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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5001 |
CP
5001
Canopy Partners
Cincinnati,
Ohio
| $232M | +$17M | +8% | 6.06% | – | 221 | 15.38% |
|
| 5002 |
7CM
5002
7G Capital Management
New York
| $232M | +$4.74M | +2% | 10.1% | 128% | 8 | 0% |
|
| 5003 |
SPWM
5003
Straight Path Wealth Management
Jenison,
Michigan
| $232M | +$37.4M | +19% | 9.45% | 70.6% | 103 | 11.65% |
|
| 5004 |
GWA
5004
GGM Wealth Advisors
Baltimore,
Maryland
| $232M | +$13.5M | +6% | 6.67% | 25.9% | 151 | 11.92% |
|
| 5005 |
LWA
5005
Lowe Wealth Advisors
Columbia,
Maryland
| $232M | +$12.6M | +6% | 5.68% | 63.3% | 328 | 7.01% |
|
| 5006 |
OGF
5006
Orin Green Financial
San Diego,
California
| $232M | +$14.8M | +7% | 4.28% | 53.3% | 84 | 9.52% |
|
| 5007 |
MS
5007
Madden Securities
Dallas,
Texas
| $232M | +$6.14M | +3% | 6.17% | 92.2% | 115 | 18.26% |
|
| 5008 |
SG
5008
Standard General
New York
| $232M | -$30.9M | -12% | 21.6% | 112% | 3 | 0% |
|
| 5009 |
TIA
5009
Tiemann Investment Advisors
Menlo Park,
California
| $232M | +$7.14M | +3% | 6.58% | 64.1% | 204 | 9.31% |
|
| 5010 |
HRC
5010
Hoertkorn Richard Charles
| $232M | +$2.18M | +0.9% | 5.26% | 172% | 87 | 8.05% |
|
| 5011 |
RGREA
5011
Ranger Global Real Estate Advisors
Denver,
Colorado
| $232M | -$18.8M | -8% | 14.3% | 18% | 25 | 64% |
|
| 5012 |
MMM
5012
Mendel Money Management
Northbrook,
Illinois
| $231M | +$17.7M | +8% | 7.86% | 75.4% | 137 | 6.57% |
|
| 5013 |
OIA
5013
Optimum Investment Advisors
Chicago,
Illinois
| $231M | +$8.48M | +4% | 7.22% | 125% | 664 | 8.13% |
|
| 5014 |
IWP
5014
Invenio Wealth Partners
Coral Gables,
Florida
| $231M | +$29.4M | +15% | 5.31% | 52% | 103 | 13.59% |
|
| 5015 |
GIA
5015
Goodwin Investment Advisory
Woodstock,
Georgia
| $231M | +$13.1M | +6% | 4.14% | 57% | 36 | 8.33% |
|
| 5016 |
GP
5016
Geneva Partners
Lake Geneva,
Wisconsin
| $231M | -$11.8M | -5% | 5.82% | 252% | 86 | 43.02% |
|
| 5017 |
RWP
5017
Reliant Wealth Planning
Louisville,
Kentucky
| $231M | +$14.2M | +7% | 5.72% | 35.1% | 27 | 14.81% |
|
| 5018 |
TFG
5018
Tilson Financial Group
New Providence,
New Jersey
| $231M | +$132M | +133% | 5.43% | 39.3% | 72 | 48.61% |
|
| 5019 |
BC
5019
Barrett & Company
Providence,
Rhode Island
| $231M | +$9.84M | +4% | 5.98% | 74.8% | 615 | 9.43% |
|
| 5020 |
CA
5020
Claris Advisors
St. Louis,
Missouri
| $231M | +$36.5M | +19% | 6.78% | 65.7% | 1,236 | 95.55% |
|
| 5021 |
SFG
5021
Socha Financial Group
Corning,
New York
| $230M | +$16.8M | +8% | 5.04% | 57.3% | 23 | 13.04% |
|
| 5022 |
2L
5022
25 LLC
St. Louis,
Missouri
| $230M | +$19.8M | +9% | 6.54% | 44.2% | 56 | 10.71% |
|
| 5023 |
CH
5023
CVS Health
Woonsocket,
Rhode Island
| $230M | +$13.4M | +6% | 6.21% | 52.3% | 6 | 16.67% |
|
| 5024 |
RS
5024
Rakuten Securities
Tokyo,
Japan
| $230M | -$2.89M | -1% | 1.71% | – | 803 | 22.17% |
|
| 5025 |
CWG
5025
Crown Wealth Group
Charlotte,
North Carolina
| $230M | +$29.8M | +15% | 4.47% | 86.2% | 123 | 21.95% |
|