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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 |
PFT
4501
Providence First Trust
Scottsdale,
Arizona
| $178M | -$31.1M | -15% | 11.7% | 64.1% | 92 | 3.26% |
|
| 4502 |
AA
4502
Argent Advisors
Monroe,
Louisiana
| $178M | -$8.79M | -5% | 10.5% | 51.7% | 148 | 17.57% |
|
| 4503 |
WC
4503
Weil Company
San Diego,
California
| $178M | -$21.2M | -11% | 13.1% | 51.9% | 137 | 18.98% |
|
| 4504 |
WMS
4504
Wealth Management Solutions
Exton,
Pennsylvania
| $178M | -$14.8M | -8% | 11.9% | – | 114 | 18.42% |
|
| 4505 |
CWM
4505
CCG Wealth Management
San Diego,
California
| $178M | -$26.5M | -13% | 14.3% | 63% | 126 | 15.08% |
|
| 4506 |
PC
4506
Pecaut & Co
Sioux City,
Iowa
| $177M | -$27.9M | -14% | 14.2% | 65.2% | 110 | 17.27% |
|
| 4507 |
BAM
4507
Bullseye Asset Management
Denver,
Colorado
| $177M | -$40M | -18% | 16.8% | 55% | 98 | 16.33% |
|
| 4508 |
MPPLM
4508
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $177M | -$26M | -13% | 13% | 90.2% | 125 | 12% |
|
| 4509 |
FP
4509
Financial Perspectives
Minneapolis,
Minnesota
| $177M | -$36.9M | -17% | 15.4% | 87.8% | 701 | 2.71% |
|
| 4510 |
SIM
4510
SW Investment Management
Telluride,
Colorado
| $177M | -$108M | -38% | 29.3% | 155% | 9 | 22.22% |
|
| 4511 |
MCP
4511
Maso Capital Partners
Hong Kong
| $177M | -$68.7M | -28% | 3.56% | 8.67% | 77 | 48.05% |
|
| 4512 |
GFPC
4512
Global Financial Private Client
Sarasota,
Florida
| $177M | -$29.6M | -14% | 13% | 90.4% | 674 | 5.64% |
|
| 4513 |
CCA
4513
Cadent Capital Advisors
Tulsa,
Oklahoma
| $177M | -$42.7M | -19% | 5.87% | 106% | 148 | 31.76% |
|
| 4514 |
GA
4514
Greytown Advisors
Miami,
Florida
| $176M | -$30.6M | -15% | 13.5% | 14.1% | 114 | 11.4% |
|
| 4515 |
CC
4515
Cowbird Capital
New York
| $176M | -$89.5M | -34% | 8.88% | 21.3% | 12 | 41.67% |
|
| 4516 |
CCM
4516
Chicago Capital Management
Chicago,
Illinois
| $176M | +$888K | +0.5% | 25.1% | 295% | 48 | 72.92% |
|
| 4517 |
NG
4517
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $176M | -$31.1M | -15% | 15.3% | 186% | 51 | 3.92% |
|
| 4518 |
SP
4518
SCF Partners
Houston,
Texas
| $176M | -$58.6M | -25% | 21% | 2.1% | 4 | 0% |
|
| 4519 |
KA
4519
Kinnevik AB
Stockholm,
Sweden
| $176M | -$303M | -63% | 60.3% | 51.4% | 2 | 0% |
|
| 4520 |
LPWM
4520
Lake Point Wealth Management
Rockwall,
Texas
| $176M | -$40.1M | -19% | 11.8% | – | 537 | 21.6% |
|
| 4521 |
TWMP
4521
Taylor Wealth Management Partners
Boston,
Massachusetts
| $176M | -$71.1M | -29% | 14.1% | 62% | 66 | 16.67% |
|
| 4522 |
SGH
4522
Sivik Global Healthcare
Greenwich,
Connecticut
| $176M | -$66.3M | -27% | 8.09% | 53.8% | 51 | 29.41% |
|
| 4523 |
EWM
4523
Elmwood Wealth Management
Berkeley,
California
| $176M | -$19.2M | -10% | 8.09% | 37.6% | 118 | 10.17% |
|
| 4524 |
SP
4524
StackLine Partners
New York
| $176M | -$73.4M | -29% | 20.8% | 12.7% | 13 | 23.08% |
|
| 4525 |
BFA
4525
Beacon Financial Advisory
Cleveland,
Ohio
| $176M | -$33.5M | -16% | 12.1% | 53.5% | 249 | 16.87% |
|