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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4501 |
PA
4501
PSI Advisors
Tampa,
Florida
| $131M | +$7M | +6% | 7.09% | 47.5% | 122 | 12.3% |
|
| 4502 |
HA
4502
Harborview Advisors
Portland,
Maine
| $131M | +$10.1M | +8% | 5.57% | 27.1% | 94 | 9.57% |
|
| 4503 |
SIAM
4503
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $131M | +$6.34M | +5% | 4.57% | 37.8% | 24 | 8.33% |
|
| 4504 |
DCM
4504
Durational Capital Management
New York
| $131M | – | – | 1.79% | – | 1 | – |
|
| 4505 |
OIS
4505
Okabena Investment Services
Minneapolis,
Minnesota
| $131M | +$16.7M | +15% | 8.44% | 58.5% | 89 | 31.46% |
|
| 4506 |
V
4506
VeraBank
Henderson,
Texas
| $130M | +$8.22M | +7% | 8.59% | 51% | 109 | 9.17% |
|
| 4507 |
TL
4507
TowerView LLC
New York
| $130M | +$690K | +0.5% | 5.9% | 23.3% | 24 | 20.83% |
|
| 4508 |
HZ
4508
Hixon Zuercher
Findlay,
Ohio
| $130M | +$13.9M | +12% | 12.1% | 87.5% | 57 | 12.28% |
|
| 4509 |
EWG
4509
Executive Wealth Group
Kirkland,
Washington
| $130M | +$5.18M | +4% | 5.64% | 14.9% | 45 | 6.67% |
|
| 4510 |
PBC
4510
Pavion Blue Capital
Newport Beach,
California
| $130M | +$15.4M | +13% | 8.7% | 67.6% | 89 | 13.48% |
|
| 4511 |
RWRC
4511
R.W. Roge & Company
Bohemia,
New York
| $130M | +$11.1M | +9% | 6.11% | 57.7% | 35 | 8.57% |
|
| 4512 |
TP
4512
Truvvo Partners
New York
| $130M | +$1.61M | +1% | 10.9% | 21.1% | 47 | 19.15% |
|
| 4513 |
UIA
4513
UBP Investment Advisors
Geneva,
Switzerland
| $130M | +$4.01M | +3% | 4.94% | 11.2% | 68 | 23.53% |
|
| 4514 |
SAM
4514
Stewart Asset Management
New York
| $129M | +$5.15M | +4% | 16.3% | 42.5% | 28 | 0% |
|
| 4515 |
FMB
4515
Field & Main Bank
Henderson,
Kentucky
| $129M | +$12.1M | +10% | 12.2% | 86.2% | 193 | 13.99% |
|
| 4516 |
WMA
4516
Wealth Management Associates
Cherry Hill,
New Jersey
| $129M | +$10.8M | +9% | 8.3% | 111% | 166 | 15.06% |
|
| 4517 |
CFG
4517
Capstone Financial Group
Oklahoma City,
Oklahoma
| $129M | +$7.68M | +6% | 8.64% | – | 173 | 21.39% |
|
| 4518 |
SVC
4518
Strycker View Capital
New York
| $129M | +$38.2M | +42% | 6.6% | 114% | 29 | 65.52% |
|
| 4519 |
AA
4519
Auxano Advisors
Bellevue,
Washington
| $129M | +$8.91M | +7% | 12.2% | 80.2% | 48 | 18.75% |
|
| 4520 |
MC
4520
MRJ Capital
New York
| $129M | +$11.9M | +10% | 11.7% | 127% | 53 | 11.32% |
|
| 4521 |
NC
4521
Naman Capital
Sao Paulo,
Brazil
| $129M | +$6.46M | +5% | 5.17% | 106% | 17 | 0% |
|
| 4522 |
CWA
4522
Clarus Wealth Advisors
Peoria,
Arizona
| $129M | +$10.3M | +9% | 8.97% | – | 140 | 20.71% |
|
| 4523 |
GC
4523
Grace Capital
Quincy,
Massachusetts
| $129M | +$12.5M | +11% | 7.31% | 127% | 250 | 18.8% |
|
| 4524 |
ARMT
4524
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $129M | +$2.15M | +2% | 10.1% | – | 191 | 15.71% |
|
| 4525 |
PSCM
4525
Prince Street Capital Management
New York
| $129M | +$9.77M | +8% | 18.7% | 302% | 18 | 27.78% |
|