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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4001 |
WS
4001
Wela Strategies
Atlanta,
Georgia
| $169M | +$7.18M | +4% | 3.92% | 51.3% | 36 | 5.56% |
|
| 4002 |
LF
4002
Lantz Financial
Naperville,
Illinois
| $169M | +$20.7M | +14% | 6.96% | 67.1% | 133 | 7.52% |
|
| 4003 |
HCA
4003
Horan Capital Advisors
Cincinnati,
Ohio
| $168M | +$4.82M | +3% | 7.59% | 26.6% | 290 | 4.48% |
|
| 4004 |
SCM
4004
SCW Capital Management
Dallas,
Texas
| $168M | +$52M | +45% | 29.2% | 179% | 11 | 45.45% |
|
| 4005 |
SI
4005
Shaker Investments
Cleveland,
Ohio
| $168M | +$15.3M | +10% | 13.1% | 205% | 93 | 18.28% |
|
| 4006 |
QWM
4006
Quaker Wealth Management
Moorestown,
New Jersey
| $168M | – | – | 5.2% | – | 51 | – |
|
| 4007 |
CJA
4007
C-J Advisory
San Jose,
California
| $168M | +$9M | +6% | 6.9% | 39.2% | 167 | 76.05% |
|
| 4008 |
SJL
4008
Shayne & Jacobs LLC
Nashville,
Tennessee
| $168M | +$12.8M | +8% | 11.3% | 73.4% | 31 | 6.45% |
|
| 4009 |
BP
4009
Bandera Partners
New York
| $168M | +$9.05M | +6% | 9.86% | 27.6% | 15 | 0% |
|
| 4010 |
VC
4010
Vector Capital
San Francisco,
California
| $168M | – | – | 9.9% | – | 1 | – |
|
| 4011 |
GG
4011
Gleason Group
Prospect,
Kentucky
| $168M | – | – | 8.43% | 64% | 187 | – |
|
| 4012 |
SAM
4012
Security Asset Management
New York
| $168M | +$15.6M | +10% | 9.12% | 67.4% | 84 | 4.76% |
|
| 4013 |
CPIA
4013
Cornell Pochily Investment Advisors
Ithaca,
New York
| $168M | +$11.2M | +7% | 8.47% | 83.7% | 139 | 7.91% |
|
| 4014 |
OCP
4014
Oakcliff Capital Partners
New York
| $168M | +$19.8M | +13% | 17.5% | 119% | 11 | 0% |
|
| 4015 |
BCM
4015
Brookmont Capital Management
Dallas,
Texas
| $168M | -$7.72M | -4% | 3.74% | 36.6% | 70 | 1.43% |
|
| 4016 |
GCA
4016
GSI Capital Advisors
Newport Beach,
California
| $167M | -$2.84M | -2% | 0.13% | 25.4% | 34 | 47.06% |
|
| 4017 |
HFP
4017
Holistic Financial Partners
Indianapolis,
Indiana
| $167M | +$54.5M | +48% | 5.87% | 95.7% | 126 | 39.68% |
|
| 4018 |
KC
4018
Knuff & Co
Foster City,
California
| $167M | +$21.7M | +15% | 9.87% | 73.7% | 191 | 14.14% |
|
| 4019 |
LA
4019
LFL Advisers
Evanston,
Illinois
| $167M | -$2.62M | -2% | 10.4% | 63.5% | 10 | 0% |
|
| 4020 |
KIP
4020
Kayak Investment Partners
San Francisco,
California
| $167M | -$9.77M | -6% | 10.7% | 27% | 27 | 55.56% |
|
| 4021 |
TFA
4021
Teamwork Financial Advisors
San Antonio,
Texas
| $167M | – | – | 12.5% | 126% | 108 | – |
|
| 4022 |
NL
4022
NVWM LLC
Yardley,
Pennsylvania
| $167M | +$4.18M | +3% | 10.1% | 84.3% | 409 | 27.38% |
|
| 4023 |
AWA
4023
Arkadios Wealth Advisors
Atlanta,
Georgia
| $167M | – | – | 7.33% | 73.7% | 989 | – |
|
| 4024 |
AC
4024
AMS Capital
Sao Paulo,
Brazil
| $167M | -$69.1M | -29% | 10.5% | 59.8% | 29 | 48.28% |
|
| 4025 |
TA
4025
TCG Advisors
Austin,
Texas
| $167M | +$27.7M | +20% | 5.37% | – | 133 | 13.53% |
|