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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4751 |
LC
4751
Landaas & Company
Milwaukee,
Wisconsin
| $174M | -$4.93M | -3% | 0.62% | 60.3% | 77 | 5.19% |
|
| 4752 |
OCPWS
4752
One Charles Private Wealth Services
Hingham,
Massachusetts
| $174M | +$24.4M | +16% | 7.35% | 99.7% | 126 | 15.08% |
|
| 4753 |
LB
4753
Legacy Bridge
West Des Moines,
Iowa
| $173M | -$3.34M | -2% | 0.34% | 149% | 312 | 10.26% |
|
| 4754 |
HI
4754
Harrington Investments
Napa,
California
| $173M | +$4.41M | +3% | 1.22% | 92.5% | 84 | 9.52% |
|
| 4755 |
CAM
4755
Concorde Asset Management
Ann Arbor,
Michigan
| $173M | -$4.8M | -3% | 3.98% | – | 220 | 23.64% |
|
| 4756 |
SJL
4756
Shayne & Jacobs LLC
Nashville,
Tennessee
| $173M | -$5.06M | -3% | 0.62% | 73.4% | 37 | 2.7% |
|
| 4757 |
AF
4757
Apexium Financial
Dallas,
Texas
| $173M | +$12.1M | +7% | 0.11% | 89.6% | 91 | 13.19% |
|
| 4758 |
SSW
4758
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $173M | +$957K | +0.6% | 0.37% | 92.2% | 177 | 19.77% |
|
| 4759 |
MMHP
4759
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $173M | -$6.34M | -4% | 1.57% | 61.7% | 142 | 2.82% |
|
| 4760 |
ICM
4760
IMS Capital Management
Portland,
Oregon
| $173M | +$3.32M | +2% | 1.22% | 119% | 146 | 19.18% |
|
| 4761 |
DLHL
4761
Donald L. Hagan LLC
Sarasota,
Florida
| $173M | +$2.94M | +2% | 2.19% | 47.9% | 103 | 15.53% |
|
| 4762 |
RH
4762
RFG Holdings
Argyle,
Texas
| $173M | +$3.01M | +2% | 1.56% | 51.3% | 36 | 36.11% |
|
| 4763 |
CWM
4763
CCG Wealth Management
San Diego,
California
| $173M | +$44M | +34% | 0.25% | 63% | 117 | 33.33% |
|
| 4764 |
SIM
4764
Spark Investment Management
New York
| $173M | -$9.73M | -5% | 8.46% | 337% | 45 | 28.89% |
|
| 4765 |
SL
4765
SWMG LLC
Fort Worth,
Texas
| $172M | +$2.44M | +1% | 1.28% | 61.3% | 68 | 20.59% |
|
| 4766 |
BWP
4766
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $172M | +$5.55M | +3% | 0.08% | 50.7% | 81 | 11.11% |
|
| 4767 |
MA
4767
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $172M | -$17.3M | -9% | 4.28% | 149% | 74 | 6.76% |
|
| 4768 |
OPWM
4768
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $172M | -$2.67M | -2% | 0.76% | 91.4% | 178 | 29.21% |
|
| 4769 |
CFG
4769
CMC Financial Group
Atlanta,
Georgia
| $172M | -$4.03M | -2% | 2.02% | 71.8% | 32 | 28.13% |
|
| 4770 |
VIP
4770
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $172M | +$19.7M | +13% | 0.91% | 31.9% | 14 | 21.43% |
|
| 4771 |
KC
4771
Kadensa Capital
Central,
Hong Kong
| $171M | +$106M | +162% | 9.57% | 125% | 16 | 68.75% |
|
| 4772 |
TI
4772
TRG Investments
Richmond,
Virginia
| $171M | -$91M | -35% | 34.7% | 70.5% | 1 | 0% |
|
| 4773 |
DJYG
4773
David J. Yvars Group
University Park,
Florida
| $171M | -$6.83M | -4% | 6.17% | 125% | 94 | 14.89% |
|
| 4774 |
HZ
4774
Hixon Zuercher
Findlay,
Ohio
| $171M | +$4.92M | +3% | 0.87% | 87.5% | 59 | 5.08% |
|
| 4775 |
CFC
4775
Coyle Financial Counsel
Glenview,
Illinois
| $171M | +$4.42M | +3% | 1.58% | 46.8% | 65 | 16.92% |
|