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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 |
LA
4201
LFL Advisers
Evanston,
Illinois
| $211M | +$22.3M | +12% | 12.2% | 63.5% | 11 | 0% |
|
| 4202 |
SIM
4202
SW Investment Management
Telluride,
Colorado
| $211M | +$11.9M | +6% | 12.9% | 155% | 8 | 0% |
|
| 4203 |
DP
4203
Denver PWM
Denver,
Colorado
| $211M | +$31.5M | +18% | 7.56% | 36.2% | 110 | 26.36% |
|
| 4204 |
SP
4204
SWS Partners
Columbus,
Ohio
| $211M | -$5.01M | -2% | 7.93% | 75.1% | 107 | 28.04% |
|
| 4205 |
DC
4205
DeDora Capital
Napa,
California
| $211M | +$18.5M | +10% | 7.74% | 81.7% | 109 | 10.09% |
|
| 4206 |
TCM
4206
Thames Capital Management
Roseland,
New Jersey
| $211M | +$9.16M | +5% | 11.3% | 642% | 32 | 40.63% |
|
| 4207 |
OWA
4207
Outlook Wealth Advisors
Shenandoah,
Texas
| $211M | -$12.4M | -6% | 7.38% | 54.9% | 206 | 29.13% |
|
| 4208 |
PC
4208
Pecaut & Co
Sioux City,
Iowa
| $211M | +$22M | +12% | 9.47% | 65.2% | 116 | 18.97% |
|
| 4209 |
BIG
4209
Builder Investment Group
Atlanta,
Georgia
| $211M | – | – | 15.7% | 153% | 90 | – |
|
| 4210 |
GLCM
4210
Greenlea Lane Capital Management
Weston,
Connecticut
| $210M | -$64.8M | -24% | 4.16% | 119% | 11 | 9.09% |
|
| 4211 |
RDFA
4211
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $210M | +$70.4M | +50% | 10% | 56.7% | 311 | 25.08% |
|
| 4212 |
CC
4212
Coann Capital
Westport,
Connecticut
| $210M | +$47.1M | +29% | 9.81% | – | 27 | 62.96% |
|
| 4213 |
JWS
4213
Juncture Wealth Strategies
Scottsdale,
Arizona
| $210M | +$9.32M | +5% | 4.44% | 71.5% | 116 | 17.24% |
|
| 4214 |
SHFA
4214
SS&H Financial Advisors
Troy,
Michigan
| $210M | +$16.5M | +9% | 13.8% | – | 115 | 3.48% |
|
| 4215 |
RA
4215
RiverPark Advisors
New York
| $210M | -$98.1M | -32% | 3.34% | 87.5% | 143 | 39.86% |
|
| 4216 |
T
4216
TrueFG
Cedar Park,
Texas
| $210M | +$21.2M | +11% | 8.07% | 51.4% | 37 | 2.7% |
|
| 4217 |
NF
4217
Nikulski Financial
Bettendorf,
Iowa
| $210M | +$16.5M | +9% | 7.67% | 95.8% | 129 | 10.08% |
|
| 4218 |
IC
4218
Intel Corp
Santa Clara,
California
| $209M | -$40.8M | -16% | 24.5% | 55.6% | 7 | 14.29% |
|
| 4219 |
TM
4219
Tikvah Management
Charlotte,
North Carolina
| $209M | -$6.84M | -3% | 1.68% | 173% | 25 | 12% |
|
| 4220 |
RL
4220
Retireful LLC
Haslett,
Michigan
| $209M | +$9.06M | +5% | 0.06% | 382% | 9 | 66.67% |
|
| 4221 |
EW
4221
Enzi Wealth
Austin,
Texas
| $209M | +$5.37M | +3% | 8.93% | 72.1% | 72 | 6.94% |
|
| 4222 |
OPWM
4222
Oakwell Private Wealth Management
Austin,
Texas
| $209M | +$28.7M | +16% | 7.65% | 50.1% | 62 | 6.45% |
|
| 4223 |
BOC
4223
Barbara Oil Co
Chicago,
Illinois
| $209M | +$27.1M | +15% | 16.1% | 56.4% | 81 | 0% |
|
| 4224 |
LCWP
4224
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $209M | +$20.8M | +11% | 9.1% | 55.4% | 63 | 25.4% |
|
| 4225 |
VCM
4225
Verde Capital Management
Clarkston,
Michigan
| $209M | +$3.59M | +2% | 4.78% | 58.5% | 40 | 7.5% |
|