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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4701 |
SWM
4701
Strategic Wealth Management
Kirkland,
Washington
| $75.5M | -$29.8M | -28% | 10.2% | 52.8% | 30 | 60% |
|
| 4702 |
GAM
4702
GVO Asset Management
Zug,
Switzerland
| $75.4M | -$99.2M | -57% | 35.1% | 71.2% | 14 | 64.29% |
|
| 4703 |
SH
4703
Svenska Handelsbanken
Stockholm,
Sweden
| $75.3M | -$20.4M | -21% | 14.1% | – | 47 | 10.64% |
|
| 4704 |
SNBOSD
4704
Security National Bank of So Dak
Sioux City,
Iowa
| $75.1M | -$23.5M | -24% | 16.6% | 58.9% | 83 | 15.66% |
|
| 4705 |
TWS
4705
Thomas W. Smith
| $75.1M | -$51M | -40% | 39% | – | 10 | 10% |
|
| 4706 |
RCM
4706
Riverpark Capital Management
New York
| $75.1M | -$38.4M | -34% | 11.6% | 152% | 67 | 37.31% |
|
| 4707 |
JFG
4707
Jefferies Financial Group
New York
| $75.1M | -$93.5M | -55% | 28.7% | 104% | 18 | 61.11% |
|
| 4708 |
PA
4708
Paragon Advisors
College Station,
Texas
| $75M | -$17.6M | -19% | 15% | 77.8% | 80 | 38.75% |
|
| 4709 |
RHCA
4709
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $75M | -$31.7M | -30% | 32.3% | 61.7% | 74 | 12.16% |
|
| 4710 |
SIC
4710
Samalin Investment Counsel
Chappaqua,
New York
| $74.7M | -$44.3M | -37% | 19.1% | 53.5% | 567 | 75.31% |
|
| 4711 |
RF
4711
RHS Financial
San Francisco,
California
| $74.7M | -$21M | -22% | 12.5% | 47.5% | 78 | 38.46% |
|
| 4712 |
AWS
4712
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $74.6M | -$13.1M | -15% | 22.9% | 83.9% | 62 | 33.87% |
|
| 4713 |
DIS
4713
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $74.6M | -$26.1M | -26% | 22.5% | 81.3% | 38 | 15.79% |
|
| 4714 |
MWC
4714
MKD Wealth Coaches
Troy,
Michigan
| $74.5M | -$43M | -37% | 11.6% | – | 57 | 45.61% |
|
| 4715 |
CWM
4715
Concentrum Wealth Management
San Jose,
California
| $74.4M | -$14.4M | -16% | 13.8% | 145% | 50 | 42% |
|
| 4716 |
NED
4716
Nancy E. Dempze
| $74.4M | -$16M | -18% | 14.4% | 59.1% | 71 | 21.13% |
|
| 4717 |
AM
4717
Account Management
Boxford,
Massachusetts
| $74.3M | -$16.4M | -18% | 18.1% | 74.9% | 24 | 16.67% |
|
| 4718 |
PAWC
4718
P.A.W. Capital
Greenwich,
Connecticut
| $74.3M | -$19.5M | -21% | 17.5% | 30.5% | 64 | 12.5% |
|
| 4719 |
JI
4719
Jeereddi Investments
Los Angeles,
California
| $74.2M | -$41.7M | -36% | 26.5% | 37.7% | 55 | 25.45% |
|
| 4720 |
LMAM
4720
Legg Mason Asset Management
Tokyo,
Japan
| $74.2M | -$18.7M | -20% | 19.5% | – | 149 | 14.77% |
|
| 4721 |
HGI
4721
Hansberger Growth Investors
Madison,
Wisconsin
| $74.1M | -$14.5M | -16% | 21.1% | 36.4% | 24 | 12.5% |
|
| 4722 |
AVA
4722
Atlas Venture Advisors
Boston,
Massachusetts
| $73.9M | +$7.67M | +12% | 18.2% | 22.8% | 7 | 0% |
|
| 4723 |
LSC
4723
Lesa Sroufe & Co
Seattle,
Washington
| $73.7M | -$30.9M | -30% | 22.3% | – | 66 | 18.18% |
|
| 4724 |
VWA
4724
VERITY Wealth Advisors
Sausalito,
United States
| $73.6M | -$30.3M | -29% | 15.8% | 59.9% | 49 | 12.24% |
|
| 4725 |
FRGX
4725
First Reserve GP XI
Stamford,
Connecticut
| $73.6M | -$462M | -86% | 86.3% | 26.4% | 1 | 0% |
|