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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5076 |
CSA
5076
Cottage Street Advisors
Marion,
Massachusetts
| $149M | -$19.7M | -12% | 0.57% | 91.4% | 106 | 20.75% |
|
| 5077 |
EGVF
5077
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| $149M | +$260K | +0.2% | 0.59% | – | 5 | 0% |
|
| 5078 |
MSDF
5078
Michael & Susan Dell Foundation
New York
| $149M | -$34.1M | -19% | 9.53% | 120% | 3 | 0% |
|
| 5079 |
CCM
5079
Cox Capital Management
Andover,
Massachusetts
| $148M | -$715K | -0.5% | 2.54% | 95.3% | 81 | 7.41% |
|
| 5080 |
CFA
5080
Camarda Financial Advisors
Fleming Island,
Florida
| $148M | -$13.4M | -8% | 2.21% | 132% | 120 | 67.5% |
|
| 5081 |
MWA
5081
Motive Wealth Advisors
Birmingham,
Michigan
| $148M | +$8.3M | +6% | 0.46% | 66% | 78 | 7.69% |
|
| 5082 |
FWA
5082
FOCUS Wealth Advisors
Houston,
Texas
| $148M | +$4.04M | +3% | 0.69% | 63.8% | 42 | 9.52% |
|
| 5083 |
CCM
5083
Conway Capital Management
Burbank,
California
| $148M | +$1.17M | +0.8% | 3.34% | 154% | 84 | 28.57% |
|
| 5084 |
RI
5084
Ridgewood Investments
Springfield,
New Jersey
| $148M | -$8.29M | -5% | 2.63% | – | 204 | 11.76% |
|
| 5085 |
BCM
5085
Birch Capital Management
Dallas,
Texas
| $147M | -$92K | -0.1% | 0.89% | 46% | 82 | 1.22% |
|
| 5086 |
BRG
5086
Bay Rivers Group
Williamsburg,
Virginia
| $147M | +$6.21M | +4% | 0.13% | 166% | 78 | 15.38% |
|
| 5087 |
FP
5087
Factorial Partners
Mt. Kisco,
New York
| $147M | -$1.17M | -0.8% | 1.92% | 78.3% | 101 | 16.83% |
|
| 5088 |
CWM
5088
Chronos Wealth Management
Clearwater,
Florida
| $147M | +$1.38M | +0.9% | 0.54% | 86.4% | 47 | 6.38% |
|
| 5089 |
BC
5089
Birchview Capital
Burlington,
Vermont
| $147M | -$20.2M | -12% | 7.78% | 233% | 67 | 11.94% |
|
| 5090 |
ADIM
5090
Alpha DNA Investment Management
Columbia,
Maryland
| $147M | +$332K | +0.2% | 5.16% | 134% | 152 | 67.76% |
|
| 5091 |
GI
5091
Gavea Investimentos
Rj,
Brazil
| $147M | +$69.7M | +90% | 2.66% | 60.3% | 8 | 37.5% |
|
| 5092 |
HM
5092
Harvest Management
New York
| $147M | -$7.43M | -5% | 7.28% | 609% | 83 | 73.49% |
|
| 5093 |
CFN
5093
Cordasco Financial Network
Naples,
Florida
| $147M | +$2.93M | +2% | 1.3% | 31.1% | 587 | 8.01% |
|
| 5094 |
HIP
5094
HPS Investment Partners
New York
| $147M | +$28.6M | +24% | 8.7% | 55.9% | 5 | 40% |
|
| 5095 |
RA
5095
RiverTree Advisors
Winter Park,
Florida
| $147M | -$1.27M | -0.9% | 0.13% | 25.4% | 47 | 42.55% |
|
| 5096 |
JC
5096
Jentner Corp
Akron,
Ohio
| $146M | +$3.65M | +3% | 0.45% | 38.9% | 33 | 6.06% |
|
| 5097 |
WC
5097
Westhampton Capital
Winston-Salem,
North Carolina
| $146M | -$7.71M | -5% | 1.47% | 95.6% | 112 | 2.68% |
|
| 5098 |
MJB
5098
Mark J. Bradley
| $146M | -$3.75M | -3% | 1.93% | – | 51 | 5.88% |
|
| 5099 |
AIM
5099
Alerce Investment Management
Chicago,
Illinois
| $146M | -$38.1M | -21% | 19.4% | 25.1% | 7 | 0% |
|
| 5100 |
EFG
5100
Everhart Financial Group
Dublin,
Ohio
| $146M | +$676K | +0.5% | 0.58% | 113% | 108 | 18.52% |
|