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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4776 |
EWG
4776
Executive Wealth Group
Kirkland,
Washington
| $162M | +$14.3M | +10% | 6.62% | 14.9% | 45 | 0% |
|
| 4777 |
TLCM
4777
Twin Lakes Capital Management
Redwood Shores,
California
| $162M | +$22.5M | +16% | 13% | 83.8% | 220 | 65% |
|
| 4778 |
RGC
4778
Redwood Grove Capital
Palo Alto,
California
| $162M | +$24.9M | +18% | 13.4% | 56.7% | 27 | 25.93% |
|
| 4779 |
MSKCC
4779
Memorial Sloan Kettering Cancer Center
New York
| $162M | -$74M | -31% | 14.8% | 14.8% | 4 | 0% |
|
| 4780 |
WG
4780
Watchman Group
Plano,
Texas
| $162M | +$11.5M | +8% | 9.96% | 52.9% | 79 | 10.13% |
|
| 4781 |
SAM
4781
Sequent Asset Management
Houston,
Texas
| $162M | +$10M | +7% | 3.71% | 51.3% | 73 | 24.66% |
|
| 4782 |
AP
4782
Americana Partners
Houston,
Texas
| $162M | +$31.7M | +24% | 8.03% | 67.2% | 119 | 21.01% |
|
| 4783 |
AWM
4783
AllSquare Wealth Management
Albany,
New York
| $162M | +$12.1M | +8% | 6.72% | 62.4% | 509 | 9.23% |
|
| 4784 |
KCM
4784
Kendall Capital Management
Rockville,
Maryland
| $162M | +$24.5M | +18% | 15.2% | 84.4% | 143 | 13.29% |
|
| 4785 |
EP
4785
Elkhorn Partners
Omaha,
Nebraska
| $162M | +$11.7M | +8% | 11.7% | 31.5% | 52 | 38.46% |
|
| 4786 |
TAM
4786
Townsend Asset Management
Raleigh,
North Carolina
| $162M | +$11.5M | +8% | 6.41% | 77% | 192 | 10.94% |
|
| 4787 |
JIC
4787
JRM Investment Counsel
Omaha,
Nebraska
| $161M | +$13.5M | +9% | 8.62% | 61.2% | 17 | 5.88% |
|
| 4788 |
DA
4788
DSC Advisors
Chicago,
Illinois
| $161M | +$40.5M | +33% | 9.83% | 3.18% | 94 | 61.7% |
|
| 4789 |
CM
4789
Cohanzick Management
Pleasantville,
New York
| $161M | +$35.2M | +28% | 2.33% | 1.18% | 155 | 85.16% |
|
| 4790 |
SW
4790
StrongBox Wealth
Lee's Summit,
Missouri
| $161M | +$7.03M | +5% | 1.79% | 57.8% | 104 | 21.15% |
|
| 4791 |
BAM
4791
Bellevue Asset Management
Bellevue,
Washington
| $161M | -$2.16M | -1% | 5.84% | 51% | 666 | 7.96% |
|
| 4792 |
CT
4792
Columbia Trust
Portland,
Oregon
| $161M | +$17M | +12% | 5.54% | 36% | 140 | 7.86% |
|
| 4793 |
BA
4793
Bridge Advisory
Pasadena,
California
| $161M | -$51M | -24% | 1.24% | 6.7% | 95 | 38.95% |
|
| 4794 |
NWS
4794
Newport Wealth Strategies
Irvine,
California
| $161M | +$27.5M | +21% | 5.9% | 51.5% | 114 | 24.56% |
|
| 4795 |
PFA
4795
Professional Financial Advisors
North Platte,
Nebraska
| $161M | +$34.1M | +27% | 6.37% | 52.8% | 417 | 20.14% |
|
| 4796 |
KFS
4796
Kelly Financial Services
Braintree,
Massachusetts
| $161M | +$14.2M | +10% | 3.8% | 58.4% | 663 | 12.82% |
|
| 4797 |
TL
4797
TowerView LLC
New York
| $161M | +$20.9M | +15% | 13% | 23.3% | 31 | 48.39% |
|
| 4798 |
JWBC
4798
John W. Brooker & Co
Oakland,
California
| $161M | +$7.94M | +5% | 2.75% | 38.4% | 184 | 13.04% |
|
| 4799 |
TP
4799
Tranquility Partners
Brentwood,
Tennessee
| $161M | +$19.3M | +14% | 7.22% | 67.4% | 196 | 20.41% |
|
| 4800 |
WR
4800
WD Rutherford
Portland,
Oregon
| $161M | +$2.69M | +2% | 1.47% | 170% | 123 | 8.13% |
|