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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 |
HCA
4301
Horan Capital Advisors
Cincinnati,
Ohio
| $297M | -$4.03M | -1% | 1.22% | 26.6% | 125 | 14.4% |
|
| 4302 |
CWA
4302
CJM Wealth Advisers
Falls Church,
Virginia
| $297M | +$4.99M | +2% | 1.61% | 71.5% | 72 | 8.33% |
|
| 4303 |
WPC
4303
White Pine Capital
Bloomington,
Minnesota
| $297M | +$4.1M | +1% | 4.11% | 100% | 227 | 9.25% |
|
| 4304 |
TWM
4304
TriaGen Wealth Management
Calabasas,
California
| $297M | -$1.86M | -0.6% | 4.42% | 113% | 191 | 21.99% |
|
| 4305 |
ACM
4305
Arcataur Capital Management
Milwaukee,
Wisconsin
| $297M | +$1.05M | +0.4% | 0.35% | 60% | 97 | 2.06% |
|
| 4306 |
BC
4306
Bridgefront Capital
Austin,
Texas
| $297M | +$37.2M | +14% | 1.3% | 38.1% | 827 | 72.91% |
|
| 4307 |
BCM
4307
Boone Capital Management
Atlanta,
Georgia
| $296M | -$89.3M | -23% | 0.09% | 255% | 19 | 42.11% |
|
| 4308 |
GJWM
4308
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $296M | -$13.3M | -4% | 3.8% | – | 665 | 73.98% |
|
| 4309 |
SC
4309
Steph & Co
Marinette,
Wisconsin
| $296M | -$18M | -6% | 0.5% | 56.8% | 305 | 13.77% |
|
| 4310 |
WAM
4310
Wakefield Asset Management
Englewood,
Colorado
| $296M | -$11.2M | -4% | 1.66% | 111% | 179 | 40.78% |
|
| 4311 |
SA
4311
Strategic Advocates
Logan,
Utah
| $296M | +$16.9M | +6% | 9.08% | – | 130 | 23.85% |
|
| 4312 |
PIC
4312
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $296M | -$19.7M | -6% | 3.64% | 165% | 84 | 34.52% |
|
| 4313 |
SIC
4313
Shoker Investment Counsel
Oxford,
Ohio
| $296M | -$1.33M | -0.4% | 1.76% | 58.5% | 104 | 1.92% |
|
| 4314 |
KA
4314
Kerrisdale Advisers
Miami,
Florida
| $296M | +$1.85M | +0.6% | 2.84% | 49.7% | 102 | 20.59% |
|
| 4315 |
NFP
4315
Narus Financial Partners
Salt Lake City,
Utah
| $296M | +$16.7M | +6% | 5.51% | 88.9% | 160 | 16.25% |
|
| 4316 |
LECM
4316
Lead Edge Capital Management
New York
| $296M | -$49.8M | -14% | 11.3% | 26.7% | 10 | 10% |
|
| 4317 |
FG
4317
Formula Growth
Montreal,
Quebec, Canada
| $295M | +$4.16M | +1% | 6.69% | 65.6% | 136 | 35.29% |
|
| 4318 |
CCM
4318
Contrarian Capital Management
Greenwich,
Connecticut
| $295M | -$33.7M | -10% | 10.1% | 24.6% | 35 | 17.14% |
|
| 4319 |
WFA
4319
Wade Financial Advisory
Campbell,
California
| $295M | -$1.94M | -0.7% | 1.98% | 15.9% | 83 | 6.02% |
|
| 4320 |
FLI
4320
Family Legacy Inc
Greenville,
South Carolina
| $295M | -$5.62M | -2% | 2.2% | 69.1% | 125 | 5.6% |
|
| 4321 |
SL
4321
SWF LLC
Omaha,
Nebraska
| $295M | -$4.53M | -2% | 1.51% | 81.7% | 2 | 0% |
|
| 4322 |
EW
4322
Evexia Wealth
Stevens Point,
Wisconsin
| $295M | +$13.1M | +5% | 0.47% | 87.7% | 80 | 22.5% |
|
| 4323 |
FCT
4323
Family Capital Trust
Peabody,
Massachusetts
| $295M | -$16.1M | -5% | 4.35% | 32.3% | 61 | 3.28% |
|
| 4324 |
SRA
4324
Summit Rock Advisors
New York
| $295M | +$39.2M | +15% | 4.04% | – | 7 | 28.57% |
|
| 4325 |
CC
4325
Cederberg Capital
London,
United Kingdom
| $295M | -$91.4M | -24% | 14.3% | 103% | 9 | 11.11% |
|