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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4376 |
EFP
4376
EnRich Financial Partners
Madison,
Wisconsin
| $273M | +$5.71M | +2% | 0.29% | – | 252 | 24.21% |
|
| 4377 |
GWAG
4377
Garrett Wealth Advisory Group
Weatherford,
Texas
| $273M | +$28.4M | +12% | 1.99% | 55.2% | 85 | 27.06% |
|
| 4378 |
SCP
4378
Steamboat Capital Partners
Rye,
New York
| $272M | -$17.8M | -6% | 4.28% | 189% | 46 | 30.43% |
|
| 4379 |
ITIM
4379
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $272M | +$24.4M | +10% | 6.71% | 104% | 499 | 15.23% |
|
| 4380 |
PP
4380
Praetorian PR
Rincon,
Puerto Rico
| $272M | -$44.9M | -14% | 3.54% | 107% | 32 | 75% |
|
| 4381 |
AMC
4381
Atlas Merchant Capital
New York
| $272M | -$13M | -5% | 0.7% | 60% | 78 | 33.33% |
|
| 4382 |
GCM
4382
GoodHaven Capital Management
Millburn,
New Jersey
| $272M | +$6.63M | +2% | 0.73% | 87.7% | 28 | 14.29% |
|
| 4383 |
PWC
4383
PYA Waltman Capital
Knoxville,
Tennessee
| $272M | +$2.76M | +1% | 1.96% | 60.6% | 69 | 8.7% |
|
| 4384 |
APW
4384
Acima Private Wealth
Richmond,
Virginia
| $272M | +$944K | +0.3% | 0.98% | 45.2% | 200 | 11% |
|
| 4385 |
AAI
4385
American Assets Inc
San Diego,
California
| $272M | +$5.65M | +2% | 2.13% | 44.3% | 10 | 0% |
|
| 4386 |
CWA
4386
CJM Wealth Advisers
Falls Church,
Virginia
| $272M | +$7.96M | +3% | 2.66% | 71.5% | 68 | 8.82% |
|
| 4387 |
T
4387
TNF
Billings,
Montana
| $272M | +$18.9M | +7% | 2.44% | 21.3% | 125 | 8.8% |
|
| 4388 |
NRCM
4388
Northern Right Capital Management
Darien,
Connecticut
| $271M | -$6.37M | -2% | 1.24% | 150% | 37 | 40.54% |
|
| 4389 |
IIA
4389
Integral Investment Advisors
Turlock,
California
| $271M | +$29.6M | +12% | 3.33% | 60% | 156 | 10.9% |
|
| 4390 |
AWM
4390
Abound Wealth Management
Franklin,
Tennessee
| $271M | +$8.71M | +3% | 1.79% | 58.6% | 1,339 | 16.06% |
|
| 4391 |
RWI
4391
Red Wave Investments
Dillsburg,
Pennsylvania
| $271M | +$4.57M | +2% | 2.49% | 47% | 110 | 8.18% |
|
| 4392 |
HP
4392
Hilltop Partners
Mishawaka,
Indiana
| $271M | -$8.75M | -3% | 2.23% | 45.5% | 104 | 10.58% |
|
| 4393 |
WMWM
4393
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $271M | +$33.8M | +14% | 0.84% | 69.5% | 102 | 9.8% |
|
| 4394 |
LWM
4394
LongView Wealth Management
Atlanta,
Georgia
| $271M | +$18.5M | +7% | 1.52% | – | 190 | 11.58% |
|
| 4395 |
FP
4395
Financial Perspectives
Minneapolis,
Minnesota
| $271M | +$6.98M | +3% | 4.86% | 87.8% | 688 | 3.78% |
|
| 4396 |
AA
4396
Altrafin AG
Zurich,
| $271M | -$5.27M | -2% | 8.06% | 97.6% | 62 | 8.06% |
|
| 4397 |
TA
4397
TrueWealth Advisors
Birmingham,
Alabama
| $270M | +$11.3M | +4% | 1.31% | 58.5% | 235 | 18.72% |
|
| 4398 |
MI
4398
M3F Inc
Salt Lake City,
Utah
| $270M | -$12.3M | -4% | 6.61% | 146% | 38 | 13.16% |
|
| 4399 |
LSA
4399
Lion Street Advisors
Austin,
Texas
| $270M | +$25.3M | +10% | 0.41% | 38% | 283 | 19.08% |
|
| 4400 |
OPW
4400
Oxler Private Wealth
Rye Brook,
New York
| $270M | +$15.1M | +6% | 4.57% | 87.3% | 88 | 7.95% |
|