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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 |
SB
3851
Sunflower Bank
Dallas,
Texas
| $360M | -$5.05M | -1% | 1.17% | 42.7% | 135 | 8.89% |
|
| 3852 |
BCP
3852
Berkeley Capital Partners
Milton,
Georgia
| $360M | +$9.52M | +3% | 0.94% | 49.3% | 181 | 13.26% |
|
| 3853 |
BWAM
3853
Boyd Watterson Asset Management
Cleveland,
Ohio
| $360M | -$5.33M | -1% | 2.4% | 82.4% | 443 | 3.16% |
|
| 3854 |
AA
3854
Addison Advisors
Middlebury,
Vermont
| $359M | -$466K | -0.1% | 1.26% | 42.3% | 879 | 9.56% |
|
| 3855 |
HCP
3855
Hiddenite Capital Partners
New York
| $359M | +$53.9M | +18% | 38.3% | 363% | 55 | 56.36% |
|
| 3856 |
AI
3856
AXS Investments
Port Chester,
New York
| $359M | -$17.2M | -5% | 2.46% | 69.6% | 252 | 26.19% |
|
| 3857 |
VIM
3857
VELA Investment Management
New Albany,
Ohio
| $359M | +$34.8M | +11% | 0.33% | 54.6% | 178 | 17.98% |
|
| 3858 |
LOM
3858
LTS One Management
New York
| $359M | +$13.2M | +4% | 2.79% | 27.6% | 24 | 58.33% |
|
| 3859 |
CCA
3859
Childress Capital Advisors
Houston,
Texas
| $358M | -$12M | -3% | 3.11% | 101% | 239 | 13.39% |
|
| 3860 |
GL
3860
Globe Life
Mckinney,
Texas
| $358M | +$976K | +0.3% | 1.12% | 53.2% | 2 | 0% |
|
| 3861 |
WCM
3861
Weaver Capital Management
Suwanee,
Georgia
| $358M | +$22.6M | +7% | 2.47% | – | 192 | 9.38% |
|
| 3862 |
MB
3862
Mizuho Bank
Tokyo,
Japan
| $358M | -$149M | -29% | 0.57% | 128% | 119 | 51.26% |
|
| 3863 |
HNWAG
3863
High Net Worth Advisory Group
Naples,
Florida
| $358M | -$6.84M | -2% | 0.22% | 67.7% | 233 | 10.3% |
|
| 3864 |
BOSSRA
3864
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $358M | -$139M | -28% | 1.43% | 69.7% | 304 | 73.68% |
|
| 3865 |
HIP
3865
Harrell Investment Partners
Austin,
Texas
| $358M | +$4.47M | +1% | 3.25% | 105% | 100 | 20% |
|
| 3866 |
MWP
3866
Madison Wealth Partners
Madison,
Wisconsin
| $358M | +$20.2M | +6% | 1.7% | 55.3% | 157 | 8.92% |
|
| 3867 |
AWM
3867
Activest Wealth Management
Aventure,
Florida
| $358M | +$34M | +10% | 6.08% | 105% | 935 | 43.53% |
|
| 3868 |
MJP
3868
Michael J. Puzo
| $358M | -$24.8M | -6% | 0.74% | 60.3% | 78 | 8.97% |
|
| 3869 |
AR
3869
Apeiron RIA
Dallas,
Texas
| $357M | +$8.59M | +2% | 0.64% | 63.7% | 223 | 16.59% |
|
| 3870 |
PPC
3870
Park Place Capital
Homewood,
Alabama
| $357M | +$9.15M | +3% | 0.49% | 49.6% | 894 | 13.98% |
|
| 3871 |
AGWCA
3871
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $357M | +$2.07M | +0.6% | 0.84% | – | 817 | 15.54% |
|
| 3872 |
GREM
3872
Grey Rock Energy Management
Dallas,
Texas
| $357M | – | – | 8.75% | – | 1 | – |
|
| 3873 |
WCM
3873
Whitener Capital Management
Rocky Mount,
North Carolina
| $357M | +$4.35M | +1% | 3.41% | 98.5% | 166 | 11.45% |
|
| 3874 |
WAS
3874
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $357M | -$6.39M | -2% | 0.61% | 55.5% | 137 | 18.25% |
|
| 3875 |
ACM
3875
Arvin Capital Management
Austin,
Texas
| $357M | +$45.9M | +15% | 3.01% | – | 53 | 60.38% |
|