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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 |
CI
4401
Chartist Inc
Seal Beach,
California
| $196M | +$4.48M | +2% | 4.13% | – | 28 | 14.29% |
|
| 4402 |
AWAM
4402
Appian Way Asset Management
New York
| $196M | -$8.32M | -4% | 12.5% | 49.4% | 85 | 80% |
|
| 4403 |
SIRP
4403
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $196M | -$3.46M | -2% | 1.38% | 51.1% | 8 | 0% |
|
| 4404 |
LBA
4404
Lowell Blake & Associates
Boston,
Massachusetts
| $195M | +$60.3M | +45% | 2.58% | 44.2% | 46 | 10.87% |
|
| 4405 |
SFSG
4405
Sound Financial Strategies Group
Madison,
Mississippi
| $195M | +$12.3M | +7% | 3.6% | 18.2% | 101 | 37.62% |
|
| 4406 |
NF
4406
Nikulski Financial
Bettendorf,
Iowa
| $195M | +$12.7M | +7% | 5.76% | 95.8% | 126 | 15.87% |
|
| 4407 |
WAAG
4407
Wealth Alliance Advisory Group
Wichita,
Kansas
| $195M | +$10.1M | +5% | 8.37% | 66.9% | 161 | 11.18% |
|
| 4408 |
MFS
4408
Madrona Financial Services
Everett,
Washington
| $195M | +$15.8M | +9% | 3.2% | 75.4% | 61 | 14.75% |
|
| 4409 |
IPAM
4409
ICICI Prudential Asset Management
Mumbai,
India
| $195M | +$47.8M | +33% | 8.94% | 36.9% | 51 | 23.53% |
|
| 4410 |
BWM
4410
BigSur Wealth Management
Miami,
Florida
| $195M | +$17.8M | +10% | 8.61% | 83.1% | 133 | 20.3% |
|
| 4411 |
SM
4411
Salzhauer Michael
| $195M | +$54.3M | +39% | 26.6% | 107% | 124 | 21.77% |
|
| 4412 |
EHWM
4412
Eads & Heald Wealth Management
Atlanta,
Georgia
| $195M | +$9.09M | +5% | 5.12% | 70.2% | 138 | 5.07% |
|
| 4413 |
PSC
4413
Prentiss Smith & Co
Brattleboro,
Vermont
| $195M | -$15M | -7% | 6.96% | 55.2% | 80 | 11.25% |
|
| 4414 |
RHI
4414
Richmond Hill Investments
New York
| $194M | +$9.96M | +5% | 6.32% | 55.2% | 8 | 12.5% |
|
| 4415 |
GCM
4415
Gibraltar Capital Management
Tulsa,
Oklahoma
| $194M | +$26.5M | +16% | 14.7% | 56.6% | 73 | 28.77% |
|
| 4416 |
SAM
4416
Soditic Asset Management
Tonbridge,
United Kingdom
| $194M | +$94.1M | +94% | 5.78% | 23.4% | 21 | 28.57% |
|
| 4417 |
SC
4417
Stolper & Co
Tulsa,
Oklahoma
| $194M | +$15.9M | +9% | 11.2% | 70.5% | 93 | 12.9% |
|
| 4418 |
TA
4418
TFG Advisers
Auburn Hills,
Michigan
| $194M | +$3.13M | +2% | 4.57% | 61.8% | 194 | 7.73% |
|
| 4419 |
KWA
4419
KCS Wealth Advisory
Los Angeles,
California
| $194M | +$42.3M | +28% | 6.41% | 45.3% | 153 | 6.54% |
|
| 4420 |
SG
4420
Sourcerock Group
Denver,
Colorado
| $194M | +$53.5M | +38% | 61.2% | 93.4% | 23 | 78.26% |
|
| 4421 |
KC
4421
Kadensa Capital
Central,
Hong Kong
| $194M | -$62.9M | -25% | 21.8% | 125% | 21 | 76.19% |
|
| 4422 |
PC
4422
Phoenician Capital
New York
| $193M | +$14.5M | +8% | 7.07% | 41.1% | 17 | 35.29% |
|
| 4423 |
GP
4423
Geneva Partners
Lake Geneva,
Wisconsin
| $193M | +$4.13M | +2% | 7.89% | 252% | 109 | 44.04% |
|
| 4424 |
ACM
4424
Asymmetry Capital Management
San Francisco,
California
| $193M | -$26M | -12% | 9.67% | 300% | 46 | 65.22% |
|
| 4425 |
TMC
4425
Trellus Management Company
Delray Beach,
Florida
| $193M | +$71.9M | +59% | 8.21% | 268% | 83 | 60.24% |
|