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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 |
HPM
4301
H. Partners Management
New York
| $330M | -$155M | -32% | 10% | 30.8% | 2 | 0% |
|
| 4302 |
IAG
4302
Investment Advisory Group
Hanover,
Massachusetts
| $330M | +$31.3M | +10% | 7.83% | 50.3% | 180 | 10% |
|
| 4303 |
SM
4303
Skaana Management
Brooklyn,
New York
| $330M | +$56.3M | +21% | 49.1% | 168% | 189 | 31.22% |
|
| 4304 |
TWM
4304
TriaGen Wealth Management
Calabasas,
California
| $330M | +$46.6M | +16% | 8.98% | 113% | 196 | 28.06% |
|
| 4305 |
RC
4305
Rovin Capital
Mesa,
Arizona
| $330M | +$19.4M | +6% | 7.6% | 63.8% | 192 | 10.42% |
|
| 4306 |
CI
4306
Cavalier Investments
Alpharetta,
Georgia
| $330M | +$35.7M | +12% | 28.3% | 154% | 87 | 32.18% |
|
| 4307 |
LSA
4307
Lion Street Advisors
Austin,
Texas
| $330M | +$14.9M | +5% | 4.47% | 38% | 291 | 14.43% |
|
| 4308 |
WIA
4308
Westbourne Investment Advisors
Annapolis,
Maryland
| $330M | +$48.1M | +17% | 12.4% | 89.4% | 108 | 24.07% |
|
| 4309 |
TLP
4309
Tri Locum Partners
New York
| $330M | +$135M | +69% | 1.29% | 378% | 31 | 54.84% |
|
| 4310 |
DCM
4310
DG Capital Management
New York
| $329M | +$46M | +16% | 6.57% | 81.2% | 30 | 46.67% |
|
| 4311 |
ERP
4311
Eldred Rock Partners
San Antonio,
Texas
| $329M | +$1.5M | +0.5% | 9.03% | – | 31 | 12.9% |
|
| 4312 |
LWMM
4312
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $329M | +$22.9M | +7% | 13.8% | 89.1% | 103 | 18.45% |
|
| 4313 |
STB
4313
S&T Bank
Indiana,
Pennsylvania
| $329M | +$22.9M | +7% | 6.57% | 94.2% | 488 | 21.72% |
|
| 4314 |
SA
4314
SRH Advisors
Salina,
Kansas
| $329M | +$4.89M | +2% | 4.36% | 51% | 275 | 4.73% |
|
| 4315 |
MP
4315
Makaira Partners
La Jolla,
California
| $329M | +$30.5M | +10% | 11.4% | 22% | 14 | 14.29% |
|
| 4316 |
MBFW
4316
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $329M | +$34.5M | +12% | 8.42% | 50% | 338 | 9.76% |
|
| 4317 |
UB
4317
Umpqua Bank
Lake Oswego,
Oregon
| $328M | +$39.1M | +14% | 11.2% | – | 169 | 11.24% |
|
| 4318 |
DP
4318
Diadema Partners
Morristown,
New Jersey
| $328M | -$55.1M | -14% | 0.81% | – | 136 | 55.15% |
|
| 4319 |
NWM
4319
Northcape Wealth Management
Williamsville,
New York
| $328M | +$18.1M | +6% | 6.38% | 59.5% | 140 | 6.43% |
|
| 4320 |
QCI
4320
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $328M | +$17.9M | +6% | 11.4% | 155% | 19 | 26.32% |
|
| 4321 |
HP
4321
HT Partners
Centerbrook,
Connecticut
| $327M | +$35.8M | +12% | 9.39% | 63.1% | 52 | 9.62% |
|
| 4322 |
FA
4322
FDx Advisors
Chicago,
Illinois
| $327M | +$19.7M | +6% | 9.4% | 56.3% | 194 | 18.56% |
|
| 4323 |
FIM
4323
FWL Investment Management
Dallas,
Texas
| $327M | +$57.6M | +21% | 20.7% | 127% | 352 | 25.57% |
|
| 4324 |
HW
4324
HORAN Wealth
Cincinnati,
Ohio
| $327M | – | – | 7.98% | – | 120 | – |
|
| 4325 |
SCM
4325
Sophron Capital Management
Summit,
New Jersey
| $327M | +$32.6M | +11% | 5.58% | – | 47 | 34.04% |
|