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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5826 |
PFWA
5826
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $91.5M | -$10.1M | -10% | 3.78% | 69.3% | 103 | 10.68% |
|
| 5827 |
ACM
5827
Azarias Capital Management
Berwyn,
Pennsylvania
| $91.4M | -$442K | -0.5% | 0.64% | 93.1% | 18 | 0% |
|
| 5828 |
YC
5828
Yunqi Capital
Hong Kong
| $91.3M | -$24.1M | -21% | 21.2% | 10.8% | 5 | 40% |
|
| 5829 |
MWVC
5829
Morgens Waterfall Vintiadis & Co
New York
| $91.3M | -$15.2M | -14% | 7.57% | 484% | 40 | 52.5% |
|
| 5830 |
KAM
5830
Kopion Asset Management
Mckinney,
Texas
| $91.2M | -$2.63M | -3% | 3.13% | 67.1% | 18 | 5.56% |
|
| 5831 |
SC
5831
Settian Capital
New York
| $91.2M | +$27.6M | +43% | 0.1% | 54.6% | 31 | 35.48% |
|
| 5832 |
CF
5832
Convergence Financial
Columbia,
Missouri
| $91.2M | -$5.64M | -6% | 4.7% | 46.2% | 24 | 20.83% |
|
| 5833 |
ICP
5833
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $91.2M | +$2.24M | +3% | 6.2% | 79.6% | 176 | 29.55% |
|
| 5834 |
RIA
5834
Richwood Investment Advisors
Cincinnati,
Ohio
| $91.1M | -$8M | -8% | 5.41% | 53.9% | 106 | 3.77% |
|
| 5835 |
AF
5835
Aldebaran Financial
| $91M | -$3.52M | -4% | 5.81% | 70.5% | 78 | 7.69% |
|
| 5836 |
TC
5836
Tenret Company
Tampa,
Florida
| $90.8M | -$5.18M | -5% | 6.25% | – | 27 | 3.7% |
|
| 5837 |
SWMP
5837
Signature Wealth Management Partners
Montvale,
New Jersey
| $90.8M | -$6.82M | -7% | 4.93% | 70% | 110 | 11.82% |
|
| 5838 |
MHWM
5838
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $90.8M | -$4.09M | -4% | 5.04% | 74.1% | 53 | 7.55% |
|
| 5839 |
NMG
5839
New Millennium Group
Sandy,
Utah
| $90.7M | -$7.01M | -7% | 4.43% | 176% | 426 | 8.45% |
|
| 5840 |
VCM
5840
Vetamer Capital Management
Menlo Park,
California
| $90.7M | -$29.1M | -24% | 0.02% | – | 65 | 47.69% |
|
| 5841 |
IIM
5841
InTrack Investment Management
South Burlington,
Vermont
| $90.5M | -$7.27M | -7% | 6.44% | 84.9% | 120 | 21.67% |
|
| 5842 |
MA
5842
Momentum Advisors
New York
| $90.5M | +$1.5M | +2% | 4.79% | – | 80 | 32.5% |
|
| 5843 |
AAM
5843
Artha Asset Management
Hoboken,
New Jersey
| $90.3M | -$18.2M | -17% | 11.1% | – | 33 | 75.76% |
|
| 5844 |
WFS
5844
Widmann Financial Services
Bowie,
Maryland
| $90.3M | -$6.37M | -7% | 6.68% | 62.4% | 83 | 4.82% |
|
| 5845 |
CA
5845
Carson Advisory
Athens,
Georgia
| $90.2M | +$702K | +0.8% | 7.07% | 57.9% | 134 | 14.18% |
|
| 5846 |
WCM
5846
Wavelength Capital Management
Westport,
Connecticut
| $90.2M | -$11.1M | -11% | 4.41% | – | 14 | 14.29% |
|
| 5847 |
IIL
5847
Insight Inv LLC
El Segundo,
California
| $90.2M | -$8.9M | -9% | 5.2% | 136% | 165 | 41.21% |
|
| 5848 |
TC
5848
Tsai Capital
New York
| $90.2M | +$5.86M | +7% | 6.23% | 43.2% | 22 | 18.18% |
|
| 5849 |
DFAM
5849
Deep Field Asset Management
Beverly Hills,
California
| $90M | +$29.6M | +49% | 0.3% | 20.1% | 14 | 42.86% |
|
| 5850 |
GWM
5850
Greenhouse Wealth Management
Westport,
Connecticut
| $90M | -$3.13M | -3% | 5.37% | 65.7% | 53 | 9.43% |
|