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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4601 |
2L
4601
25 LLC
St. Louis,
Missouri
| $324M | +$9.32M | +3% | 0.44% | 44.2% | 74 | 10.81% |
|
| 4602 |
OAP
4602
One Advisory Partners
Overland Park,
Kansas
| $324M | -$7.19M | -2% | 2.37% | 54.2% | 79 | 17.72% |
|
| 4603 |
GREM
4603
Grey Rock Energy Management
Dallas,
Texas
| $324M | +$64.7M | +25% | 24.9% | – | 1 | 0% |
|
| 4604 |
AC
4604
Athos Capital
Hong Kong
| $324M | +$63.4M | +24% | 1.7% | 82.2% | 50 | 38% |
|
| 4605 |
ITIM
4605
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $324M | -$15.3M | -4% | 1.4% | 104% | 510 | 10.98% |
|
| 4606 |
QPW
4606
Quantum Private Wealth
Tampa,
Florida
| $324M | -$18.7M | -5% | 1.5% | 219% | 180 | 14.44% |
|
| 4607 |
CWM
4607
Cherrydale Wealth Management
Hoboken,
New Jersey
| $324M | -$5.79M | -2% | 2.77% | 72% | 83 | 12.05% |
|
| 4608 |
FAL
4608
Focused Alpha LLC
Denver,
Colorado
| $324M | -$16.7M | -5% | 0.85% | – | 273 | 20.51% |
|
| 4609 |
AIA
4609
AIMZ Investment Advisors
Los Altos,
California
| $324M | -$26M | -7% | 4.48% | 63.9% | 143 | 4.9% |
|
| 4610 |
SJL
4610
Shayne & Jacobs LLC
Nashville,
Tennessee
| $324M | -$6.74M | -2% | 1.01% | 73.4% | 98 | 7.14% |
|
| 4611 |
BOS
4611
Bank of Stockton
Stockton,
California
| $323M | -$25.9M | -7% | 0.06% | 92.3% | 147 | 18.37% |
|
| 4612 |
UOC
4612
University of Chicago
Chicago,
Illinois
| $323M | +$117M | +56% | 6.32% | 19.1% | 14 | 21.43% |
|
| 4613 |
BCP
4613
Bayberry Capital Partners
New York
| $323M | +$7.83M | +2% | 9.34% | 85.5% | 37 | 51.35% |
|
| 4614 |
WAOI
4614
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $323M | +$18.7M | +6% | 0.26% | 54% | 94 | 18.09% |
|
| 4615 |
CRI
4615
Commonwealth Retirement Investments
Richmond,
Virginia
| $323M | +$12.6M | +4% | 4.73% | 70.1% | 434 | 72.81% |
|
| 4616 |
GIM
4616
Gold Investment Management
Edmonton,
Alberta, Canada
| $323M | +$9.65M | +3% | 4.92% | – | 205 | 2.44% |
|
| 4617 |
TM
4617
Tikvah Management
Charlotte,
North Carolina
| $323M | -$51.5M | -14% | 9.48% | 173% | 23 | 8.7% |
|
| 4618 |
DC
4618
Dorval Corp
Maple Grove,
Minnesota
| $322M | +$9.03M | +3% | 0.02% | – | 45 | 4.44% |
|
| 4619 |
BEP
4619
Bluescape Energy Partners
Dallas,
Texas
| $322M | -$61.2M | -16% | 8.85% | 51.1% | 5 | 0% |
|
| 4620 |
WF
4620
Whelan Financial
Fresno,
California
| $322M | +$2.03M | +0.6% | 0.15% | 57.9% | 101 | 18.81% |
|
| 4621 |
BW
4621
Balance Wealth
Delaware,
Ohio
| $322M | +$10.5M | +3% | 3.05% | – | 161 | 18.63% |
|
| 4622 |
GMA
4622
Glassy Mountain Advisors
Bethesda,
Maryland
| $322M | -$8.74M | -3% | 2.72% | 75.5% | 81 | 9.88% |
|
| 4623 |
SPI
4623
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $321M | +$28.3M | +10% | 8.86% | 88% | 79 | 10.13% |
|
| 4624 |
HZ
4624
Hixon Zuercher
Findlay,
Ohio
| $321M | -$8.7M | -3% | 0.39% | 87.5% | 91 | 9.89% |
|
| 4625 |
EC
4625
Edenbrook Capital
Mt. Kisco,
New York
| $321M | -$215M | -40% | 16.9% | 249% | 18 | 38.89% |
|