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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5351 |
AWG
5351
Altus Wealth Group
Colorado Springs,
Colorado
| $226M | +$12.5M | +6% | 10.1% | 68.6% | 143 | 10.49% |
|
| 5352 |
VIA
5352
Victrix Investment Advisors
Stuart,
Florida
| $226M | +$35.6M | +19% | 11.2% | – | 106 | 13.21% |
|
| 5353 |
MMM
5353
Mendel Money Management
Northbrook,
Illinois
| $226M | +$14.7M | +7% | 9.72% | 55.5% | 145 | 8.28% |
|
| 5354 |
GI
5354
GS Investments
Minneapolis,
Minnesota
| $226M | +$13.5M | +6% | 11.4% | 77.6% | 122 | 7.38% |
|
| 5355 |
TW
5355
Towerpoint Wealth
Sacramento,
California
| $226M | +$23.9M | +12% | 8.35% | 62.4% | 93 | 13.98% |
|
| 5356 |
CCA
5356
Cruiser Capital Advisors
Stamford,
Connecticut
| $226M | +$151M | +203% | 13.8% | 131% | 60 | 35% |
|
| 5357 |
PCM
5357
Peirce Capital Management
The Woodlands,
Texas
| $226M | +$23.4M | +12% | 7.45% | – | 46 | 26.09% |
|
| 5358 |
WAM
5358
Waterfall Asset Management
New York
| $226M | +$36.1M | +19% | 4.24% | – | 12 | 41.67% |
|
| 5359 |
HP
5359
Haven Private
Orlando,
Florida
| $226M | +$48.7M | +28% | 11.5% | – | 193 | 35.23% |
|
| 5360 |
SC
5360
Schulhoff & Co
Cincinnati,
Ohio
| $225M | -$496K | -0.2% | 1.71% | 42.7% | 135 | 2.96% |
|
| 5361 |
BKA
5361
Brick & Kyle Associates
Newtown,
Pennsylvania
| $225M | +$7.46M | +3% | 13.2% | 82.3% | 63 | 19.05% |
|
| 5362 |
LP
5362
LGL Partners
Philadelphia,
Pennsylvania
| $225M | +$18M | +9% | 8.69% | 68.9% | 59 | 13.56% |
|
| 5363 |
PBC
5363
Pavion Blue Capital
Newport Beach,
California
| $225M | +$15.4M | +7% | 9.65% | 67.6% | 106 | 7.55% |
|
| 5364 |
BWM
5364
Benchmark Wealth Management
Old Lyme,
Connecticut
| $225M | +$18.3M | +9% | 6.73% | 42.7% | 73 | 12.33% |
|
| 5365 |
AWM
5365
Avaii Wealth Management
Appleton,
Wisconsin
| $225M | +$37.8M | +20% | 13.3% | 68.3% | 142 | 19.72% |
|
| 5366 |
FI
5366
FIDELIS iM
Medford,
Oregon
| $225M | +$8.92M | +4% | 6.05% | 40.1% | 24 | 16.67% |
|
| 5367 |
AA
5367
AJ Advisors
Nashville,
Tennessee
| $225M | +$29.4M | +15% | 8.97% | 59.8% | 38 | 13.16% |
|
| 5368 |
CPW
5368
Catalyst Private Wealth
San Mateo,
California
| $225M | +$19.5M | +9% | 11.3% | 103% | 85 | 15.29% |
|
| 5369 |
TAM
5369
Tealwood Asset Management
Minneapolis,
Minnesota
| $225M | +$8.71M | +4% | 8.51% | 121% | 137 | 16.06% |
|
| 5370 |
EF
5370
Exeter Financial
Scottsdale,
Arizona
| $225M | +$1.75M | +0.8% | 4.18% | 50.4% | 93 | 5.38% |
|
| 5371 |
BWA
5371
BlueChip Wealth Advisors
Milton,
Georgia
| $225M | +$21M | +10% | 7.08% | – | 171 | 12.87% |
|
| 5372 |
CCA
5372
Cora Capital Advisors
Marlton,
New Jersey
| $225M | +$16M | +8% | 8.57% | 70.5% | 116 | 12.07% |
|
| 5373 |
SFG
5373
Socha Financial Group
Corning,
New York
| $225M | +$20M | +10% | 13.8% | 57.3% | 26 | 26.92% |
|
| 5374 |
RPCONE
5374
Retirement Planning Company of New England
Warwick,
Rhode Island
| $225M | +$23.7M | +12% | 12.5% | 90.1% | 242 | 9.5% |
|
| 5375 |
NS
5375
Night Squared
New York
| $224M | +$55.3M | +33% | 20.5% | – | 73 | 65.75% |
|