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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 |
AWM
3826
Aries Wealth Management
Portland,
Maine
| $363M | -$592K | -0.2% | 0.68% | 75% | 235 | 6.81% |
|
| 3827 |
NFW
3827
Noble Family Wealth
Clearwater,
Florida
| $363M | -$8.82M | -2% | 2.11% | 44.2% | 62 | 6.45% |
|
| 3828 |
FIM
3828
Fruth Investment Management
Houston,
Texas
| $363M | -$22.4M | -6% | 3.25% | 71% | 222 | 4.95% |
|
| 3829 |
B
3829
BetterWealth
San Jose,
California
| $363M | +$24.6M | +7% | 0.94% | 55.7% | 75 | 25.33% |
|
| 3830 |
BMC
3830
Benin Management Corp
Wilton,
Connecticut
| $363M | +$7.12M | +2% | 2.44% | 76.3% | 131 | 9.92% |
|
| 3831 |
LHC
3831
Lodge Hill Capital
New York
| $363M | +$41.5M | +13% | 12.3% | 11.7% | 33 | 57.58% |
|
| 3832 |
MCM
3832
Monument Capital Management
Alexandria,
Virginia
| $363M | +$1.07M | +0.3% | 1.79% | 160% | 220 | 21.82% |
|
| 3833 |
HC
3833
Hourglass Capital
Houston,
Texas
| $363M | +$3.54M | +1% | 0.37% | 89.6% | 111 | 9.91% |
|
| 3834 |
SCP
3834
Siena Capital Partners
Chicago,
Illinois
| $362M | +$15.6M | +4% | 4.24% | 35.8% | 111 | 8.11% |
|
| 3835 |
CF
3835
Copperwynd Financial
Scottsdale,
Arizona
| $362M | +$30.1M | +9% | 4.16% | 90% | 152 | 17.76% |
|
| 3836 |
NI
3836
NFC Investments
Memphis,
Tennessee
| $362M | +$14.2M | +4% | 4.5% | – | 38 | 10.53% |
|
| 3837 |
IFS
3837
Ifrah Financial Services
Little Rock,
Arkansas
| $362M | -$8.82M | -2% | 0.6% | 61.7% | 219 | 10.5% |
|
| 3838 |
PM
3838
Prosight Management
Dallas,
Texas
| $362M | -$44.5M | -11% | 7.65% | 46.2% | 53 | 47.17% |
|
| 3839 |
AFWM
3839
AMJ Financial Wealth Management
Leesburg,
Virginia
| $362M | +$12.6M | +4% | 7.15% | 150% | 98 | 28.57% |
|
| 3840 |
SIM
3840
Seaview Investment Managers
Miami,
Florida
| $362M | +$29.1M | +9% | 1.99% | 148% | 117 | 38.46% |
|
| 3841 |
LC
3841
Landaas & Company
Milwaukee,
Wisconsin
| $361M | +$2.01M | +0.6% | 0.92% | 60.3% | 97 | 16.49% |
|
| 3842 |
XWM
3842
Xcel Wealth Management
Holly Hill,
Florida
| $361M | +$19M | +6% | 8.29% | 93.7% | 129 | 4.65% |
|
| 3843 |
SA
3843
Stewardship Advisors
Mount Joy,
Pennsylvania
| $361M | +$6.36M | +2% | 1.04% | 42.6% | 159 | 14.47% |
|
| 3844 |
GIP
3844
Gavilan Investment Partners
Burlingame,
California
| $361M | +$12.5M | +4% | 5.4% | 123% | 13 | 0% |
|
| 3845 |
CPI
3845
Crestview Partners III
New York
| $361M | -$5.19M | -1% | 1.19% | 5.73% | 3 | 0% |
|
| 3846 |
WFM
3846
Wolff Financial Management
Kalamazoo,
Michigan
| $360M | -$7.75M | -2% | 1.45% | 52.8% | 100 | 8% |
|
| 3847 |
WCM
3847
WealthBridge Capital Management
Westerville,
Ohio
| $360M | +$9.95M | +3% | 1.95% | 82.1% | 215 | 8.84% |
|
| 3848 |
DA
3848
Doliver Advisors
Houston,
Texas
| $360M | -$4.61M | -1% | 0.15% | 81% | 166 | 13.25% |
|
| 3849 |
OIS
3849
Okabena Investment Services
Minneapolis,
Minnesota
| $360M | +$5.3M | +1% | 1.54% | 58.5% | 124 | 20.97% |
|
| 3850 |
TL
3850
Tradewinds LLC
Raleigh,
North Carolina
| $360M | +$35M | +11% | 3.58% | – | 229 | 36.24% |
|