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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
BFA
4476
Bill Few Associates
Pittsburgh,
Pennsylvania
| $280M | -$4.63M | -2% | 1.15% | 81.8% | 180 | 6.67% |
|
| 4477 |
NOI
4477
Newton One Investments
Newark,
Delaware
| $280M | +$20.2M | +8% | 1.35% | 38.7% | 122 | 3.28% |
|
| 4478 |
HFA
4478
Highland Financial Advisors
Wayne,
New Jersey
| $280M | -$9.08M | -3% | 3.48% | 63.3% | 60 | 16.67% |
|
| 4479 |
LCM
4479
Lynx1 Capital Management
San Juan,
Puerto Rico
| $279M | +$12.5M | +5% | 4.47% | 779% | 20 | 40% |
|
| 4480 |
SW
4480
SMART Wealth
Omaha,
Nebraska
| $279M | -$1.91M | -0.7% | 1.05% | 52.3% | 174 | 28.16% |
|
| 4481 |
RGC
4481
Redwood Grove Capital
Palo Alto,
California
| $279M | -$44M | -14% | 9.39% | 56.7% | 25 | 16% |
|
| 4482 |
FCT
4482
Family Capital Trust
Peabody,
Massachusetts
| $279M | -$16.2M | -5% | 2.99% | 32.3% | 65 | 13.85% |
|
| 4483 |
RWI
4483
Red Wave Investments
Dillsburg,
Pennsylvania
| $279M | -$7.03M | -2% | 2.14% | 47% | 107 | 10.28% |
|
| 4484 |
CCIP
4484
Camrose Capital Investment Partners
London,
United Kingdom
| $279M | +$188M | +206% | 2.89% | – | 9 | 0% |
|
| 4485 |
APW
4485
Acima Private Wealth
Richmond,
Virginia
| $279M | -$18.4M | -6% | 0.22% | 45.2% | 184 | 2.17% |
|
| 4486 |
EFA
4486
Evernest Financial Advisors
Carmel,
Indiana
| $279M | -$107M | -28% | 0.39% | – | 176 | 23.3% |
|
| 4487 |
BWG
4487
Beta Wealth Group
San Diego,
California
| $278M | +$52.4M | +23% | 1.06% | 45.4% | 123 | 26.83% |
|
| 4488 |
VCP
4488
Varenne Capital Partners
Paris,
France
| $278M | -$60.5M | -18% | 10.1% | 148% | 23 | 47.83% |
|
| 4489 |
SCPM
4489
Sea Cliff Partners Management
San Francisco,
California
| $278M | -$9.91M | -3% | 4.56% | – | 19 | 42.11% |
|
| 4490 |
VWA
4490
VSM Wealth Advisory
Hunt Valley,
Maryland
| $278M | -$2.07M | -0.7% | 2.21% | – | 533 | 17.82% |
|
| 4491 |
HP
4491
Hartree Partners
New York
| $278M | +$7.93M | +3% | 5.09% | 163% | 87 | 67.82% |
|
| 4492 |
SC
4492
Steph & Co
Marinette,
Wisconsin
| $278M | -$18.1M | -6% | 2.05% | 56.8% | 284 | 11.97% |
|
| 4493 |
BP
4493
Bandera Partners
New York
| $278M | +$15.3M | +6% | 3.39% | 27.6% | 19 | 5.26% |
|
| 4494 |
DP
4494
Denver PWM
Denver,
Colorado
| $278M | +$19.5M | +8% | 1.11% | 36.2% | 236 | 72.46% |
|
| 4495 |
MCM
4495
Millstreet Capital Management
Boston,
Massachusetts
| $278M | -$1.2M | -0.4% | 2.17% | – | 3 | 33.33% |
|
| 4496 |
SP
4496
Sequent Planning
Omaha,
Nebraska
| $278M | +$5.28M | +2% | 1.22% | – | 153 | 12.42% |
|
| 4497 |
TPC
4497
Tiger Pacific Capital
New York
| $278M | -$96.3M | -26% | 18.6% | 69.6% | 17 | 58.82% |
|
| 4498 |
BWM
4498
BNC Wealth Management
Beaverton,
Oregon
| $278M | -$26.5M | -9% | 7.23% | 193% | 109 | 22.02% |
|
| 4499 |
GM
4499
Granger Management
New York
| $277M | -$162M | -37% | 3.4% | 63.5% | 7 | 28.57% |
|
| 4500 |
MWM
4500
McMill Wealth Management
Norfolk,
Nebraska
| $277M | +$30.4M | +12% | 0.11% | – | 51 | 15.69% |
|