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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 |
OBGC
3851
O'Brien Greene & Co
Media,
Pennsylvania
| $280M | +$27.8M | +11% | 7.88% | 79.6% | 140 | 11.43% |
|
| 3852 |
BC
3852
Beaconlight Capital
New York
| $280M | -$340M | -55% | 4.98% | 221% | 47 | 38.3% |
|
| 3853 |
ARI
3853
Applied Research Investments
Wilmington,
Delaware
| $280M | +$6.03M | +2% | 14.5% | – | 47 | 23.4% |
|
| 3854 |
LCP
3854
Legacy Capital Partners
Milwaukee,
Wisconsin
| $280M | +$14.6M | +5% | 5.42% | 85.6% | 146 | 10.27% |
|
| 3855 |
BGDI
3855
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $280M | -$73.6M | -21% | 9.74% | 69.8% | 67 | 40.3% |
|
| 3856 |
ANRIA
3856
American National Registered Investment Advisor
Galveston,
Texas
| $279M | +$20.9M | +8% | 9.66% | 95.8% | 242 | 4.55% |
|
| 3857 |
AAA
3857
Affinity Asset Advisors
New York
| $279M | -$15.1M | -5% | 0.2% | 1,280% | 87 | 36.78% |
|
| 3858 |
WAM
3858
WNY Asset Management
Williamsville,
New York
| $279M | +$28.7M | +11% | 5.31% | – | 159 | 16.35% |
|
| 3859 |
TF
3859
TLWM Financial
San Antonio,
Texas
| $279M | +$15.5M | +6% | 5.39% | 48% | 73 | 9.59% |
|
| 3860 |
BCM
3860
Brightlight Capital Management
Westport,
Connecticut
| $279M | +$37.4M | +15% | 5.22% | 202% | 13 | 15.38% |
|
| 3861 |
RWG
3861
Ratio Wealth Group
Denver,
Colorado
| $279M | +$39.3M | +16% | 4.78% | – | 51 | 9.8% |
|
| 3862 |
VCM
3862
Voce Capital Management
San Francisco,
California
| $279M | +$56.1M | +25% | 20.2% | 69.2% | 12 | 25% |
|
| 3863 |
FTS
3863
Fifth Third Securities
Cincinnati,
Ohio
| $279M | +$35.4M | +15% | 5.36% | 58.9% | 86 | 22.09% |
|
| 3864 |
BHWA
3864
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $279M | +$27.9M | +11% | 6.8% | 129% | 83 | 39.76% |
|
| 3865 |
IWP
3865
IAG Wealth Partners
Waukesha,
Wisconsin
| $279M | +$16.4M | +6% | 5.98% | 41.4% | 403 | 16.87% |
|
| 3866 |
M
3866
Murchinson
Toronto,
Ontario, Canada
| $278M | – | – | 0.66% | 84.8% | 135 | – |
|
| 3867 |
NL
3867
NVWM LLC
Yardley,
Pennsylvania
| $278M | +$26.5M | +11% | 11.2% | 107% | 491 | 19.96% |
|
| 3868 |
WAS
3868
Winch Advisory Services
Appleton,
Wisconsin
| $278M | +$28.5M | +11% | 8.25% | 72.5% | 526 | 12.36% |
|
| 3869 |
OPA
3869
Old Port Advisors
Portland,
Maine
| $278M | +$23.1M | +9% | 6.78% | 106% | 227 | 9.69% |
|
| 3870 |
MKC
3870
M. Kraus & Co
Shelburne,
Vermont
| $278M | +$20.1M | +8% | 4.58% | 51.8% | 76 | 7.89% |
|
| 3871 |
MC
3871
Mathes Company
New York
| $278M | +$18.9M | +7% | 8.61% | 105% | 128 | 6.25% |
|
| 3872 |
WC
3872
Winmill & Co
Rochester,
New York
| $278M | +$6.46M | +2% | 7.45% | 106% | 85 | 7.06% |
|
| 3873 |
KIG
3873
Kowal Investment Group
Brookfield,
Wisconsin
| $278M | +$30.4M | +12% | 5.15% | 21.1% | 106 | 12.26% |
|
| 3874 |
DS
3874
Dalal Street
West Lake Hills,
Texas
| $278M | +$15.6M | +6% | 1.65% | 155% | 3 | 0% |
|
| 3875 |
RFA
3875
Radnor Financial Advisors
Wayne,
Pennsylvania
| $278M | +$48.7M | +21% | 5.38% | 3.04% | 26 | 11.54% |
|