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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5576 |
JP
5576
JNE Partners
London,
United Kingdom
| $132M | -$12.3M | -9% | 11.5% | 98.6% | 10 | 40% |
|
| 5577 |
GPC
5577
Greenstone Partners & Co
Larkspur,
California
| $132M | +$25.3M | +24% | 19.3% | 492% | 11 | 9.09% |
|
| 5578 |
FWS
5578
FinDec Wealth Services
Stockton,
California
| $132M | +$11.2M | +9% | 5.18% | 40.4% | 44 | 9.09% |
|
| 5579 |
LFASL
5579
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $132M | -$2.7M | -2% | 5.05% | 44.9% | 119 | 8.4% |
|
| 5580 |
EFS
5580
Econ Financial Services
Harrisburg,
Pennsylvania
| $132M | +$33.4M | +34% | 2.28% | 16.9% | 111 | 77.48% |
|
| 5581 |
UAM
5581
Unison Asset Management
North Miami Beach,
Florida
| $132M | +$11.4M | +9% | 9.19% | 84% | 34 | 5.88% |
|
| 5582 |
CWM
5582
Cherrydale Wealth Management
Hoboken,
New Jersey
| $132M | +$11.2M | +9% | 8.55% | 72% | 39 | 12.82% |
|
| 5583 |
AIC
5583
Argus Investors Counsel
New York
| $132M | +$7.36M | +6% | 7.33% | 92.3% | 98 | 13.27% |
|
| 5584 |
SA
5584
Syntax Advisors
New York
| $132M | +$11.9M | +10% | 3.72% | – | 240 | 14.58% |
|
| 5585 |
SPA
5585
Shore Point Advisors
Brielle,
New Jersey
| $132M | +$10.3M | +8% | 2.29% | 51.4% | 53 | 20.75% |
|
| 5586 |
CMBA
5586
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $132M | +$5.13M | +4% | 6.16% | 59.8% | 580 | 27.93% |
|
| 5587 |
EL
5587
EQ LLC
Bellevue,
Washington
| $132M | +$6.74M | +5% | 6.19% | 72.9% | 54 | 25.93% |
|
| 5588 |
LIG
5588
Lokken Investment Group
Lewes,
Delaware
| $132M | +$4.99M | +4% | 3.7% | 65.3% | 142 | 23.94% |
|
| 5589 |
WAM
5589
Worth Asset Management
Dallas,
Texas
| $132M | -$11.8M | -8% | 3.06% | 115% | 552 | 27.17% |
|
| 5590 |
BC
5590
Barnett & Company
Chattanooga,
Tennessee
| $132M | +$725K | +0.6% | 0.91% | 50.8% | 93 | 27.96% |
|
| 5591 |
RF
5591
RHS Financial
San Francisco,
California
| $132M | +$5.83M | +5% | 4.84% | 47.5% | 95 | 7.37% |
|
| 5592 |
WF
5592
Wayfinding Financial
Lynnwood,
Washington
| $132M | +$6.82M | +5% | 7.89% | 58.7% | 135 | 58.52% |
|
| 5593 |
TA
5593
TFB Advisors
Overland Park,
Kansas
| $132M | +$12.1M | +10% | 6.01% | 62.4% | 146 | 21.92% |
|
| 5594 |
FGG
5594
Financial Guidance Group
Palm Harbor,
Florida
| $131M | +$8.64M | +7% | 5.19% | 52% | 52 | 5.77% |
|
| 5595 |
WAG
5595
Wallace Advisory Group
Lafayette,
California
| $131M | +$4.77M | +4% | 5.2% | 43.5% | 192 | 27.08% |
|
| 5596 |
WPW
5596
Warther Private Wealth
Akron,
Ohio
| $131M | -$2.22M | -2% | 9.06% | 88.4% | 83 | 27.71% |
|
| 5597 |
MPIM
5597
McGinn Penninger Investment Management
Alexandria,
Virginia
| $131M | -$7.67M | -6% | 7.75% | 50.2% | 27 | 3.7% |
|
| 5598 |
WB
5598
West Bancorporation
West Des Moines,
Iowa
| $131M | -$3.42M | -3% | 0.4% | 64.4% | 100 | 21% |
|
| 5599 |
ORC
5599
O'Rourke & Company
Boston,
Massachusetts
| $131M | +$5.24M | +4% | 6.49% | 62.4% | 134 | 3.73% |
|
| 5600 |
ES
5600
ETF Store
Overland Park,
Kansas
| $131M | +$1.35M | +1% | 4.81% | 44.8% | 93 | 2.15% |
|