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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5326 |
KI
5326
Kapitalo Investimentos
Sao Paulo,
Brazil
| $133M | -$108M | -45% | 0.62% | 58.1% | 195 | 88.72% |
|
| 5327 |
TC
5327
Tacita Capital
Toronto,
Ontario, Canada
| $133M | +$4.36M | +3% | 7.71% | 60.3% | 204 | 7.84% |
|
| 5328 |
BSI
5328
Bennett Selby Investments
Falmouth,
Maine
| $133M | +$8.24M | +7% | 6.72% | 69.8% | 58 | 15.52% |
|
| 5329 |
LA
5329
Latitude Advisors
Vero Beach,
Florida
| $133M | +$12.3M | +10% | 4.82% | 72% | 171 | 20.47% |
|
| 5330 |
PFG
5330
Pacific Financial Group
Bellevue,
Washington
| $133M | +$21.8M | +20% | 5.03% | 48.4% | 54 | 7.41% |
|
| 5331 |
RCM
5331
Rain Capital Management
Lake Oswego,
Oregon
| $133M | +$5.02M | +4% | 5.74% | 18.2% | 101 | 33.66% |
|
| 5332 |
PP
5332
Patron Partners
Houston,
Texas
| $133M | +$12.9M | +11% | 10% | 69.3% | 175 | 13.71% |
|
| 5333 |
CWA
5333
Choice Wealth Advisors
Waterville,
Maine
| $133M | +$13.7M | +11% | 5.76% | 52.3% | 26 | 19.23% |
|
| 5334 |
MA
5334
Menlo Advisors
Menlo Park,
California
| $133M | -$9.49M | -7% | 6.88% | 81.9% | 30 | 10% |
|
| 5335 |
FCMT
5335
Founders Capital Management (Texas)
Houston,
Texas
| $133M | +$10.5M | +9% | 15.4% | 118% | 404 | 4.95% |
|
| 5336 |
SV
5336
Stilwell Value
New York
| $133M | -$6.35M | -5% | 7.88% | 93.8% | 43 | 16.28% |
|
| 5337 |
KFA
5337
Kelleher Financial Advisors
New York
| $133M | -$6.39M | -5% | 7.72% | 73.2% | 127 | 25.98% |
|
| 5338 |
EM
5338
ELCO Management
New York
| $133M | +$7.45M | +6% | 8.14% | 86.3% | 154 | 18.83% |
|
| 5339 |
TCM
5339
Tao Capital Management
San Francisco,
California
| $133M | -$19.6M | -13% | 42.3% | 356% | 19 | 26.32% |
|
| 5340 |
SW
5340
SMART Wealth
Omaha,
Nebraska
| $133M | – | – | 3.71% | 52.3% | 84 | – |
|
| 5341 |
HCP
5341
Hiddenite Capital Partners
New York
| $133M | +$31.5M | +31% | 11% | 363% | 52 | 46.15% |
|
| 5342 |
SAM
5342
S.A. Mason
Holland,
Michigan
| $133M | +$6.37M | +5% | 10.8% | 80.6% | 329 | 6.99% |
|
| 5343 |
NIMC
5343
Nierenberg Investment Management Company
Camas,
Washington
| $133M | +$12.4M | +10% | 14.1% | 167% | 43 | 16.28% |
|
| 5344 |
MA
5344
MKT Advisors
Escondido,
California
| $133M | +$17.7M | +15% | 9.27% | 49.2% | 148 | 16.22% |
|
| 5345 |
MWA
5345
Moser Wealth Advisors
Bellevue,
Washington
| $133M | +$4.68M | +4% | 7.87% | – | 158 | 22.15% |
|
| 5346 |
HWM
5346
HighMark Wealth Management
St. Paul,
Minnesota
| $133M | +$15.5M | +13% | 12.1% | 84.2% | 573 | 9.25% |
|
| 5347 |
AWM
5347
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $133M | +$19M | +17% | 11.7% | 56.7% | 168 | 4.17% |
|
| 5348 |
RB
5348
Renasant Bank
Tupelo,
Mississippi
| $132M | +$19.1M | +17% | 9.16% | 53.8% | 194 | 17.53% |
|
| 5349 |
BI
5349
Berkeley Inc
Boise,
Idaho
| $132M | +$13.7M | +12% | 10.8% | 40.9% | 82 | 10.98% |
|
| 5350 |
VU
5350
Valence8 US
Cambridge,
Massachusetts
| $132M | – | – | 12.8% | 53.9% | 12 | – |
|