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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4051 |
KC
4051
Knuff & Co
Foster City,
California
| $234M | -$8.96M | -4% | 2.5% | 73.7% | 168 | 12.5% |
|
| 4052 |
HCM
4052
Hudson Capital Management
Ramsey,
New Jersey
| $234M | +$7.91M | +4% | 6.21% | 61.6% | 71 | 19.72% |
|
| 4053 |
AIA
4053
Allied Investment Advisors
Billings,
Montana
| $234M | +$25.4M | +12% | 11.4% | 60.6% | 53 | 9.43% |
|
| 4054 |
PFS
4054
Physicians Financial Services
Raleigh,
North Carolina
| $233M | +$26.2M | +13% | 4.98% | 100% | 118 | 11.02% |
|
| 4055 |
BU
4055
Builders Union
London,
United Kingdom
| $233M | -$47M | -17% | 1.65% | – | 10 | 30% |
|
| 4056 |
UCI
4056
Uncommon Cents Investing
Janesville,
Wisconsin
| $233M | +$11.2M | +5% | 9.64% | 83.8% | 129 | 3.1% |
|
| 4057 |
RF
4057
Rollins Financial
Atlanta,
Georgia
| $233M | +$14M | +6% | 1.97% | – | 93 | 13.98% |
|
| 4058 |
BW
4058
Bison Wealth
Atlanta,
Georgia
| $233M | +$19.1M | +9% | 5.34% | 37.4% | 488 | 19.47% |
|
| 4059 |
RFN
4059
RDA Financial Network
Akron,
Iowa
| $233M | +$11.3M | +5% | 5.95% | 82.1% | 245 | 12.65% |
|
| 4060 |
CFS
4060
Cannon Financial Strategists
Athens,
Georgia
| $233M | +$27.5M | +13% | 6.18% | 41.8% | 60 | 6.67% |
|
| 4061 |
ACL
4061
APEIRON Capital Ltd
Hong Kong
| $233M | +$25.2M | +12% | 4.19% | 105% | 10 | 20% |
|
| 4062 |
W
4062
WealthOne
Albany,
New York
| $233M | +$25.4M | +12% | 4.06% | 23.4% | 132 | 27.27% |
|
| 4063 |
FFG
4063
Ford Financial Group
Fresno,
California
| $233M | +$20.6M | +10% | 5.66% | 47.7% | 106 | 13.21% |
|
| 4064 |
MWM
4064
Mascoma Wealth Management
Hanover,
New Hampshire
| $232M | +$32.4M | +16% | 3.69% | 40% | 474 | 80.59% |
|
| 4065 |
KXA
4065
KPCB XV Associates
Menlo Park,
California
| $232M | -$655K | -0.3% | 91% | – | 4 | 0% |
|
| 4066 |
ST
4066
Somerset Trust
Somerset,
Pennsylvania
| $232M | +$12.3M | +6% | 6.49% | 69.7% | 130 | 7.69% |
|
| 4067 |
T
4067
Tinicum
New York
| $232M | +$17.9M | +8% | 12.6% | 21.1% | 2 | 0% |
|
| 4068 |
CFA
4068
CWS Financial Advisors
Kalamazoo,
Michigan
| $232M | +$60M | +35% | 4.4% | 42.7% | 147 | 11.56% |
|
| 4069 |
CAWM
4069
Capital Advisors Wealth Management
Yakima,
Washington
| $232M | – | – | 3.58% | 63.8% | 90 | – |
|
| 4070 |
MFT
4070
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $232M | +$9.65M | +4% | 7.73% | 48.1% | 414 | 21.5% |
|
| 4071 |
WA
4071
WP Advisors
San Francisco,
California
| $231M | +$24.4M | +12% | 7.63% | 95.5% | 103 | 22.33% |
|
| 4072 |
OC
4072
Oarsman Capital
Milwaukee,
Wisconsin
| $231M | -$26.3M | -10% | 8.59% | 61.4% | 200 | 12.5% |
|
| 4073 |
PFG
4073
Piershale Financial Group
Barrington,
Illinois
| $231M | +$22.9M | +11% | 11.9% | 82% | 40 | 60% |
|
| 4074 |
NC
4074
Nokomis Capital
Dallas,
Texas
| $231M | +$2.76M | +1% | 19.8% | 204% | 51 | 60.78% |
|
| 4075 |
CSUI
4075
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $231M | +$14.3M | +7% | 6.06% | 110% | 38 | 2.63% |
|