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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 |
SF
5076
Slagle Financial
Edwardsville,
Illinois
| $225M | +$30.3M | +16% | 8% | 77.9% | 116 | 8.62% |
|
| 5077 |
GAMC
5077
Garner Asset Management Corp
Plano,
Texas
| $225M | +$13.7M | +6% | 7.42% | 68.1% | 155 | 5.81% |
|
| 5078 |
IGM
5078
Incline Global Management
New York
| $225M | -$17.5M | -7% | 10.5% | 13.6% | 29 | 24.14% |
|
| 5079 |
FPCG
5079
Forum Private Client Group
Fishers,
Indiana
| $225M | +$14.7M | +7% | 5.77% | 40.5% | 75 | 2.67% |
|
| 5080 |
TLA
5080
Tanglewood Legacy Advisors
Houston,
Texas
| $225M | +$13.4M | +6% | 5.47% | 53.1% | 288 | 3.13% |
|
| 5081 |
CCM
5081
Cobalt Capital Management
Short Hills,
New Jersey
| $225M | -$5.72M | -2% | 11.5% | 180% | 37 | 70.27% |
|
| 5082 |
ACM
5082
Azarias Capital Management
Berwyn,
Pennsylvania
| $225M | +$2.48M | +1% | 3.71% | 93.1% | 21 | 4.76% |
|
| 5083 |
AA
5083
Altman Advisors
Chicago,
Illinois
| $225M | +$48.9M | +28% | 7.36% | – | 99 | 36.36% |
|
| 5084 |
GI
5084
GS Investments
Minneapolis,
Minnesota
| $225M | +$12.9M | +6% | 6.39% | 77.6% | 134 | 2.99% |
|
| 5085 |
WC
5085
Wynnefield Capital
New York
| $225M | +$2.2M | +1% | 3.03% | 110% | 17 | 0% |
|
| 5086 |
VWM
5086
VCI Wealth Management
St Louis,
Missouri
| $225M | +$22.4M | +11% | 5.69% | – | 127 | 56.69% |
|
| 5087 |
AI
5087
Acuitas Investments
Seattle,
Washington
| $224M | +$37.4M | +20% | 14.4% | 145% | 131 | 20.61% |
|
| 5088 |
BIA
5088
Bigelow Investment Advisors
Portland,
Maine
| $224M | +$14.8M | +7% | 6.63% | 67.1% | 155 | 1.94% |
|
| 5089 |
SG
5089
Sharper & Granite
El Segundo,
California
| $224M | +$14.5M | +7% | 5.95% | 47.1% | 103 | 3.88% |
|
| 5090 |
RWA
5090
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $224M | -$2.42M | -1% | 5.63% | 50.8% | 102 | 22.55% |
|
| 5091 |
TA
5091
Teton Advisors
Rye,
New York
| $224M | -$15.5M | -6% | 9.72% | 78.4% | 219 | 10.05% |
|
| 5092 |
SN
5092
Sittner & Nelson
Eugene,
Oregon
| $224M | +$20.5M | +10% | 7.52% | 79% | 469 | 11.51% |
|
| 5093 |
KCFA
5093
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $223M | +$22.2M | +11% | 7.53% | 95.1% | 208 | 12.5% |
|
| 5094 |
TPW
5094
TL Private Wealth
Southlake,
Texas
| $223M | +$2.23M | +1% | 5.48% | 46% | 46 | 8.7% |
|
| 5095 |
TFA
5095
Trinity Financial Advisors
Columbus,
Ohio
| $223M | -$17.1K | -0% | 6.3% | 69.5% | 89 | 12.36% |
|
| 5096 |
1W
5096
1776 Wealth
Atlanta,
Georgia
| $223M | +$1.16M | +0.5% | 5.84% | 87.4% | 155 | 10.32% |
|
| 5097 |
CPIM
5097
Coalescence Partners Investment Management
New York
| $223M | +$101M | +83% | 11.6% | – | 15 | 20% |
|
| 5098 |
1CM
5098
14B Capital Management
La Jolla,
California
| $223M | +$9.11M | +4% | 7.66% | – | 11 | 18.18% |
|
| 5099 |
SG
5099
StoneX Group
New York
| $223M | +$9.12M | +4% | 7.65% | 67.5% | 501 | 46.91% |
|
| 5100 |
BAM
5100
Bayshore Asset Management
Coral Gables,
Florida
| $223M | +$24M | +12% | 6.98% | 62.3% | 55 | 40% |
|