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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 |
M
5576
MYeCFO
La Jolla,
California
| $189M | +$3.7M | +2% | 0.57% | 43.8% | 59 | 5.08% |
|
| 5577 |
SPA
5577
Shore Point Advisors
Brielle,
New Jersey
| $189M | +$2.96M | +2% | 0.48% | 51.4% | 69 | 11.59% |
|
| 5578 |
MI
5578
Moneywise Inc
Forest,
Virginia
| $189M | -$10.6M | -5% | 4.3% | 58% | 59 | 18.64% |
|
| 5579 |
GPP
5579
Great Point Partners
Greenwich,
Connecticut
| $189M | -$23.4M | -11% | 12.8% | 554% | 36 | 38.89% |
|
| 5580 |
DB
5580
Dravo Bay
Rehoboth Beach,
Delaware
| $189M | -$17.6M | -9% | 0.41% | 36.6% | 52 | 13.46% |
|
| 5581 |
GPW
5581
Genesis Private Wealth
Ashburn,
Virginia
| $189M | +$7.1M | +4% | 0.37% | – | 157 | 21.66% |
|
| 5582 |
RF
5582
Robbins Farley
Bedford,
New Hampshire
| $188M | -$21.6M | -10% | 3.86% | 98.2% | 161 | 4.97% |
|
| 5583 |
GHA
5583
Granite Harbor Advisors
Houston,
Texas
| $188M | +$7.56M | +4% | 2.78% | 55.4% | 110 | 23.64% |
|
| 5584 |
EA
5584
Everpar Advisors
Tulsa,
Oklahoma
| $188M | -$9.98M | -5% | 1.51% | – | 277 | 14.08% |
|
| 5585 |
SOAG
5585
Silver Oak Advisory Group
Portland,
Oregon
| $188M | -$772K | -0.4% | 0.19% | 20.1% | 69 | 11.59% |
|
| 5586 |
MWA
5586
Mills Wealth Advisors
Southlake,
Texas
| $188M | +$12.5M | +7% | 0.93% | 37.4% | 72 | 26.39% |
|
| 5587 |
WFP
5587
Wrenne Financial Planning
Lexington,
Kentucky
| $188M | +$12.5M | +7% | 0.98% | – | 46 | 13.04% |
|
| 5588 |
AWM
5588
Aviso Wealth Management
Bellevue,
Washington
| $188M | -$7.88M | -4% | 2.9% | – | 145 | 7.59% |
|
| 5589 |
CIG
5589
CHB Investment Group
New Hope,
Pennsylvania
| $188M | +$3.96M | +2% | 2.85% | – | 74 | 0% |
|
| 5590 |
AIM
5590
Astor Investment Management
Chicago,
Illinois
| $188M | -$7.16M | -4% | 0.72% | 23.3% | 33 | 39.39% |
|
| 5591 |
BIM
5591
Brentview Investment Management
Northfield,
Illinois
| $188M | +$12M | +7% | 2.74% | – | 68 | 41.18% |
|
| 5592 |
LWM
5592
Lodestone Wealth Management
Spokane,
Washington
| $188M | -$11.4M | -6% | 1.56% | 81.1% | 159 | 9.43% |
|
| 5593 |
WR
5593
WD Rutherford
Portland,
Oregon
| $188M | -$23M | -11% | 4.26% | 170% | 80 | 20% |
|
| 5594 |
EFS
5594
Econ Financial Services
Harrisburg,
Pennsylvania
| $188M | +$13.5M | +8% | 2.14% | 16.9% | 101 | 42.57% |
|
| 5595 |
ACM
5595
Adalta Capital Management
New York
| $188M | -$3.73M | -2% | 1.15% | 66.3% | 107 | 13.08% |
|
| 5596 |
TCOK
5596
Trust Company of Kansas
Wichita,
Kansas
| $188M | -$20.5M | -10% | 4.33% | 87% | 60 | 15% |
|
| 5597 |
S
5597
Sunpointe
St. Louis,
Missouri
| $188M | -$11.3M | -6% | 2.32% | – | 202 | 11.88% |
|
| 5598 |
LI
5598
Latigo Investments
Fort Lauderdale,
Florida
| $188M | -$9.01M | -5% | 0.15% | 45.2% | 18 | 5.56% |
|
| 5599 |
PWS
5599
Proactive Wealth Strategies
Marietta,
Georgia
| $188M | -$4.4M | -2% | 3.75% | – | 133 | 6.02% |
|
| 5600 |
DA
5600
DCM Advisors
New York
| $187M | -$25.7M | -12% | 1.24% | 90.4% | 39 | 10.26% |
|