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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3726 |
SWM
3726
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $383M | +$36.3M | +10% | 7.21% | 49.6% | 94 | 7.45% |
|
| 3727 |
TNA
3727
True North Advisors
Dallas,
Texas
| $382M | +$7.91M | +2% | 8.99% | 86.9% | 214 | 21.03% |
|
| 3728 |
MHR
3728
Matthew Hamilton Rosenberg
| $382M | +$43.6M | +13% | 4.98% | 48.3% | 855 | 8.07% |
|
| 3729 |
WIS
3729
Wright Investors Service
Shelton,
Connecticut
| $382M | +$2.41M | +0.6% | 8.67% | 107% | 158 | 25.32% |
|
| 3730 |
AW
3730
Avion Wealth
The Woodlands,
Texas
| $382M | +$19.6M | +5% | 6.15% | 45.4% | 1,405 | 19.5% |
|
| 3731 |
ACG
3731
Anchorage Capital Group
New York
| $382M | +$58M | +18% | 21.3% | 18.9% | 8 | 12.5% |
|
| 3732 |
KC
3732
Kadensa Capital
Central,
Hong Kong
| $382M | -$42.1M | -10% | 1.71% | 125% | 49 | 57.14% |
|
| 3733 |
PAM
3733
Paradigm Asset Management
New York
| $382M | +$23.7M | +7% | 5.19% | 51.6% | 493 | 0.61% |
|
| 3734 |
CMI
3734
Clare Market Investments
Dallas,
Texas
| $382M | +$23.5M | +7% | 5.91% | – | 168 | 25% |
|
| 3735 |
STB
3735
S&T Bank
Indiana,
Pennsylvania
| $381M | -$11.1M | -3% | 11% | 94.2% | 103 | 11.65% |
|
| 3736 |
SCA
3736
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $381M | +$17.6M | +5% | 1.32% | 58.6% | 173 | 5.78% |
|
| 3737 |
OCM
3737
Ogborne Capital Management
San Francisco,
California
| $381M | -$17M | -4% | 14.7% | 223% | 24 | 66.67% |
|
| 3738 |
SAM
3738
Shikiar Asset Management
New York
| $381M | +$6.53M | +2% | 2.92% | 97.8% | 76 | 10.53% |
|
| 3739 |
AWAU
3739
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $380M | +$39.7M | +12% | 7.37% | 63.3% | 246 | 13.01% |
|
| 3740 |
GF
3740
Genworth Financial
Glen Allen,
Virginia
| $380M | +$21.1M | +6% | 5.85% | 64% | 2 | 0% |
|
| 3741 |
PCFFS
3741
Pacific Center for Financial Services
San Ramon,
California
| $380M | +$23M | +6% | 5.6% | 43.4% | 487 | 2.46% |
|
| 3742 |
FF
3742
Francis Financial
| $379M | +$48.9M | +15% | 6.36% | 48% | 94 | 14.89% |
|
| 3743 |
SSG
3743
Summit Securities Group
New York
| $379M | -$151M | -28% | 4.76% | 96.7% | 948 | 74.89% |
|
| 3744 |
CPG
3744
Cornerstone Planning Group
Fairfield,
New Jersey
| $378M | +$29.6M | +8% | 5.66% | 55.1% | 1,393 | 15.79% |
|
| 3745 |
SIM
3745
SW Investment Management
Telluride,
Colorado
| $378M | +$63.9M | +20% | 16.5% | 155% | 14 | 0% |
|
| 3746 |
SP
3746
Stonebrook Private
Northville,
Michigan
| $378M | +$30.2M | +9% | 5.93% | – | 195 | 17.95% |
|
| 3747 |
HW
3747
Hedeker Wealth
Lincolnshire,
Illinois
| $377M | +$32.2M | +9% | 8.38% | 120% | 91 | 15.38% |
|
| 3748 |
FWA
3748
FSM Wealth Advisors
Cleveland,
Ohio
| $377M | +$78.6M | +26% | 5.99% | 62.8% | 194 | 21.13% |
|
| 3749 |
WIC
3749
Whitegate Investment Counselors
Concord,
New Hampshire
| $377M | +$24.6M | +7% | 7.2% | 40.3% | 66 | 1.52% |
|
| 3750 |
WWP
3750
Waypoint Wealth Partners
Mill Valley,
California
| $377M | +$34.2M | +10% | 5.88% | 52.1% | 69 | 10.14% |
|