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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6326 |
MW
6326
Marks Wealth
Annapolis,
Maryland
| $96.8M | +$85.7M | +768% | 1.26% | 112% | 8 | 25% |
|
| 6327 |
LW
6327
Lauer Wealth
Valparaiso,
Indiana
| $96.7M | +$16.7M | +21% | 5.51% | 75.5% | 53 | 37.74% |
|
| 6328 |
YSP
6328
Yarra Square Partners
New York
| $96.7M | +$15.3M | +19% | 7.82% | 55.9% | 20 | 10% |
|
| 6329 |
BWA
6329
Blodgett Wealth Advisors
Concord,
California
| $96.6M | +$10.1M | +12% | 13.6% | 112% | 68 | 13.24% |
|
| 6330 |
MWA
6330
Motive Wealth Advisors
Birmingham,
Michigan
| $96.6M | +$5.16M | +6% | 6.2% | 66% | 56 | 10.71% |
|
| 6331 |
AEPLI
6331
AH Equity Partners LSV II
Menlo Park,
California
| $96.4M | +$3.21M | +3% | 4.03% | – | 4 | 0% |
|
| 6332 |
T
6332
Tinicum
New York
| $96.4M | +$2.75M | +3% | 2.94% | 21.1% | 1 | 0% |
|
| 6333 |
OC
6333
Oppenheimer & Close
New York
| $96.3M | -$4.75M | -5% | 3.87% | 145% | 62 | 17.74% |
|
| 6334 |
DM
6334
Delphi Management
Brookline,
Massachusetts
| $96.2M | – | – | 6.44% | 78% | 82 | – |
|
| 6335 |
NWMG
6335
National Wealth Management Group
Cincinnati,
Ohio
| $96.2M | +$8.71M | +10% | 8.6% | 123% | 180 | 56.11% |
|
| 6336 |
ACM
6336
Agincourt Capital Management
Richmond,
Virginia
| $95.9M | -$26.7M | -22% | 2.96% | 0.36% | 4 | 0% |
|
| 6337 |
SM
6337
Salzhauer Michael
| $95.9M | -$17.4M | -15% | 3.66% | 107% | 108 | 27.78% |
|
| 6338 |
WIM
6338
Waycross Investment Management
Bellingham,
Washington
| $95.9M | -$4.06M | -4% | 4.04% | 47.6% | 52 | 7.69% |
|
| 6339 |
AAM
6339
American Asset Management
Boca Raton,
Florida
| $95.8M | +$2.27M | +2% | 2.22% | 42.5% | 15 | 6.67% |
|
| 6340 |
IDP
6340
In-Depth Partners
Miami,
Florida
| $95.6M | +$13.4M | +16% | 12.1% | 157% | 13 | 0% |
|
| 6341 |
BCM
6341
Barrier Capital Management
San Francisco,
California
| $95.6M | +$10.8M | +13% | 12.5% | 151% | 19 | 36.84% |
|
| 6342 |
MAG
6342
Millrace Asset Group
Berwyn,
Pennsylvania
| $95.5M | +$9.77M | +11% | 17.1% | 113% | 69 | 44.93% |
|
| 6343 |
QUSVM
6343
Qiming U.S. Ventures Management
Bellevue,
Washington
| $95.2M | +$12.5M | +15% | 27.5% | 1,484% | 7 | 0% |
|
| 6344 |
OL
6344
Owen LaRue
Elizabethtown,
Kentucky
| $95.1M | +$2.62M | +3% | 10.6% | 126% | 94 | 45.74% |
|
| 6345 |
FFWM
6345
Future Financial Wealth Management
Cincinnati,
Ohio
| $95M | +$4.24M | +5% | 5.46% | 59.5% | 123 | 21.95% |
|
| 6346 |
DFC
6346
DB Fitzpatrick & Co
Boise,
Idaho
| $94.8M | +$2.49M | +3% | 2.05% | 37.1% | 69 | 8.7% |
|
| 6347 |
ACM
6347
Ativo Capital Management
Chicago,
Illinois
| $94.8M | +$13M | +16% | 2.98% | 57.9% | 61 | 21.31% |
|
| 6348 |
HA
6348
HFG Advisors
Cincinatti,
Ohio
| $94.7M | +$6.93M | +8% | 6.09% | 54.8% | 97 | 13.4% |
|
| 6349 |
LAS
6349
LWM Advisory Services
Plantation,
Florida
| $94.7M | +$1.02M | +1% | 6.76% | 58.8% | 85 | 17.65% |
|
| 6350 |
GC
6350
Gratia Capital
Los Angeles,
California
| $94.7M | +$34.1M | +56% | 12.6% | 43% | 35 | 57.14% |
|