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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3776 |
PA
3776
Parkside Advisors
Berkeley,
California
| $140M | -$1.75M | -1% | 0.72% | 36.7% | 40 | 17.5% |
|
| 3777 |
WAM
3777
Westport Asset Management
Southport,
Connecticut
| $140M | +$7.97M | +6% | 0.38% | 61.4% | 63 | 3.17% |
|
| 3778 |
BWM
3778
BigSur Wealth Management
Miami,
Florida
| $140M | +$39.6M | +39% | 0.8% | 83.1% | 111 | 18.02% |
|
| 3779 |
MIC
3779
MU Investments Company
Tokyo,
Japan
| $140M | -$5.9M | -4% | 0.68% | 40.4% | 161 | 84.47% |
|
| 3780 |
EU
3780
Emory University
Atlanta,
Georgia
| $140M | +$23.5M | +20% | 8.01% | – | 53 | 30.19% |
|
| 3781 |
LD
3781
Lipe & Dalton
Syracuse,
New York
| $140M | -$4.88M | -3% | 3.33% | 89.6% | 84 | 14.29% |
|
| 3782 |
RA
3782
Resource America
New York
| $140M | +$8.25M | +6% | 5.53% | 12.2% | 47 | 29.79% |
|
| 3783 |
MMPW
3783
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $140M | -$5.01M | -3% | 1.85% | 76.5% | 177 | 1.69% |
|
| 3784 |
SRCM
3784
Swift Run Capital Management
Charlottesville,
Virginia
| $140M | -$22.3M | -14% | 3.23% | 9.9% | 57 | 29.82% |
|
| 3785 |
SWA
3785
Sutton Wealth Advisors
Tampa,
Florida
| $140M | +$3.14M | +2% | 0.26% | 40.9% | 1,165 | 11.07% |
|
| 3786 |
KC
3786
Kelso & Company
New York
| $140M | -$7M | -5% | 4.78% | – | 1 | 0% |
|
| 3787 |
AIM
3787
Aspen Investment Management
Grand Rapids,
Michigan
| $139M | -$1.17M | -0.8% | 1.38% | 84.9% | 146 | 8.22% |
|
| 3788 |
SCGM
3788
Starwood Capital Group Management
Miami Beach,
Florida
| $139M | -$3.92M | -3% | 1.12% | 17.6% | 2 | 0% |
|
| 3789 |
I2I
3789
Insight 2811 Inc
Chicago,
Illinois
| $139M | +$2.92M | +2% | 1.69% | 22.2% | 82 | 15.85% |
|
| 3790 |
FFC
3790
First Financial Corp
Terre Haute,
Indiana
| $139M | -$15.6M | -10% | 3.51% | 88.3% | 363 | 6.61% |
|
| 3791 |
PMLI
3791
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $139M | +$40.5M | +41% | 4.9% | 1.64% | 27 | 29.63% |
|
| 3792 |
TPW
3792
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $139M | +$7.39M | +6% | 2.3% | 53.5% | 47 | 21.28% |
|
| 3793 |
SL
3793
SIB LLC
New York,
New York
| $139M | -$252K | -0.2% | 4.54% | 29.2% | 26 | 3.85% |
|
| 3794 |
WOA
3794
Water Oak Advisors
Winter Park,
Florida
| $139M | +$3.7M | +3% | 0.98% | 12.9% | 17 | 0% |
|
| 3795 |
BSG
3795
Black Swift Group
Boulder,
Colorado
| $139M | +$31.2M | +29% | 5.6% | 104% | 61 | 45.9% |
|
| 3796 |
WAOTB
3796
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $138M | -$7.57M | -5% | 3.89% | 73.5% | 72 | 6.94% |
|
| 3797 |
MA
3797
Menlo Advisors
Menlo Park,
California
| $138M | -$33K | -0% | 0.02% | 81.9% | 44 | 6.82% |
|
| 3798 |
DWM
3798
Darwin Wealth Management
Tampa,
Florida
| $138M | -$95.4M | -41% | 1.95% | 56.8% | 168 | 39.29% |
|
| 3799 |
YCM
3799
Yost Capital Management
Houston,
Texas
| $138M | -$2.16M | -2% | 2.04% | 125% | 9 | 33.33% |
|
| 3800 |
ODG
3800
O'Dell Group
Cincinnati,
Ohio
| $138M | +$1.2M | +0.9% | 0.89% | 72.2% | 44 | 15.91% |
|