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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 |
II
5151
INCA Investments
Miami,
Florida
| $219M | -$24M | -10% | 2.85% | 128% | 10 | 0% |
|
| 5152 |
EC
5152
EntryPoint Capital
New York
| $218M | -$19.5M | -8% | 8.17% | – | 1,001 | 65.53% |
|
| 5153 |
WA
5153
Wealthstar Advisors
Plano,
Texas
| $218M | -$11.8M | -5% | 1.15% | – | 154 | 28.57% |
|
| 5154 |
IWM
5154
Iams Wealth Management
Omaha,
Nebraska
| $218M | -$382K | -0.2% | 1.7% | 51.3% | 177 | 19.21% |
|
| 5155 |
SSW
5155
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $218M | -$7.7M | -3% | 2.97% | 92.2% | 150 | 9.33% |
|
| 5156 |
SI
5156
SimpliFi Inc
San Diego,
California
| $218M | -$768K | -0.4% | 0.45% | 26.7% | 43 | 9.3% |
|
| 5157 |
BKA
5157
Brick & Kyle Associates
Newtown,
Pennsylvania
| $218M | -$17.1M | -7% | 3.12% | 82.3% | 63 | 17.46% |
|
| 5158 |
AWA
5158
Alta Wealth Advisors
Woburn,
Massachusetts
| $218M | -$10.7M | -5% | 3.78% | 120% | 150 | 18% |
|
| 5159 |
FZCM
5159
Flynn Zito Capital Management
Garden City,
New York
| $218M | +$2.81M | +1% | 2.95% | 97.3% | 134 | 13.43% |
|
| 5160 |
DI
5160
Disciplined Investments
Tulsa,
Oklahoma
| $218M | +$15M | +7% | 0.33% | 41.9% | 128 | 4.69% |
|
| 5161 |
1W
5161
1776 Wealth
Atlanta,
Georgia
| $218M | +$88.2K | +0% | 5.7% | 87.4% | 142 | 3.52% |
|
| 5162 |
ACL
5162
APEIRON Capital Ltd
Hong Kong
| $218M | -$50.7M | -19% | 21.6% | 105% | 17 | 58.82% |
|
| 5163 |
ACMG
5163
Anchor Capital Management Group
Aliso Viejo,
California
| $217M | -$58.9M | -21% | 5.43% | – | 19 | 5.26% |
|
| 5164 |
AA
5164
Altman Advisors
Chicago,
Illinois
| $217M | -$17.5M | -7% | 0.54% | – | 103 | 15.53% |
|
| 5165 |
MHP
5165
Manatuck Hill Partners
Westport,
Connecticut
| $217M | -$27.1M | -11% | 4.14% | 424% | 135 | 49.63% |
|
| 5166 |
VP
5166
Verisail Partners
Chamblee,
Georgia
| $217M | +$3.27M | +2% | 0.11% | – | 35 | 8.57% |
|
| 5167 |
AIM
5167
Aspen Investment Management
Grand Rapids,
Michigan
| $217M | +$1.51M | +0.7% | 0.67% | 84.9% | 155 | 14.84% |
|
| 5168 |
KLP
5168
Kent Lake PR
Anasco,
Puerto Rico
| $217M | -$19.8M | -8% | 12.3% | – | 48 | 52.08% |
|
| 5169 |
PCM
5169
Punch Card Management
Winter Park,
Florida
| $217M | -$98.5M | -31% | 12.8% | 41% | 4 | 0% |
|
| 5170 |
SC
5170
Swan Capital
Pensacola,
Florida
| $217M | +$11.6M | +6% | 1.1% | – | 425 | 20.71% |
|
| 5171 |
WP
5171
Wealthspan Partners
Davenport,
Iowa
| $217M | +$7.18M | +3% | 0.07% | 59.1% | 116 | 8.62% |
|
| 5172 |
PWM
5172
Pines Wealth Management
Southern Pines,
North Carolina
| $216M | -$13.6M | -6% | 1.33% | – | 218 | 15.14% |
|
| 5173 |
MLICM
5173
Metropolitan Life Insurance Company (MetLife)
New York
| $216M | -$36.1M | -14% | 2.73% | 50.3% | 10 | 20% |
|
| 5174 |
HRC
5174
Hoertkorn Richard Charles
| $216M | -$27M | -11% | 3.63% | 172% | 82 | 3.66% |
|
| 5175 |
BU
5175
Brown University
Providence,
Rhode Island
| $216M | -$18.5M | -8% | 6.36% | 7.69% | 15 | 26.67% |
|