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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3901 |
WRTC
3901
Wind River Trust Company
Jackson,
Wyoming
| $269M | -$5.79M | -2% | 1.03% | 51% | 10 | 0% |
|
| 3902 |
CPA
3902
Cowen Prime Advisors
New York
| $269M | -$6.89M | -2% | 4.03% | 116% | 172 | 4.07% |
|
| 3903 |
1M
3903
13D Management
New York
| $269M | -$21.9M | -8% | 2.59% | 82.8% | 32 | 6.25% |
|
| 3904 |
FA
3904
FMA Advisory
Harrisburg,
Pennsylvania
| $268M | -$1.02M | -0.4% | 0.51% | 46.7% | 139 | 13.67% |
|
| 3905 |
MIM
3905
Montgomery Investment Management
Rockville,
Maryland
| $268M | -$1.69M | -0.6% | 0.61% | 98.4% | 86 | 5.81% |
|
| 3906 |
WCM
3906
WealthBridge Capital Management
Westerville,
Ohio
| $268M | -$7.07M | -3% | 0.88% | 82.1% | 173 | 8.67% |
|
| 3907 |
TFA
3907
Tobias Financial Advisors
Plantation,
Florida
| $267M | +$14.8M | +6% | 1.48% | 35.5% | 69 | 4.35% |
|
| 3908 |
KC
3908
Knuff & Co
Foster City,
California
| $267M | -$1.81M | -0.7% | 3.23% | 73.7% | 172 | 9.88% |
|
| 3909 |
AIC
3909
Archer Investment Corporation
Carmel,
Indiana
| $267M | +$13.8M | +5% | 0.53% | 55% | 764 | 29.45% |
|
| 3910 |
WWP
3910
Waypoint Wealth Partners
Mill Valley,
California
| $267M | +$9.19M | +4% | 1.4% | 52.1% | 43 | 6.98% |
|
| 3911 |
W
3911
WealthOne
Albany,
New York
| $267M | +$10.9M | +4% | 0.4% | 23.4% | 145 | 23.45% |
|
| 3912 |
HFS
3912
Howard Financial Services
Dallas,
Texas
| $267M | +$11.5M | +5% | 0.84% | 50.2% | 137 | 16.79% |
|
| 3913 |
AI
3913
AXS Investments
Port Chester,
New York
| $267M | -$61.6M | -19% | 6.35% | 69.6% | 226 | 86.73% |
|
| 3914 |
ACP
3914
Arcus Capital Partners
Atlanta,
Georgia
| $267M | +$52.6M | +25% | 6.35% | 82.6% | 111 | 16.22% |
|
| 3915 |
OBWG
3915
Onyx Bridge Wealth Group
Tarrytown,
New York
| $266M | +$34.9M | +15% | 0.3% | 67.4% | 164 | 25% |
|
| 3916 |
SC
3916
Steginsky Capital
Port Washington,
New York
| $266M | +$16.3M | +7% | 3.81% | 115% | 8 | 0% |
|
| 3917 |
AFS
3917
Aft Forsyth & Sober
Valrico,
Florida
| $266M | +$324K | +0.1% | 0.81% | 77.3% | 89 | 13.48% |
|
| 3918 |
RCM
3918
RB Capital Management
Reno,
Nevada
| $266M | +$1.21M | +0.5% | 0.6% | 73.5% | 176 | 6.82% |
|
| 3919 |
WAM
3919
Wakefield Asset Management
Englewood,
Colorado
| $266M | +$1.59M | +0.6% | 0.04% | 111% | 171 | 18.71% |
|
| 3920 |
CCM
3920
Callodine Capital Management
Boston,
Massachusetts
| $265M | +$429K | +0.2% | 1% | 43.6% | 53 | 37.74% |
|
| 3921 |
NMC
3921
Nine Masts Capital
Central,
Hong Kong
| $265M | +$124M | +88% | 1.94% | 76.5% | 54 | 48.15% |
|
| 3922 |
CCM
3922
Cutler Capital Management
Worcester,
Massachusetts
| $265M | +$4M | +2% | 1.17% | 34% | 115 | 13.91% |
|
| 3923 |
GCMG
3923
Gyroscope Capital Management Group
Naples,
Florida
| $265M | -$19.6M | -7% | 0.9% | 24.8% | 126 | 14.29% |
|
| 3924 |
AWM
3924
Adams Wealth Management
Logan,
Utah
| $265M | +$30.2M | +13% | 0.77% | 75.6% | 89 | 22.47% |
|
| 3925 |
BSP
3925
Benefit Street Partners
New York
| $265M | +$2.06M | +0.8% | 1.33% | – | 48 | 29.17% |
|