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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4126 |
NL
4126
Navalign LLC
Encino,
California
| $236M | +$30K | +0% | 0.44% | 50.7% | 126 | 7.94% |
|
| 4127 |
WH
4127
Whitcomb & Hess
Ashland,
Ohio
| $236M | +$4.07M | +2% | 1.61% | 49% | 30 | 10% |
|
| 4128 |
RM
4128
Rudius Management
New York
| $236M | +$17.5M | +8% | 5.77% | 8.21% | 5 | 0% |
|
| 4129 |
CA
4129
Continental Advisors
Park City,
Utah
| $236M | +$18.7M | +9% | 1.24% | 69% | 67 | 19.4% |
|
| 4130 |
BWM
4130
BCS Wealth Management
Johnson City,
Tennessee
| $236M | +$47.5M | +25% | 0.79% | 46.7% | 181 | 19.89% |
|
| 4131 |
AWAM
4131
Appian Way Asset Management
New York
| $236M | +$85.6M | +57% | 1.53% | 49.4% | 63 | 61.9% |
|
| 4132 |
SC
4132
Serenity Capital
Palo Alto,
California
| $236M | +$42.9M | +22% | 0.02% | – | 4 | 25% |
|
| 4133 |
CHM
4133
Collaborative Holdings Management
New York
| $235M | +$28.2M | +14% | 26.5% | 591% | 24 | 54.17% |
|
| 4134 |
SCA
4134
Sage Capital Advisors
Sioux Falls,
South Dakota
| $235M | -$10.1M | -4% | 2.35% | 89.4% | 116 | 13.79% |
|
| 4135 |
V
4135
ValueWorks
New York
| $235M | +$2.83M | +1% | 4.03% | 110% | 34 | 0% |
|
| 4136 |
NIA
4136
NIA Impact Advisors
Berkeley,
California
| $235M | +$29.5M | +14% | 0.05% | – | 58 | 8.62% |
|
| 4137 |
CFG
4137
Compton Financial Group
Towson,
Maryland
| $235M | -$258K | -0.1% | 0.58% | 29.1% | 31 | 16.13% |
|
| 4138 |
FF
4138
Fluent Financial
Dallas,
Texas
| $234M | +$1.44M | +0.6% | 1.98% | 42.5% | 62 | 9.68% |
|
| 4139 |
PC
4139
Phoenician Capital
New York
| $234M | +$7.57M | +3% | 2.2% | 41.1% | 14 | 0% |
|
| 4140 |
SRSA
4140
S.R. Schill & Associates
Mercer Island,
Washington
| $234M | -$18.8M | -7% | 3.48% | 36.7% | 97 | 17.53% |
|
| 4141 |
BCM
4141
Brightlight Capital Management
Westport,
Connecticut
| $233M | -$45.4M | -16% | 11.7% | 202% | 15 | 33.33% |
|
| 4142 |
AAM
4142
Ameraudi Asset Management
New York
| $233M | -$1.18M | -0.5% | 1.74% | 40.2% | 48 | 8.33% |
|
| 4143 |
CPW
4143
Catalyst Private Wealth
San Mateo,
California
| $233M | +$52.6M | +29% | 28% | 103% | 74 | 12.16% |
|
| 4144 |
PC
4144
PhiloSmith Capital
Stamford,
Connecticut
| $233M | +$6.49M | +3% | 2.6% | 54% | 30 | 0% |
|
| 4145 |
DI
4145
DAGCO Inc
Westlake,
Ohio
| $233M | +$8.08M | +4% | 0.03% | 66.5% | 107 | 1.87% |
|
| 4146 |
KMWM
4146
Keudell/Morrison Wealth Management
Salem,
Oregon
| $233M | +$50.6M | +28% | 0.77% | – | 188 | 15.96% |
|
| 4147 |
QCI
4147
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $233M | -$18.9M | -7% | 5.57% | 155% | 23 | 17.39% |
|
| 4148 |
VC
4148
Veracity Capital
Atlanta,
Georgia
| $233M | -$198M | -46% | 1.18% | 140% | 286 | 20.28% |
|
| 4149 |
THWM
4149
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $233M | +$1.01M | +0.4% | 1.02% | 47.8% | 135 | 7.41% |
|
| 4150 |
T
4150
TNF
Billings,
Montana
| $233M | – | – | 0.91% | 21.3% | 131 | – |
|