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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 |
LA
4276
Lifeworks Advisors
Grand Rapids,
Michigan
| $235M | +$23.1M | +11% | 4.14% | 53.8% | 164 | 17.68% |
|
| 4277 |
SIAG
4277
Safeguard Investment Advisory Group
Corona,
California
| $235M | +$26.8M | +13% | 7.65% | 62.9% | 109 | 13.76% |
|
| 4278 |
WA
4278
Wealth Advisors
Rancho Santa Fe,
California
| $234M | +$24M | +11% | 15% | 40% | 73 | 20.55% |
|
| 4279 |
LC
4279
LCNB Corp
Lebanon,
Ohio
| $234M | +$13.4M | +6% | 5.43% | 60.1% | 179 | 6.7% |
|
| 4280 |
AM
4280
Atwater Malick
Lancaster,
Pennsylvania
| $234M | +$20.8M | +10% | 4.74% | 79.1% | 66 | 15.15% |
|
| 4281 |
MSCM
4281
McElhenny Sheffield Capital Management
Dallas,
Texas
| $234M | +$44.2M | +23% | 13% | 86.3% | 107 | 28.97% |
|
| 4282 |
RCM
4282
Radnor Capital Management
Wayne,
Pennsylvania
| $234M | -$146M | -38% | 4.36% | 86.6% | 254 | 66.93% |
|
| 4283 |
HWMG
4283
Hurlow Wealth Management Group
Bloomington,
Indiana
| $234M | +$17.7M | +8% | 5.5% | 47.2% | 110 | 9.09% |
|
| 4284 |
AC
4284
Almitas Capital
Santa Monica,
California
| $234M | +$24.7M | +12% | 1.58% | 85.9% | 118 | 39.83% |
|
| 4285 |
LFM
4285
Lumina Fund Management
New York
| $234M | +$21.4M | +10% | 8.72% | 28.1% | 76 | 6.58% |
|
| 4286 |
FW
4286
FirstPurpose Wealth
Orem,
Utah
| $234M | +$30.7M | +15% | 5.87% | – | 213 | 18.31% |
|
| 4287 |
BIA
4287
BHK Investment Advisors
Birmingham,
Alabama
| $234M | +$4.74M | +2% | 5.12% | 54.6% | 62 | 8.06% |
|
| 4288 |
SSC
4288
Syverson Strege & Co
West Des Moines,
Iowa
| $234M | -$623K | -0.3% | 4.09% | 50.6% | 666 | 90.69% |
|
| 4289 |
MWC
4289
MBM Wealth Consultants
Chesterfield,
Missouri
| $234M | -$11.6M | -5% | 5.02% | 52.6% | 281 | 62.99% |
|
| 4290 |
DA
4290
DCM Advisors
New York
| $233M | +$18.5M | +9% | 9.59% | 90.4% | 80 | 12.5% |
|
| 4291 |
ASI
4291
All-Stars Investment
Hong Kong
| $233M | -$116M | -33% | 17.7% | 19.4% | 3 | 0% |
|
| 4292 |
DL
4292
DOHJ LLC
Seattle,
Washington
| $233M | +$35.5M | +18% | 6.06% | 51.5% | 89 | 4.49% |
|
| 4293 |
W
4293
WPWealth
Fort Worth,
Texas
| $233M | +$16.5M | +8% | 2.49% | 30.9% | 56 | 21.43% |
|
| 4294 |
PCM
4294
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $233M | +$26.4M | +13% | 12.6% | 70.6% | 90 | 6.67% |
|
| 4295 |
MA
4295
Modus Advisors
Excelsior,
Minnesota
| $233M | +$15.7M | +7% | 5.52% | 69.8% | 106 | 8.49% |
|
| 4296 |
OKSA
4296
O'Keefe Stevens Advisory
Rochester,
New York
| $233M | +$30.4M | +15% | 17.3% | 216% | 42 | 4.76% |
|
| 4297 |
AIA
4297
AIMZ Investment Advisors
Los Altos,
California
| $233M | +$9.48M | +4% | 5.56% | 63.9% | 113 | 2.65% |
|
| 4298 |
T
4298
TrueFG
Cedar Park,
Texas
| $233M | +$11.1M | +5% | 3.5% | 51.4% | 39 | 7.69% |
|
| 4299 |
ST
4299
Somerset Trust
Somerset,
Pennsylvania
| $232M | +$1.81M | +0.8% | 4.93% | 69.7% | 152 | 9.21% |
|
| 4300 |
WTFG
4300
Wells Trecaso Financial Group
Akron,
Ohio
| $232M | +$16.5M | +8% | 8.12% | 108% | 95 | 10.53% |
|