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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4676 |
MIM
4676
MTM Investment Management
Spartanburg,
South Carolina
| $260M | +$3.03M | +1% | 2.74% | 71.7% | 282 | 9.93% |
|
| 4677 |
C1AG
4677
Client 1st Advisory Group
Dunedin,
Florida
| $260M | +$8.22M | +3% | 0.74% | 57.4% | 137 | 14.6% |
|
| 4678 |
HZ
4678
Hixon Zuercher
Findlay,
Ohio
| $260M | +$4.6M | +2% | 1.47% | 87.5% | 79 | 3.8% |
|
| 4679 |
EFH
4679
Eaton Financial Holdings
Coral Springs,
Florida
| $260M | +$14M | +6% | 1.79% | – | 68 | 16.18% |
|
| 4680 |
EC
4680
ECP ControlCo
Summit,
New Jersey
| $260M | -$69.1M | -21% | 11.3% | 35.8% | 6 | 33.33% |
|
| 4681 |
RCM
4681
Raleigh Capital Management
Cary,
North Carolina
| $259M | +$116K | +0% | 0.64% | 71.8% | 1,078 | 12.99% |
|
| 4682 |
NOI
4682
Newton One Investments
Newark,
Delaware
| $259M | +$9.99M | +4% | 1.88% | 38.7% | 122 | 66.39% |
|
| 4683 |
ROP
4683
Rule One Partners
Moreland,
Georgia
| $259M | +$25.3M | +11% | 14.3% | – | 16 | 50% |
|
| 4684 |
VW
4684
Vance Wealth
Santa Clarita,
California
| $259M | -$5.18M | -2% | 0.71% | 55.3% | 104 | 6.73% |
|
| 4685 |
MCAV
4685
Meritech Capital Associates V
Palo Alto,
California
| $259M | -$40M | -13% | 27.3% | 37.3% | 2 | 0% |
|
| 4686 |
NG
4686
NWK Group
San Francisco,
California
| $259M | +$13M | +5% | 14.4% | 227% | 78 | 17.95% |
|
| 4687 |
RHI
4687
Richmond Hill Investments
New York
| $259M | +$29.5M | +13% | 11.7% | 55.2% | 4 | 0% |
|
| 4688 |
3C
4688
325 Capital
New York
| $259M | +$22.5M | +10% | 5.52% | 159% | 12 | 8.33% |
|
| 4689 |
CWM
4689
Cherrydale Wealth Management
Hoboken,
New Jersey
| $258M | +$13.9M | +6% | 1.06% | 72% | 77 | 15.58% |
|
| 4690 |
ACM
4690
Allred Capital Management
Dallas,
Texas
| $258M | +$4.16M | +2% | 0.25% | 58.6% | 177 | 10.17% |
|
| 4691 |
DP
4691
Denver PWM
Denver,
Colorado
| $258M | -$4.92M | -2% | 0.81% | 36.2% | 246 | 41.46% |
|
| 4692 |
FFG
4692
Fortem Financial Group
Palm Desert,
California
| $258M | +$12.2M | +5% | 7.46% | 179% | 180 | 5.56% |
|
| 4693 |
SAMT
4693
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $258M | -$13.5M | -5% | 0.29% | 60.9% | 77 | 16.88% |
|
| 4694 |
TWD
4694
True Wealth Design
Akron,
Ohio
| $258M | +$1.65M | +0.6% | 1.32% | 53% | 1,545 | 30.16% |
|
| 4695 |
KA
4695
Kercheville Advisors
San Antonio,
Texas
| $258M | +$20.7M | +9% | 6.84% | 240% | 101 | 22.77% |
|
| 4696 |
SA
4696
Skyline Advisors
Bellingham,
Washington
| $258M | +$14.8M | +6% | 0.99% | – | 107 | 26.17% |
|
| 4697 |
MLA
4697
My Legacy Advisors
Bend,
Oregon
| $258M | +$4.37M | +2% | 0.03% | 49.1% | 203 | 6.9% |
|
| 4698 |
AP
4698
Arlington Partners
Birmingham,
Alabama
| $258M | +$1.93M | +0.8% | 1.22% | 43.7% | 59 | 3.39% |
|
| 4699 |
LW
4699
Libra Wealth
Los Gatos,
California
| $257M | +$6.89M | +3% | 0.49% | 49.3% | 57 | 7.02% |
|
| 4700 |
RFG
4700
RFP Financial Group
Atlanta,
Georgia
| $257M | -$49.8M | -16% | 1.07% | 44.1% | 124 | 20.16% |
|