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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4651 |
MFC
4651
Mechanics Financial Corp
Mansfield,
Ohio
| $166M | -$28.4M | -15% | 14% | 65.2% | 237 | 8.44% |
|
| 4652 |
SFS
4652
Stiles Financial Services
Edina,
Minnesota
| $166M | -$33.3M | -17% | 13.8% | 88.2% | 189 | 10.05% |
|
| 4653 |
XSC
4653
X-Square Capital
Guaynabo,
Puerto Rico
| $166M | -$26.2M | -14% | 14.4% | 112% | 162 | 8.64% |
|
| 4654 |
HIM
4654
Harbour Investment Management
Edmonds,
Washington
| $166M | -$39.5M | -19% | 11.7% | 58.8% | 74 | 6.76% |
|
| 4655 |
WE
4655
Wealth Effects
Boston,
Massachusetts
| $166M | -$48.1M | -22% | 19.2% | 160% | 217 | 18.89% |
|
| 4656 |
HS
4656
Horan Securities
Cincinnati,
United States
| $166M | -$4.13M | -2% | 13.6% | 50.1% | 760 | 29.87% |
|
| 4657 |
3F
4657
360 Financial
Wayzata,
Minnesota
| $166M | -$41.3M | -20% | 14.7% | 56.6% | 99 | 23.23% |
|
| 4658 |
CA
4658
Continental Advisors
Park City,
Utah
| $166M | -$36.9M | -18% | 13.9% | 69% | 62 | 17.74% |
|
| 4659 |
HS
4659
HighVista Strategies
Boston,
Massachusetts
| $166M | +$8.35M | +5% | 6.86% | 518% | 125 | 43.2% |
|
| 4660 |
IFA
4660
Invus Financial Advisors
New York
| $166M | -$59.1M | -26% | 33.1% | 29.5% | 9 | 22.22% |
|
| 4661 |
VIM
4661
Vista Investment Management
Pittsburgh,
Pennsylvania
| $165M | -$17.1M | -9% | 10% | 42.4% | 174 | 12.07% |
|
| 4662 |
MWAM
4662
Manhattan West Asset Management
Los Angeles,
California
| $165M | -$19.7M | -11% | 10.3% | 53.1% | 123 | 26.02% |
|
| 4663 |
AFM
4663
Abbot Financial Management
Andover,
Massachusetts
| $165M | -$39.4M | -19% | 14.8% | 80.5% | 134 | 9.7% |
|
| 4664 |
EBA
4664
Eagle Bay Advisors
New York
| $165M | +$42.7M | +35% | 11.9% | 62.7% | 1,153 | 74.85% |
|
| 4665 |
CIP
4665
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $165M | -$28.7M | -15% | 10.2% | 199% | 254 | 37.01% |
|
| 4666 |
GA
4666
Gagnon Advisors
New York
| $165M | -$52M | -24% | 21.7% | 78.2% | 33 | 0% |
|
| 4667 |
SI
4667
Saxon Interests
Houston,
Texas
| $165M | -$22.7M | -12% | 13.5% | 58.4% | 158 | 19.62% |
|
| 4668 |
GWM
4668
Gray Wealth Management
Bangor,
Maine
| $165M | -$29M | -15% | 12.7% | 22.1% | 128 | 14.84% |
|
| 4669 |
SC
4669
Siena Capital
Cincinnati,
Ohio
| $165M | -$12.1M | -7% | 8.68% | – | 318 | 13.52% |
|
| 4670 |
AA
4670
Addison Advisors
Middlebury,
Vermont
| $165M | -$17.8M | -10% | 11.9% | 42.3% | 800 | 10.25% |
|
| 4671 |
PIA
4671
Powell Investment Advisors
Miami,
Florida
| $165M | -$6.88M | -4% | 14.5% | 60.3% | 151 | 23.84% |
|
| 4672 |
SFCL
4672
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $165M | +$3.02M | +2% | 14.5% | 82.7% | 351 | 0.85% |
|
| 4673 |
SCM
4673
Stamina Capital Management
New York
| $165M | -$274M | -62% | 16.8% | 292% | 45 | 48.89% |
|
| 4674 |
HWA
4674
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $165M | -$15.7M | -9% | 14.5% | 55% | 52 | 11.54% |
|
| 4675 |
HBCM
4675
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $165M | -$38.9M | -19% | 14.8% | 50.9% | 74 | 17.57% |
|