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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3976 |
CCM
3976
Callodine Capital Management
Boston,
Massachusetts
| $265M | +$34.6M | +15% | 4.04% | 43.6% | 44 | 25% |
|
| 3977 |
NAM
3977
NewGen Asset Management
Toronto,
Ontario, Canada
| $265M | +$22.9M | +9% | 10.6% | 391% | 65 | 56.92% |
|
| 3978 |
RCM
3978
RB Capital Management
Reno,
Nevada
| $265M | +$38.1M | +17% | 9.65% | 73.5% | 168 | 11.9% |
|
| 3979 |
SIA
3979
Sovereign Investment Advisors
Phoenix,
Arizona
| $265M | +$12.9M | +5% | 6.5% | 34.5% | 30 | 0% |
|
| 3980 |
TS
3980
Twin Securities
New York
| $265M | +$109M | +70% | 15% | 467% | 24 | 45.83% |
|
| 3981 |
KFP
3981
KB Financial Partners
Princeton,
New Jersey
| $265M | +$29.5M | +13% | 6.12% | – | 661 | 13.46% |
|
| 3982 |
AG
3982
Aravt Global
New York
| $264M | +$17.3M | +7% | 12.5% | 83.7% | 12 | 16.67% |
|
| 3983 |
DI
3983
DFPG Investments
Sandy,
Utah
| $264M | +$30.2M | +13% | 11.5% | 38.2% | 183 | 17.49% |
|
| 3984 |
VF
3984
Vest Financial
Mclean,
Virginia
| $264M | +$89.6M | +51% | 5.6% | 61.9% | 65 | 0% |
|
| 3985 |
WAM
3985
Wakefield Asset Management
Englewood,
Colorado
| $264M | +$14.5M | +6% | 8.14% | 111% | 174 | 24.14% |
|
| 3986 |
HWMA
3986
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $264M | +$86.3M | +49% | 5.75% | – | 951 | 29.65% |
|
| 3987 |
SAM
3987
Silphium Asset Management
London,
United Kingdom
| $264M | +$41.1M | +18% | 13% | 107% | 82 | 54.88% |
|
| 3988 |
AFA
3988
Arlington Financial Advisors
Santa Barbara,
California
| $263M | +$16.8M | +7% | 6.18% | 60.7% | 66 | 18.18% |
|
| 3989 |
AA
3989
Ashford Advisors
Pittsford,
New York
| $263M | +$34.7M | +15% | 7.79% | 57.3% | 11 | 0% |
|
| 3990 |
PRWA
3990
Platte River Wealth Advisors
Louisville,
Colorado
| $263M | +$19.8M | +8% | 8.31% | 28.6% | 89 | 7.87% |
|
| 3991 |
SCM
3991
Stanley Capital Management
Houston,
Texas
| $263M | +$11.8M | +5% | 9.96% | 101% | 46 | 15.22% |
|
| 3992 |
GA
3992
Gagnon Advisors
New York
| $263M | +$20.2M | +8% | 14.6% | 78.2% | 34 | 17.65% |
|
| 3993 |
HLCM
3993
Hi-Line Capital Management
Watertown,
South Dakota
| $263M | +$13.2M | +5% | 5.37% | 57.5% | 28 | 10.71% |
|
| 3994 |
RA
3994
Ramius Advisors
New York
| $263M | -$111M | -30% | 14.9% | 187% | 488 | 67.83% |
|
| 3995 |
HCM
3995
Hillman Capital Management
Bethesda,
Maryland
| $263M | +$34.8M | +15% | 7.11% | 20.3% | 48 | 10.42% |
|
| 3996 |
ACM
3996
Anfield Capital Management
Irvine,
California
| $263M | +$12.1M | +5% | 6.71% | 65.2% | 239 | 74.06% |
|
| 3997 |
RCS
3997
Retirement Capital Strategies
San Jose,
California
| $262M | +$8.57M | +3% | 5.38% | 50.2% | 90 | 28.89% |
|
| 3998 |
TI
3998
TRG Investments
Richmond,
Virginia
| $262M | +$57K | +0% | 0.02% | 70.5% | 1 | 0% |
|
| 3999 |
HA
3999
Hamel Associates
Chatham,
New Jersey
| $262M | +$2.89M | +1% | 5.22% | 50.6% | 75 | 16% |
|
| 4000 |
OCM
4000
Oakview Capital Management
Dallas,
Texas
| $262M | -$13.1M | -5% | 2.28% | 21.2% | 17 | 23.53% |
|