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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5301 |
GSB
5301
Greenfield Savings Bank
Greenfield,
Massachusetts
| $190M | +$17.4M | +10% | 10.3% | 97.3% | 150 | 5.33% |
|
| 5302 |
BWM
5302
Birchcreek Wealth Management
Miami Township,
Ohio
| $190M | +$23M | +14% | 8.25% | 54.9% | 160 | 17.5% |
|
| 5303 |
WA1
5303
Wimmer Associates 1
Pasadena,
California
| $190M | +$12.9M | +7% | 9.33% | 69.4% | 113 | 5.31% |
|
| 5304 |
BCM
5304
Brookmont Capital Management
Dallas,
Texas
| $190M | +$11.6M | +6% | 7.57% | 36.6% | 54 | 14.81% |
|
| 5305 |
AWM
5305
Altus Wealth Management
Ft Mitchell,
Kentucky
| $190M | +$22.9M | +14% | 9.28% | 68.8% | 42 | 9.52% |
|
| 5306 |
LPP
5306
Long Path Partners
Stamford,
Connecticut
| $190M | -$22.3M | -10% | 3.69% | 4.33% | 9 | 0% |
|
| 5307 |
MHB
5307
Midwest Heritage Bank
West Des Moines,
Iowa
| $190M | +$42.8M | +29% | 6.66% | 50% | 59 | 16.95% |
|
| 5308 |
RF
5308
Robbins Farley
Bedford,
New Hampshire
| $190M | +$23.2M | +14% | 13.6% | 98.2% | 175 | 5.71% |
|
| 5309 |
NWM
5309
Napa Wealth Management
Napa,
California
| $190M | +$5.62M | +3% | 2.6% | – | 124 | 54.84% |
|
| 5310 |
MC
5310
Machina Capital
Paris,
France
| $190M | +$35M | +23% | 7.14% | 26.2% | 350 | 63.71% |
|
| 5311 |
GB
5311
Gunma Bank
Gunma,
Japan
| $190M | +$86.6M | +84% | 5.64% | 24.5% | 26 | 23.08% |
|
| 5312 |
ACM
5312
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $190M | -$66.6M | -26% | 31.4% | 1,745% | 24 | 79.17% |
|
| 5313 |
7CM
5313
7G Capital Management
New York
| $190M | -$5.01M | -3% | 3.28% | 128% | 7 | 0% |
|
| 5314 |
MAS
5314
Madden Advisory Services
Jacksonville,
Florida
| $190M | +$12.3M | +7% | 6.67% | 44.7% | 92 | 2.17% |
|
| 5315 |
SW
5315
StrongBox Wealth
Lee's Summit,
Missouri
| $190M | +$18.3M | +11% | 7.13% | 57.8% | 83 | 9.64% |
|
| 5316 |
WI
5316
WJ Interests
Sugar Land,
Texas
| $190M | +$31M | +20% | 5.38% | 40% | 12 | 0% |
|
| 5317 |
PIA
5317
Powell Investment Advisors
Miami,
Florida
| $189M | +$8.53M | +5% | 8.13% | 76.1% | 154 | 11.04% |
|
| 5318 |
SAM
5318
Sequent Asset Management
Houston,
Texas
| $189M | +$16.7M | +10% | 5.33% | 51.3% | 86 | 11.63% |
|
| 5319 |
GA
5319
GraniteShares Advisors
New York
| $189M | +$78.1M | +70% | 28.3% | 90.3% | 92 | 2.17% |
|
| 5320 |
SFPG
5320
Stonebridge Financial Planning Group
Orlando,
Florida
| $189M | +$15.4M | +9% | 9.01% | 54.7% | 156 | 8.33% |
|
| 5321 |
FA
5321
Financial Avengers
Oakland,
California
| $189M | +$22.7M | +14% | 16.8% | 117% | 182 | 17.58% |
|
| 5322 |
RI
5322
Ridgewood Investments
Springfield,
New Jersey
| $189M | +$19.9M | +12% | 7.09% | – | 221 | 17.65% |
|
| 5323 |
JWM
5323
Jupiter Wealth Management
Glendale,
Colorado
| $189M | +$18.9M | +11% | 10.3% | 85.9% | 98 | 16.33% |
|
| 5324 |
DRP
5324
Decade Renewable Partners
Houston,
Texas
| $189M | +$14.8M | +9% | 7.01% | – | 44 | 61.36% |
|
| 5325 |
OGM
5325
OnyxPoint Global Management
New York
| $189M | +$5.25M | +3% | 26.5% | 206% | 11 | 27.27% |
|