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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 |
LRWA
3901
Long Run Wealth Advisors
Lake Placid,
New York
| $286M | -$1.46M | -0.5% | 4.02% | 50.5% | 102 | 9.8% |
|
| 3902 |
SAS
3902
SMI Advisory Services
Columbus,
Indiana
| $286M | +$23M | +9% | 2.79% | 79.7% | 44 | 43.18% |
|
| 3903 |
MHR
3903
Matthew Hamilton Rosenberg
| $286M | +$4.96M | +2% | 2.51% | 48.3% | 776 | 11.21% |
|
| 3904 |
S
3904
SimplyRich
Carlsbad,
California
| $286M | -$15.4M | -5% | 2.42% | 71.7% | 177 | 7.34% |
|
| 3905 |
DFG
3905
Delphi Financial Group
Wilmington,
Delaware
| $286M | -$41.6M | -13% | 3.73% | 48.5% | 31 | 19.35% |
|
| 3906 |
CCA
3906
Childress Capital Advisors
Houston,
Texas
| $286M | +$43.5M | +18% | 7.18% | 101% | 200 | 25% |
|
| 3907 |
RCP
3907
Rothschild Capital Partners
New York
| $285M | -$50.1M | -15% | 1.78% | 81.8% | 36 | 16.67% |
|
| 3908 |
SIM
3908
SW Investment Management
Telluride,
Colorado
| $285M | -$8.96M | -3% | 7.66% | 155% | 10 | 10% |
|
| 3909 |
HAS
3909
HBW Advisory Services
Simi Valley,
California
| $285M | -$147M | -34% | 4.31% | 62.1% | 283 | 30.04% |
|
| 3910 |
FIM
3910
Fernwood Investment Management
Quincy,
Massachusetts
| $285M | -$20.8M | -7% | 3.04% | 83.4% | 216 | 9.72% |
|
| 3911 |
DIV
3911
DCM International VI
Menlo Park,
California
| $285M | -$324M | -53% | 50.3% | – | 3 | 0% |
|
| 3912 |
SFG
3912
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $285M | -$45.9M | -14% | 2.3% | 70.4% | 176 | 15.91% |
|
| 3913 |
FSCM
3913
First Sabrepoint Capital Management
Dallas,
Texas
| $285M | -$89.2M | -24% | 9.47% | 182% | 33 | 27.27% |
|
| 3914 |
BCFS
3914
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $285M | +$4.43M | +2% | 1.8% | 72.2% | 98 | 3.06% |
|
| 3915 |
EA
3915
Evergreen Advisors
Chattanooga,
Tennessee
| $285M | -$8.47M | -3% | 5.61% | – | 14 | 21.43% |
|
| 3916 |
CJFS
3916
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $285M | +$157M | +124% | 5.61% | – | 62 | 98.39% |
|
| 3917 |
FWSM
3917
First Wilshire Securities Management
Pasadena,
California
| $285M | -$36.1M | -11% | 6.96% | 107% | 93 | 12.9% |
|
| 3918 |
CWM
3918
Cordatus Wealth Management
Newtown,
Pennsylvania
| $285M | -$56.9M | -17% | 0.39% | 96.3% | 209 | 53.11% |
|
| 3919 |
CG
3919
Compass Group
New York
| $284M | +$25.6M | +10% | 12.2% | 64.6% | 22 | 22.73% |
|
| 3920 |
W
3920
WealthOne
Albany,
New York
| $284M | -$5.71M | -2% | 4.97% | 23.4% | 136 | 26.47% |
|
| 3921 |
GDS
3921
Gimbel Daniel Scott
| $284M | +$12.2M | +4% | 4.51% | 141% | 3 | 0% |
|
| 3922 |
EA
3922
Ellsworth Advisors
Hudson,
Ohio
| $284M | +$13.2M | +5% | 1.42% | 123% | 183 | 44.81% |
|
| 3923 |
AC
3923
Athos Capital
Hong Kong
| $284M | -$36M | -11% | 1.12% | 82.2% | 149 | 35.57% |
|
| 3924 |
HNW
3924
High Note Wealth
Deephaven,
Minnesota
| $283M | -$12.9M | -4% | 4.83% | 73% | 98 | 22.45% |
|
| 3925 |
BA
3925
Bard Associates
Chicago,
Illinois
| $283M | -$20.7M | -7% | 2.28% | 200% | 188 | 5.32% |
|