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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4101 |
BDA
4101
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $241M | +$15M | +7% | 4.03% | 44.2% | 63 | 4.76% |
|
| 4102 |
HI
4102
Humankind Investments
New York
| $241M | +$10.2M | +4% | 6.01% | 46.4% | 124 | 4.84% |
|
| 4103 |
WAM
4103
Wakefield Asset Management
Englewood,
Colorado
| $241M | +$4.22M | +2% | 7.95% | 111% | 217 | 58.53% |
|
| 4104 |
FCAM
4104
First Citizens Asset Management
Raleigh,
North Carolina
| $241M | +$62.4M | +35% | 4.91% | 44.2% | 49 | 36.73% |
|
| 4105 |
LF
4105
Lantz Financial
Naperville,
Illinois
| $240M | +$20.6M | +9% | 5.06% | 67.1% | 203 | 16.75% |
|
| 4106 |
MCP
4106
Martin Capital Partners
Eugene,
Oregon
| $240M | -$1.87M | -0.8% | 0.66% | 35.2% | 74 | 9.46% |
|
| 4107 |
DA
4107
Denali Advisors
San Diego,
California
| $240M | +$1.82M | +0.8% | 2.12% | 85.8% | 502 | 30.48% |
|
| 4108 |
OH
4108
Oikos Holdings
New York
| $240M | +$40.4M | +20% | 5.56% | 5.54% | 11 | 9.09% |
|
| 4109 |
MAM
4109
MPM Asset Management
Boston,
Massachusetts
| $240M | +$986K | +0.4% | 12.9% | 5.89% | 9 | 0% |
|
| 4110 |
PVH
4110
Psagot Value Holdings
Tel Aviv,
Israel
| $240M | -$98.9M | -29% | 13.2% | 45.9% | 637 | 65.46% |
|
| 4111 |
VCM
4111
Verde Capital Management
Clarkston,
Michigan
| $240M | +$30.5M | +15% | 13.4% | 58.5% | 40 | 5% |
|
| 4112 |
CWM
4112
Chesapeake Wealth Management
Williamsburg,
Virginia
| $240M | +$11.4M | +5% | 6.88% | 57.5% | 157 | 3.18% |
|
| 4113 |
NI
4113
Nextech Invest
Zurich,
Switzerland
| $240M | -$11.8M | -5% | 12.1% | 631% | 14 | 14.29% |
|
| 4114 |
BAM
4114
Blueshift Asset Management
Red Bank,
New Jersey
| $239M | +$23.8M | +11% | 8.32% | 25.2% | 487 | 68.99% |
|
| 4115 |
CMI
4115
Clare Market Investments
Dallas,
Texas
| $239M | +$25.9M | +12% | 16.5% | – | 143 | 27.97% |
|
| 4116 |
WCM
4116
Whitener Capital Management
Rocky Mount,
North Carolina
| $239M | +$10.3M | +5% | 6.06% | 98.5% | 141 | 7.09% |
|
| 4117 |
NL
4117
Navalign LLC
Encino,
California
| $239M | -$3.32M | -1% | 6.81% | 50.7% | 128 | 12.5% |
|
| 4118 |
SV
4118
Sapphire Ventures
Austin,
Texas
| $239M | -$46.1M | -16% | 22.6% | 20.2% | 10 | 10% |
|
| 4119 |
DWM
4119
Drive Wealth Management
Lehi,
Utah
| $239M | +$38.8M | +19% | 5.42% | 94.4% | 321 | 31.15% |
|
| 4120 |
RCP
4120
Reverence Capital Partners
New York
| $239M | +$1.83M | +0.8% | 11.8% | 5.38% | 2 | 0% |
|
| 4121 |
TWD
4121
True Wealth Design
Akron,
Ohio
| $238M | +$22.4M | +10% | 4.76% | 53% | 900 | 15.22% |
|
| 4122 |
OCM
4122
Oakview Capital Management
Dallas,
Texas
| $238M | +$4.71M | +2% | 1.69% | 21.2% | 18 | 16.67% |
|
| 4123 |
TA
4123
TrueWealth Advisors
Birmingham,
Alabama
| $238M | +$9.76M | +4% | 2.11% | 58.5% | 197 | 15.23% |
|
| 4124 |
BCG
4124
Breakwater Capital Group
Paramus,
New Jersey
| $238M | +$47.2M | +25% | 5.43% | 60.8% | 192 | 16.15% |
|
| 4125 |
JCIA
4125
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $238M | +$13.3M | +6% | 9.28% | 185% | 385 | 47.01% |
|