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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4726 |
AFA
4726
Abacus FCF Advisors
Orlando,
Florida
| $105M | +$17.8M | +20% | 28.6% | 142% | 93 | 30.11% |
|
| 4727 |
AIC
4727
Aurora Investment Counsel
Atlanta,
Georgia
| $105M | +$14.6M | +16% | 29.7% | 23.4% | 134 | 28.36% |
|
| 4728 |
TC
4728
Trust Company
Manhattan,
Kansas
| $105M | +$14.5M | +16% | 18.7% | 36.5% | 321 | 13.4% |
|
| 4729 |
BRC
4729
BHF RG Capital
Scottsdale,
Arizona
| $105M | +$29.3M | +39% | 17.5% | – | 38 | 55.26% |
|
| 4730 |
MWA
4730
Moser Wealth Advisors
Bellevue,
Washington
| $105M | +$18.7M | +22% | 21.6% | – | 128 | 14.06% |
|
| 4731 |
WPA
4731
Winning Points Advisors
Boca Raton,
Florida
| $105M | +$2.37M | +2% | 22.9% | – | 66 | 15.15% |
|
| 4732 |
TM
4732
Titan Managers
Scottsdale,
Arizona
| $105M | +$5.46M | +5% | 12.3% | 2.57% | 22 | 81.82% |
|
| 4733 |
MRA
4733
Mountain Road Advisors
New York
| $105M | +$75.5M | +258% | 3.56% | – | 22 | 54.55% |
|
| 4734 |
QAM
4734
Q3 Asset Management
Birmingham,
Michigan
| $105M | +$7.22M | +7% | 22.6% | 96.4% | 40 | 70% |
|
| 4735 |
ACM
4735
Ategra Capital Management
Vienna,
Virginia
| $105M | +$19.4M | +23% | 14.5% | 91.1% | 91 | 19.78% |
|
| 4736 |
MC
4736
Mayo Clinic
Rochester,
Minnesota
| $105M | +$65M | +164% | 49% | – | 10 | 30% |
|
| 4737 |
LBA
4737
Lowell Blake & Associates
Boston,
Massachusetts
| $105M | +$26.6M | +34% | 25.1% | 44.2% | 55 | 18.18% |
|
| 4738 |
JWM
4738
JFG Wealth Management
Denver,
Colorado
| $104M | +$43.4M | +71% | 34.8% | 65.2% | 19 | 47.37% |
|
| 4739 |
KCM
4739
Kendall Capital Management
Rockville,
Maryland
| $104M | +$16M | +18% | 24.7% | 84.4% | 120 | 15.83% |
|
| 4740 |
TK
4740
TIAA Kaspick
Boston,
Massachusetts
| $104M | -$68.4M | -40% | 16.8% | 45.9% | 28 | 35.71% |
|
| 4741 |
CRCM
4741
Corbett Road Capital Management
Mclean,
Virginia
| $104M | +$34M | +48% | 17.3% | – | 121 | 49.59% |
|
| 4742 |
IF
4742
Insight Folios
Charlotte,
North Carolina
| $104M | +$16.8M | +19% | 17.5% | 32.9% | 43 | 25.58% |
|
| 4743 |
KFA
4743
Kelleher Financial Advisors
New York
| $104M | +$20.5M | +25% | 26.1% | 73.2% | 111 | 23.42% |
|
| 4744 |
FC
4744
Fusion Capital
Mt. Pleasant,
South Carolina
| $104M | +$20.4M | +24% | 20.9% | 73.5% | 62 | 20.97% |
|
| 4745 |
KPWG
4745
KFA Private Wealth Group
Tysons,
Virginia
| $104M | +$19.5M | +23% | 18% | 44.8% | 58 | 27.59% |
|
| 4746 |
LM
4746
Lansing Management
New York
| $104M | +$35.5M | +52% | 55.4% | 87.3% | 6 | 0% |
|
| 4747 |
HWMG
4747
Hurlow Wealth Management Group
Bloomington,
Indiana
| $104M | +$10.2M | +11% | 18.7% | 47.2% | 94 | 9.57% |
|
| 4748 |
AWM
4748
Aprio Wealth Management
Atlanta,
Georgia
| $104M | +$24.7M | +31% | 12.6% | 60.6% | 81 | 40.74% |
|
| 4749 |
CI
4749
Centerstone Investors
New York
| $103M | -$6.91M | -6% | 26.3% | 73.7% | 28 | 17.86% |
|
| 4750 |
PIA
4750
Powell Investment Advisors
Miami,
Florida
| $103M | +$20.9M | +25% | 17.3% | 60.3% | 121 | 14.05% |
|