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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 |
JC
4226
Jentner Corp
Akron,
Ohio
| $285M | +$25.8M | +10% | 4.74% | 38.9% | 54 | 11.11% |
|
| 4227 |
MCA
4227
MSH Capital Advisors
Scottsdale,
Arizona
| $285M | +$17M | +6% | 7.46% | 52.5% | 225 | 10.22% |
|
| 4228 |
AA
4228
AlphaMark Advisors
Ft. Wright,
Kentucky
| $284M | +$21.1M | +8% | 9.78% | 26.4% | 850 | 26% |
|
| 4229 |
MWC
4229
MBM Wealth Consultants
Chesterfield,
Missouri
| $284M | +$16.6M | +6% | 7.47% | 52.6% | 110 | 8.18% |
|
| 4230 |
PA
4230
Pineridge Advisors
St. Charles,
Missouri
| $284M | -$17.5M | -6% | 2.87% | – | 862 | 34.8% |
|
| 4231 |
SM
4231
Samjo Management
New York
| $284M | +$1.97M | +0.7% | 1.6% | – | 56 | 12.5% |
|
| 4232 |
SWA
4232
Strata Wealth Advisors
Dallas,
Texas
| $284M | +$30.4M | +12% | 9.12% | – | 84 | 28.57% |
|
| 4233 |
CAAM
4233
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $284M | +$19.3M | +7% | 5.52% | 32.7% | 104 | 6.73% |
|
| 4234 |
SL
4234
Sentinus LLC
Oak Brook,
Illinois
| $284M | – | – | 6% | – | 171 | – |
|
| 4235 |
PFS
4235
Physicians Financial Services
Raleigh,
North Carolina
| $284M | +$20.1M | +8% | 10.5% | 100% | 104 | 1.92% |
|
| 4236 |
LJHT
4236
Laurie J. Hall Trustee
| $284M | +$23M | +9% | 11.3% | 96% | 262 | 5.73% |
|
| 4237 |
AFS
4237
Aft Forsyth & Sober
Valrico,
Florida
| $284M | +$24.3M | +9% | 12% | 77.3% | 85 | 9.41% |
|
| 4238 |
AM
4238
Atwater Malick
Lancaster,
Pennsylvania
| $284M | +$28.6M | +11% | 9.77% | 79.1% | 79 | 13.92% |
|
| 4239 |
TA
4239
Teton Advisors
Rye,
New York
| $284M | -$22.1M | -7% | 6.26% | 78.4% | 229 | 2.62% |
|
| 4240 |
GC
4240
Glenorchy Capital
Boorolite,
Australia
| $284M | +$25.6M | +10% | 13.6% | – | 73 | 6.85% |
|
| 4241 |
MC
4241
Mirabaud & Cie
Geneva,
Switzerland
| $284M | -$16.5M | -5% | 14.5% | – | 64 | 15.63% |
|
| 4242 |
HWMG
4242
Hurlow Wealth Management Group
Bloomington,
Indiana
| $283M | +$19.3M | +7% | 6.91% | 47.2% | 118 | 8.47% |
|
| 4243 |
AAS
4243
Asset Allocation Strategies
Farmington,
Michigan
| $283M | +$27.1M | +11% | 7.58% | 44.8% | 79 | 16.46% |
|
| 4244 |
WTFG
4244
Wells Trecaso Financial Group
Akron,
Ohio
| $283M | +$35M | +14% | 9.99% | 108% | 100 | 15% |
|
| 4245 |
WM
4245
Wishbone Management
Chicago,
Illinois
| $283M | +$57.1M | +25% | 6.9% | 39.1% | 5 | 60% |
|
| 4246 |
TJHA
4246
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $283M | +$10.4M | +4% | 4.45% | 17.9% | 164 | 13.41% |
|
| 4247 |
DMKJ
4247
David M. Knott Jr
| $283M | +$21.1M | +8% | 12.6% | 144% | 124 | 23.39% |
|
| 4248 |
BDA
4248
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $283M | +$21.3M | +8% | 8.68% | 44.2% | 62 | 4.84% |
|
| 4249 |
MI
4249
M3F Inc
Salt Lake City,
Utah
| $283M | -$32.4M | -10% | 3.41% | 146% | 40 | 15% |
|
| 4250 |
ACM
4250
Aubrey Capital Management
Edinburgh,
United Kingdom
| $282M | +$47.3M | +20% | 14% | 296% | 75 | 26.67% |
|