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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6001 |
AFA
6001
Atlas Financial Advisors
Oroville,
California
| $87.6M | -$11.9M | -12% | 13.3% | 5.34% | 25 | 20% |
|
| 6002 |
MIM
6002
Meixler Investment Management
Show Low,
Arizona
| $87.3M | -$15M | -15% | 9.21% | 72.1% | 85 | 11.76% |
|
| 6003 |
CAP
6003
Columbia Advisory Partners
Spokane,
Washington
| $87.3M | -$12.3M | -12% | 13.8% | 63.7% | 57 | 28.07% |
|
| 6004 |
F4L
6004
Fortune 45 LLC
Gonzales,
Louisiana
| $87.1M | -$19M | -18% | 13.6% | 64.5% | 57 | 24.56% |
|
| 6005 |
BC
6005
Breakline Capital
New York
| $87M | +$21.9M | +34% | 16.9% | – | 32 | 65.63% |
|
| 6006 |
ALS
6006
Andrew L. Share
| $87M | -$11M | -11% | 3.9% | 60% | 5 | 0% |
|
| 6007 |
JC
6007
JCSD Capital
Walnut Creek,
California
| $87M | -$16.2M | -16% | 11.1% | – | 87 | 13.79% |
|
| 6008 |
FC
6008
Foundation Capital
Palo Alto,
California
| $87M | -$69M | -44% | 41.5% | – | 5 | 20% |
|
| 6009 |
BG
6009
BRX Global
New York
| $86.9M | -$18.9M | -18% | 22.5% | 80.7% | 9 | 44.44% |
|
| 6010 |
CI
6010
Centerstone Investors
New York
| $86.8M | -$9.58M | -10% | 7.2% | 73.7% | 22 | 13.64% |
|
| 6011 |
HM
6011
Harvest Management
New York
| $86.7M | -$27.6M | -24% | 3.32% | 609% | 83 | 68.67% |
|
| 6012 |
LWM
6012
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $86.5M | +$121K | +0.1% | 6.01% | 55.3% | 56 | 37.5% |
|
| 6013 |
PCM
6013
Potomac Capital Management
New York
| $86.5M | -$29.5M | -25% | 19.8% | – | 85 | 28.24% |
|
| 6014 |
ULWM
6014
Upper Left Wealth Management
Tampa,
Florida
| $86.4M | -$10.1M | -11% | 10.8% | 43.1% | 57 | 21.05% |
|
| 6015 |
MCM
6015
Moon Capital Management
New York
| $86.3M | -$13.3M | -13% | 9.72% | 95.6% | 17 | 35.29% |
|
| 6016 |
KIA
6016
Kraematon Investment Advisors
Braintree,
Massachusetts
| $86.2M | -$18.9M | -18% | 14.5% | 80.5% | 95 | 12.63% |
|
| 6017 |
AWM
6017
Avondale Wealth Management
West Lake Hills,
Texas
| $86.2M | +$1.07M | +1% | 15.5% | 78.6% | 134 | 28.36% |
|
| 6018 |
HFW
6018
Horizon Family Wealth
Chicago,
Illinois
| $86.1M | -$14.8M | -15% | 15.9% | 59.9% | 62 | 16.13% |
|
| 6019 |
SSIM
6019
Sheets Smith Investment Management
Houston,
Texas
| $86M | +$4.71M | +6% | 4.57% | – | 52 | 73.08% |
|
| 6020 |
MAM
6020
Maytree Asset Management
Hong Kong
| $85.8M | -$4.72M | -5% | 9.94% | 96.7% | 23 | 69.57% |
|
| 6021 |
SWM
6021
SFG Wealth Management
Towson,
Maryland
| $85.8M | -$20.8M | -20% | 12.4% | 82.1% | 103 | 36.89% |
|
| 6022 |
APC
6022
Alpine Peaks Capital
New York
| $85.7M | -$11.5M | -12% | 12.5% | 17.2% | 25 | 4% |
|
| 6023 |
YCM
6023
Yost Capital Management
Houston,
Texas
| $85.6M | -$67.4M | -44% | 18.3% | 125% | 15 | 20% |
|
| 6024 |
PHIC
6024
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $85.5M | -$16.7M | -16% | 14.1% | 72.1% | 104 | 6.73% |
|
| 6025 |
NSRI
6025
New Silk Road Investment
Singapore
| $85.2M | -$21.4M | -20% | 5.55% | 21.2% | 17 | 35.29% |
|