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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3826 |
T2I
3826
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $363M | -$28.6M | -7% | 5.46% | 62% | 80 | 8.75% |
|
| 3827 |
WAS
3827
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $363M | -$5.65M | -2% | 5.53% | 55.5% | 135 | 17.78% |
|
| 3828 |
ITC
3828
Inspire Trust Company
Reno,
Nevada
| $363M | +$60.2M | +20% | 8.76% | – | 114 | 8.77% |
|
| 3829 |
BWM
3829
BigSur Wealth Management
Miami,
Florida
| $363M | +$36.4M | +11% | 7.22% | 83.1% | 164 | 8.54% |
|
| 3830 |
TSMHT
3830
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $363M | +$41.4M | +13% | 7.57% | – | 1,680 | 16.37% |
|
| 3831 |
GWP
3831
Gateway Wealth Partners
Appleton,
Wisconsin
| $363M | +$32M | +10% | 5.8% | 46.3% | 294 | 17.69% |
|
| 3832 |
RA
3832
RR Advisors
Dallas,
Texas
| $362M | -$10.6M | -3% | 1.86% | 113% | 26 | 30.77% |
|
| 3833 |
EA
3833
Evergreen Advisors
Chattanooga,
Tennessee
| $362M | +$28.1M | +8% | 6.13% | – | 17 | 5.88% |
|
| 3834 |
CWA
3834
Canvas Wealth Advisors
Shawnee,
Kansas
| $362M | +$38.7M | +12% | 5.55% | 115% | 184 | 21.74% |
|
| 3835 |
CA
3835
Crumly & Associates
Springfield,
Illinois
| $362M | +$14.5M | +4% | 5.56% | 55.2% | 157 | 18.47% |
|
| 3836 |
WAS
3836
Winch Advisory Services
Appleton,
Wisconsin
| $362M | +$11.9M | +3% | 3.83% | 72.5% | 498 | 13.45% |
|
| 3837 |
MCM
3837
Monument Capital Management
Alexandria,
Virginia
| $362M | +$21.7M | +6% | 9.96% | 160% | 214 | 26.17% |
|
| 3838 |
KWS
3838
Keystone Wealth Services
Palm Desert,
California
| $362M | +$40.2M | +12% | 4.71% | 61.6% | 262 | 15.27% |
|
| 3839 |
PEGL
3839
P/E Global LLC
Boston,
Massachusetts
| $361M | -$6.72M | -2% | 5.57% | 40.8% | 3 | 0% |
|
| 3840 |
EGA
3840
E&G Advisors
Houston,
Texas
| $361M | +$21.2M | +6% | 5.15% | 92.3% | 222 | 9.01% |
|
| 3841 |
MC
3841
Meteora Capital
Boca Raton,
Florida
| $361M | -$186M | -34% | 1.97% | 54.8% | 304 | 47.37% |
|
| 3842 |
OPA
3842
Old Port Advisors
Portland,
Maine
| $360M | +$25.1M | +8% | 7.5% | 106% | 241 | 7.88% |
|
| 3843 |
AA
3843
Addison Advisors
Middlebury,
Vermont
| $360M | +$50.1M | +16% | 5.88% | 42.3% | 867 | 14.3% |
|
| 3844 |
MFS
3844
Madrona Financial Services
Everett,
Washington
| $360M | +$34.3M | +11% | 4.47% | 75.4% | 115 | 14.78% |
|
| 3845 |
CWA
3845
Cornerstone Wealth Advisors
Edina,
Minnesota
| $360M | +$25.6M | +8% | 5.11% | 42.6% | 50 | 4% |
|
| 3846 |
WWP
3846
WR Wealth Planners
Columbia,
Missouri
| $360M | +$31.7M | +10% | 6.09% | 22.1% | 1,223 | 13.25% |
|
| 3847 |
CT
3847
ClearAlpha Technologies
Greenwich,
Connecticut
| $359M | +$57.3M | +19% | 6.5% | – | 336 | 70.24% |
|
| 3848 |
FFA
3848
Founders Financial Alliance
Raleigh,
North Carolina
| $359M | +$22M | +7% | 6.38% | 72.5% | 600 | 8.67% |
|
| 3849 |
LC
3849
Landaas & Company
Milwaukee,
Wisconsin
| $359M | +$31M | +9% | 5.99% | 60.3% | 92 | 13.04% |
|
| 3850 |
HC
3850
Hourglass Capital
Houston,
Texas
| $359M | +$22.7M | +7% | 8.55% | 89.6% | 108 | 6.48% |
|