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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4076 |
X
4076
Xponance
Philadelphia,
Pennsylvania
| $163M | -$18.2M | -10% | 8.55% | 110% | 87 | 34.48% |
|
| 4077 |
PCA
4077
Prospect Capital Advisors
Sausalito,
California
| $163M | -$34.6M | -17% | 12.5% | 136% | 32 | 46.88% |
|
| 4078 |
AP
4078
Arlington Partners
Birmingham,
Alabama
| $163M | +$5.52M | +4% | 2.91% | 43.7% | 266 | 35.34% |
|
| 4079 |
CCM
4079
Campbell Capital Management
Miami,
Florida
| $163M | +$28.7M | +21% | 12.9% | – | 59 | 25.42% |
|
| 4080 |
CAAM
4080
Cape Ann Asset Management
London,
United Kingdom
| $163M | – | – | 15.4% | 210% | 8 | – |
|
| 4081 |
FAAM
4081
First Ascent Asset Management
Denver,
Colorado
| $163M | – | – | 4.7% | 4.15% | 32 | – |
|
| 4082 |
FF
4082
Fluent Financial
Dallas,
Texas
| $163M | +$15.5M | +10% | 7.13% | 42.5% | 68 | 44.12% |
|
| 4083 |
NWA
4083
New World Advisors
Hingham,
Massachusetts
| $163M | +$15.9M | +11% | 9.6% | 95.9% | 29 | 31.03% |
|
| 4084 |
PBO
4084
Peoples Bank (Ohio)
Marietta,
Ohio
| $163M | +$7.2M | +5% | 6.74% | 71.7% | 100 | 6% |
|
| 4085 |
HFS
4085
Howard Financial Services
Dallas,
Texas
| $163M | +$11.6M | +8% | 5.73% | 50.2% | 125 | 12% |
|
| 4086 |
HRC
4086
Hoertkorn Richard Charles
| $162M | +$7.9M | +5% | 8.55% | 172% | 89 | 6.74% |
|
| 4087 |
DI
4087
Dalton Investments
Las Vegas,
Nevada
| $162M | +$4.14M | +3% | 12.4% | 94.7% | 43 | 13.95% |
|
| 4088 |
VST
4088
Van Strum & Towne
San Francisco,
California
| $162M | +$11M | +7% | 9.15% | 50.9% | 82 | 6.1% |
|
| 4089 |
DCM
4089
Delta Capital Management
Red Bank,
New Jersey
| $162M | +$13.2M | +9% | 10.2% | 125% | 71 | 9.86% |
|
| 4090 |
1NWS
4090
1 North Wealth Services
Annapolis,
Maryland
| $162M | +$12.3M | +8% | 3.1% | – | 383 | 9.4% |
|
| 4091 |
T
4091
Tinicum
New York
| $162M | +$16.8M | +12% | 12.3% | 21.1% | 3 | 0% |
|
| 4092 |
CC
4092
Caldera Capital
Dallas,
Texas
| $162M | -$12.1M | -7% | 8.86% | 84.5% | 20 | 50% |
|
| 4093 |
GPWA
4093
Great Point Wealth Advisors
Boston,
Massachusetts
| $162M | +$14.9M | +10% | 4.41% | – | 44 | 6.82% |
|
| 4094 |
CPA
4094
Clear Perspective Advisors
Aurora,
Illinois
| $162M | -$59M | -27% | 8.69% | 88.5% | 160 | 23.75% |
|
| 4095 |
KAH
4095
Kathryn A. Hall
| $161M | +$38.5M | +31% | 4.1% | 95.2% | 34 | 11.76% |
|
| 4096 |
MCC
4096
Malaga Cove Capital
Pv Estates,
California
| $161M | +$13.7M | +9% | 10.9% | 88.1% | 171 | 28.65% |
|
| 4097 |
UTC
4097
Unified Trust Company
Lexington,
Kentucky
| $161M | +$11.5M | +8% | 7.69% | 69.7% | 60 | 6.67% |
|
| 4098 |
SM
4098
Saya Management
New York
| $161M | -$11.2M | -6% | 5.75% | 34.8% | 13 | 46.15% |
|
| 4099 |
BCM
4099
Beddow Capital Management
Jackson,
Wyoming
| $161M | +$2.1M | +1% | 6.98% | 50.7% | 51 | 13.73% |
|
| 4100 |
AI
4100
AdvisorShares Investments
Bethesda,
Maryland
| $161M | – | – | 3.71% | 93.4% | 132 | – |
|