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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 |
TPWM
4151
Twelve Points Wealth Management
Concord,
Massachusetts
| $318M | +$33.5M | +12% | 5.11% | 42.6% | 188 | 8.51% |
|
| 4152 |
LI
4152
LHM Inc
Sandy,
Utah
| $318M | +$80.8M | +34% | 8.65% | – | 19 | 15.79% |
|
| 4153 |
BWS
4153
Buck Wealth Strategies
Denver,
Colorado
| $318M | -$21M | -6% | 5.12% | 42% | 69 | 2.9% |
|
| 4154 |
RA
4154
Rovida Advisors
Fort Lauderdale,
Florida
| $318M | +$37.3M | +13% | 8.99% | 24.8% | 29 | 41.38% |
|
| 4155 |
PCM
4155
Princeton Capital Management
Red Bank,
New Jersey
| $317M | +$10.7M | +3% | 0.9% | 148% | 126 | 17.46% |
|
| 4156 |
ACM
4156
ADW Capital Management
Miami Beach,
Florida
| $317M | -$146M | -32% | 2.01% | 75.7% | 6 | 0% |
|
| 4157 |
SCP
4157
Steamboat Capital Partners
Rye,
New York
| $317M | +$44.8M | +16% | 17.2% | 189% | 52 | 26.92% |
|
| 4158 |
MWC
4158
MBM Wealth Consultants
Chesterfield,
Missouri
| $317M | +$24M | +8% | 4.85% | 52.6% | 111 | 10.81% |
|
| 4159 |
FI
4159
Financial Insights
Tacoma,
Washington
| $317M | -$43.3M | -12% | 6.05% | 62.1% | 163 | 15.34% |
|
| 4160 |
BCM
4160
Buckhead Capital Management
Atlanta,
Georgia
| $316M | +$21M | +7% | 8.84% | 54.4% | 130 | 12.31% |
|
| 4161 |
KTM
4161
Keeler Thomas Management
Orem,
Utah
| $316M | +$22.7M | +8% | 6.44% | 46.1% | 68 | 2.94% |
|
| 4162 |
PCR
4162
Potrero Capital Research
San Francisco,
California
| $316M | +$81.6M | +35% | 2.91% | 137% | 42 | 50% |
|
| 4163 |
E
4163
ETFidea
Syracuse,
New York
| $316M | +$20.4M | +7% | 6.69% | 22.7% | 115 | 5.22% |
|
| 4164 |
PIC
4164
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $316M | +$74.8M | +31% | 17% | 165% | 86 | 33.72% |
|
| 4165 |
DF
4165
DecisionPoint Financial
Mesa,
Arizona
| $316M | +$17.7M | +6% | 6.99% | 34.5% | 243 | 2.06% |
|
| 4166 |
CYG
4166
Clean Yield Group
Norwich,
Vermont
| $316M | +$47.9M | +18% | 10.8% | 44.8% | 492 | 29.07% |
|
| 4167 |
LJHT
4167
Laurie J. Hall Trustee
| $316M | +$28.4M | +10% | 6.68% | 96% | 267 | 9.36% |
|
| 4168 |
PP
4168
Prosperity Planning
Kansas City,
Missouri
| $316M | +$23M | +8% | 6.49% | 40.5% | 107 | 26.17% |
|
| 4169 |
CP
4169
Caligan Partners
New York
| $315M | -$113M | -26% | 17.4% | 1,728% | 13 | 7.69% |
|
| 4170 |
WCG
4170
Weaver Consulting Group
Huntington Beach,
California
| $315M | +$28.1M | +10% | 4.5% | 50.5% | 225 | 9.78% |
|
| 4171 |
SC
4171
Steph & Co
Marinette,
Wisconsin
| $314M | +$20.9M | +7% | 6.47% | 56.8% | 306 | 18.3% |
|
| 4172 |
V
4172
ValueWorks
New York
| $314M | -$7.74M | -2% | 2.79% | 110% | 35 | 8.57% |
|
| 4173 |
SP
4173
SWS Partners
Columbus,
Ohio
| $314M | -$20.6M | -6% | 7.57% | 75.1% | 314 | 64.33% |
|
| 4174 |
HCM
4174
Hudson Capital Management
Ramsey,
New Jersey
| $314M | +$16M | +5% | 8.03% | 61.6% | 69 | 10.14% |
|
| 4175 |
QCI
4175
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $313M | +$9.91M | +3% | 12.1% | 155% | 18 | 27.78% |
|