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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4026 |
GCM
4026
G2 Capital Management
Columbus,
Ohio
| $311M | +$16.6M | +6% | 5.61% | 41.1% | 65 | 3.08% |
|
| 4027 |
TC
4027
Teilinger Capital
Houston,
Texas
| $311M | +$136M | +78% | 7.18% | 35.7% | 28 | 64.29% |
|
| 4028 |
LF
4028
Lantz Financial
Naperville,
Illinois
| $311M | +$33.9M | +12% | 8.66% | 67.1% | 212 | 9.43% |
|
| 4029 |
CA
4029
Claar Advisors
New York
| $311M | +$29M | +10% | 9.94% | 63% | 33 | 30.3% |
|
| 4030 |
TCMG
4030
TSP Capital Management Group
Summit,
New Jersey
| $311M | +$22M | +8% | 7.93% | 178% | 48 | 2.08% |
|
| 4031 |
DCM
4031
Davidson Capital Management
Corpus Christi,
Texas
| $311M | +$35.2M | +13% | 10.3% | 79.2% | 137 | 45.26% |
|
| 4032 |
KIC
4032
Keating Investment Counselors
Delray Beach,
Florida
| $310M | +$30.7M | +11% | 2.45% | 43.7% | 89 | 15.73% |
|
| 4033 |
WA
4033
WealthTrust Axiom
Wayne,
Pennsylvania
| $310M | +$11.4M | +4% | 6.98% | 101% | 270 | 9.63% |
|
| 4034 |
FIC
4034
Family Investment Center
Saint Joseph,
Missouri
| $310M | +$111M | +56% | 8.78% | 37% | 86 | 24.42% |
|
| 4035 |
ICM
4035
Ionic Capital Management
New York
| $310M | -$97.3M | -24% | 5.93% | 103% | 222 | 50% |
|
| 4036 |
AWM
4036
Aries Wealth Management
Portland,
Maine
| $310M | +$29.9M | +11% | 8.8% | 75% | 215 | 8.84% |
|
| 4037 |
CCM
4037
Cobalt Capital Management
Short Hills,
New Jersey
| $310M | +$23M | +8% | 21% | 180% | 34 | 52.94% |
|
| 4038 |
FF
4038
Francis Financial
| $310M | +$77.2M | +33% | 9.17% | 48% | 73 | 16.44% |
|
| 4039 |
1CP
4039
11 Capital Partners
Darien,
Connecticut
| $310M | +$17.5M | +6% | 14.2% | 72.5% | 18 | 27.78% |
|
| 4040 |
VIA
4040
Vickerman Investment Advisors
Spokane,
Washington
| $310M | +$16.7M | +6% | 5.1% | 36.7% | 64 | 0% |
|
| 4041 |
CPA
4041
Court Place Advisors
Ellicott City,
Maryland
| $310M | +$5.76M | +2% | 11.1% | 92% | 167 | 10.78% |
|
| 4042 |
S
4042
SimplyRich
Carlsbad,
California
| $309M | +$18.7M | +6% | 7.74% | 71.7% | 185 | 9.73% |
|
| 4043 |
FC
4043
FCA Corp
Houston,
Texas
| $309M | +$18.3M | +6% | 5.97% | 45.4% | 183 | 2.19% |
|
| 4044 |
CFO
4044
Colony Family Offices
Charlotte,
North Carolina
| $309M | +$19.9M | +7% | 4.73% | 49.6% | 74 | 16.22% |
|
| 4045 |
IWMA
4045
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $308M | +$8.7M | +3% | 2.99% | 31.1% | 45 | 4.44% |
|
| 4046 |
BFW
4046
Brady Family Wealth
Saint Louis,
Missouri
| $308M | +$16.5M | +6% | 6.04% | 61.8% | 120 | 3.33% |
|
| 4047 |
KFP
4047
Keystone Financial Planning
Cleveland,
Ohio
| $308M | +$5.67M | +2% | 5.58% | 34.1% | 51 | 7.84% |
|
| 4048 |
SLC
4048
Second Line Capital
Metairie,
Louisiana
| $308M | +$58.4M | +23% | 8.19% | – | 123 | 24.39% |
|
| 4049 |
CFO
4049
Collective Family Office
York,
Pennsylvania
| $308M | +$23.7M | +8% | 5.73% | 50.1% | 186 | 11.29% |
|
| 4050 |
SCA
4050
St. Clair Advisors
Mayfield Hts,
Ohio
| $308M | +$17.8M | +6% | 8.8% | 64% | 82 | 7.32% |
|