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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3851 |
NME
3851
Notis-McConarty Edward
| $257M | +$11.2M | +5% | 4.76% | 65.2% | 97 | 4.12% |
|
| 3852 |
RWM
3852
Rezny Wealth Management
Fort Myers,
Florida
| $257M | +$16.8M | +7% | 6.61% | 91.9% | 14 | 14.29% |
|
| 3853 |
OWM
3853
Opes Wealth Management
Menlo Park,
California
| $256M | +$48.8M | +24% | 3.77% | 54.1% | 86 | 16.28% |
|
| 3854 |
RMAM
3854
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $256M | +$12.6M | +5% | 4.63% | 75% | 152 | 3.95% |
|
| 3855 |
APP
3855
Alpha Paradigm Partners
Chicago,
Illinois
| $256M | -$32.7M | -11% | 16.3% | – | 689 | 72.13% |
|
| 3856 |
MSA
3856
Marino Stram & Associates
Braintree,
Massachusetts
| $256M | +$30.7M | +14% | 7.58% | 63.6% | 138 | 12.32% |
|
| 3857 |
AIC
3857
Ayalon Insurance Company
Ramat Gan,
Israel
| $256M | +$35.2M | +16% | 7.2% | 89.3% | 169 | 24.85% |
|
| 3858 |
CPA
3858
Clear Perspective Advisors
Aurora,
Illinois
| $256M | +$11M | +4% | 6.28% | 88.5% | 168 | 25% |
|
| 3859 |
HLAM
3859
Hidden Lake Asset Management
New York
| $256M | +$281K | +0.1% | 6.8% | 342% | 34 | 88.24% |
|
| 3860 |
SFA
3860
Souders Financial Advisors
Cincinnati,
Ohio
| $255M | +$25.9M | +11% | 6.46% | 45.5% | 131 | 21.37% |
|
| 3861 |
MC
3861
Muzinich & Co
New York
| $255M | +$12.2M | +5% | 15.3% | 9.67% | 61 | 42.62% |
|
| 3862 |
WAS
3862
WESPAC Advisors SoCal
Pasadena,
California
| $255M | +$2.96M | +1% | 3.1% | 127% | 85 | 27.06% |
|
| 3863 |
PRA
3863
Pine Ridge Advisers
New York
| $255M | +$18.9M | +8% | 5.28% | 80% | 25 | 8% |
|
| 3864 |
OPA
3864
Old Port Advisors
Portland,
Maine
| $255M | +$24.7M | +11% | 7.7% | 106% | 221 | 17.19% |
|
| 3865 |
EHI
3865
Eagle Health Investments
Greenwich,
Connecticut
| $255M | +$98.4M | +63% | 1.25% | 165% | 28 | 25% |
|
| 3866 |
LPIC
3866
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $255M | +$23.1M | +10% | 8.05% | 64.1% | 191 | 9.42% |
|
| 3867 |
IFO
3867
Independent Family Office
Albany,
New York
| $255M | +$15.3M | +6% | 8.9% | 66.8% | 70 | 12.86% |
|
| 3868 |
BP
3868
Bandera Partners
New York
| $254M | +$62.7M | +33% | 40.5% | 27.6% | 18 | 11.11% |
|
| 3869 |
DBRC
3869
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $254M | +$3.93M | +2% | 5.04% | 47.5% | 215 | 12.09% |
|
| 3870 |
SA
3870
Stewardship Advisors
Mount Joy,
Pennsylvania
| $254M | +$8.8M | +4% | 2.19% | 42.6% | 50 | 10% |
|
| 3871 |
PIC
3871
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $254M | +$41M | +19% | 15.5% | 165% | 93 | 49.46% |
|
| 3872 |
SWA
3872
Sutton Wealth Advisors
Tampa,
Florida
| $254M | +$18.5M | +8% | 8.73% | 40.9% | 1,272 | 4.8% |
|
| 3873 |
LHC
3873
Lodge Hill Capital
New York
| $254M | -$37.5M | -13% | 12.1% | 11.7% | 36 | 77.78% |
|
| 3874 |
P3I
3874
Progeny 3 Inc
Kirkland,
Washington
| $254M | +$65M | +34% | 7.48% | 93.2% | 32 | 25% |
|
| 3875 |
FCFC
3875
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $254M | +$23.7M | +10% | 8.29% | 61.6% | 162 | 6.17% |
|