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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 |
SA
4226
Shilanski & Associates
Anchorage,
Alaska
| $308M | +$10.5M | +4% | 8.69% | 84.2% | 126 | 33.33% |
|
| 4227 |
OTL
4227
Oak Thistle LLC
New York
| $308M | +$173M | +128% | 7.71% | 59% | 550 | 78.18% |
|
| 4228 |
WAM
4228
Wakefield Asset Management
Englewood,
Colorado
| $307M | +$21.7M | +8% | 8.73% | 111% | 144 | 2.78% |
|
| 4229 |
RFG
4229
RFP Financial Group
Atlanta,
Georgia
| $307M | +$36.8M | +14% | 6.24% | 44.1% | 916 | 88.43% |
|
| 4230 |
FIM
4230
Fernwood Investment Management
Quincy,
Massachusetts
| $307M | -$15.6M | -5% | 7.82% | 83.4% | 208 | 13.94% |
|
| 4231 |
HAC
4231
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $306M | +$16.8M | +6% | 6.22% | 49.2% | 92 | 10.87% |
|
| 4232 |
IP
4232
Indigo Partners
Phoenix,
Arizona
| $306M | +$12.8M | +4% | 4.57% | 43.8% | 2 | 0% |
|
| 4233 |
BHWM
4233
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $306M | +$19.2M | +7% | 5.23% | 47.9% | 181 | 16.57% |
|
| 4234 |
T
4234
TrueFG
Cedar Park,
Texas
| $306M | +$29.2M | +11% | 6.94% | 51.4% | 53 | 9.43% |
|
| 4235 |
PWC
4235
PYA Waltman Capital
Knoxville,
Tennessee
| $306M | +$33.7M | +12% | 7.88% | 60.6% | 74 | 12.16% |
|
| 4236 |
EWM
4236
Elevatus Welath Management
Victor,
New York
| $306M | +$38.6M | +14% | 7.46% | 176% | 121 | 29.75% |
|
| 4237 |
LC
4237
Legacy CG
Plano,
Texas
| $306M | +$12.2M | +4% | 5.07% | 61.2% | 64 | 35.94% |
|
| 4238 |
SC
4238
Stolper & Co
Tulsa,
Oklahoma
| $306M | +$21.6M | +8% | 9.53% | 70.5% | 90 | 4.44% |
|
| 4239 |
PI
4239
Point72 Italy
Milan,
Italy
| $306M | +$74.6M | +32% | 6.05% | – | 42 | 69.05% |
|
| 4240 |
PG
4240
Prostatis Group
Hanover,
Maryland
| $306M | +$20.5M | +7% | 5.48% | 56.1% | 159 | 25.79% |
|
| 4241 |
CSWG
4241
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $305M | +$28.1M | +10% | 4.75% | 67.3% | 79 | 26.58% |
|
| 4242 |
LL
4242
LPWM LLC
Minneapolis,
Minnesota
| $305M | +$15.8M | +5% | 6.18% | 54.3% | 79 | 5.06% |
|
| 4243 |
HCP
4243
Hiddenite Capital Partners
New York
| $305M | -$13.9M | -4% | 17.5% | 363% | 59 | 66.1% |
|
| 4244 |
NWM
4244
Northcape Wealth Management
Williamsville,
New York
| $305M | +$27.8M | +10% | 7.95% | 59.5% | 133 | 3.76% |
|
| 4245 |
FAFC
4245
First American Financial Corporation
Santa Ana,
California
| $305M | +$9.16M | +3% | 5.31% | – | 4 | 25% |
|
| 4246 |
WC
4246
Weil Company
San Diego,
California
| $305M | +$31M | +11% | 9.54% | 51.9% | 156 | 14.74% |
|
| 4247 |
HWMO
4247
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $305M | +$6.67M | +2% | 7.45% | – | 234 | 8.12% |
|
| 4248 |
AGDI
4248
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $305M | +$112M | +58% | 2.86% | – | 56 | 69.64% |
|
| 4249 |
MSCM
4249
McElhenny Sheffield Capital Management
Dallas,
Texas
| $305M | +$14.9M | +5% | 6.08% | 86.3% | 109 | 22.94% |
|
| 4250 |
SIA
4250
Sovereign Investment Advisors
Phoenix,
Arizona
| $305M | +$36.7M | +14% | 4.45% | 34.5% | 36 | 13.89% |
|