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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4151 |
OAM
4151
Oak Asset Management
Westlake Village,
California
| $211M | -$42.1M | -17% | 11.1% | 78% | 167 | 94.61% |
|
| 4152 |
CMP
4152
Courage Miller Partners
Norfolk,
Virginia
| $211M | -$41.2M | -16% | 11.1% | 40.3% | 76 | 7.89% |
|
| 4153 |
HCM
4153
Hudson Capital Management
Ramsey,
New Jersey
| $210M | -$42M | -17% | 11.3% | 61.6% | 71 | 14.08% |
|
| 4154 |
TSS
4154
Thomas Story & Son
Culver,
Indiana
| $210M | -$42.2M | -17% | 13.7% | 91.8% | 63 | 14.29% |
|
| 4155 |
IF
4155
Insight Folios
Charlotte,
North Carolina
| $210M | -$14.1M | -6% | 7.81% | 32.9% | 123 | 15.45% |
|
| 4156 |
GF
4156
Gries Financial
Cleveland,
Ohio
| $210M | -$61.6M | -23% | 10.4% | 71.3% | 159 | 31.45% |
|
| 4157 |
AIC
4157
Ayalon Insurance Company
Ramat Gan,
Israel
| $210M | -$85M | -29% | 14.5% | 89.3% | 140 | 30.71% |
|
| 4158 |
RCG
4158
Regatta Capital Group
El Segundo,
California
| $210M | -$80M | -28% | 15.8% | 63% | 173 | 15.61% |
|
| 4159 |
T
4159
TNF
Billings,
Montana
| $210M | -$12.4M | -6% | 11.5% | 21.3% | 129 | 15.5% |
|
| 4160 |
MAG
4160
Mokosak Advisory Group
Urbandale,
Iowa
| $210M | -$37.2M | -15% | 14.6% | 42.7% | 25 | 16% |
|
| 4161 |
SCA
4161
Sage Capital Advisors
Sioux Falls,
South Dakota
| $209M | -$36.8M | -15% | 12% | 89.4% | 118 | 18.64% |
|
| 4162 |
2C
4162
272 Capital
Dallas,
Texas
| $209M | +$212K | +0.1% | 27.1% | 213% | 90 | 37.78% |
|
| 4163 |
FCM
4163
Forager Capital Management
Birmingham,
Alabama
| $209M | -$8.45M | -4% | 12.1% | 30.6% | 14 | 7.14% |
|
| 4164 |
HI
4164
Humankind Investments
New York
| $209M | -$35.3M | -14% | 13.2% | 46.4% | 127 | 24.41% |
|
| 4165 |
FA
4165
FC Advisory
West Chester,
Pennsylvania
| $209M | -$21.9M | -10% | 12.9% | 42.9% | 86 | 12.79% |
|
| 4166 |
OFG
4166
OTA Financial Group
Purchase,
New York
| $209M | +$51.8M | +33% | 0.16% | 320% | 149 | 72.48% |
|
| 4167 |
SFG
4167
Sunburst Financial Group
Vestavia Hills,
Alabama
| $209M | +$5.88M | +3% | 10.4% | 50.7% | 86 | 16.28% |
|
| 4168 |
AIA
4168
AIMZ Investment Advisors
Los Altos,
California
| $209M | -$34.7M | -14% | 12% | 63.9% | 116 | 6.03% |
|
| 4169 |
CPWMP
4169
Cardinal Point Wealth Management Partners
Irvine,
California
| $209M | -$15.8M | -7% | 12% | – | 61 | 34.43% |
|
| 4170 |
SFWC
4170
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $208M | -$39.7M | -16% | 14.1% | 60.6% | 105 | 11.43% |
|
| 4171 |
GCA
4171
Gradient Capital Advisors
San Diego,
California
| $208M | -$27.6M | -12% | 13.2% | 71% | 130 | 17.69% |
|
| 4172 |
SI
4172
Sora Investors
Bryn Mawr,
Pennsylvania
| $208M | -$7.41M | -3% | 24.1% | 94.3% | 35 | 62.86% |
|
| 4173 |
LIC
4173
Laurus Investment Counsel
Toronto,
Canada
| $208M | -$56.9M | -21% | 18.1% | 14.1% | 45 | 13.33% |
|
| 4174 |
OPW
4174
Oxler Private Wealth
Rye Brook,
New York
| $208M | -$14M | -6% | 14.4% | 87.3% | 237 | 54.01% |
|
| 4175 |
BA
4175
Bridge Advisory
Pasadena,
California
| $208M | -$21.5M | -9% | 11.7% | 6.7% | 125 | 30.4% |
|