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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3951 |
V
3951
VeraBank
Henderson,
Texas
| $322M | +$1.1M | +0.3% | 1.53% | 51% | 147 | 4.08% |
|
| 3952 |
SIAG
3952
Safeguard Investment Advisory Group
Corona,
California
| $322M | +$27.2M | +9% | 3.29% | 62.9% | 118 | 18.64% |
|
| 3953 |
LF
3953
Lantz Financial
Naperville,
Illinois
| $322M | +$11.2M | +4% | 1.6% | 67.1% | 217 | 7.37% |
|
| 3954 |
V
3954
ValueWorks
New York
| $322M | +$14M | +5% | 3.64% | 110% | 34 | 5.88% |
|
| 3955 |
UAG
3955
United Advisor Group
Cincinnati,
Ohio
| $322M | +$55.7M | +21% | 3.28% | – | 285 | 35.09% |
|
| 3956 |
VIM
3956
VELA Investment Management
New Albany,
Ohio
| $322M | +$26.8M | +9% | 0.7% | 54.6% | 182 | 21.98% |
|
| 3957 |
TSMHT
3957
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $321M | +$72.3M | +29% | 3.09% | – | 1,612 | 94.42% |
|
| 3958 |
KWS
3958
Keystone Wealth Services
Palm Desert,
California
| $321M | +$13.7M | +4% | 3.2% | 61.6% | 237 | 9.7% |
|
| 3959 |
GCM
3959
G2 Capital Management
Columbus,
Ohio
| $321M | +$10.4M | +3% | 1.36% | 41.1% | 65 | 1.54% |
|
| 3960 |
ACM
3960
AIGH Capital Management
Baltimore,
Maryland
| $321M | -$12M | -4% | 3.38% | 1,034% | 50 | 36% |
|
| 3961 |
WH
3961
Whitcomb & Hess
Ashland,
Ohio
| $321M | +$9.81M | +3% | 0.3% | 49% | 55 | 12.73% |
|
| 3962 |
PC
3962
Prevatt Capital
Nassau,
Bahamas
| $321M | +$24.3M | +8% | 3.61% | – | 15 | 0% |
|
| 3963 |
OWA
3963
Outlook Wealth Advisors
Shenandoah,
Texas
| $320M | -$3.33M | -1% | 3.27% | 54.9% | 301 | 29.24% |
|
| 3964 |
MC
3964
Muhlenkamp & Co
Wexford,
Pennsylvania
| $320M | -$23.8M | -7% | 2.22% | 121% | 30 | 6.67% |
|
| 3965 |
GPA
3965
Guidance Point Advisors
Wellesley,
Massachusetts
| $320M | +$13.8M | +4% | 1.05% | 67.1% | 89 | 11.24% |
|
| 3966 |
BCM
3966
Boltwood Capital Management
Walnut Creek,
California
| $320M | -$2.7M | -0.8% | 0.81% | 56.3% | 173 | 6.36% |
|
| 3967 |
SWK
3967
Stephen W. Kidder
| $320M | +$6.69M | +2% | 3.72% | 62.5% | 75 | 9.33% |
|
| 3968 |
LHC
3968
Little House Capital
Braintree,
Massachusetts
| $320M | +$17.8M | +6% | 5.63% | 85.8% | 132 | 18.94% |
|
| 3969 |
CNC
3969
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $320M | +$24M | +8% | 2.41% | 73.3% | 120 | 10.83% |
|
| 3970 |
OWM
3970
Olympus Wealth Management
Cottonwood Heights,
Utah
| $320M | +$151M | +90% | 1.23% | 43.1% | 17 | 17.65% |
|
| 3971 |
SSI
3971
SVF Sponsor III
Menlo Park,
California
| $320M | -$89.4M | -22% | 21.9% | 133% | 1 | 0% |
|
| 3972 |
KA
3972
Kerrisdale Advisers
Miami,
Florida
| $320M | +$1.29M | +0.4% | 4.31% | 49.7% | 101 | 21.78% |
|
| 3973 |
EPP
3973
ETF Portfolio Partners
Leawood,
Kansas
| $319M | +$3.89M | +1% | 0.79% | 44.3% | 62 | 17.74% |
|
| 3974 |
PFM
3974
Peak Financial Management
Wellesley,
Massachusetts
| $319M | +$3.98M | +1% | 1.62% | 51.8% | 102 | 13.73% |
|
| 3975 |
SOCM
3975
SR One Capital Management
Wayne,
Pennsylvania
| $319M | -$44.7M | -12% | 19.3% | 485% | 9 | 33.33% |
|