 6.11% | 141% | 85 | 14.12% |
|
| 3697 |
BONH
3697
Bank of New Hampshire
Laconia,
New Hampshire
| $382M | -$6.54M | -2% | 0.64% | 86.4% | 475 | 7.79% |
|
| 3698 |
HC
3698
Hourglass Capital
Houston,
Texas
| $382M | +$19.6M | +5% | 1.3% | 89.6% | 112 | 8.04% |
|
| 3699 |
RCP
3699
Rothschild Capital Partners
New York
| $382M | -$30.2M | -7% | 2.1% | 81.8% | 102 | 19.61% |
|
| 3700 |
MCB
3700
Morton Community Bank
East Peoria,
Illinois
| $382M | +$3.45M | +0.9% | 3.08% | – | 115 | 9.57% |
|