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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 |
BA
4201
Birinyi Associates
Westport,
Connecticut
| $310M | -$53.8M | -15% | 6.78% | 102% | 62 | 16.13% |
|
| 4202 |
LC
4202
Legacy CG
Plano,
Texas
| $310M | -$16.5M | -5% | 2.81% | 61.2% | 60 | 35% |
|
| 4203 |
DI
4203
DAGCO Inc
Westlake,
Ohio
| $309M | +$7.26M | +2% | 2.66% | 66.5% | 357 | 76.75% |
|
| 4204 |
CP
4204
Covenant Partners
Nashville,
Tennessee
| $309M | -$15.4M | -5% | 1.68% | 70.3% | 166 | 20.48% |
|
| 4205 |
OCPWS
4205
One Charles Private Wealth Services
Hingham,
Massachusetts
| $309M | +$11.5M | +4% | 1.81% | 99.7% | 157 | 8.28% |
|
| 4206 |
TAM
4206
Tucker Asset Management
Littleton,
Colorado
| $309M | -$630M | -67% | 2.34% | 54.4% | 1,579 | 81.51% |
|
| 4207 |
LWM
4207
Long Walk Management
Greenwich,
Connecticut
| $309M | +$29.3M | +11% | 0.16% | 261% | 12 | 16.67% |
|
| 4208 |
SCP
4208
Seafarer Capital Partners
Larkspur,
California
| $309M | +$45.7M | +17% | 18.3% | 76.2% | 7 | 0% |
|
| 4209 |
KLCM
4209
KG&L Capital Management
Saint Francisville,
Louisiana
| $309M | -$2.42M | -0.8% | 3.33% | 69.6% | 213 | 22.54% |
|
| 4210 |
ACM
4210
ADW Capital Management
Miami Beach,
Florida
| $308M | -$17.2M | -5% | 10.5% | 75.7% | 6 | 16.67% |
|
| 4211 |
SWA
4211
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $308M | -$3.49M | -1% | 1.77% | 56.3% | 41 | 14.63% |
|
| 4212 |
WWM
4212
WT Wealth Management
Scottsdale,
Arizona
| $308M | -$10.8M | -3% | 0.38% | 66.6% | 147 | 24.49% |
|
| 4213 |
SFG
4213
Snider Financial Group
Bellevue,
Washington
| $308M | -$15.1M | -5% | 2.52% | 73.7% | 114 | 6.14% |
|
| 4214 |
CPWA
4214
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $308M | +$5.56M | +2% | 2.92% | – | 170 | 8.82% |
|
| 4215 |
SFA
4215
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $308M | +$19.5M | +7% | 0.11% | 185% | 21 | 9.52% |
|
| 4216 |
SFWC
4216
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $308M | +$445K | +0.1% | 1.86% | 60.6% | 147 | 12.24% |
|
| 4217 |
JSC
4217
Jackson Square Capital
San Francisco,
California
| $308M | -$107M | -26% | 1.61% | 416% | 168 | 37.5% |
|
| 4218 |
BHMP
4218
Bardin Hill Management Partners
New York
| $308M | +$97.1M | +46% | 8.01% | 214% | 51 | 68.63% |
|
| 4219 |
BIC
4219
B&I Capital
Zurich,
Switzerland
| $308M | +$592K | +0.2% | 2.86% | 15.9% | 30 | 10% |
|
| 4220 |
FA
4220
FDx Advisors
Chicago,
Illinois
| $308M | -$34.4M | -10% | 0.69% | 56.3% | 189 | 13.23% |
|
| 4221 |
RH
4221
RFG Holdings
Argyle,
Texas
| $307M | +$6.36M | +2% | 4.28% | 72.3% | 62 | 12.9% |
|
| 4222 |
PA
4222
PSI Advisors
Tampa,
Florida
| $307M | -$29.6M | -9% | 3.81% | 47.5% | 962 | 28.59% |
|
| 4223 |
RAG
4223
RIA Advisory Group
Des Moines,
Iowa
| $307M | +$13.3M | +5% | 1.86% | – | 171 | 40.35% |
|
| 4224 |
WTFG
4224
Wood Tarver Financial Group
Boise,
Idaho
| $307M | +$7.99M | +3% | 1.85% | – | 811 | 15.54% |
|
| 4225 |
CYG
4225
Clean Yield Group
Norwich,
Vermont
| $307M | -$7.46M | -2% | 1.21% | 44.8% | 492 | 15.45% |
|