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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 |
CPIA
4126
Cornell Pochily Investment Advisors
Ithaca,
New York
| $257M | +$43K | +0% | 0.63% | 83.7% | 173 | 9.83% |
|
| 4127 |
DI
4127
DFPG Investments
Sandy,
Utah
| $257M | +$17.3M | +7% | 0.99% | 38.2% | 189 | 16.4% |
|
| 4128 |
CP
4128
Capital Planning
Bellevue,
Washington
| $257M | -$13.4M | -5% | 5.09% | 68.9% | 72 | 18.06% |
|
| 4129 |
MHP
4129
Manatuck Hill Partners
Westport,
Connecticut
| $257M | -$7.39M | -3% | 6.49% | 424% | 157 | 60.51% |
|
| 4130 |
BWM
4130
BigSur Wealth Management
Miami,
Florida
| $257M | +$1.05M | +0.4% | 0.46% | 83.1% | 146 | 12.33% |
|
| 4131 |
VCG
4131
Vantage Consulting Group
Virginia Beach,
Virginia
| $256M | -$116M | -31% | 4.67% | 261% | 237 | 11.81% |
|
| 4132 |
BA
4132
Ballast Advisors
Woodbury,
Minnesota
| $256M | -$5.32M | -2% | 4.06% | 60.4% | 191 | 7.33% |
|
| 4133 |
LK
4133
Lumbard & Kellner
Hollis,
New Hampshire
| $256M | -$9.09M | -3% | 7.45% | 105% | 102 | 15.69% |
|
| 4134 |
OC
4134
Oarsman Capital
Milwaukee,
Wisconsin
| $256M | +$2.4M | +0.9% | 1.01% | 61.4% | 202 | 14.85% |
|
| 4135 |
TLP
4135
Tri Locum Partners
New York
| $256M | +$1.99M | +0.8% | 5.96% | 378% | 61 | 72.13% |
|
| 4136 |
ES
4136
Eagle Strategies
New York
| $256M | -$535K | -0.2% | 4.54% | 70.1% | 153 | 16.99% |
|
| 4137 |
SCP
4137
Syntal Capital Partners
Midland,
Texas
| $256M | +$22.7M | +10% | 12.8% | 102% | 107 | 32.71% |
|
| 4138 |
SHFA
4138
SS&H Financial Advisors
Troy,
Michigan
| $256M | – | – | 3.26% | – | 127 | – |
|
| 4139 |
OFA
4139
Oak Family Advisors
Chicago,
Illinois
| $256M | -$11.8M | -4% | 0.7% | 83.5% | 165 | 23.64% |
|
| 4140 |
RWA
4140
Roberts Wealth Advisors
Palo Alto,
California
| $255M | -$22.4M | -8% | 6.57% | 73.2% | 98 | 10.2% |
|
| 4141 |
GAMC
4141
Garner Asset Management Corp
Plano,
Texas
| $255M | +$9.31M | +4% | 0.04% | 68.1% | 182 | 7.14% |
|
| 4142 |
MCA
4142
Magnolia Capital Advisors
Jackson,
Mississippi
| $255M | -$86.2M | -25% | 3.39% | 64.9% | 234 | 27.35% |
|
| 4143 |
EE
4143
EWG Elevate
Roseville,
California
| $255M | +$51.3M | +25% | 1.77% | 76% | 111 | 37.84% |
|
| 4144 |
SAMC
4144
Spectrum Asset Management (California)
Newport Beach,
California
| $255M | -$99.7M | -28% | 1.16% | 56.5% | 131 | 21.37% |
|
| 4145 |
SHCM
4145
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $255M | -$13.4M | -5% | 5.52% | 6.93% | 5 | 0% |
|
| 4146 |
ASW
4146
Astoria Strategic Wealth
Conroe,
Texas
| $255M | -$7.16M | -3% | 5.17% | 42.1% | 40 | 10% |
|
| 4147 |
EBT
4147
Enterprise Bank & Trust
Lowell,
Massachusetts
| $255M | -$31.4M | -11% | 5.2% | 65.9% | 98 | 10.2% |
|
| 4148 |
PH
4148
Pinnacle Holdings
Tulsa,
Oklahoma
| $255M | +$16.6M | +7% | 6.79% | 65.3% | 267 | 23.97% |
|
| 4149 |
MAMHA
4149
MY.Alpha Management HK Advisors
Hong Kong
| $255M | -$95.9M | -27% | 13.7% | 261% | 15 | 46.67% |
|
| 4150 |
FUBT
4150
First United Bank & Trust
Oakland,
Maryland
| $254M | -$16.4M | -6% | 4.07% | 69.2% | 171 | 9.36% |
|