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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 |
OWA
4551
Opal Wealth Advisors
Jericho,
New York
| $181M | +$44.3M | +32% | 5.48% | 55.6% | 135 | 31.85% |
|
| 4552 |
DFG
4552
Demars Financial Group
Spokane Valley,
Washington
| $181M | +$13M | +8% | 5.31% | 60.9% | 77 | 27.27% |
|
| 4553 |
WG
4553
Watchman Group
Plano,
Texas
| $181M | +$22.1M | +14% | 7.9% | 52.9% | 78 | 26.92% |
|
| 4554 |
LWA
4554
Lowe Wealth Advisors
Columbia,
Maryland
| $181M | +$11.1M | +7% | 6.02% | 63.3% | 369 | 6.23% |
|
| 4555 |
RWM
4555
Reston Wealth Management
Reston,
Virginia
| $181M | +$13.1M | +8% | 7.77% | 60.7% | 53 | 20.75% |
|
| 4556 |
AAM
4556
Augustine Asset Management
Jacksonville,
Florida
| $181M | +$28.8M | +19% | 9.08% | 344% | 110 | 26.36% |
|
| 4557 |
SHA
4557
Seneca House Advisors
Richmond,
Virginia
| $181M | +$46M | +34% | 7.66% | 48% | 87 | 12.64% |
|
| 4558 |
SFG
4558
Snider Financial Group
Bellevue,
Washington
| $181M | -$3.35M | -2% | 6.19% | 73.7% | 56 | 7.14% |
|
| 4559 |
MPPLM
4559
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $181M | +$13.1M | +8% | 10% | 90.2% | 126 | 9.52% |
|
| 4560 |
SJL
4560
Shayne & Jacobs LLC
Nashville,
Tennessee
| $180M | +$21.5M | +14% | 13.2% | 73.4% | 36 | 2.78% |
|
| 4561 |
SL
4561
SOF Ltd
George Town,
Cayman Islands
| $180M | +$29.5M | +20% | 19.6% | 63.6% | 1 | 0% |
|
| 4562 |
SWA
4562
Strata Wealth Advisors
Dallas,
Texas
| $180M | – | – | 6.71% | – | 49 | – |
|
| 4563 |
SA
4563
SRH Advisors
Salina,
Kansas
| $180M | +$103M | +135% | 6.64% | 51% | 326 | 8.9% |
|
| 4564 |
SAM
4564
Security Asset Management
New York
| $180M | +$13.5M | +8% | 8.89% | 67.4% | 76 | 7.89% |
|
| 4565 |
TWM
4565
TriaGen Wealth Management
Calabasas,
California
| $180M | -$1.05M | -0.6% | 9.15% | 113% | 188 | 27.66% |
|
| 4566 |
CWM
4566
CCG Wealth Management
San Diego,
California
| $180M | +$16.2M | +10% | 7.51% | 63% | 105 | 12.38% |
|
| 4567 |
LP
4567
Lexington Partners
New York
| $180M | -$2.84M | -2% | 1.04% | 53.9% | 7 | 14.29% |
|
| 4568 |
UC
4568
Unio Capital
Princeton,
New Jersey
| $180M | +$14.4M | +9% | 12.1% | 85% | 52 | 32.69% |
|
| 4569 |
BHA
4569
Beech Hill Advisors
New York
| $180M | +$5.38M | +3% | 9.96% | 79.3% | 85 | 4.71% |
|
| 4570 |
SCG
4570
Sonata Capital Group
Seattle,
Washington
| $180M | -$1.59M | -0.9% | 6.07% | 57.4% | 112 | 10.71% |
|
| 4571 |
PK
4571
Pflug Koory
Omaha,
Nebraska
| $180M | +$15.6M | +9% | 12.2% | – | 467 | 9.42% |
|
| 4572 |
VFM
4572
Valley Financial Management
New York
| $180M | +$12.9M | +8% | 9.14% | – | 44 | 20.45% |
|
| 4573 |
WFG
4573
Wills Financial Group
Richmond,
Virginia
| $180M | -$505K | -0.3% | 7.72% | 51.7% | 63 | 17.46% |
|
| 4574 |
TA
4574
Teramo Advisors
Naples,
Florida
| $179M | +$24M | +15% | 3.05% | 62.5% | 25 | 48% |
|
| 4575 |
WCM
4575
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $179M | +$23.2M | +15% | 9.29% | 33.6% | 88 | 20.45% |
|