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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3801 |
KMWM
3801
Keudell/Morrison Wealth Management
Salem,
Oregon
| $368M | +$26.6M | +8% | 6.46% | – | 230 | 15.22% |
|
| 3802 |
FSA
3802
Financial Sense Advisors
San Diego,
California
| $368M | +$40.9M | +12% | 7.8% | 149% | 144 | 29.17% |
|
| 3803 |
RGC
3803
Redwood Grove Capital
Palo Alto,
California
| $368M | +$48.8M | +15% | 8.3% | 56.7% | 29 | 34.48% |
|
| 3804 |
M
3804
Murchinson
Toronto,
Ontario, Canada
| $368M | -$280M | -43% | 1.64% | 84.8% | 115 | 71.3% |
|
| 3805 |
CFO
3805
Collective Family Office
York,
Pennsylvania
| $368M | +$28.2M | +8% | 6.2% | 50.1% | 179 | 8.38% |
|
| 3806 |
WFM
3806
Wolff Financial Management
Kalamazoo,
Michigan
| $368M | +$233M | +172% | 6.77% | 52.8% | 98 | 57.14% |
|
| 3807 |
LAM
3807
L2 Asset Management
Wayland,
Massachusetts
| $368M | +$36.1M | +11% | 8.39% | 110% | 248 | 20.56% |
|
| 3808 |
SLC
3808
Second Line Capital
Metairie,
Louisiana
| $367M | +$40.1M | +12% | 6.54% | – | 139 | 19.42% |
|
| 3809 |
FA
3809
FDx Advisors
Chicago,
Illinois
| $367M | +$5.14M | +1% | 6.44% | 56.3% | 212 | 13.68% |
|
| 3810 |
AGP
3810
Artia Global Partners
Miami,
Florida
| $367M | -$150M | -29% | 3.01% | 672% | 53 | 28.3% |
|
| 3811 |
RPA
3811
Rock Point Advisors
Burlington,
Vermont
| $366M | +$32.8M | +10% | 11.5% | 64.6% | 110 | 6.36% |
|
| 3812 |
WA
3812
Wambolt & Associates
Littleton,
Colorado
| $366M | +$21.6M | +6% | 6.48% | 62.2% | 212 | 12.74% |
|
| 3813 |
RAM
3813
Riggs Asset Management
Dallas,
Pennsylvania
| $366M | +$30.3M | +9% | 8.71% | 207% | 722 | 22.16% |
|
| 3814 |
CPI
3814
Crestview Partners III
New York
| $366M | +$10.1M | +3% | 3.33% | 5.73% | 3 | 0% |
|
| 3815 |
HV
3815
HST Ventures
Park City,
Utah
| $366M | +$144M | +65% | 9.29% | 8.24% | 74 | 60.81% |
|
| 3816 |
BWAM
3816
Boyd Watterson Asset Management
Cleveland,
Ohio
| $365M | +$14.9M | +4% | 4.84% | 82.4% | 448 | 3.79% |
|
| 3817 |
HNWAG
3817
High Net Worth Advisory Group
Naples,
Florida
| $365M | +$34.9M | +11% | 6.76% | 67.7% | 231 | 9.09% |
|
| 3818 |
SB
3818
Sunflower Bank
Dallas,
Texas
| $365M | -$58.8M | -14% | 5.43% | 42.7% | 133 | 9.77% |
|
| 3819 |
JWM
3819
JFG Wealth Management
Denver,
Colorado
| $365M | +$13.3M | +4% | 5.69% | 65.2% | 76 | 30.26% |
|
| 3820 |
DWM
3820
Darwin Wealth Management
Tampa,
Florida
| $364M | +$163M | +81% | 4.42% | 56.8% | 648 | 87.81% |
|
| 3821 |
DA
3821
Doliver Advisors
Houston,
Texas
| $364M | +$6.19M | +2% | 4.1% | 81% | 157 | 9.55% |
|
| 3822 |
WPIC
3822
White Pine Investment Company
Livonia,
Michigan
| $364M | +$24.1M | +7% | 6.75% | 66.3% | 66 | 7.58% |
|
| 3823 |
SFA
3823
Semmax Financial Advisors
Winston Salem,
North Carolina
| $364M | +$31.2M | +9% | 6.53% | – | 421 | 12.83% |
|
| 3824 |
BCC
3824
Bridge City Capital
Lake Oswego,
Oregon
| $364M | +$66.3M | +22% | 9.87% | 76.9% | 117 | 10.26% |
|
| 3825 |
AWM
3825
Aries Wealth Management
Portland,
Maine
| $364M | +$46.4M | +15% | 7.42% | 75% | 234 | 13.25% |
|