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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4401 |
CPR
4401
CSU Producer Resources
Fairfield,
Ohio
| $21.6M | -$4.17M | -16% | 15.8% | 71.6% | 19 | 15.79% |
|
| 4402 |
HWM
4402
Highwater Wealth Management
Glendale,
Colorado
| $21.4M | -$22.5M | -51% | 11.4% | 103% | 30 | 66.67% |
|
| 4403 |
EMB
4403
Elefante Mark B
| $20.9M | -$4.07M | -16% | 10.1% | – | 46 | 21.74% |
|
| 4404 |
FC
4404
Fiduciary Counselling
Saint Paul,
Minnesota
| $20.6M | -$4.22M | -17% | 16.9% | 28.1% | 7 | 28.57% |
|
| 4405 |
SM
4405
Southport Management
Wilson,
Wyoming
| $19.8M | +$3.85M | +24% | 18% | 107% | 28 | 50% |
|
| 4406 |
SGS
4406
Sterling Global Strategies
Carlsbad,
California
| $19.7M | -$3.3M | -14% | 6.38% | 49.7% | 230 | 88.26% |
|
| 4407 |
GWM
4407
GSB Wealth Management
Guilford,
Connecticut
| $18.9M | -$5.32M | -22% | 7.51% | 45.9% | 58 | 15.52% |
|
| 4408 |
LA
4408
Lexington Advisors
New York
| $18.7M | -$13.3M | -42% | 33.8% | 27% | 2 | 0% |
|
| 4409 |
FPM
4409
Francisco Partners Management
San Francisco,
California
| $18.5M | -$2.41M | -12% | 6.44% | 30% | 2 | 0% |
|
| 4410 |
DPA
4410
Delphi Private Advisors
San Diego,
California
| $18M | -$11.3M | -39% | 17.9% | 32.5% | 71 | 32.39% |
|
| 4411 |
CVSC
4411
C.V. Starr & Co
New York
| $17.9M | -$3.6M | -17% | 16.2% | – | 10 | 10% |
|
| 4412 |
MGFS
4412
Miller Green Financial Services
Spring,
Texas
| $17.6M | -$3.7M | -17% | 19.2% | – | 4 | 0% |
|
| 4413 |
SC
4413
Solstein Capital
Menlo Park,
California
| $17.2M | -$998K | -5% | 12.4% | 83.6% | 55 | 61.82% |
|
| 4414 |
RWA
4414
RGT Wealth Advisors
Dallas,
Texas
| $16.8M | -$12.8M | -43% | 6.13% | 9.35% | 44 | 65.91% |
|
| 4415 |
HCA
4415
Hillview Capital Advisors
Wayne,
Pennsylvania
| $16.6M | -$9.27M | -36% | 14.3% | 20.9% | 6 | 50% |
|
| 4416 |
AC
4416
Ascribe Capital
New York
| $16.1M | -$23M | -59% | 61.6% | 71.5% | 1 | 0% |
|
| 4417 |
MA
4417
MANA Advisors
New York
| $15.6M | -$6.42M | -29% | 8.91% | 7.42% | 144 | 93.06% |
|
| 4418 |
MFIM
4418
Mesirow Financial Investment Management
Chicago,
Illinois
| $15.5M | -$3.91M | -20% | 21.5% | 70% | 65 | 27.69% |
|
| 4419 |
M
4419
MetLife
New York
| $15.4M | -$3.94M | -20% | 13.2% | 54% | 12 | 0% |
|
| 4420 |
DI
4420
DUMAC Inc
Durham,
North Carolina
| $13M | -$9.88M | -43% | 12.4% | – | 36 | 38.89% |
|
| 4421 |
PCOC
4421
Power Corp of Canada
Montreal, Quebec,
Canada
| $11M | +$3.45M | +45% | 16% | 14.3% | 5 | 40% |
|
| 4422 |
FWCM
4422
First Western Capital Management
Los Angeles,
California
| $11M | -$11.2M | -50% | 11.8% | 43% | 43 | 32.56% |
|
| 4423 |
CCONH
4423
Crosby Company of New Hampshire
Salem,
New Hampshire
| $10.7M | -$138K | -1% | 1.27% | – | 1 | 0% |
|
| 4424 |
SA
4424
SpiderRock Advisors
Wilimington,
Delaware
| $9.83M | +$7.13M | +264% | – | – | 57 | 0% |
|
| 4425 |
AG
4425
AIA Group
Hong Kong
| $9.59M | -$7.94M | -45% | 12.2% | 60.9% | 14 | 7.14% |
|