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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 |
FFA
4651
Fi3 Financial Advisors
Indianapolis,
Indiana
| $187M | +$12.6M | +7% | 7.25% | 66% | 81 | 16.05% |
|
| 4652 |
VC
4652
Veery Capital
Wilmington,
Delaware
| $187M | +$18.2M | +11% | 6.5% | 57.1% | 86 | 22.09% |
|
| 4653 |
IAMOG
4653
Investors Asset Management of Georgia
Atlanta,
Georgia
| $187M | -$4.57M | -2% | 2.59% | 113% | 178 | 8.43% |
|
| 4654 |
CA
4654
Continental Advisors
Park City,
Utah
| $187M | -$3.8M | -2% | 2.01% | 69% | 63 | 22.22% |
|
| 4655 |
SCM
4655
Solas Capital Management
Darien,
Connecticut
| $187M | +$20.5M | +12% | 6.16% | 41.5% | 31 | 32.26% |
|
| 4656 |
AC
4656
Aristides Capital
Louisville,
Kentucky
| $187M | -$9.47M | -5% | 3.25% | 110% | 275 | 46.91% |
|
| 4657 |
SWA
4657
Sutton Wealth Advisors
Tampa,
Florida
| $187M | -$75.2M | -29% | 6.19% | 40.9% | 1,674 | 53.11% |
|
| 4658 |
AA
4658
Armor Advisors
New York
| $187M | -$88M | -32% | 4.73% | 98.2% | 14 | 35.71% |
|
| 4659 |
BZWA
4659
Blue Zone Wealth Advisors
Los Angeles,
California
| $187M | -$234K | -0.1% | 12% | 78.3% | 90 | 15.56% |
|
| 4660 |
AIA
4660
Affinity Investment Advisors
Newport Beach,
California
| $187M | -$30.3M | -14% | 3.94% | 120% | 205 | 16.1% |
|
| 4661 |
ASGS
4661
Alpha Square Group S
New York
| $187M | -$43.3M | -19% | 51.4% | 53.8% | 42 | 64.29% |
|
| 4662 |
FCA
4662
Fortis Capital Advisors
Prairie Village,
Kansas
| $187M | +$18.8M | +11% | 12.6% | 111% | 783 | 31.67% |
|
| 4663 |
PHAM
4663
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $187M | +$5.42M | +3% | 6.12% | 53.9% | 103 | 6.8% |
|
| 4664 |
WS
4664
Wela Strategies
Atlanta,
Georgia
| $187M | +$8.76M | +5% | 4.08% | 51.3% | 49 | 14.29% |
|
| 4665 |
WA
4665
Wilshire Advisors
Santa Monica,
California
| $187M | +$3.64M | +2% | 5.49% | 110% | 11 | 18.18% |
|
| 4666 |
UC
4666
Unio Capital
Princeton,
New Jersey
| $187M | +$6.76M | +4% | 9% | 85% | 44 | 9.09% |
|
| 4667 |
KFSC
4667
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $187M | +$716K | +0.4% | 7.03% | 52.9% | 83 | 8.43% |
|
| 4668 |
JCM
4668
Jacobsen Capital Management
Salt Lake City,
Utah
| $187M | -$972K | -0.5% | 7.21% | 86.7% | 82 | 50% |
|
| 4669 |
AFA
4669
Abacus FCF Advisors
Orlando,
Florida
| $187M | +$33.3M | +22% | 8.79% | 142% | 155 | 21.29% |
|
| 4670 |
MFS
4670
Madrona Financial Services
Everett,
Washington
| $186M | +$11.7M | +7% | 6.75% | 75.4% | 87 | 12.64% |
|
| 4671 |
JF
4671
Joule Financial
Lexington,
Kentucky
| $186M | +$35.5M | +24% | 5.62% | 55.5% | 114 | 24.56% |
|
| 4672 |
RHP
4672
Royal Harbor Partners
Houston,
Texas
| $186M | +$24.4M | +15% | 5.53% | 49.5% | 87 | 34.48% |
|
| 4673 |
ACM
4673
Alight Capital Management
New York
| $186M | +$92.4M | +98% | 26% | 311% | 63 | 63.49% |
|
| 4674 |
DI
4674
DAGCO Inc
Westlake,
Ohio
| $186M | +$15.1M | +9% | 4.91% | 66.5% | 85 | 9.41% |
|
| 4675 |
SFS
4675
Stiles Financial Services
Edina,
Minnesota
| $186M | +$11.3M | +6% | 10.2% | 88.2% | 192 | 13.02% |
|