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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4626 |
BWA
4626
Bordeaux Wealth Advisors
Menlo Park,
California
| $159M | +$14M | +10% | 2.78% | 141% | 93 | 23.66% |
|
| 4627 |
OMC
4627
Oak Management Corp
Wilton,
Connecticut
| $159M | +$13.2M | +9% | 63.4% | 96.4% | 4 | 25% |
|
| 4628 |
DI
4628
DAGCO Inc
Westlake,
Ohio
| $159M | -$34.9M | -18% | 5.08% | 66.5% | 97 | 11.34% |
|
| 4629 |
PE
4629
Platinum Equity
Beverly Hills,
California
| $159M | +$18.2M | +13% | 3.02% | 56.5% | 8 | 12.5% |
|
| 4630 |
WG
4630
Watchman Group
Plano,
Texas
| $159M | -$3.21M | -2% | 3.09% | 52.9% | 74 | 16.22% |
|
| 4631 |
CG
4631
Corundum Group
Colorado Springs,
Colorado
| $159M | +$10.9M | +7% | 5.73% | 65.8% | 108 | 11.11% |
|
| 4632 |
SJL
4632
Shayne & Jacobs LLC
Nashville,
Tennessee
| $159M | -$9.65M | -6% | 4.98% | 73.4% | 35 | 0% |
|
| 4633 |
AA
4633
Alta Advisers
London,
United Kingdom
| $159M | +$73.9M | +87% | 3.83% | 78.9% | 381 | 98.69% |
|
| 4634 |
V
4634
VeraBank
Henderson,
Texas
| $159M | -$12.2M | -7% | 5.13% | 51% | 126 | 7.14% |
|
| 4635 |
NERM
4635
New England Research & Management
Chicago,
Illinois
| $159M | -$13M | -8% | 6.62% | 56.4% | 189 | 38.1% |
|
| 4636 |
AP
4636
Agilis Partners
Waltham,
Massachusetts
| $159M | -$2.98M | -2% | 6.11% | 8.47% | 23 | 4.35% |
|
| 4637 |
TC
4637
Truvestments Capital
Sarasota,
Florida
| $159M | -$12.3M | -7% | 7.51% | 86.7% | 674 | 6.82% |
|
| 4638 |
KA
4638
Kozak & Associates
Highlands Ranch,
Colorado
| $159M | +$8.36M | +6% | 4.37% | 97.4% | 391 | 14.58% |
|
| 4639 |
AA
4639
Altman Advisors
Chicago,
Illinois
| $158M | -$17.1M | -10% | 2.13% | – | 97 | 16.49% |
|
| 4640 |
AC
4640
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $158M | +$23.7M | +18% | 6.6% | 32.8% | 3 | 0% |
|
| 4641 |
NFP
4641
Narus Financial Partners
Salt Lake City,
Utah
| $158M | +$1.17M | +0.7% | 0.15% | 89.8% | 120 | 15% |
|
| 4642 |
AC
4642
AMS Capital
Sao Paulo,
Brazil
| $158M | -$31.2M | -16% | 3.45% | 59.8% | 18 | 38.89% |
|
| 4643 |
IP
4643
Isomer Partners
New York
| $158M | -$23.8M | -13% | 3.54% | 57.2% | 16 | 37.5% |
|
| 4644 |
CIC
4644
Chase Investment Counsel
Charlottesville,
Virginia
| $158M | -$27.4M | -15% | 1.93% | 262% | 115 | 36.52% |
|
| 4645 |
WAM
4645
Westport Asset Management
Southport,
Connecticut
| $158M | -$9.08M | -5% | 4.03% | 61.4% | 74 | 1.35% |
|
| 4646 |
SFS
4646
Searcy Financial Services
Overland Park,
Kansas
| $158M | -$3.29M | -2% | 3.58% | 58.5% | 18 | 11.11% |
|
| 4647 |
KIM
4647
Kestrel Investment Management
San Mateo,
California
| $158M | -$16.3M | -9% | 2.43% | 82.9% | 44 | 25% |
|
| 4648 |
CC
4648
Cowbird Capital
New York
| $158M | -$18.6M | -11% | 0.18% | 21.3% | 10 | 30% |
|
| 4649 |
HWA
4649
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $158M | -$7.21M | -4% | 5.69% | 55% | 53 | 7.55% |
|
| 4650 |
CC
4650
Claybrook Capital
Wellesley,
Massachusetts
| $158M | -$11.7M | -7% | 8.03% | 7.15% | 138 | 8.7% |
|