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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 |
PG
4026
Prostatis Group
Hanover,
Maryland
| $399M | +$49.6M | +14% | 8.3% | 56.1% | 173 | 14.45% |
|
| 4027 |
LEFP
4027
Leading Edge Financial Planning
Knoxville,
Tennessee
| $398M | +$38.7M | +11% | 5.4% | 35.8% | 66 | 16.67% |
|
| 4028 |
MAV
4028
Mason & Associates (Virginia)
Newport News,
Virginia
| $398M | +$4.44K | +0% | 5.06% | – | 41 | 0% |
|
| 4029 |
OPA
4029
Old Port Advisors
Portland,
Maine
| $398M | +$31.5M | +9% | 8.72% | 106% | 247 | 9.31% |
|
| 4030 |
NF
4030
Nikulski Financial
Bettendorf,
Iowa
| $398M | +$32.7M | +9% | 8.71% | 95.8% | 158 | 12.03% |
|
| 4031 |
DI
4031
DAGCO Inc
Westlake,
Ohio
| $398M | +$39.2M | +11% | 7.39% | 66.5% | 367 | 4.36% |
|
| 4032 |
SAM
4032
Shikiar Asset Management
New York
| $397M | +$38M | +11% | 10.7% | 97.8% | 102 | 24.51% |
|
| 4033 |
FWP
4033
Forefront Wealth Partners
Austin,
Texas
| $397M | +$252M | +173% | 5.66% | – | 208 | 61.06% |
|
| 4034 |
TFP
4034
Triune Financial Partners
Overland Park,
Kansas
| $397M | +$33.7M | +9% | 7.08% | 50.6% | 47 | 10.64% |
|
| 4035 |
TC
4035
Towle & Co
Denver,
Colorado
| $396M | -$28.9M | -7% | 19.9% | 113% | 63 | 36.51% |
|
| 4036 |
CCM
4036
Contrarian Capital Management
Greenwich,
Connecticut
| $396M | +$46.8M | +13% | 12.5% | 24.6% | 40 | 25% |
|
| 4037 |
GCM
4037
G2 Capital Management
Columbus,
Ohio
| $396M | +$40.3M | +11% | 6.96% | 41.1% | 70 | 8.57% |
|
| 4038 |
AWM
4038
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $396M | +$25.9M | +7% | 7.72% | 63.8% | 681 | 71.22% |
|
| 4039 |
BWM
4039
BNC Wealth Management
Beaverton,
Oregon
| $396M | +$59M | +18% | 15.7% | 193% | 113 | 18.58% |
|
| 4040 |
MCM
4040
Mudrick Capital Management
New York
| $396M | -$76.7M | -16% | 18.1% | 223% | 4 | 0% |
|
| 4041 |
FPTW
4041
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $396M | +$12.8M | +3% | 5.21% | 41.6% | 53 | 3.77% |
|
| 4042 |
DI
4042
Diligent Investors
Redlands,
California
| $396M | -$26.5M | -6% | 6.89% | 71.9% | 355 | 12.11% |
|
| 4043 |
ASW
4043
Astoria Strategic Wealth
Conroe,
Texas
| $396M | +$25.4M | +7% | 5.75% | 42.1% | 36 | 5.56% |
|
| 4044 |
AIC
4044
Ayalon Insurance Company
Ramat Gan,
Israel
| $395M | +$49.1M | +14% | 8.11% | 89.3% | 58 | 1.72% |
|
| 4045 |
TPC
4045
Tiger Pacific Capital
New York
| $395M | +$94.1M | +31% | 12.3% | 69.6% | 15 | 53.33% |
|
| 4046 |
SL
4046
Sonnipe Ltd
Douglas,
Isle Of Man
| $395M | -$282M | -42% | 38.4% | 51.7% | 1 | 0% |
|
| 4047 |
AAM
4047
Arohi Asset Management
Singapore
| $395M | +$22.9M | +6% | 6.96% | – | 6 | 33.33% |
|
| 4048 |
SCM
4048
Sio Capital Management
New York
| $395M | +$133M | +51% | 50.3% | 577% | 66 | 43.94% |
|
| 4049 |
HH
4049
HWG Holdings
Houston,
Texas
| $395M | +$52.8M | +15% | 11.3% | – | 67 | 34.33% |
|
| 4050 |
FA
4050
Fermata Advisors
Sonoma,
California
| $394M | +$20.2M | +5% | 6.7% | 49.3% | 236 | 17.37% |
|