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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 |
NC
4001
NovaPoint Capital
Atlanta,
Georgia
| $279M | +$29.8M | +12% | 8.71% | 72.2% | 148 | 15.54% |
|
| 4002 |
BAM
4002
BTS Asset Management
Lincoln,
Massachusetts
| $279M | -$188M | -40% | 1.88% | 8.06% | 27 | 7.41% |
|
| 4003 |
GTC
4003
Ghost Tree Capital
New York
| $279M | -$62.9M | -18% | 4.41% | 265% | 72 | 52.78% |
|
| 4004 |
CNC
4004
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $279M | +$18.4M | +7% | 10.6% | 73.3% | 109 | 10.09% |
|
| 4005 |
HCM
4005
HGI Capital Management
New York
| $279M | +$31M | +13% | 11.1% | 47% | 84 | 40.48% |
|
| 4006 |
HA
4006
Hamel Associates
Chatham,
New Jersey
| $279M | +$22.6M | +9% | 10.4% | 50.6% | 76 | 13.16% |
|
| 4007 |
SCP
4007
Silverleafe Capital Partners
Germantown,
Tennessee
| $279M | +$23.9M | +9% | 11.5% | 82.8% | 96 | 29.17% |
|
| 4008 |
BWM
4008
BCS Wealth Management
Johnson City,
Tennessee
| $279M | +$43M | +18% | 6.8% | 46.7% | 205 | 19.51% |
|
| 4009 |
SA
4009
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $278M | +$62.7M | +29% | 6.32% | 146% | 126 | 49.21% |
|
| 4010 |
CFS
4010
Cannon Financial Strategists
Athens,
Georgia
| $278M | +$20.1M | +8% | 5.3% | 41.8% | 65 | 6.15% |
|
| 4011 |
SA
4011
Stewardship Advisors
Mount Joy,
Pennsylvania
| $278M | +$14.1M | +5% | 3.76% | 42.6% | 55 | 14.55% |
|
| 4012 |
MWM
4012
MTC Wealth Management
Tampa,
Florida
| $278M | +$17.2M | +7% | 3.06% | 23% | 13 | 0% |
|
| 4013 |
CA
4013
Claro Advisors
Boston,
Massachusetts
| $278M | +$40.2M | +17% | 8.83% | 72% | 299 | 19.73% |
|
| 4014 |
MS
4014
Mizuho Securities
Tokyo,
Japan
| $278M | -$66.3M | -19% | 14.8% | 109% | 211 | 12.8% |
|
| 4015 |
CWA
4015
Canvas Wealth Advisors
Shawnee,
Kansas
| $278M | +$33.1M | +14% | 9.57% | 115% | 139 | 17.99% |
|
| 4016 |
MC
4016
MSD Capital
New York
| $278M | +$198M | +246% | 3.4% | 19.8% | 4 | 25% |
|
| 4017 |
SIM
4017
Studio Investment Management
Chicago,
Illinois
| $278M | +$43.7M | +19% | 8.47% | 41% | 112 | 13.39% |
|
| 4018 |
RCM
4018
Riverpark Capital Management
New York
| $278M | -$5.36M | -2% | 2.89% | 152% | 39 | 12.82% |
|
| 4019 |
RWA
4019
Roberts Wealth Advisors
Palo Alto,
California
| $278M | +$24.9M | +10% | 7.79% | 73.2% | 97 | 8.25% |
|
| 4020 |
SKK
4020
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $278M | +$5.2M | +2% | 6.23% | 29.8% | 215 | 17.67% |
|
| 4021 |
DBRC
4021
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $277M | +$20.9M | +8% | 8.87% | 47.5% | 207 | 17.39% |
|
| 4022 |
AFWM
4022
AMJ Financial Wealth Management
Leesburg,
Virginia
| $277M | +$33.1M | +14% | 12.4% | 150% | 104 | 24.04% |
|
| 4023 |
WA
4023
Wambolt & Associates
Littleton,
Colorado
| $277M | +$27.4M | +11% | 9.58% | 62.2% | 247 | 6.07% |
|
| 4024 |
BCM
4024
Birmingham Capital Management
Birmingham,
Alabama
| $277M | +$15.8M | +6% | 7.86% | 77.6% | 107 | 3.74% |
|
| 4025 |
OR
4025
Olympiad Research
Stamford,
Connecticut
| $276M | -$49M | -15% | 7.64% | 189% | 344 | 51.74% |
|