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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 |
DBRC
3976
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $257M | -$7.83M | -3% | 3.83% | 47.5% | 175 | 8% |
|
| 3977 |
SA
3977
Stewardship Advisors
Mount Joy,
Pennsylvania
| $256M | -$9.86M | -4% | 3.33% | 42.6% | 46 | 13.04% |
|
| 3978 |
RCP
3978
Rothschild Capital Partners
New York
| $256M | -$15.8M | -6% | 3.42% | 81.8% | 29 | 10.34% |
|
| 3979 |
CI
3979
Cavalier Investments
Alpharetta,
Georgia
| $256M | -$19.1M | -7% | 2.57% | 154% | 101 | 14.85% |
|
| 3980 |
AWM
3980
Aries Wealth Management
Portland,
Maine
| $255M | -$2.42M | -0.9% | 3.01% | 75% | 210 | 8.57% |
|
| 3981 |
MLFP
3981
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $255M | -$10.7M | -4% | 5.07% | 58% | 79 | 5.06% |
|
| 3982 |
AWM
3982
Arista Wealth Management
Las Vegas,
Nevada
| $255M | +$14.8M | +6% | 3.48% | 60.1% | 63 | 20.63% |
|
| 3983 |
AGAM
3983
Avalon Global Asset Management
San Francisco,
California
| $255M | -$15.4M | -6% | 0.92% | 177% | 36 | 36.11% |
|
| 3984 |
CMI
3984
Clare Market Investments
Dallas,
Texas
| $255M | -$13M | -5% | 1.23% | – | 149 | 24.16% |
|
| 3985 |
EAM
3985
EdenTree Asset Management
London,
United Kingdom
| $255M | -$36.2M | -12% | 7.36% | 43.7% | 78 | 14.1% |
|
| 3986 |
SIA
3986
Sovereign Investment Advisors
Phoenix,
Arizona
| $255M | -$9.64M | -4% | 0.95% | 34.5% | 44 | 27.27% |
|
| 3987 |
SA
3987
Sicart Associates
New York
| $255M | -$2.48M | -1% | 1.7% | 89.1% | 70 | 5.71% |
|
| 3988 |
MCA
3988
MSH Capital Advisors
Scottsdale,
Arizona
| $255M | -$17.9M | -7% | 3.35% | 52.5% | 223 | 8.07% |
|
| 3989 |
T
3989
TRUADVICE
Sarasota,
Florida
| $255M | -$17.1M | -6% | 2.71% | 21.6% | 296 | 34.46% |
|
| 3990 |
BIG
3990
Builder Investment Group
Atlanta,
Georgia
| $255M | -$1.26M | -0.5% | 0.43% | 153% | 99 | 10.1% |
|
| 3991 |
SCS
3991
Syquant Capital SAS
Paris,
France
| $255M | +$117M | +85% | 12.9% | 176% | 19 | 89.47% |
|
| 3992 |
CA
3992
Crumly & Associates
Springfield,
Illinois
| $255M | +$4.89M | +2% | 1.46% | 55.2% | 121 | 9.09% |
|
| 3993 |
OGM
3993
OnyxPoint Global Management
New York
| $255M | -$42.7M | -14% | 31.8% | 206% | 16 | 18.75% |
|
| 3994 |
VFPW
3994
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $255M | -$13M | -5% | 3.86% | 53.8% | 98 | 19.39% |
|
| 3995 |
HCM
3995
Highlander Capital Management
Short Hills,
New Jersey
| $254M | +$38.7M | +18% | 1.28% | 34.4% | 969 | 27.66% |
|
| 3996 |
AC
3996
ASB Consultores
Aventura,
Florida
| $254M | +$48.5M | +24% | 2.58% | 65.1% | 201 | 40.8% |
|
| 3997 |
SC
3997
Samjo Capital
New York
| $254M | +$135M | +113% | 13.1% | 89.1% | 49 | 75.51% |
|
| 3998 |
MG
3998
MilWealth Group
Milwaukee,
Wisconsin
| $254M | -$4.62M | -2% | 3.51% | 29.9% | 65 | 15.38% |
|
| 3999 |
DC
3999
DeDora Capital
Napa,
California
| $254M | -$4.11M | -2% | 3.31% | 81.7% | 101 | 3.96% |
|
| 4000 |
ALS
4000
Andrew L. Share
| $254M | +$166M | +189% | 11.8% | 14.8% | 10 | 60% |
|