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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6126 |
RTC
6126
Riverview Trust Company
Vancouver,
Washington
| $110M | +$1.54M | +1% | 7.66% | 67.6% | 774 | 21.71% |
|
| 6127 |
WAM
6127
WealthTrust Asset Management
Destin,
Florida
| $110M | +$5.15M | +5% | 5.27% | 82.5% | 84 | 28.57% |
|
| 6128 |
TC
6128
Tsai Capital
New York
| $110M | +$15.2M | +16% | 16.3% | 43.2% | 25 | 16% |
|
| 6129 |
EL
6129
EMFO LLC
Weston,
Florida
| $110M | +$4.2M | +4% | 10.6% | 25.8% | 317 | 5.99% |
|
| 6130 |
EFG
6130
Erickson Financial Group
Allentown,
Pennsylvania
| $110M | +$9.4M | +9% | 7% | 50.6% | 24 | 4.17% |
|
| 6131 |
VCWA
6131
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $110M | +$9.81M | +10% | 11.4% | 225% | 150 | 24% |
|
| 6132 |
UI
6132
Unconventional Investor
Portsmouth,
New Hampshire
| $110M | +$5.41M | +5% | 5.73% | 54.8% | 34 | 8.82% |
|
| 6133 |
KWA
6133
Kellett Wealth Advisors
Cincinnati,
Ohio
| $110M | +$6.11M | +6% | 3.63% | 68.1% | 63 | 20.63% |
|
| 6134 |
VP
6134
Verum Partners
Charlotte,
North Carolina
| $110M | +$16.4M | +18% | 4.63% | 53.9% | 108 | 43.52% |
|
| 6135 |
A
6135
Atomvest
Hong Kong
| $110M | -$2.37M | -2% | 22.6% | 90% | 5 | 40% |
|
| 6136 |
MGB
6136
Mass General Brigham
Somerville,
Massachusetts
| $110M | -$18.4M | -14% | 8.17% | – | 9 | 55.56% |
|
| 6137 |
TNAM
6137
Terra Nova Asset Management
New York
| $110M | +$7.85M | +8% | 8.85% | 128% | 87 | 8.05% |
|
| 6138 |
HCP
6138
Hiddenite Capital Partners
New York
| $110M | -$25.8M | -19% | 6.22% | 363% | 55 | 61.82% |
|
| 6139 |
APM
6139
Advanced Portfolio Management
New York
| $110M | +$9.37M | +9% | 1.73% | 19.8% | 119 | 87.39% |
|
| 6140 |
MWM
6140
MY Wealth Management
Germantown,
Maryland
| $110M | +$9.75M | +10% | 3.82% | 25.2% | 29 | 6.9% |
|
| 6141 |
RCA
6141
Reitz Capital Advisors
Freeland,
Michigan
| $110M | +$1.19M | +1% | 3.7% | 11% | 53 | 13.21% |
|
| 6142 |
RLWM
6142
RF&L Wealth Management
Acton,
Massachusetts
| $110M | +$6.41M | +6% | 7% | 69.9% | 52 | 3.85% |
|
| 6143 |
GWMI
6143
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $110M | +$5.71M | +5% | 4.04% | 103% | 248 | 10.08% |
|
| 6144 |
ACJ
6144
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $110M | +$39.3M | +56% | 22.3% | 33.4% | 15 | 26.67% |
|
| 6145 |
TPM
6145
Totem Point Management
New York
| $109M | +$5.71M | +5% | 12.9% | 375% | 19 | 36.84% |
|
| 6146 |
UL
6146
Unionview LLC
Seattle,
Washington
| $109M | +$2.87M | +3% | 6.43% | 21.2% | 88 | 12.5% |
|
| 6147 |
LFGH
6147
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $109M | +$12.3M | +13% | 3.37% | 12.9% | 37 | 35.14% |
|
| 6148 |
GAA
6148
Global Assets Advisory
Orlando,
Florida
| $109M | +$11.3M | +12% | 6.05% | 65.6% | 133 | 24.81% |
|
| 6149 |
CIG
6149
Cascade Investment Group
Colorado Springs,
Colorado
| $109M | +$7.93M | +8% | 7.16% | 86.8% | 128 | 9.38% |
|
| 6150 |
MCA
6150
Martin Capital Advisors
San Antonio,
Texas
| $109M | +$12.4M | +13% | 13% | 117% | 65 | 7.69% |
|