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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4876 |
BA
4876
Baugh & Associates
Atlanta,
Georgia
| $163M | +$2.15M | +1% | 0.89% | 83.8% | 41 | 0% |
|
| 4877 |
IAS
4877
Investment Advisory Services
The Woodlands,
Texas
| $163M | +$1.35M | +0.8% | 0.23% | 65.4% | 96 | 5.21% |
|
| 4878 |
TC
4878
Tacita Capital
Toronto,
Ontario, Canada
| $163M | -$2.7M | -2% | 0.5% | 60.3% | 184 | 2.72% |
|
| 4879 |
VLC
4879
Van Leeuwen & Company
Princeton,
New Jersey
| $163M | -$5.8M | -3% | 0.38% | 75.4% | 86 | 39.53% |
|
| 4880 |
RCC
4880
Red Cedar Capital
Omaha,
Nebraska
| $163M | +$3.86M | +2% | 4.04% | 43% | 168 | 10.71% |
|
| 4881 |
MWM
4881
Maltin Wealth Management
Ridgewood,
New Jersey
| $163M | -$1.7M | -1% | 1.22% | 51.9% | 114 | 12.28% |
|
| 4882 |
HHRDM
4882
H&H Retirement Design & Management
Las Vegas,
Nevada
| $163M | -$611K | -0.4% | 1.04% | 29.7% | 47 | 14.89% |
|
| 4883 |
GC
4883
Grace Capital
Quincy,
Massachusetts
| $163M | +$13.3M | +9% | 2.18% | 127% | 176 | 19.89% |
|
| 4884 |
REMS
4884
Real Estate Management Services
| $163M | +$1.29M | +0.8% | 2.97% | 67.2% | 38 | 7.89% |
|
| 4885 |
CWA
4885
Clarus Wealth Advisors
Peoria,
Arizona
| $163M | +$2.86M | +2% | 0.45% | – | 112 | 18.75% |
|
| 4886 |
LI
4886
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| $162M | +$7.93M | +5% | 12.7% | – | 2 | 0% |
|
| 4887 |
NC
4887
Naman Capital
Sao Paulo,
Brazil
| $162M | -$29.8M | -16% | 7.11% | 106% | 17 | 0% |
|
| 4888 |
WLPWM
4888
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $162M | +$8.5M | +6% | 1.42% | 51.7% | 359 | 17.83% |
|
| 4889 |
AFC
4889
Adaptive Financial Consulting
Beachwood,
Ohio
| $162M | +$1.99M | +1% | 0.29% | 26.8% | 18 | 5.56% |
|
| 4890 |
HFP
4890
Holistic Financial Partners
Indianapolis,
Indiana
| $162M | -$5.33M | -3% | 2.05% | 95.7% | 134 | 26.87% |
|
| 4891 |
WA
4891
WESPAC Advisors
Orinda,
California
| $162M | +$110M | +210% | 0.56% | 84.5% | 177 | 50.85% |
|
| 4892 |
WCAMG
4892
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $162M | -$5.32M | -3% | 0.25% | 65.2% | 108 | 18.52% |
|
| 4893 |
PIA
4893
Powell Investment Advisors
Miami,
Florida
| $162M | -$827K | -0.5% | 1.88% | 60.3% | 130 | 13.85% |
|
| 4894 |
AC
4894
Avory & Company
Miami,
Florida
| $162M | -$18.1M | -10% | 3.57% | 61.6% | 17 | 41.18% |
|
| 4895 |
AWM
4895
Act Wealth Management
Plano,
Texas
| $162M | -$342K | -0.2% | 1.23% | 66.7% | 34 | 2.94% |
|
| 4896 |
LM
4896
Lasry Marc
| $162M | -$55M | -25% | 0.82% | 14.8% | 12 | 33.33% |
|
| 4897 |
PBT
4897
Pictet Bank & Trust
Nassau,
Bahamas
| $162M | -$16.6M | -9% | 0.32% | 66.3% | 69 | 14.49% |
|
| 4898 |
VWM
4898
Vigilare Wealth Management
Scottsdale,
Arizona
| $162M | -$3.01M | -2% | 1.04% | 56.9% | 224 | 23.66% |
|
| 4899 |
PCM
4899
Perkins Capital Management
Wayzata,
Minnesota
| $162M | -$14.7M | -8% | 2.48% | 303% | 111 | 9.01% |
|
| 4900 |
CPM
4900
Corre Partners Management
New York
| $162M | +$2.9M | +2% | 9.59% | 201% | 9 | 22.22% |
|