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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4826 |
BWM
4826
Biltmore Wealth Management
Tempe,
Arizona
| $231M | +$20.6M | +10% | 1.23% | 55.6% | 58 | 15.52% |
|
| 4827 |
CWA
4827
Centennial Wealth Advisory
Traverse City,
Michigan
| $231M | +$14.4M | +7% | 3.18% | 57.6% | 152 | 18.42% |
|
| 4828 |
LFA
4828
Level Financial Advisors
East Amherst,
New York
| $231M | +$10.3M | +5% | 0.59% | 41.5% | 76 | 17.11% |
|
| 4829 |
CCM
4829
Cobalt Capital Management
Short Hills,
New Jersey
| $231M | -$79.5M | -26% | 3.9% | 180% | 31 | 51.61% |
|
| 4830 |
TAA
4830
Turiya Advisors Asia
Hong Kong
| $231M | -$125M | -35% | 15.8% | 102% | 6 | 66.67% |
|
| 4831 |
AFC
4831
Adaptive Financial Consulting
Beachwood,
Ohio
| $231M | +$6.51M | +3% | 1.29% | 26.8% | 19 | 0% |
|
| 4832 |
AC
4832
Addison Capital
Conshohocken,
Pennsylvania
| $231M | +$29.3M | +15% | 2.69% | 54.2% | 144 | 14.58% |
|
| 4833 |
SHA
4833
Seneca House Advisors
Richmond,
Virginia
| $231M | +$514K | +0.2% | 0.21% | 48% | 84 | 5.95% |
|
| 4834 |
KA
4834
Kercheville Advisors
San Antonio,
Texas
| $230M | +$18.7M | +9% | 7.19% | 240% | 92 | 15.22% |
|
| 4835 |
CFS
4835
CGC Financial Services
Lake Oswego,
Oregon
| $230M | +$39.4M | +21% | 0.38% | 41.1% | 367 | 5.72% |
|
| 4836 |
NAM
4836
NewGen Asset Management
Toronto,
Ontario, Canada
| $230M | -$3.7M | -2% | 19.9% | 391% | 43 | 60.47% |
|
| 4837 |
GSC
4837
G&S Capital
Denver,
Colorado
| $230M | +$5.76M | +3% | 1.44% | 77.2% | 135 | 22.22% |
|
| 4838 |
SI
4838
Shaker Investments
Cleveland,
Ohio
| $230M | -$6.11M | -3% | 6.27% | 205% | 98 | 19.39% |
|
| 4839 |
SA
4839
Skyline Advisors
Bellingham,
Washington
| $230M | +$6.52M | +3% | 2.15% | – | 82 | 4.88% |
|
| 4840 |
PWA
4840
PCG Wealth Advisors
Overland Park,
Kansas
| $230M | +$19.5M | +9% | 1.26% | 71.4% | 124 | 13.71% |
|
| 4841 |
S
4841
Sachetta
Lynnfield,
Massachusetts
| $230M | +$19.1M | +9% | 1.89% | – | 1,319 | 19.33% |
|
| 4842 |
LRIC
4842
Long Road Investment Counsel
Kalamazoo,
Michigan
| $230M | -$8.7M | -4% | 2.06% | 50.3% | 71 | 1.41% |
|
| 4843 |
HRC
4843
Hoertkorn Richard Charles
| $230M | -$3.26M | -1% | 4.05% | 172% | 86 | 5.81% |
|
| 4844 |
TC
4844
Teilinger Capital
Houston,
Texas
| $229M | -$81.3M | -26% | 1.23% | 35.7% | 30 | 60% |
|
| 4845 |
MFA
4845
Morling Financial Advisors
Fremont,
California
| $229M | +$54.6M | +31% | 1.53% | 87.8% | 112 | 27.68% |
|
| 4846 |
BWL
4846
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $229M | +$10.1M | +5% | 1.52% | 42% | 20 | 10% |
|
| 4847 |
MFG
4847
Monumental Financial Group
Rockville,
Maryland
| $229M | +$41.3M | +22% | 2.8% | 18.2% | 44 | 15.91% |
|
| 4848 |
NA
4848
Nordwand Advisors
Radnor,
Pennsylvania
| $229M | -$28.1M | -11% | 1.46% | 66.9% | 182 | 29.67% |
|
| 4849 |
BOC
4849
Barbara Oil Co
Chicago,
Illinois
| $229M | -$7.85M | -3% | 2.86% | 56.4% | 80 | 8.75% |
|
| 4850 |
BCM
4850
Beddow Capital Management
Jackson,
Wyoming
| $229M | -$5K | -0% | 0.77% | 50.7% | 59 | 0% |
|