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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 |
OWP
4076
ORG Wealth Partners
Dallas,
Texas
| $326M | +$1.54M | +0.5% | 9.82% | – | 834 | 48.44% |
|
| 4077 |
MLIC
4077
Mandatum Life Insurance Company
Helsinki,
Finland
| $326M | -$11.7M | -3% | 3.55% | 73.7% | 84 | 15.48% |
|
| 4078 |
CA
4078
Clune & Associates
Chicago,
Illinois
| $326M | +$24.4M | +8% | 0.64% | – | 144 | 7.64% |
|
| 4079 |
BWM
4079
BCGM Wealth Management
Lafayette,
Indiana
| $325M | +$10.2M | +3% | 0.51% | 47.4% | 158 | 8.86% |
|
| 4080 |
MCM
4080
Monument Capital Management
Alexandria,
Virginia
| $325M | -$37.4M | -10% | 0.33% | 160% | 232 | 31.47% |
|
| 4081 |
PA
4081
Prism Advisors
Studio City,
California
| $325M | -$8.59M | -3% | 0.16% | 49.9% | 63 | 6.35% |
|
| 4082 |
MCM
4082
Maytus Capital Management
New York
| $325M | +$38.8M | +14% | 1.16% | 267% | 76 | 60.53% |
|
| 4083 |
AWA
4083
Aquire Wealth Advisors
South Jordan,
Utah
| $325M | +$1.97M | +0.6% | 1.32% | 43.4% | 51 | 7.84% |
|
| 4084 |
HFS
4084
Haverford Financial Services
Radnor,
Pennsylvania
| $325M | -$3.33M | -1% | 1.27% | 57.8% | 43 | 4.65% |
|
| 4085 |
NC
4085
NovaPoint Capital
Atlanta,
Georgia
| $325M | -$3.16M | -1% | 0.91% | 72.2% | 145 | 17.93% |
|
| 4086 |
PPWP
4086
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $324M | +$14M | +5% | 1.87% | 19.4% | 97 | 24.74% |
|
| 4087 |
OWA
4087
Opal Wealth Advisors
Jericho,
New York
| $324M | -$8.75M | -3% | 1.59% | 55.6% | 536 | 64.93% |
|
| 4088 |
ASI
4088
All-Stars Investment
Hong Kong
| $324M | +$51.3M | +19% | 16% | 19.4% | 3 | 0% |
|
| 4089 |
RWA
4089
Roberts Wealth Advisors
Palo Alto,
California
| $324M | -$4.88M | -1% | 2.6% | 73.2% | 108 | 15.74% |
|
| 4090 |
BF
4090
Brooklyn FI
New York
| $324M | +$23.6M | +8% | 1.16% | 42.9% | 67 | 7.46% |
|
| 4091 |
RPA
4091
Rock Point Advisors
Burlington,
Vermont
| $324M | -$18.8M | -5% | 2.39% | 64.6% | 112 | 11.61% |
|
| 4092 |
RAM
4092
RJA Asset Management
Stamford,
Connecticut
| $324M | -$92.2M | -22% | 12% | 80.2% | 4 | 0% |
|
| 4093 |
CCP
4093
Caden Capital Partners
Santa Monica,
California
| $324M | -$3.85M | -1% | 3.56% | 8.24% | 13 | 23.08% |
|
| 4094 |
SA
4094
SRH Advisors
Salina,
Kansas
| $324M | -$13.2M | -4% | 1.68% | 51% | 290 | 10.34% |
|
| 4095 |
MAG
4095
Mokosak Advisory Group
Urbandale,
Iowa
| $324M | -$9.57M | -3% | 3.74% | 42.7% | 36 | 13.89% |
|
| 4096 |
EFMC
4096
Empire Financial Management Company
New York
| $324M | +$3.02M | +0.9% | 1.74% | 71.1% | 205 | 8.29% |
|
| 4097 |
MCA
4097
MSH Capital Advisors
Scottsdale,
Arizona
| $323M | +$5.75M | +2% | 1.11% | 52.5% | 237 | 7.17% |
|
| 4098 |
WHAM
4098
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $323M | +$17.6M | +6% | 4.56% | 86.6% | 29 | 17.24% |
|
| 4099 |
MM
4099
Meridian Management
Little Rock,
Arkansas
| $323M | -$56.4M | -15% | 2.3% | 47.4% | 100 | 29% |
|
| 4100 |
PWS
4100
Peterson Wealth Services
South Ogden,
Utah
| $323M | -$10.3M | -3% | 4.99% | 153% | 231 | 16.88% |
|