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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5251 |
ACM
5251
Ayrshire Capital Management
Westport,
Connecticut
| $210M | +$14M | +7% | 5.73% | 78.4% | 49 | 4.08% |
|
| 5252 |
BA
5252
Bridge Advisory
Pasadena,
California
| $210M | +$7.23M | +4% | 5.51% | 6.7% | 101 | 5.94% |
|
| 5253 |
CL
5253
COWA LLC
Tulsa,
Oklahoma
| $210M | +$22.6M | +12% | 7.35% | 57.8% | 139 | 17.27% |
|
| 5254 |
BAM
5254
Bosun Asset Management
Chicago,
Illinois
| $210M | +$40.7M | +24% | 22% | 240% | 210 | 37.62% |
|
| 5255 |
WCM
5255
Winthrop Capital Management
Carmel,
Indiana
| $210M | +$10.1M | +5% | 6.32% | – | 183 | 27.32% |
|
| 5256 |
SFPG
5256
Stonebridge Financial Planning Group
Orlando,
Florida
| $210M | +$10.9M | +5% | 5.06% | 54.7% | 160 | 5.63% |
|
| 5257 |
TC
5257
Tejara Capital
London,
United Kingdom
| $210M | -$65.2M | -24% | 4.3% | 13.9% | 78 | 41.03% |
|
| 5258 |
TRIA
5258
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $210M | +$16.4M | +8% | 6.16% | 68.2% | 108 | 6.48% |
|
| 5259 |
FTCM
5259
Fir Tree Capital Management
New York
| $210M | +$19.6M | +10% | 1.8% | 17.3% | 119 | 59.66% |
|
| 5260 |
PWMG
5260
Pioneer Wealth Management Group
Austin,
Texas
| $210M | +$21.4M | +11% | 6.31% | – | 42 | 4.76% |
|
| 5261 |
BP
5261
BCK Partners
Corning,
New York
| $210M | +$16.1M | +8% | 6.03% | 44.6% | 30 | 3.33% |
|
| 5262 |
FFC
5262
First Financial Corp
Terre Haute,
Indiana
| $210M | +$13.2M | +7% | 8.36% | 88.3% | 471 | 7.64% |
|
| 5263 |
MWP
5263
Meredith Wealth Planning
Maryville,
Illinois
| $210M | +$18.7M | +10% | 6.08% | 66.3% | 49 | 16.33% |
|
| 5264 |
KPWG
5264
KFA Private Wealth Group
Tysons,
Virginia
| $210M | +$16.3M | +8% | 4.55% | 57.5% | 83 | 10.84% |
|
| 5265 |
NL
5265
NKCFO LLC
Geneva,
Illinois
| $209M | +$26.1M | +14% | 8.73% | 202% | 114 | 59.65% |
|
| 5266 |
SCP
5266
Stevens Capital Partners
Omaha,
Nebraska
| $209M | +$15.6M | +8% | 5.78% | 57.8% | 62 | 4.84% |
|
| 5267 |
MFG
5267
Mendota Financial Group
Madison,
Wisconsin
| $209M | +$22.8M | +12% | 7.65% | 53.8% | 1,219 | 71.37% |
|
| 5268 |
AIM
5268
Astor Investment Management
Chicago,
Illinois
| $209M | -$8.22M | -4% | 3.88% | 23.3% | 35 | 25.71% |
|
| 5269 |
FOA
5269
Five Oceans Advisors
Santa Monica,
California
| $209M | +$18.1M | +10% | 5.25% | 78.8% | 206 | 19.42% |
|
| 5270 |
RA
5270
Rise Advisors
Rochester,
New York
| $209M | +$20M | +11% | 6.62% | 58.9% | 1,261 | 3.97% |
|
| 5271 |
SC
5271
Summa Corp
Tomball,
Texas
| $209M | +$2.32M | +1% | 0.07% | – | 67 | 14.93% |
|
| 5272 |
SCM
5272
Sage Capital Management
Stockton,
New Jersey
| $208M | +$18.1M | +10% | 7.46% | – | 171 | 14.62% |
|
| 5273 |
NCM
5273
NCM Capital Management
Ramsey,
New Jersey
| $208M | +$17.7M | +9% | 6.66% | 83.6% | 172 | 11.05% |
|
| 5274 |
MA
5274
MBA Advisors
Hermitage,
Pennsylvania
| $208M | +$12.8M | +7% | 6.47% | 58.3% | 134 | 8.21% |
|
| 5275 |
MS
5275
Marshall & Sullivan
Seattle,
Washington
| $208M | +$8.05M | +4% | 6.73% | 82% | 41 | 2.44% |
|