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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 |
BWM
4751
Baron Wealth Management
Troy,
Michigan
| $302M | +$20M | +7% | 8.34% | 86.8% | 272 | 18.38% |
|
| 4752 |
JA
4752
JVL Associates
Wyoming,
Michigan
| $302M | +$23.8M | +9% | 9.32% | 73.3% | 68 | 10.29% |
|
| 4753 |
OFG
4753
Omega Financial Group
Santa Barbara,
California
| $302M | +$21M | +7% | 5.14% | 45.2% | 115 | 13.91% |
|
| 4754 |
DC
4754
Dorval Corp
Maple Grove,
Minnesota
| $302M | +$22.6M | +8% | 3.44% | – | 42 | 4.76% |
|
| 4755 |
C1AG
4755
Client 1st Advisory Group
Dunedin,
Florida
| $302M | +$26.3M | +10% | 6.76% | 57.4% | 147 | 17.69% |
|
| 4756 |
FI
4756
Financial Insights
Tacoma,
Washington
| $302M | +$28.2M | +10% | 7.13% | 62.1% | 148 | 17.57% |
|
| 4757 |
KCFA
4757
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $302M | +$54.7M | +22% | 14.4% | 95.1% | 232 | 14.66% |
|
| 4758 |
HC
4758
Hendley & Co
Zanesville,
Ohio
| $302M | +$15.4M | +5% | 7.13% | 54.8% | 47 | 2.13% |
|
| 4759 |
PC
4759
Prairiewood Capital
Fargo,
North Dakota
| $302M | +$32.2M | +12% | 6.05% | 43% | 83 | 10.84% |
|
| 4760 |
PCA
4760
PL Capital Advisors
Naples,
Florida
| $301M | +$1.68M | +0.6% | 6.56% | 100% | 29 | 24.14% |
|
| 4761 |
CL
4761
COWA LLC
Tulsa,
Oklahoma
| $301M | +$38.7M | +15% | 7.59% | 57.8% | 144 | 13.89% |
|
| 4762 |
LJCM
4762
Lee Johnson Capital Management
Fort Worth,
Texas
| $301M | +$10.5M | +4% | 11.7% | 71.1% | 105 | 42.86% |
|
| 4763 |
BBNB
4763
Baker Boyer National Bank
Walla Walla,
Washington
| $301M | +$11.1M | +4% | 5.81% | 44.7% | 81 | 4.94% |
|
| 4764 |
OAM
4764
Oxford Asset Management
Oxford,
United Kingdom
| $301M | -$1.18M | -0.4% | 10.8% | – | 794 | 82.62% |
|
| 4765 |
AFS
4765
Amtrust Financial Services
New York
| $301M | +$18.9M | +7% | 6.89% | 53.8% | 15 | 0% |
|
| 4766 |
AWM
4766
Ameliora Wealth Management
Zurich,
Switzerland
| $300M | +$20.7M | +7% | 7.38% | 70.1% | 238 | 17.23% |
|
| 4767 |
WAOTB
4767
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $300M | +$35M | +13% | 8.99% | 73.5% | 99 | 13.13% |
|
| 4768 |
GCM
4768
Galibier Capital Management
Toronto,
Ontario, Canada
| $300M | -$32.7M | -10% | 10.5% | 66.8% | 38 | 0% |
|
| 4769 |
SC
4769
Sykon Capital
Harrison,
New York
| $300M | +$25.6M | +9% | 6.04% | 53.7% | 110 | 31.82% |
|
| 4770 |
RF
4770
Robinswood Financial
Kirkland,
Washington
| $300M | +$17.1M | +6% | 5.12% | 38.8% | 408 | 8.33% |
|
| 4771 |
WFA
4771
WMG Financial Advisors
Knoxville,
Tennessee
| $300M | +$29.6M | +11% | 8.01% | 68% | 221 | 17.19% |
|
| 4772 |
MAM
4772
MMA Asset Management
Conshohocken,
Pennsylvania
| $300M | +$38.8M | +15% | 7.02% | 44.8% | 312 | 51.28% |
|
| 4773 |
NCM
4773
Next Capital Management
New York
| $300M | +$29M | +11% | 5.96% | 56.1% | 149 | 14.77% |
|
| 4774 |
TC
4774
TFR Capital
Plano,
Texas
| $300M | +$23.4M | +8% | 8.27% | – | 172 | 9.88% |
|
| 4775 |
JGIA
4775
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $299M | +$27.1M | +10% | 6.57% | 54.3% | 416 | 8.17% |
|