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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5201 |
GP
5201
Geneva Partners
Lake Geneva,
Wisconsin
| $162M | -$49.2M | -23% | 6.76% | 252% | 122 | 61.48% |
|
| 5202 |
MCM
5202
McMillion Capital Management
Greensboro,
North Carolina
| $162M | -$23.4M | -13% | 2.81% | 59.3% | 82 | 8.54% |
|
| 5203 |
CI
5203
Cordant Inc
Portland,
Oregon
| $161M | -$9.17M | -5% | 3.25% | 47% | 1,429 | 95.8% |
|
| 5204 |
MA
5204
MBA Advisors
Hermitage,
Pennsylvania
| $161M | +$81K | +0.1% | 2.52% | 58.3% | 160 | 12.5% |
|
| 5205 |
DC
5205
Dryden Capital
Miami,
Florida
| $161M | +$21.4M | +15% | 0.23% | – | 59 | 18.64% |
|
| 5206 |
WB
5206
West Bancorporation
West Des Moines,
Iowa
| $161M | +$34M | +27% | 3.62% | 64.4% | 345 | 16.23% |
|
| 5207 |
FCM
5207
FourWorld Capital Management
New York
| $161M | – | – | 18.3% | 114% | 16 | – |
|
| 5208 |
HLC
5208
Hunt Lane Capital
New York
| $161M | -$83M | -34% | 18.7% | 3.59% | 23 | 52.17% |
|
| 5209 |
SIS
5209
SVB Investment Services
Salt Lake City,
Utah
| $161M | +$10.8M | +7% | 4.54% | – | 44 | 15.91% |
|
| 5210 |
RFA
5210
Resurgent Financial Advisors
Atlanta,
Georgia
| $161M | +$35.7M | +28% | 2.43% | 70.4% | 203 | 41.38% |
|
| 5211 |
RH
5211
RFG Holdings
Argyle,
Texas
| $161M | -$29.8M | -16% | 2.73% | 51.3% | 34 | 41.18% |
|
| 5212 |
JA
5212
JVL Associates
Wyoming,
Michigan
| $161M | +$1.04M | +0.6% | 5.72% | 73.3% | 42 | 14.29% |
|
| 5213 |
KLM
5213
Kennedy Lewis Management
New York
| $161M | +$11M | +7% | 1.83% | 70.2% | 33 | 51.52% |
|
| 5214 |
OCM
5214
Orleans Capital Management
Mandeville,
Louisiana
| $161M | -$15.1M | -9% | 0.56% | 67.9% | 88 | 14.77% |
|
| 5215 |
JAM
5215
JLP Asset Management
New York
| $161M | -$43.3M | -21% | 7.45% | 16.1% | 31 | 35.48% |
|
| 5216 |
KLC
5216
Kent Lake Capital
Reno,
Nevada
| $161M | -$32.1M | -17% | 2.44% | 92.1% | 59 | 71.19% |
|
| 5217 |
LWM
5217
Ledge Wealth Management
Sartell,
Minnesota
| $161M | – | – | 1.97% | – | 72 | – |
|
| 5218 |
CWA
5218
Clarus Wealth Advisors
Peoria,
Arizona
| $161M | -$13.1M | -8% | 2.58% | – | 128 | 33.59% |
|
| 5219 |
OCPWS
5219
One Charles Private Wealth Services
Hingham,
Massachusetts
| $161M | -$15.8M | -9% | 6.56% | 99.7% | 127 | 18.9% |
|
| 5220 |
CWM
5220
Concentrum Wealth Management
San Jose,
California
| $161M | -$31.2M | -16% | 11.6% | 145% | 68 | 23.53% |
|
| 5221 |
BAM
5221
Byrne Asset Management
Kingston,
New Jersey
| $161M | +$6.11M | +4% | 3.78% | 116% | 576 | 16.49% |
|
| 5222 |
MA
5222
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $160M | -$25.9M | -14% | 3.93% | 157% | 99 | 10.1% |
|
| 5223 |
RWG
5223
Regal Wealth Group
Seal Beach,
California
| $160M | -$17.1M | -10% | 5.49% | 17% | 54 | 11.11% |
|
| 5224 |
SAM
5224
S.A. Mason
Holland,
Michigan
| $160M | -$5.8M | -3% | 4.09% | 80.6% | 335 | 5.37% |
|
| 5225 |
PCM
5225
Pinz Capital Management
New York
| $160M | -$99.3M | -38% | 1.36% | 199% | 409 | 78.24% |
|