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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5426 |
CWM
5426
Chicago Wealth Management
Chicago,
Illinois
| $149M | -$174K | -0.1% | 3.38% | 110% | 49 | 14.29% |
|
| 5427 |
SMG
5427
Smart Money Group
Eastland,
Texas
| $149M | -$7.64M | -5% | 3.97% | 45.6% | 71 | 28.17% |
|
| 5428 |
SW
5428
Signify Wealth
Saint Louis,
Missouri
| $149M | -$12.1M | -8% | 4.23% | 36.7% | 34 | 64.71% |
|
| 5429 |
CH
5429
CVS Health
Woonsocket,
Rhode Island
| $149M | +$34.6M | +30% | 9.44% | 52.3% | 6 | 33.33% |
|
| 5430 |
OWP
5430
Old Well Partners
Charlotte,
North Carolina
| $149M | -$12.9M | -8% | 22.2% | 97.8% | 50 | 54% |
|
| 5431 |
WW
5431
Westshore Wealth
Newport Beach,
California
| $149M | +$2.95M | +2% | 2.81% | 44.5% | 101 | 16.83% |
|
| 5432 |
RDIA
5432
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $149M | +$16.9M | +13% | 2.41% | 2.24% | 341 | 23.46% |
|
| 5433 |
BWM
5433
Benchmark Wealth Management
Old Lyme,
Connecticut
| $149M | -$6.04M | -4% | 4.28% | 42.7% | 49 | 8.16% |
|
| 5434 |
CFC
5434
Client First Capital
San Diego,
California
| $149M | +$7.85M | +6% | 4.77% | 49.6% | 31 | 38.71% |
|
| 5435 |
RB
5435
Renasant Bank
Tupelo,
Mississippi
| $149M | +$1.61M | +1% | 3.29% | 53.8% | 221 | 22.17% |
|
| 5436 |
AWA
5436
ARQ Wealth Advisors
Scottsdale,
Arizona
| $149M | +$7.82M | +6% | 5.39% | 53.3% | 52 | 15.38% |
|
| 5437 |
RA
5437
RiverTree Advisors
Winter Park,
Florida
| $149M | -$7.64M | -5% | 2.03% | 25.4% | 50 | 60% |
|
| 5438 |
BU
5438
Builders Union
London,
United Kingdom
| $149M | -$73.5M | -33% | 35.2% | – | 15 | 40% |
|
| 5439 |
SIC
5439
Sterling Investment Counsel
Buffalo,
New York
| $148M | +$807K | +0.5% | 4.36% | 82.8% | 161 | 21.12% |
|
| 5440 |
ZC
5440
Zoom Communications
San Jose,
California
| $148M | -$82.7M | -36% | 31% | 10.7% | 2 | 0% |
|
| 5441 |
CWM
5441
Capital Wealth Management
W. Warwick,
Rhode Island
| $148M | +$5.59M | +4% | 4.96% | 46.7% | 46 | 26.09% |
|
| 5442 |
GAA
5442
Green Alpha Advisors
Niwot,
Colorado
| $148M | +$153K | +0.1% | 6.4% | 136% | 138 | 11.59% |
|
| 5443 |
CPSC
5443
Carl P. Sherr & Co
Worcester,
Massachusetts
| $148M | -$17.1M | -10% | 6.13% | 61.4% | 128 | 7.81% |
|
| 5444 |
LWP
5444
Laurel Wealth Planning
Edina,
Minnesota
| $148M | +$16.2M | +12% | 3.97% | 41.6% | 284 | 28.52% |
|
| 5445 |
NCM
5445
Next Capital Management
New York
| $148M | +$184K | +0.1% | 3.01% | 56.1% | 126 | 20.63% |
|
| 5446 |
WMA
5446
West Michigan Advisors
Holland,
Michigan
| $148M | +$13.9M | +10% | 2.29% | 69% | 141 | 19.15% |
|
| 5447 |
BAM
5447
Beaumont Asset Management
Beaumont,
Texas
| $148M | -$2.13M | -1% | 5.05% | 64.3% | 74 | 16.22% |
|
| 5448 |
TB
5448
Treynor Bancshares
Treynor,
Iowa
| $148M | -$7.36M | -5% | 4.37% | 3.35% | 80 | 2.5% |
|
| 5449 |
NL
5449
NEPC LLC
Boston,
Massachusetts
| $148M | -$28.7M | -16% | 5.65% | 19.2% | 35 | 14.29% |
|
| 5450 |
SC
5450
Saiph Capital
Wyckoff,
New Jersey
| $148M | -$4.55M | -3% | 7.18% | 44.6% | 43 | 18.6% |
|