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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 |
MC
4726
Mount Capital
London,
United Kingdom
| $237M | +$6.16M | +3% | 2.62% | 27.9% | 17 | 0% |
|
| 4727 |
WMWM
4727
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $237M | +$36.2M | +18% | 8.08% | 69.5% | 111 | 36.04% |
|
| 4728 |
YAL
4728
Your Advocates Ltd
Houston,
Texas
| $237M | -$11.6M | -5% | 4.54% | 42.5% | 255 | 15.69% |
|
| 4729 |
TSS
4729
Thomas Story & Son
Culver,
Indiana
| $237M | +$23.9M | +11% | 10.7% | 91.8% | 53 | 3.77% |
|
| 4730 |
IC
4730
Innealta Capital
Austin,
Texas
| $237M | +$13.8M | +6% | 5.29% | 52.1% | 118 | 28.81% |
|
| 4731 |
DP
4731
Divergent Planning
Bethesda,
Maryland
| $237M | +$29.6M | +14% | 5.71% | 43.3% | 31 | 25.81% |
|
| 4732 |
BOC
4732
Barbara Oil Co
Chicago,
Illinois
| $237M | +$14.5M | +7% | 8.08% | 56.4% | 80 | 6.25% |
|
| 4733 |
HZ
4733
Hixon Zuercher
Findlay,
Ohio
| $236M | +$21.1M | +10% | 12.5% | 87.5% | 69 | 18.84% |
|
| 4734 |
LIM
4734
Letson Investment Management
Atlanta,
Georgia
| $236M | +$21.3M | +10% | 8.75% | – | 95 | 3.16% |
|
| 4735 |
LFP
4735
Leeward Financial Partners
Bellevue,
Washington
| $236M | +$29.4M | +14% | 8.66% | 69.5% | 99 | 19.19% |
|
| 4736 |
EM
4736
Excalibur Management
Waltham,
Massachusetts
| $236M | +$23.4M | +11% | 11.2% | 68.9% | 168 | 8.93% |
|
| 4737 |
PI
4737
Pettee Investors
Rowayton,
Connecticut
| $236M | +$9.9M | +4% | 10.9% | 66.9% | 122 | 4.1% |
|
| 4738 |
SI
4738
Shaker Investments
Cleveland,
Ohio
| $236M | +$21.6M | +10% | 12.4% | 205% | 92 | 13.04% |
|
| 4739 |
TFIPS
4739
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $236M | +$18.1M | +8% | 15.7% | – | 575 | 3.3% |
|
| 4740 |
GRIM
4740
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $236M | -$1.88M | -0.8% | 7.09% | 76.8% | 23 | 26.09% |
|
| 4741 |
MCM
4741
Maytus Capital Management
New York
| $236M | -$14.4M | -6% | 18.4% | 267% | 75 | 66.67% |
|
| 4742 |
BWCS
4742
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $236M | +$33.9M | +17% | 5.95% | 75.4% | 156 | 37.18% |
|
| 4743 |
WA
4743
Waterford Advisors
Orchard Park,
New York
| $236M | +$22.2M | +10% | 5.65% | 40.5% | 56 | 10.71% |
|
| 4744 |
AWM
4744
Accel Wealth Management
Waverly,
Iowa
| $236M | +$36.5M | +18% | 8.16% | 77.4% | 236 | 21.19% |
|
| 4745 |
THWM
4745
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $236M | +$14M | +6% | 8.63% | 47.8% | 111 | 5.41% |
|
| 4746 |
WCM
4746
Weik Capital Management
Wyomissing,
Pennsylvania
| $235M | +$19.1M | +9% | 11.4% | 67.4% | 97 | 8.25% |
|
| 4747 |
HVP
4747
Hudson Value Partners
Palm Beach,
Florida
| $235M | +$20.4M | +9% | 12.1% | 124% | 103 | 17.48% |
|
| 4748 |
DIM
4748
DLK Investment Management
Solana Beach,
California
| $235M | +$15.6M | +7% | 6.32% | – | 113 | 9.73% |
|
| 4749 |
RC
4749
Raine Capital
New York
| $235M | -$122M | -34% | 3.26% | 56.6% | 5 | 20% |
|
| 4750 |
ILI
4750
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $235M | +$19.9M | +9% | 11.5% | 113% | 165 | 10.3% |
|