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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 |
TLP
4201
Tri Locum Partners
New York
| $254M | +$2.37M | +0.9% | 31.9% | 378% | 58 | 81.03% |
|
| 4202 |
PCA
4202
Prospect Capital Advisors
Sausalito,
California
| $254M | -$49M | -16% | 0.48% | 136% | 36 | 25% |
|
| 4203 |
PM
4203
Precept Management
Dallas,
Texas
| $254M | +$39.7M | +19% | 17.3% | 110% | 104 | 68.27% |
|
| 4204 |
GTAM
4204
Global Trust Asset Management
West Palm Beach,
Florida
| $254M | +$30.2M | +14% | 10% | 109% | 450 | 15.11% |
|
| 4205 |
FLA
4205
Financial Life Advisors
San Antonio,
Texas
| $254M | +$14.9M | +6% | 3.4% | 42.7% | 55 | 3.64% |
|
| 4206 |
HGM
4206
Highside Global Management
Dallas,
Texas
| $254M | +$5.61M | +2% | 1.15% | 11.1% | 19 | 31.58% |
|
| 4207 |
OC
4207
Oarsman Capital
Milwaukee,
Wisconsin
| $254M | +$6.6M | +3% | 7.98% | 61.4% | 200 | 10.5% |
|
| 4208 |
BIA
4208
BHK Investment Advisors
Birmingham,
Alabama
| $253M | +$10.7M | +4% | 5.79% | 54.6% | 66 | 4.55% |
|
| 4209 |
CA
4209
Crumly & Associates
Springfield,
Illinois
| $253M | +$38.3M | +18% | 7.85% | 55.2% | 116 | 24.14% |
|
| 4210 |
KMWM
4210
Keudell/Morrison Wealth Management
Salem,
Oregon
| $253M | +$20M | +9% | 9.78% | – | 203 | 19.21% |
|
| 4211 |
BGI
4211
BlueDrive Global Investors
London,
United Kingdom
| $253M | -$56.8M | -18% | 3.99% | 25.6% | 12 | 0% |
|
| 4212 |
RFWA
4212
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $253M | +$15.8M | +7% | 7.62% | 90.4% | 293 | 10.24% |
|
| 4213 |
IA
4213
IAM Advisory
Easton,
Pennsylvania
| $253M | +$17.3M | +7% | 9.93% | 74.5% | 77 | 14.29% |
|
| 4214 |
WFG
4214
Wills Financial Group
Richmond,
Virginia
| $253M | +$30.1M | +14% | 11% | 51.7% | 68 | 1.47% |
|
| 4215 |
SWM
4215
Southern Wealth Management
Dallas,
Texas
| $253M | -$87.4M | -26% | 4.54% | 50% | 59 | 11.86% |
|
| 4216 |
V
4216
ValueWorks
New York
| $253M | +$18M | +8% | 4.03% | 110% | 35 | 8.57% |
|
| 4217 |
WW
4217
Waterfront Wealth
Overland Park,
Kansas
| $253M | +$45.6M | +22% | 7.8% | 53.5% | 222 | 21.17% |
|
| 4218 |
HCA
4218
Horan Capital Advisors
Cincinnati,
Ohio
| $252M | +$26.3M | +12% | 11.2% | 26.6% | 93 | 10.75% |
|
| 4219 |
SMC
4219
S. Muoio & Co
New York
| $252M | +$122M | +94% | 8.55% | 327% | 125 | 47.2% |
|
| 4220 |
BAM
4220
Bullseye Asset Management
Denver,
Colorado
| $252M | -$36.3M | -13% | 4.25% | 55% | 104 | 9.62% |
|
| 4221 |
LRIC
4221
Long Road Investment Counsel
Kalamazoo,
Michigan
| $252M | +$24.6M | +11% | 11.2% | 50.3% | 78 | 6.41% |
|
| 4222 |
TC
4222
Tenere Capital
New York
| $252M | – | – | 8.79% | 98.7% | 25 | – |
|
| 4223 |
GA
4223
Gagnon Advisors
New York
| $252M | -$356K | -0.1% | 8.15% | 78.2% | 36 | 8.33% |
|
| 4224 |
IRM
4224
Income Research & Management
Boston,
Massachusetts
| $251M | +$10.8M | +4% | 0.01% | 0.7% | 18 | 16.67% |
|
| 4225 |
SRSA
4225
S.R. Schill & Associates
Mercer Island,
Washington
| $251M | +$17.1M | +7% | 10.8% | 36.7% | 95 | 28.42% |
|