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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4276 |
LFWA
4276
LBJ Family Wealth Advisors
Austin,
Texas
| $103M | -$41.2M | -29% | 22.7% | 59% | 18 | 0% |
|
| 4277 |
MFG
4277
Monte Financial Group
Guilford,
Connecticut
| $103M | -$32.5M | -24% | 22% | 55% | 75 | 16% |
|
| 4278 |
UOMF
4278
University of Maryland Foundation
Adelphi,
Maryland
| $103M | -$32.8M | -24% | 14.7% | 38.1% | 8 | 12.5% |
|
| 4279 |
MCM
4279
Makena Capital Management
Menlo Park,
California
| $103M | -$10M | -9% | 20% | 74.3% | 51 | 25.49% |
|
| 4280 |
V
4280
VeraBank
Henderson,
Texas
| $103M | -$20.7M | -17% | 18% | 51% | 106 | 17.92% |
|
| 4281 |
SST
4281
S Squared Technology
New York
| $103M | -$18.7M | -15% | 18.7% | 138% | 38 | 10.53% |
|
| 4282 |
MLIM
4282
Mountain Lake Investment Management
Boca Raton,
Florida
| $103M | -$29.4M | -22% | 37.5% | 79.5% | 30 | 43.33% |
|
| 4283 |
MWA
4283
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $103M | -$34.8M | -25% | 18.3% | 64.7% | 67 | 67.16% |
|
| 4284 |
SEEDPG
4284
S.E.E.D. Planning Group
Binghamton,
New York
| $103M | -$12.1M | -10% | 14.2% | 50.4% | 62 | 37.1% |
|
| 4285 |
DL
4285
DOHJ LLC
Seattle,
Washington
| $103M | -$9.78M | -9% | 13.5% | 51.5% | 68 | 19.12% |
|
| 4286 |
V
4286
ValueWorks
New York
| $103M | -$57M | -36% | 23.8% | 110% | 35 | 17.14% |
|
| 4287 |
WA
4287
WP Advisors
San Francisco,
California
| $103M | +$6.08M | +6% | 21.6% | 89.7% | 68 | 35.29% |
|
| 4288 |
PCM
4288
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $103M | -$16.4M | -14% | 19.5% | 57.6% | 143 | 15.38% |
|
| 4289 |
PBF
4289
Petix & Botte Financial
La Mesa,
California
| $103M | -$24.3M | -19% | 14% | 36.5% | 81 | 14.81% |
|
| 4290 |
HA
4290
Havens Advisors
New York
| $103M | -$11.5M | -10% | 4.59% | 460% | 41 | 51.22% |
|
| 4291 |
SCA
4291
Sander Capital Advisors
Seattle,
Washington
| $103M | -$63.7M | -38% | 4.63% | 68.8% | 8 | 25% |
|
| 4292 |
IAM
4292
ICM Asset Management
Spokane,
Washington
| $103M | -$19.1M | -16% | 14.4% | 58.9% | 39 | 28.21% |
|
| 4293 |
WPA
4293
Winning Points Advisors
Boca Raton,
Florida
| $102M | -$54.4M | -35% | 20.2% | – | 78 | 21.79% |
|
| 4294 |
AF
4294
Aldebaran Financial
| $102M | -$29.3M | -22% | 17% | 70.5% | 89 | 8.99% |
|
| 4295 |
DA
4295
DSC Advisors
Chicago,
Illinois
| $102M | -$106M | -51% | 27.8% | 3.18% | 89 | 70.79% |
|
| 4296 |
KMWM
4296
Keudell/Morrison Wealth Management
Salem,
Oregon
| $102M | -$42.4M | -29% | 18.1% | – | 163 | 22.09% |
|
| 4297 |
NRI
4297
NFP Retirement Inc
Aliso Viejo,
California
| $102M | -$5.31M | -5% | 15.7% | 38.9% | 94 | 19.15% |
|
| 4298 |
RWG
4298
Regal Wealth Group
Seal Beach,
California
| $102M | -$52.4M | -34% | 18.8% | 17% | 215 | 18.14% |
|
| 4299 |
SVC
4299
Strycker View Capital
New York
| $102M | -$109M | -52% | 20.7% | 114% | 19 | 73.68% |
|
| 4300 |
FCCM
4300
First City Capital Management
Savannah,
Georgia
| $102M | -$43.3M | -30% | 18.5% | 76.5% | 141 | 23.4% |
|