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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 |
SFWC
3776
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $265M | +$71.3M | +37% | 0.86% | 60.6% | 88 | 14.77% |
|
| 3777 |
AWMG
3777
Alliance Wealth Management Group
Flemington,
New Jersey
| $265M | +$11.3M | +4% | 2.06% | – | 66 | 4.55% |
|
| 3778 |
BCM
3778
Beck Capital Management
Austin,
Texas
| $265M | +$24.3M | +10% | 13.3% | 205% | 131 | 30.53% |
|
| 3779 |
AIIC
3779
AJU IB Investment Company
Seoul,
South Korea
| $265M | +$848K | +0.3% | 13.2% | – | 11 | 0% |
|
| 3780 |
TSS
3780
Thomas Story & Son
Culver,
Indiana
| $265M | +$18.7M | +8% | 9.78% | 91.8% | 67 | 4.48% |
|
| 3781 |
LCP
3781
Legacy Capital Partners
Milwaukee,
Wisconsin
| $265M | +$9.66M | +4% | 5.34% | 85.6% | 145 | 12.41% |
|
| 3782 |
SAIG
3782
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $265M | +$36.3M | +16% | 16.7% | 90.2% | 31 | 6.45% |
|
| 3783 |
CWA
3783
Cornerstone Wealth Advisors
Edina,
Minnesota
| $265M | – | – | 3.2% | 42.6% | 37 | – |
|
| 3784 |
DE
3784
Day & Ennis
Macon,
Georgia
| $265M | +$13.1M | +5% | 3.06% | 15.2% | 119 | 9.24% |
|
| 3785 |
NL
3785
NKCFO LLC
Geneva,
Illinois
| $265M | +$12.2M | +5% | 5.26% | 202% | 160 | 58.13% |
|
| 3786 |
CPA
3786
Cowen Prime Advisors
New York
| $264M | +$38.8M | +17% | 26.7% | 116% | 183 | 11.48% |
|
| 3787 |
LFM
3787
Lumina Fund Management
New York
| $264M | +$22.9M | +9% | 4.99% | 28.1% | 33 | 12.12% |
|
| 3788 |
KS
3788
Karpas Strategies
Litchfield,
Connecticut
| $264M | +$8.96M | +4% | 10.6% | 16.1% | 129 | 19.38% |
|
| 3789 |
LTI
3789
Laffer Tengler Investments
Nashville,
Tennessee
| $264M | +$27.1M | +11% | 7.18% | 96.5% | 359 | 22.84% |
|
| 3790 |
NC
3790
NinePointTwo Capital
Los Angeles,
California
| $264M | +$18.5M | +8% | 3.49% | 1.62% | 61 | 14.75% |
|
| 3791 |
BCCM
3791
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $264M | +$22.8M | +9% | 9.43% | 76.5% | 102 | 10.78% |
|
| 3792 |
TF
3792
TLWM Financial
San Antonio,
Texas
| $264M | +$13.3M | +5% | 4.15% | 48% | 74 | 20.27% |
|
| 3793 |
CFO
3793
CVA Family Office
Denver,
Colorado
| $263M | +$101M | +62% | 6.83% | 57.4% | 799 | 56.2% |
|
| 3794 |
NO
3794
Ninety One
Cape Town,
South Africa
| $263M | +$8.78M | +3% | 17.5% | 193% | 122 | 14.75% |
|
| 3795 |
SC
3795
Scholtz & Company
Stamford,
Connecticut
| $263M | +$7.27M | +3% | 6.22% | 82.6% | 86 | 37.21% |
|
| 3796 |
FNB
3796
Farmers National Bank
Danville,
Kentucky
| $263M | +$11.8M | +5% | 5.76% | – | 147 | 5.44% |
|
| 3797 |
CCM
3797
Clearfield Capital Management
New York
| $263M | +$60.8M | +30% | 26.4% | 177% | 11 | 36.36% |
|
| 3798 |
BA
3798
Birinyi Associates
Westport,
Connecticut
| $262M | -$7.85M | -3% | 2.35% | 102% | 76 | 23.68% |
|
| 3799 |
IWP
3799
IAG Wealth Partners
Waukesha,
Wisconsin
| $262M | +$17.4M | +7% | 6.54% | 41.4% | 393 | 16.28% |
|
| 3800 |
AA
3800
Armor Advisors
New York
| $262M | +$14.8M | +6% | 8.7% | 98.2% | 17 | 35.29% |
|