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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4201 |
CGI
4201
Calixto Global Investors
Coral Gables,
Florida
| $155M | +$34.2M | +28% | 24.5% | 180% | 16 | 31.25% |
|
| 4202 |
GCM
4202
Gables Capital Management
Miami,
Florida
| $155M | +$10.6M | +7% | 11.1% | 123% | 380 | 7.37% |
|
| 4203 |
GCP
4203
Gill Capital Partners
Denver,
Colorado
| $155M | +$6.44M | +4% | 3.16% | 41.8% | 101 | 17.82% |
|
| 4204 |
PHAM
4204
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $155M | +$8.46M | +6% | 7.32% | 53.9% | 99 | 9.09% |
|
| 4205 |
MCIA
4205
Mountain Capital Investment Advisors
Westminster,
Colorado
| $155M | -$63.4M | -29% | 7.16% | 63.3% | 116 | 70.69% |
|
| 4206 |
PWM
4206
Paulson Wealth Management
Wheaton,
Illinois
| $155M | +$12M | +8% | 6.35% | 47.2% | 91 | 14.29% |
|
| 4207 |
HFS
4207
Howard Financial Services
Dallas,
Texas
| $155M | +$14M | +10% | 7.4% | 50.2% | 124 | 12.1% |
|
| 4208 |
CC
4208
Cowbird Capital
New York
| $155M | +$25.4M | +20% | 28.9% | 21.3% | 10 | 20% |
|
| 4209 |
SC
4209
Stolper & Co
Tulsa,
Oklahoma
| $155M | +$1.58M | +1% | 7.52% | 70.5% | 91 | 14.29% |
|
| 4210 |
LM
4210
Lasry Marc
| $155M | +$2.46M | +2% | 0.41% | 14.8% | 6 | 33.33% |
|
| 4211 |
IDBONY
4211
Israel Discount Bank of New York
New York
| $154M | +$7.46M | +5% | 6.4% | 37.3% | 90 | 8.89% |
|
| 4212 |
NC
4212
NovaPoint Capital
Atlanta,
Georgia
| $154M | +$20M | +15% | 8.21% | 72.2% | 107 | 24.3% |
|
| 4213 |
AFM
4213
Abbot Financial Management
Andover,
Massachusetts
| $154M | +$8.76M | +6% | 8.2% | 80.5% | 135 | 8.89% |
|
| 4214 |
TGI
4214
TRV GP II
Boston,
Massachusetts
| $154M | +$18.8M | +14% | 14.1% | 20.8% | 3 | 0% |
|
| 4215 |
VST
4215
Van Strum & Towne
San Francisco,
California
| $154M | +$10.5M | +7% | 5.2% | 50.9% | 86 | 13.95% |
|
| 4216 |
P3I
4216
Progeny 3 Inc
Kirkland,
Washington
| $154M | +$6.71M | +5% | 4.84% | 93.2% | 26 | 11.54% |
|
| 4217 |
CAM
4217
Crown Advisors Management
Larkspur,
California
| $154M | +$7.63M | +5% | 19.4% | 216% | 47 | 23.4% |
|
| 4218 |
TVWM
4218
Tower View Wealth Management
Shorewood,
Wisconsin
| $154M | +$16.9M | +12% | 11.2% | 132% | 167 | 10.18% |
|
| 4219 |
IC
4219
Innealta Capital
Austin,
Texas
| $154M | +$7.79M | +5% | 6.18% | 52.1% | 55 | 30.91% |
|
| 4220 |
GWM
4220
Graybill Wealth Management
Elmhurst,
Illinois
| $154M | +$17.6M | +13% | 9.87% | – | 54 | 1.85% |
|
| 4221 |
TAM
4221
Tealwood Asset Management
Minneapolis,
Minnesota
| $153M | +$3.02M | +2% | 6.6% | 121% | 94 | 8.51% |
|
| 4222 |
BP
4222
Bandera Partners
New York
| $153M | +$8.93M | +6% | 17.4% | 27.6% | 17 | 11.76% |
|
| 4223 |
RWP
4223
Reliant Wealth Planning
Louisville,
Kentucky
| $153M | -$7.89M | -5% | 6.84% | 35.1% | 9 | 33.33% |
|
| 4224 |
EPCA
4224
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $153M | -$4.43M | -3% | 9.15% | 77.8% | 47 | 23.4% |
|
| 4225 |
GAMC
4225
Garner Asset Management Corp
Plano,
Texas
| $153M | +$18.9M | +14% | 10.4% | 68.1% | 158 | 10.13% |
|