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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4551 |
OH
4551
Oikos Holdings
New York
| $219M | +$84.1M | +63% | 6.46% | 5.54% | 6 | 33.33% |
|
| 4552 |
KC
4552
Kellner Capital
New York
| $219M | -$38.6M | -15% | 11.3% | 390% | 41 | 65.85% |
|
| 4553 |
ROC
4553
Robertson Opportunity Capital
Dallas,
Texas
| $219M | +$3.17M | +1% | 5.24% | 93.4% | 32 | 18.75% |
|
| 4554 |
HIS
4554
Horizon Investment Services
Hammond,
Indiana
| $218M | +$15.4M | +8% | 12.6% | 168% | 125 | 14.4% |
|
| 4555 |
NC
4555
Nixon Capital
Austin,
Texas
| $218M | +$22.8M | +12% | 4.08% | 102% | 26 | 11.54% |
|
| 4556 |
KFS
4556
Kelly Financial Services
Braintree,
Massachusetts
| $218M | +$40.5M | +23% | 6.13% | 58.4% | 712 | 13.34% |
|
| 4557 |
AC
4557
Aristides Capital
Louisville,
Kentucky
| $218M | -$55.4M | -20% | 4.39% | 110% | 314 | 62.42% |
|
| 4558 |
SIC
4558
Shoker Investment Counsel
Oxford,
Ohio
| $218M | +$17.4M | +9% | 8.36% | 58.5% | 101 | 4.95% |
|
| 4559 |
FMN
4559
Financial Management Network
Mission Viejo,
California
| $218M | +$20.7M | +10% | 8.93% | 52% | 139 | 14.39% |
|
| 4560 |
SCM
4560
Stonepine Capital Management
Bend,
Oregon
| $218M | -$1.85M | -0.8% | 9.94% | 199% | 39 | 61.54% |
|
| 4561 |
BWA
4561
Bordeaux Wealth Advisors
Menlo Park,
California
| $218M | +$41.4M | +23% | 4.14% | 141% | 102 | 36.27% |
|
| 4562 |
CW
4562
Cabot-Wellington
Boston,
Massachusetts
| $218M | -$85.9K | -0% | 5.79% | 65% | 17 | 29.41% |
|
| 4563 |
MCP
4563
Maso Capital Partners
Hong Kong
| $218M | -$4.33M | -2% | 5.24% | 8.67% | 49 | 20.41% |
|
| 4564 |
BBNB
4564
Baker Boyer National Bank
Walla Walla,
Washington
| $218M | – | – | 7.67% | 44.7% | 85 | – |
|
| 4565 |
ACM
4565
Aquamarine Capital Management
New York
| $218M | +$13.6M | +7% | 7.91% | 23% | 13 | 0% |
|
| 4566 |
SM
4566
Soapstone Management
Bethesda,
Maryland
| $217M | -$20.5M | -9% | 17% | 51.5% | 20 | 25% |
|
| 4567 |
NWA
4567
New World Advisors
Hingham,
Massachusetts
| $217M | +$759K | +0.4% | 12% | 95.9% | 75 | 9.33% |
|
| 4568 |
LCM
4568
Leisure Capital Management
Costa Mesa,
California
| $217M | +$31.4M | +17% | 11% | 98% | 163 | 15.95% |
|
| 4569 |
LF
4569
Lantz Financial
Naperville,
Illinois
| $217M | +$22.1M | +11% | 10.3% | 67.1% | 153 | 7.84% |
|
| 4570 |
LAS
4570
Lloyd Advisory Services
Suwanee,
Georgia
| $217M | +$22.5M | +12% | 6.07% | – | 471 | 19.32% |
|
| 4571 |
ACM
4571
Adalta Capital Management
New York
| $217M | +$36.2M | +20% | 12.3% | 66.3% | 102 | 21.57% |
|
| 4572 |
SIP
4572
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $217M | +$16.6M | +8% | 7.31% | 26.4% | 132 | 31.82% |
|
| 4573 |
DS
4573
Dalal Street
West Lake Hills,
Texas
| $217M | +$25.9M | +14% | 22.2% | 155% | 3 | 33.33% |
|
| 4574 |
BFA
4574
Beacon Financial Advisory
Cleveland,
Ohio
| $217M | +$24.2M | +13% | 8.49% | 53.5% | 255 | 14.51% |
|
| 4575 |
BE
4575
Bonness Enterprises
Washington,
District of Columbia
| $217M | +$20.4M | +10% | 11.7% | 94.6% | 41 | 2.44% |
|