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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5151 |
RCA
5151
Reitz Capital Advisors
Freeland,
Michigan
| $135M | +$11M | +9% | 4.28% | 11% | 54 | 20.37% |
|
| 5152 |
YAL
5152
Your Advocates Ltd
Houston,
Texas
| $135M | -$634K | -0.5% | 3.35% | 42.5% | 168 | 29.76% |
|
| 5153 |
MPIM
5153
McGinn Penninger Investment Management
Alexandria,
Virginia
| $135M | +$26.6M | +25% | 12.2% | 50.2% | 41 | 19.51% |
|
| 5154 |
CT
5154
Clearstead Trust
Portland,
Maine
| $135M | -$33.1M | -20% | 6.86% | 84.1% | 188 | 51.06% |
|
| 5155 |
CA
5155
Corrado Advisors
Ramsey,
New Jersey
| $135M | +$5.21M | +4% | 4.51% | 45.6% | 97 | 12.37% |
|
| 5156 |
JA
5156
JVL Associates
Wyoming,
Michigan
| $135M | +$9.3M | +7% | 6.69% | 73.3% | 38 | 5.26% |
|
| 5157 |
OFW
5157
Omnia Family Wealth
Aventura,
Florida
| $135M | +$25.2M | +23% | 3.01% | 80.6% | 79 | 25.32% |
|
| 5158 |
SC
5158
Samjo Capital
New York
| $135M | +$17.6M | +15% | 27.4% | 89.1% | 22 | 27.27% |
|
| 5159 |
BWM
5159
Benchmark Wealth Management
Old Lyme,
Connecticut
| $135M | +$2.97M | +2% | 4.44% | 42.7% | 47 | 10.64% |
|
| 5160 |
VCA
5160
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $135M | +$12.1M | +10% | 5.83% | 30.6% | 12 | 50% |
|
| 5161 |
LCM
5161
Lafitte Capital Management
Austin,
Texas
| $135M | +$13.6M | +11% | 12.9% | 55.2% | 15 | 46.67% |
|
| 5162 |
MRCP
5162
Manor Road Capital Partners
New York
| $135M | -$75.3M | -36% | 0.62% | 78.3% | 11 | 18.18% |
|
| 5163 |
HS
5163
HighVista Strategies
Boston,
Massachusetts
| $135M | -$22M | -14% | 3.84% | 518% | 156 | 44.87% |
|
| 5164 |
CM
5164
CM Management
Gulf Breeze,
Florida
| $135M | +$26.7M | +25% | 16.3% | 141% | 101 | 40.59% |
|
| 5165 |
BRC
5165
BHF RG Capital
Scottsdale,
Arizona
| $135M | +$1.92M | +1% | 3.15% | – | 40 | 22.5% |
|
| 5166 |
BI
5166
Berkeley Inc
Boise,
Idaho
| $134M | +$10.7M | +9% | 6.95% | 40.9% | 83 | 10.84% |
|
| 5167 |
CS
5167
Capital Square
Chattanooga,
Tennessee
| $134M | +$15M | +13% | 9.81% | 43.3% | 156 | 12.82% |
|
| 5168 |
PA
5168
Proem Advisors
Dallas,
Texas
| $134M | +$32.7M | +32% | 32.2% | – | 27 | 44.44% |
|
| 5169 |
KAM
5169
Kopion Asset Management
Mckinney,
Texas
| $134M | +$9.68M | +8% | 11.7% | 67.1% | 22 | 9.09% |
|
| 5170 |
LCAM
5170
Long Corridor Asset Management
Hong Kong
| $134M | +$19.9M | +17% | 6.37% | 58.7% | 17 | 58.82% |
|
| 5171 |
GA
5171
GoalVest Advisory
New York
| $134M | +$15.2M | +13% | 5.07% | 86.8% | 245 | 40.82% |
|
| 5172 |
SFP
5172
Strategic Financial Planning
Plano,
Texas
| $134M | +$20M | +17% | 5.87% | 35% | 32 | 3.13% |
|
| 5173 |
SN
5173
Sittner & Nelson
Eugene,
Oregon
| $134M | +$22.6M | +20% | 7.18% | 79% | 465 | 18.92% |
|
| 5174 |
WAS
5174
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $134M | -$234M | -64% | 7.8% | 55.5% | 211 | 56.87% |
|
| 5175 |
WMP
5175
Wealth Management Partners
Tucson,
Arizona
| $134M | +$6.34M | +5% | 4.27% | 179% | 134 | 21.64% |
|