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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4426 |
KFSC
4426
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $184M | +$10.3M | +6% | 12.9% | 52.9% | 83 | 13.25% |
|
| 4427 |
GWAG
4427
Garrett Wealth Advisory Group
Weatherford,
Texas
| $184M | -$11.1M | -6% | 13.7% | 55.2% | 61 | 19.67% |
|
| 4428 |
SFG
4428
Snider Financial Group
Bellevue,
Washington
| $184M | -$36.2M | -16% | 12.3% | 73.7% | 70 | 20% |
|
| 4429 |
HAM
4429
HoldCo Asset Management
Fort Lauderdale,
Florida
| $183M | +$46.2M | +34% | 13.7% | – | 24 | 20.83% |
|
| 4430 |
SLA
4430
Silver Lake Advisory
Cottonwood Heights,
Utah
| $183M | -$27.3M | -13% | 10.4% | 70.9% | 105 | 8.57% |
|
| 4431 |
LWA
4431
Lowe Wealth Advisors
Columbia,
Maryland
| $183M | -$37.8M | -17% | 11.6% | 63.3% | 345 | 4.93% |
|
| 4432 |
PTP
4432
Platform Technology Partners
New York
| $183M | -$24.8M | -12% | 13.8% | – | 226 | 15.04% |
|
| 4433 |
HCM
4433
Hawkeye Capital Management
Miami Beach,
Florida
| $183M | -$70.4M | -28% | 13.2% | – | 36 | 11.11% |
|
| 4434 |
CFC
4434
Coyle Financial Counsel
Glenview,
Illinois
| $183M | -$4.51M | -2% | 13.3% | 46.8% | 71 | 15.49% |
|
| 4435 |
DA
4435
Dash Acquisitions
Woodland Hills,
California
| $183M | -$38.2M | -17% | 16.2% | 61.3% | 41 | 12.2% |
|
| 4436 |
CCG
4436
Ceeto Capital Group
Coral Gables,
Florida
| $183M | -$35.9M | -16% | 14.5% | 81.6% | 163 | 13.5% |
|
| 4437 |
ACM
4437
Aljian Capital Management
Carson City,
Nevada
| $183M | -$63.8M | -26% | 21.8% | 144% | 59 | 10.17% |
|
| 4438 |
TA
4438
Trellis Advisors
Ellensburg,
Washington
| $183M | -$17.2M | -9% | 14.3% | 23.3% | 85 | 18.82% |
|
| 4439 |
VF
4439
Visa Foundation
San Francisco,
California
| $183M | -$54M | -23% | 18.1% | 37.7% | 1 | 0% |
|
| 4440 |
MS
4440
Madden Securities
Dallas,
Texas
| $182M | -$39.5M | -18% | 17.5% | 92.2% | 128 | 28.13% |
|
| 4441 |
SAM
4441
Security Asset Management
New York
| $182M | -$50.8M | -22% | 16.6% | 67.4% | 83 | 10.84% |
|
| 4442 |
TS
4442
Third Security
Radford,
Virginia
| $182M | -$70.3M | -28% | 26.5% | 28.2% | 20 | 10% |
|
| 4443 |
GPC
4443
Guardian Point Capital
Charlottesville,
Virginia
| $182M | -$92M | -34% | 13.4% | 128% | 14 | 21.43% |
|
| 4444 |
DLG
4444
Daniel L. Goodwin
| $182M | -$49M | -21% | 19.8% | 72.6% | 109 | 19.27% |
|
| 4445 |
BIA
4445
Bigelow Investment Advisors
Portland,
Maine
| $182M | -$32.1M | -15% | 10.9% | 53.9% | 151 | 7.95% |
|
| 4446 |
IP
4446
Isomer Partners
New York
| $182M | -$60.3M | -25% | 13.4% | 57.2% | 16 | 31.25% |
|
| 4447 |
HBWM
4447
Hollow Brook Wealth Management
Katonah,
New York
| $182M | -$42.7M | -19% | 13.6% | 104% | 78 | 11.54% |
|
| 4448 |
KLC
4448
Kent Lake Capital
Reno,
Nevada
| $182M | +$20.9M | +13% | 9.9% | 92.1% | 59 | 54.24% |
|
| 4449 |
HRC
4449
Hoertkorn Richard Charles
| $182M | -$45.9M | -20% | 16.9% | 172% | 81 | 3.7% |
|
| 4450 |
SIP
4450
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $182M | -$31.3M | -15% | 15.8% | 26.4% | 111 | 23.42% |
|