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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 |
CP
4001
Capital Planning
Bellevue,
Washington
| $254M | -$2.73M | -1% | 4.43% | 68.9% | 73 | 4.11% |
|
| 4002 |
SCA
4002
St. Clair Advisors
Mayfield Hts,
Ohio
| $254M | -$2.92M | -1% | 3.98% | 64% | 82 | 7.32% |
|
| 4003 |
OAJ
4003
Ogorek Anthony Joseph
Williamsville,
New York
| $254M | -$7.61M | -3% | 2.68% | 50.5% | 292 | 15.07% |
|
| 4004 |
XWM
4004
Xcel Wealth Management
Holly Hill,
Florida
| $253M | -$63M | -20% | 4.71% | 93.7% | 138 | 24.64% |
|
| 4005 |
CG
4005
Compass Group
New York
| $253M | +$14.6M | +6% | 6.33% | 64.6% | 16 | 18.75% |
|
| 4006 |
BWP
4006
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $253M | +$2.01M | +0.8% | 3.29% | 50.7% | 94 | 10.64% |
|
| 4007 |
CWM
4007
Cedar Wealth Management
Walnut Creek,
California
| $253M | -$5.82M | -2% | 3.22% | 53.2% | 308 | 8.77% |
|
| 4008 |
CFG
4008
Carr Financial Group
Worcester,
Massachusetts
| $253M | +$2.21M | +0.9% | 3.27% | 50.7% | 180 | 12.22% |
|
| 4009 |
OLVIG
4009
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $253M | -$20.7M | -8% | 2.5% | – | 911 | 22.39% |
|
| 4010 |
OA
4010
Operose Advisors
Milwaukee,
Wisconsin
| $253M | +$31.9M | +14% | 3.42% | 53.3% | 772 | 56.22% |
|
| 4011 |
QAM
4011
Q3 Asset Management
Birmingham,
Michigan
| $252M | +$46.2M | +22% | 2.19% | 96.4% | 68 | 70.59% |
|
| 4012 |
CA
4012
CHI Advisors
New York
| $252M | -$77.3M | -23% | 7.97% | 88.2% | 31 | 25.81% |
|
| 4013 |
CA
4013
Claar Advisors
New York
| $252M | -$12M | -5% | 1.8% | 63% | 36 | 13.89% |
|
| 4014 |
PMA
4014
Prudent Man Advisors
Naperville,
Illinois
| $252M | -$13.9M | -5% | 3.29% | 56.9% | 221 | 22.17% |
|
| 4015 |
FC
4015
FACT Capital
New York
| $252M | +$37.3M | +17% | 6.2% | 169% | 19 | 26.32% |
|
| 4016 |
NC
4016
NovaPoint Capital
Atlanta,
Georgia
| $252M | -$16.4M | -6% | 3.38% | 72.2% | 143 | 12.59% |
|
| 4017 |
HIF
4017
Hill Island Financial
Grand Rapids,
Michigan
| $252M | -$12.3M | -5% | 4.16% | 54.8% | 58 | 10.34% |
|
| 4018 |
2C
4018
272 Capital
Dallas,
Texas
| $252M | -$20.7M | -8% | 5.11% | 213% | 93 | 52.69% |
|
| 4019 |
LF
4019
Lantz Financial
Naperville,
Illinois
| $251M | -$4.07M | -2% | 2.72% | 67.1% | 194 | 6.19% |
|
| 4020 |
WRM
4020
Weybosset Research & Management
Province,
Rhode Island
| $251M | -$21.9M | -8% | 6.04% | 73.4% | 47 | 17.02% |
|
| 4021 |
EECFX
4021
EnCap Energy Capital Fund X
Houston,
Texas
| $251M | -$129M | -34% | 25% | – | 1 | 0% |
|
| 4022 |
SCA
4022
Scott Capital Advisors
Portland,
Oregon
| $251M | +$18.6M | +8% | 3.71% | 46.4% | 48 | 10.42% |
|
| 4023 |
BI
4023
Ballast Inc
Lexington,
Kentucky
| $251M | -$10.3M | -4% | 3.52% | 66% | 120 | 8.33% |
|
| 4024 |
HCM
4024
Hudson Capital Management
Ramsey,
New Jersey
| $251M | -$9.18M | -4% | 2.06% | 61.6% | 71 | 12.68% |
|
| 4025 |
HP
4025
Hartree Partners
New York
| $251M | +$49.9M | +25% | 9.76% | 163% | 73 | 58.9% |
|