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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4451 |
IGM
4451
Incline Global Management
New York
| $337M | +$82.9M | +33% | 4.38% | 13.6% | 36 | 55.56% |
|
| 4452 |
WSL
4452
Western Standard LLC
Los Angeles,
California
| $337M | +$157M | +88% | 11.3% | 68.9% | 33 | 66.67% |
|
| 4453 |
SWM
4453
Seaside Wealth Management
Carlsbad,
California
| $337M | +$22.7M | +7% | 6.25% | 42.9% | 63 | 1.59% |
|
| 4454 |
RW
4454
Regimen Wealth
Atlanta,
Georgia
| $337M | +$14.8M | +5% | 4.56% | 28.5% | 78 | 8.97% |
|
| 4455 |
DS
4455
Dalal Street
West Lake Hills,
Texas
| $337M | +$65.3M | +24% | 32.3% | 155% | 6 | 33.33% |
|
| 4456 |
CIS
4456
Custom Index Systems
New York
| $337M | +$127M | +61% | 10% | – | 284 | 26.06% |
|
| 4457 |
LWA
4457
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $336M | +$34.9M | +12% | 7.92% | – | 86 | 9.3% |
|
| 4458 |
GAA
4458
Global Assets Advisory
Orlando,
Florida
| $336M | +$80.1M | +31% | 9.63% | 82.6% | 301 | 33.89% |
|
| 4459 |
BP
4459
BWM Planning
The Woodlands,
Texas
| $336M | +$45.8M | +16% | 7.63% | – | 92 | 14.13% |
|
| 4460 |
BWAM
4460
Boyd Watterson Asset Management
Cleveland,
Ohio
| $336M | +$18.1M | +6% | 8.59% | 82.4% | 432 | 4.86% |
|
| 4461 |
WSWA
4461
Warren Street Wealth Advisors
Newport Beach,
California
| $335M | +$31.8M | +10% | 8.32% | 75.7% | 158 | 17.09% |
|
| 4462 |
SCP
4462
Stevens Capital Partners
Omaha,
Nebraska
| $335M | +$56.1M | +20% | 8.29% | 57.8% | 94 | 13.83% |
|
| 4463 |
MP
4463
McDonald Partners
Cleveland,
Ohio
| $335M | -$82.1M | -20% | 8.38% | 90.7% | 260 | 18.46% |
|
| 4464 |
CPIA
4464
Cornell Pochily Investment Advisors
Ithaca,
New York
| $335M | +$29.3M | +10% | 9.21% | 83.7% | 186 | 9.14% |
|
| 4465 |
BFS
4465
Bare Financial Services
Gap,
Pennsylvania
| $335M | +$38.4M | +13% | 5.76% | – | 1,470 | 23.27% |
|
| 4466 |
HP
4466
Hilltop Partners
Mishawaka,
Indiana
| $335M | +$4.02M | +1% | 6.87% | 45.5% | 124 | 7.26% |
|
| 4467 |
GDS
4467
Gimbel Daniel Scott
| $335M | -$98.8M | -23% | 16.4% | 141% | 3 | 33.33% |
|
| 4468 |
EW
4468
Evexia Wealth
Stevens Point,
Wisconsin
| $334M | +$16M | +5% | 8% | 87.7% | 82 | 9.76% |
|
| 4469 |
JIC
4469
JRM Investment Counsel
Omaha,
Nebraska
| $334M | +$23M | +7% | 5.78% | 61.2% | 21 | 4.76% |
|
| 4470 |
BL
4470
BCWM LLC
Overland Park,
Kansas
| $334M | +$19M | +6% | 8.36% | – | 58 | 12.07% |
|
| 4471 |
JF
4471
Joule Financial
Lexington,
Kentucky
| $334M | +$25.8M | +8% | 7.12% | 55.5% | 121 | 16.53% |
|
| 4472 |
FA
4472
FDx Advisors
Chicago,
Illinois
| $334M | +$6.47M | +2% | 7.24% | 56.3% | 202 | 21.29% |
|
| 4473 |
CMP
4473
Courage Miller Partners
Norfolk,
Virginia
| $334M | +$18.1M | +6% | 4.94% | 40.3% | 87 | 3.45% |
|
| 4474 |
PAA
4474
Peregrine Asset Advisers
Portland,
Oregon
| $333M | +$12.9M | +4% | 10.5% | 163% | 192 | 20.31% |
|
| 4475 |
WFA
4475
Websterrogers Financial Advisors
Florence,
South Carolina
| $333M | +$18.9M | +6% | 5.36% | 42.9% | 91 | 5.49% |
|