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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4226 |
RRA
4226
Round Rock Advisors
Wilton,
Connecticut
| $247M | +$20.9M | +9% | 4.68% | 62.6% | 147 | 21.77% |
|
| 4227 |
AFT
4227
Alpha Family Trust
Los Angeles,
California
| $246M | -$110M | -31% | 17.1% | 142% | 22 | 22.73% |
|
| 4228 |
FWM
4228
Fairhaven Wealth Management
Oak Brook,
Illinois
| $246M | -$9.95M | -4% | 5.62% | – | 136 | 16.91% |
|
| 4229 |
SCA
4229
Sage Capital Advisors
Sioux Falls,
South Dakota
| $246M | -$17.3M | -7% | 2.98% | 89.4% | 117 | 17.09% |
|
| 4230 |
IA
4230
IAM Advisory
Easton,
Pennsylvania
| $246M | -$6.67M | -3% | 3.43% | 74.5% | 87 | 31.03% |
|
| 4231 |
MCP
4231
Maso Capital Partners
Hong Kong
| $246M | +$28.2M | +13% | 4.67% | 8.67% | 65 | 41.54% |
|
| 4232 |
RM
4232
RP Management
New York
| $246M | +$6.96M | +3% | 13.8% | 208% | 5 | 0% |
|
| 4233 |
OC
4233
One01 Capital
Burlingame,
California
| $246M | -$13.9M | -5% | 9.67% | 123% | 29 | 75.86% |
|
| 4234 |
LF
4234
Lantz Financial
Naperville,
Illinois
| $246M | +$28.6M | +13% | 1.66% | 67.1% | 178 | 21.91% |
|
| 4235 |
ICP
4235
Indus Capital Partners
New York
| $246M | -$177M | -42% | 9.84% | 115% | 40 | 47.5% |
|
| 4236 |
D
4236
Diversified
Wilmington,
Delaware
| $246M | +$8.97M | +4% | 6.01% | 34.4% | 123 | 13.82% |
|
| 4237 |
PT
4237
Palantir Technologies
Denver,
Colorado
| $245M | +$24.5M | +11% | 0.75% | – | 19 | 31.58% |
|
| 4238 |
AB
4238
Atlas Brown
Louisville,
Kentucky
| $245M | -$12.9M | -5% | 3.07% | 102% | 197 | 6.6% |
|
| 4239 |
BHA
4239
Beech Hill Advisors
New York
| $245M | -$18.1M | -7% | 6.22% | 105% | 91 | 6.59% |
|
| 4240 |
FCMV
4240
Foresite Capital Management V
Larkspur,
California
| $245M | -$162M | -40% | 28% | 357% | 17 | 5.88% |
|
| 4241 |
BGC
4241
Birch Grove Capital
New York
| $245M | +$23.9M | +11% | 1.29% | 2.66% | 47 | 25.53% |
|
| 4242 |
SA
4242
Sycale Advisors
New York
| $245M | +$30.6M | +14% | 6.29% | 16% | 26 | 38.46% |
|
| 4243 |
BAM
4243
Baldrige Asset Management
Allentown,
Pennsylvania
| $245M | -$12.1M | -5% | 5.3% | 43.5% | 349 | 12.61% |
|
| 4244 |
NRCM
4244
North Reef Capital Management
Laguna Beach,
California
| $245M | +$27.6M | +13% | 3.33% | 68.1% | 46 | 54.35% |
|
| 4245 |
HI
4245
Humankind Investments
New York
| $244M | +$165M | +208% | 2.4% | 46.4% | 119 | 11.76% |
|
| 4246 |
OPTFSNA
4246
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $244M | -$4.54M | -2% | 2.09% | 72.6% | 81 | 6.17% |
|
| 4247 |
MFGM
4247
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $244M | -$27.1M | -10% | 5.13% | 63.5% | 224 | 16.52% |
|
| 4248 |
CHJWM
4248
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $244M | +$6.86M | +3% | 0.91% | 58.2% | 137 | 2.19% |
|
| 4249 |
AIA
4249
Affinity Investment Advisors
Newport Beach,
California
| $244M | -$5.14M | -2% | 0.23% | 120% | 213 | 21.13% |
|
| 4250 |
OAJ
4250
Ogorek Anthony Joseph
Williamsville,
New York
| $244M | +$9.93M | +4% | 5.01% | 50.5% | 279 | 19.35% |
|