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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5626 |
SCM
5626
Sterneck Capital Management
Kansas City,
Missouri
| $185M | +$8.56M | +5% | 6.97% | 52.9% | 105 | 18.1% |
|
| 5627 |
AIC
5627
Aurora Investment Counsel
Atlanta,
Georgia
| $185M | +$14.4M | +8% | 8.29% | 23.4% | 123 | 21.14% |
|
| 5628 |
CIS
5628
Custom Index Systems
New York
| $185M | +$10.5M | +6% | 6.28% | – | 296 | 37.84% |
|
| 5629 |
M
5629
MYeCFO
La Jolla,
California
| $185M | +$11.2M | +6% | 5.55% | 43.8% | 57 | 3.51% |
|
| 5630 |
NSB
5630
Norway Savings Bank
Portland,
Maine
| $184M | +$8.95M | +5% | 5.95% | 101% | 107 | 6.54% |
|
| 5631 |
VFA
5631
Values First Advisors
Gray,
Tennessee
| $184M | +$17.5M | +10% | 7.03% | 86.5% | 280 | 42.5% |
|
| 5632 |
FGI
5632
Foresight Global Investors
Purchase,
New York
| $184M | -$23.7M | -11% | 3.78% | 62.9% | 51 | 31.37% |
|
| 5633 |
AWM
5633
Aviso Wealth Management
Bellevue,
Washington
| $184M | +$15.9M | +9% | 6.31% | – | 160 | 15% |
|
| 5634 |
RSA
5634
River Street Advisors
Aurora,
Illinois
| $184M | +$21.5M | +13% | 7.21% | 88.8% | 150 | 9.33% |
|
| 5635 |
SWM
5635
Shelton Wealth Management
Fort Worth,
Texas
| $184M | +$7.75M | +4% | 4.94% | 88% | 151 | 27.15% |
|
| 5636 |
WAM
5636
WFA Asset Management
Whitefish Bay,
Wisconsin
| $184M | +$6.98M | +4% | 6.91% | 60% | 213 | 8.92% |
|
| 5637 |
BWA
5637
Boulder Wealth Advisors
Boulder,
Colorado
| $184M | +$12.6M | +7% | 4.88% | – | 27 | 11.11% |
|
| 5638 |
BGA
5638
Battery Global Advisors
Boston,
Massachusetts
| $184M | +$32.9M | +22% | 7.2% | – | 136 | 75% |
|
| 5639 |
WW
5639
Windle Wealth
Oklahoma City,
Oklahoma
| $184M | +$20M | +12% | 10.1% | 70.5% | 32 | 9.38% |
|
| 5640 |
JFG
5640
JDM Financial Group
Austin,
Texas
| $184M | +$35.9M | +24% | 6.1% | 51.5% | 419 | 50.12% |
|
| 5641 |
WAM
5641
Worth Asset Management
Dallas,
Texas
| $184M | +$15.5M | +9% | 7.03% | 115% | 169 | 46.75% |
|
| 5642 |
IF
5642
IRON Financial
Northbrook,
Illinois
| $184M | +$5.42M | +3% | 6.74% | 51.4% | 128 | 36.72% |
|
| 5643 |
EA
5643
Evolution Advisers
Richmond,
Virginia
| $184M | +$9.72M | +6% | 5.79% | 33% | 198 | 7.07% |
|
| 5644 |
AWM
5644
Ariadne Wealth Management
Santa Barbara,
California
| $184M | +$54.3M | +42% | 6.9% | – | 296 | 70.61% |
|
| 5645 |
LA
5645
Lane & Associates
Moorestown,
New Jersey
| $184M | +$14.1M | +8% | 5.93% | – | 123 | 17.07% |
|
| 5646 |
CSA
5646
Cottage Street Advisors
Marion,
Massachusetts
| $184M | +$14.1M | +8% | 6.27% | 91.4% | 110 | 14.55% |
|
| 5647 |
MWA
5647
Miller Wealth Advisors
Ridgeway,
Colorado
| $184M | -$1.33M | -0.7% | 0.53% | 117% | 89 | 13.48% |
|
| 5648 |
IC
5648
Immersion Capital
London,
United Kingdom
| $183M | +$4.73M | +3% | 2.84% | 63.4% | 10 | 20% |
|
| 5649 |
HI
5649
Harrington Investments
Napa,
California
| $183M | +$7M | +4% | 5.69% | 92.5% | 83 | 4.82% |
|
| 5650 |
CWA
5650
Consilium Wealth Advisory
Richardson,
Texas
| $183M | +$42.5K | +0% | 5.64% | 91.5% | 93 | 13.98% |
|