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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 |
TFA
4326
Trinity Financial Advisors
Columbus,
Ohio
| $327M | +$49.2M | +18% | 8.21% | 69.5% | 97 | 15.46% |
|
| 4327 |
CI
4327
Ceera Investments
Bellaire,
Texas
| $327M | +$36.2M | +12% | 5.34% | 47.9% | 116 | 16.38% |
|
| 4328 |
CA
4328
Claar Advisors
New York
| $326M | +$30.3M | +10% | 13.5% | 63% | 20 | 15% |
|
| 4329 |
MC
4329
Magnitude Capital
New York
| $326M | +$13.4M | +4% | 4.29% | – | 1 | 0% |
|
| 4330 |
NC
4330
NovaPoint Capital
Atlanta,
Georgia
| $326M | +$1.7M | +0.5% | 10.9% | 72.2% | 137 | 43.8% |
|
| 4331 |
DSA
4331
Droms Strauss Advisors
St. Louis,
Missouri
| $326M | +$34.7M | +12% | 9.68% | 56.1% | 72 | 12.5% |
|
| 4332 |
EFP
4332
EnRich Financial Partners
Madison,
Wisconsin
| $326M | +$28M | +9% | 6.49% | – | 60 | 10% |
|
| 4333 |
CA
4333
CV Advisors
Aventura,
Florida
| $326M | +$41.3M | +15% | 15.3% | 98.9% | 39 | 12.82% |
|
| 4334 |
BAM
4334
Blueshift Asset Management
Red Bank,
New Jersey
| $325M | +$73.1M | +29% | 11% | 25.2% | 630 | 71.11% |
|
| 4335 |
PA
4335
PFW Advisors
Atlanta,
Georgia
| $325M | +$6.11M | +2% | 7.07% | – | 130 | 10.77% |
|
| 4336 |
EFH
4336
Eaton Financial Holdings
Coral Springs,
Florida
| $325M | +$84.1M | +35% | 9% | – | 119 | 49.58% |
|
| 4337 |
WCM
4337
Westend Capital Management
Sausalito,
California
| $325M | +$61.6M | +23% | 30.9% | – | 257 | 21.01% |
|
| 4338 |
EE
4338
EWG Elevate
Roseville,
California
| $325M | +$57M | +21% | 8.32% | 76% | 157 | 32.48% |
|
| 4339 |
HBS
4339
Howard Bailey Securities
Fort Wayne,
Indiana
| $324M | +$24.3M | +8% | 7.42% | – | 178 | 29.21% |
|
| 4340 |
PB
4340
Pinnacle Bancorp
Beatrice,
Nebraska
| $324M | +$17.3M | +6% | 6.06% | 68.3% | 951 | 9.99% |
|
| 4341 |
WTFG
4341
Wells Trecaso Financial Group
Akron,
Ohio
| $324M | +$24.1M | +8% | 11.8% | 108% | 93 | 4.3% |
|
| 4342 |
FA
4342
FC Advisory
West Chester,
Pennsylvania
| $324M | +$28.1M | +9% | 7.49% | 42.9% | 115 | 11.3% |
|
| 4343 |
OAJ
4343
Ogorek Anthony Joseph
Williamsville,
New York
| $324M | +$19.7M | +6% | 8.59% | 50.5% | 703 | 8.25% |
|
| 4344 |
AA
4344
Argent Advisors
Monroe,
Louisiana
| $324M | +$24.7M | +8% | 6.23% | 51.7% | 157 | 9.55% |
|
| 4345 |
EAM
4345
Empirical Asset Management
Wellesley,
Massachusetts
| $323M | +$30.1M | +10% | 8.85% | 60% | 333 | 15.62% |
|
| 4346 |
GCM
4346
Gator Capital Management
Tampa,
Florida
| $323M | +$60.7M | +23% | 27.5% | 201% | 74 | 9.46% |
|
| 4347 |
BFW
4347
Brady Family Wealth
Saint Louis,
Missouri
| $323M | +$10.3M | +3% | 7.14% | 61.8% | 115 | 3.48% |
|
| 4348 |
PWM
4348
Palumbo Wealth Management
Great Neck,
New York
| $323M | +$23.7M | +8% | 8.55% | 80.7% | 212 | 18.87% |
|
| 4349 |
SSW
4349
Stone Summit Wealth
Miami,
Florida
| $323M | +$27.6M | +9% | 10.1% | 59.6% | 145 | 5.52% |
|
| 4350 |
KPWG
4350
KFA Private Wealth Group
Tysons,
Virginia
| $323M | +$37M | +13% | 9.37% | 57.5% | 134 | 16.42% |
|