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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4176 |
KWM
4176
Kaydan Wealth Management
Fenton,
Michigan
| $312M | +$10.9M | +4% | 2.6% | 57.8% | 113 | 9.73% |
|
| 4177 |
LFGO
4177
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $312M | +$974K | +0.3% | 2.01% | 58.7% | 91 | 16.48% |
|
| 4178 |
IHWM
4178
Iron Horse Wealth Management
Johston,
Iowa
| $312M | +$13.5M | +5% | 0.46% | 29.1% | 649 | 29.58% |
|
| 4179 |
MWPCG
4179
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $312M | +$2.04M | +0.7% | 0.54% | 68.1% | 196 | 25.51% |
|
| 4180 |
WI
4180
Walmart Inc
Bentonville,
Arkansas
| $311M | -$54.6M | -15% | 14.9% | – | 2 | 0% |
|
| 4181 |
SSC
4181
Syverson Strege & Co
West Des Moines,
Iowa
| $311M | +$11.4M | +4% | 0.33% | 50.6% | 83 | 10.84% |
|
| 4182 |
RW
4182
Regimen Wealth
Atlanta,
Georgia
| $311M | +$4.89M | +2% | 0.66% | 28.5% | 66 | 4.55% |
|
| 4183 |
MLM
4183
Mount Lucas Management
Newtown,
Pennsylvania
| $311M | +$23.7M | +8% | 1.58% | 84.4% | 190 | 50.53% |
|
| 4184 |
MC
4184
Meteora Capital
Boca Raton,
Florida
| $311M | +$8.06M | +3% | 5.65% | 54.8% | 205 | 50.24% |
|
| 4185 |
RC
4185
Rovin Capital
Mesa,
Arizona
| $311M | +$32.9M | +12% | 1.76% | 63.8% | 189 | 20.63% |
|
| 4186 |
IB
4186
Iyo Bank
Matsuyama,
Japan
| $311M | +$18.1M | +6% | 6.52% | 96.3% | 52 | 32.69% |
|
| 4187 |
GB
4187
Gunma Bank
Gunma,
Japan
| $310M | +$7.67M | +3% | 1.93% | 24.5% | 35 | 11.43% |
|
| 4188 |
LL
4188
LPWM LLC
Minneapolis,
Minnesota
| $310M | -$868K | -0.3% | 2.26% | 54.3% | 87 | 13.79% |
|
| 4189 |
FFM
4189
Flagstone Financial Management
Lincoln,
Nebraska
| $310M | +$9.49M | +3% | 0.36% | 43.9% | 56 | 8.93% |
|
| 4190 |
FFS
4190
Fischer Financial Services
Harrisburg,
Pennsylvania
| $310M | -$7.01M | -2% | 4.8% | – | 64 | 1.56% |
|
| 4191 |
MC
4191
Mount Capital
London,
United Kingdom
| $310M | +$28.4M | +10% | 4.01% | 27.9% | 18 | 5.56% |
|
| 4192 |
AIM
4192
AMI Investment Management
Kendallville,
Indiana
| $310M | +$2.44M | +0.8% | 1.55% | 47.9% | 71 | 11.27% |
|
| 4193 |
CPI
4193
Crestview Partners IV
New York
| $310M | -$59.8M | -16% | 15.3% | 48.2% | 2 | 0% |
|
| 4194 |
BOCH
4194
Blue Owl Capital Holdings
New York
| $310M | -$124M | -29% | 13.9% | 113% | 86 | 24.42% |
|
| 4195 |
KDA
4195
Kraft Davis & Associates
St. Louis,
Missouri
| $310M | -$40.2M | -11% | 1.77% | 75% | 151 | 25.83% |
|
| 4196 |
RCM
4196
Ratan Capital Management
Miami Beach,
Florida
| $310M | -$342M | -52% | 15.5% | 320% | 42 | 30.95% |
|
| 4197 |
NWM
4197
Northcape Wealth Management
Williamsville,
New York
| $310M | +$230K | +0.1% | 3.3% | 59.5% | 147 | 12.93% |
|
| 4198 |
AIC
4198
Ayalon Insurance Company
Ramat Gan,
Israel
| $310M | -$14M | -4% | 3.22% | 89.3% | 63 | 7.94% |
|
| 4199 |
DBRC
4199
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $310M | -$4.7M | -1% | 1.95% | 47.5% | 202 | 19.31% |
|
| 4200 |
QCI
4200
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $310M | +$40.6M | +15% | 12% | 155% | 16 | 12.5% |
|