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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4326 |
OFG
4326
Omega Financial Group
Santa Barbara,
California
| $217M | +$22.7M | +12% | 4.1% | 45.2% | 85 | 8.24% |
|
| 4327 |
W
4327
WPWealth
Fort Worth,
Texas
| $217M | +$25.4M | +13% | 4.26% | 30.9% | 50 | 30% |
|
| 4328 |
APWA
4328
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $216M | +$28.6M | +15% | 5.48% | 51.6% | 137 | 13.14% |
|
| 4329 |
WP
4329
Westmount Partners
Los Angeles,
California
| $216M | +$23.9M | +12% | 10.7% | 101% | 186 | 8.6% |
|
| 4330 |
HWMG
4330
Hurlow Wealth Management Group
Bloomington,
Indiana
| $216M | +$24.2M | +13% | 5.28% | 47.2% | 102 | 5.88% |
|
| 4331 |
ACM
4331
Anfield Capital Management
Irvine,
California
| $216M | +$11.5M | +6% | 2.88% | 65.2% | 95 | 38.95% |
|
| 4332 |
CC
4332
Cowbird Capital
New York
| $216M | +$21.4M | +11% | 12.3% | 21.3% | 10 | 20% |
|
| 4333 |
FPF
4333
First Pacific Financial
Vancouver,
Washington
| $216M | +$13.3M | +7% | 6.04% | 48.5% | 108 | 2.78% |
|
| 4334 |
WWG
4334
West Wealth Group
Irvine,
California
| $216M | +$14.8M | +7% | 8.53% | 56.6% | 84 | 27.38% |
|
| 4335 |
WTFG
4335
Wells Trecaso Financial Group
Akron,
Ohio
| $216M | +$15.7M | +8% | 8.27% | 108% | 94 | 10.64% |
|
| 4336 |
DA
4336
Dash Acquisitions
Woodland Hills,
California
| $216M | +$25.8M | +14% | 13.8% | 61.3% | 46 | 19.57% |
|
| 4337 |
TBWA
4337
Three Bridge Wealth Advisors
Los Altos,
California
| $216M | +$29.2M | +16% | 12.3% | 169% | 94 | 14.89% |
|
| 4338 |
PH
4338
Pinnacle Holdings
Tulsa,
Oklahoma
| $216M | -$7.86M | -4% | 1.63% | 65.3% | 281 | 29.54% |
|
| 4339 |
SFA
4339
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $216M | +$18M | +9% | 4.28% | 185% | 14 | 28.57% |
|
| 4340 |
SRSA
4340
S.R. Schill & Associates
Mercer Island,
Washington
| $216M | +$14.8M | +7% | 7.82% | 36.7% | 85 | 14.12% |
|
| 4341 |
CSWG
4341
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $216M | +$7.57M | +4% | 6.76% | 67.3% | 95 | 16.84% |
|
| 4342 |
CA
4342
Calton & Associates
Tampa,
Florida
| $216M | -$42.8M | -17% | 4.04% | 55.3% | 305 | 30.82% |
|
| 4343 |
BCM
4343
BHZ Capital Management
San Jose,
California
| $215M | -$12M | -5% | 18.9% | 3.24% | 131 | 26.72% |
|
| 4344 |
SC
4344
Schulhoff & Co
Cincinnati,
Ohio
| $215M | -$2.18M | -1% | 0.22% | 42.7% | 122 | 3.28% |
|
| 4345 |
JAM
4345
JCIC Asset Management
Toronto,
Ontario, Canada
| $215M | +$13.7M | +7% | 9.92% | – | 119 | 15.13% |
|
| 4346 |
DA
4346
DCM Advisors
New York
| $215M | +$8.64M | +4% | 7.67% | 90.4% | 73 | 5.48% |
|
| 4347 |
AJ
4347
Ashburton (Jersey)
St Helier,
Jersey
| $215M | +$36.4M | +20% | 7.37% | – | 53 | 16.98% |
|
| 4348 |
SFM
4348
Spartan Fund Management
Toronto, Ontario,
Canada
| $215M | -$62.2M | -22% | 2.34% | 25% | 496 | 47.38% |
|
| 4349 |
V
4349
VeraBank
Henderson,
Texas
| $215M | +$14.4M | +7% | 4.37% | 51% | 140 | 10.71% |
|
| 4350 |
TA
4350
TRB Advisors
New York
| $214M | +$113M | +111% | 15.7% | 42.3% | 10 | 70% |
|