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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5101 |
VMV
5101
Venrock Management VI
Palo Alto,
California
| $146M | -$52.3M | -26% | 26.2% | – | 2 | 0% |
|
| 5102 |
FCMT
5102
Founders Capital Management (Texas)
Houston,
Texas
| $146M | -$7.54M | -5% | 0.08% | 118% | 340 | 17.06% |
|
| 5103 |
SHWM
5103
Silicon Hills Wealth Management
Austin,
Texas
| $146M | +$17.1M | +13% | 1.72% | 30.9% | 117 | 26.5% |
|
| 5104 |
RC
5104
Rovin Capital
Mesa,
Arizona
| $146M | +$11.6M | +9% | 0.61% | 63.8% | 77 | 42.86% |
|
| 5105 |
QC
5105
Quaero Capital
Geneve,
Switzerland
| $146M | -$5.34M | -4% | 8.99% | 62.4% | 61 | 9.84% |
|
| 5106 |
SIP
5106
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $146M | +$3.38M | +2% | 0.92% | 44% | 45 | 0% |
|
| 5107 |
BCFD
5107
Boit C.F. David
| $146M | +$14.3M | +11% | 0.55% | 66.7% | 115 | 12.17% |
|
| 5108 |
HPWM
5108
High Pines Wealth Management
Duxbury,
Massachusetts
| $146M | +$13.1M | +10% | 0.01% | 28.3% | 44 | 15.91% |
|
| 5109 |
CCM
5109
Ciovacco Capital Management
Atlanta,
Georgia
| $146M | +$6.35M | +5% | 0.22% | 67.4% | 30 | 26.67% |
|
| 5110 |
TWS
5110
Thomas W. Smith
| $145M | -$9.27M | -6% | 2.93% | – | 8 | 0% |
|
| 5111 |
OFW
5111
Omnia Family Wealth
Aventura,
Florida
| $145M | -$11M | -7% | 1.54% | 80.6% | 75 | 18.67% |
|
| 5112 |
MWM
5112
Midwest Wealth Management
Indianapolis,
Indiana
| $145M | +$5.28M | +4% | 0.82% | – | 102 | 8.82% |
|
| 5113 |
CCP
5113
Cassia Capital Partners
Winston Salem,
North Carolina
| $145M | +$12.3M | +9% | 0.82% | 45.8% | 137 | 92.7% |
|
| 5114 |
SFS
5114
Solitude Financial Services
Charlottesville,
Virginia
| $145M | +$7.29M | +5% | 2.2% | 55.4% | 43 | 11.63% |
|
| 5115 |
JA
5115
JVL Associates
Wyoming,
Michigan
| $145M | +$89K | +0.1% | 0.57% | 73.3% | 37 | 0% |
|
| 5116 |
IWA
5116
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $145M | +$2.85M | +2% | 0.08% | 70.8% | 147 | 10.2% |
|
| 5117 |
PHM
5117
Prospect Hill Management
Short Hills,
New Jersey
| $145M | +$6.69M | +5% | 4.93% | 93.9% | 17 | 0% |
|
| 5118 |
NPP
5118
New Potomac Partners
Bethesda,
Maryland
| $145M | -$2.14M | -1% | 0.7% | 37.2% | 65 | 3.08% |
|
| 5119 |
FDS
5119
First Dallas Securities
Dallas,
Texas
| $145M | -$7.7M | -5% | 4.08% | 134% | 126 | 14.29% |
|
| 5120 |
CG
5120
Clarus Group
Houston,
Texas
| $145M | +$11.2M | +8% | 1.74% | 65.5% | 115 | 9.57% |
|
| 5121 |
GAA
5121
Green Alpha Advisors
Niwot,
Colorado
| $145M | -$2.08M | -1% | 2.93% | 136% | 130 | 5.38% |
|
| 5122 |
PWM
5122
Purus Wealth Management
Newport Beach,
California
| $145M | +$5.75M | +4% | 0.16% | 156% | 108 | 20.37% |
|
| 5123 |
A
5123
Attestor
London,
United Kingdom
| $145M | -$6.66M | -4% | 8.69% | 55.7% | 3 | 33.33% |
|
| 5124 |
TP
5124
Truvvo Partners
New York
| $144M | -$1.54M | -1% | 2.57% | 21.1% | 32 | 25% |
|
| 5125 |
SCA
5125
St. Clair Advisors
Mayfield Hts,
Ohio
| $144M | +$10.9M | +8% | 0.19% | 64% | 51 | 21.57% |
|