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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4301 |
PCM
4301
Princeton Capital Management
Red Bank,
New Jersey
| $277M | +$28.8M | +12% | 18.8% | 148% | 112 | 16.07% |
|
| 4302 |
PA
4302
PSI Advisors
Tampa,
Florida
| $277M | +$8.86M | +3% | 8.46% | 47.5% | 908 | 14.65% |
|
| 4303 |
SC
4303
Sykon Capital
Harrison,
New York
| $277M | +$26M | +10% | 5.93% | 53.7% | 100 | 26% |
|
| 4304 |
MWP
4304
Madison Wealth Partners
Madison,
Wisconsin
| $276M | +$24.3M | +10% | 8.46% | 55.3% | 126 | 8.73% |
|
| 4305 |
LC
4305
LCNB Corp
Lebanon,
Ohio
| $276M | +$22.1M | +9% | 8.83% | 60.1% | 183 | 6.56% |
|
| 4306 |
SP
4306
Sequent Planning
Omaha,
Nebraska
| $276M | – | – | 4.92% | – | 142 | – |
|
| 4307 |
HP
4307
HT Partners
Centerbrook,
Connecticut
| $276M | +$25.3M | +10% | 8.43% | 63.1% | 52 | 7.69% |
|
| 4308 |
HWM
4308
Hemington Wealth Management
Falls Church,
Virginia
| $276M | +$16.9M | +7% | 5.71% | 76.1% | 121 | 16.53% |
|
| 4309 |
AA
4309
Altrafin AG
Zurich,
| $276M | +$16.4M | +6% | 13.7% | 97.6% | 60 | 5% |
|
| 4310 |
SHCM
4310
Stone House Capital Management
Bay Harbor Islands,
Florida
| $276M | +$35.8M | +15% | 16.3% | 238% | 4 | 25% |
|
| 4311 |
LC
4311
Legacy CG
Plano,
Texas
| $276M | +$12.3M | +5% | 6.75% | 61.2% | 44 | 20.45% |
|
| 4312 |
TA
4312
TFB Advisors
Overland Park,
Kansas
| $276M | +$80.4M | +41% | 9.19% | 62.4% | 270 | 40% |
|
| 4313 |
SCP
4313
SailingStone Capital Partners
Houston,
Texas
| $276M | +$4.27M | +2% | 4.27% | 161% | 14 | 14.29% |
|
| 4314 |
FW
4314
FirstPurpose Wealth
Orem,
Utah
| $276M | +$13M | +5% | 6.19% | – | 230 | 16.96% |
|
| 4315 |
CI
4315
CPMG Inc
Dallas,
Texas
| $276M | +$45.9M | +20% | 21.9% | 878% | 3 | 0% |
|
| 4316 |
WCM
4316
Wildcat Capital Management
New York
| $276M | -$13.7M | -5% | 6.84% | 126% | 21 | 28.57% |
|
| 4317 |
AIM
4317
AMI Investment Management
Kendallville,
Indiana
| $275M | +$28.7M | +12% | 8.41% | 47.9% | 66 | 1.52% |
|
| 4318 |
OPTFSNA
4318
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $275M | +$27.1M | +11% | 7.14% | 72.6% | 576 | 53.99% |
|
| 4319 |
GPTE
4319
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $275M | +$83.6M | +44% | 7.79% | 140% | 33 | 39.39% |
|
| 4320 |
OCA
4320
OEP Capital Advisors
New York
| $275M | -$209M | -43% | 28.9% | 16.9% | 2 | 0% |
|
| 4321 |
FC
4321
FACT Capital
New York
| $275M | +$25.3M | +10% | 10.5% | 169% | 18 | 11.11% |
|
| 4322 |
WRTC
4322
Wind River Trust Company
Jackson,
Wyoming
| $275M | +$20.2M | +8% | 8.22% | 51% | 9 | 0% |
|
| 4323 |
AB
4323
Atlas Brown
Louisville,
Kentucky
| $275M | +$33.4M | +14% | 12.6% | 102% | 207 | 10.14% |
|
| 4324 |
PWS
4324
Peterson Wealth Services
South Ogden,
Utah
| $275M | +$41.3M | +18% | 16.1% | 153% | 117 | 14.53% |
|
| 4325 |
BCC
4325
Bridge City Capital
Lake Oswego,
Oregon
| $275M | +$16.4M | +6% | 6.2% | 76.9% | 114 | 6.14% |
|