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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 7001 |
HWP
7001
Heritage Wealth Partners
Dublin,
Ohio
| $85M | +$16M | +23% | 5.43% | – | 71 | 23.94% |
|
| 7002 |
AF
7002
Aldebaran Financial
| $84.8M | +$8.52M | +11% | 10.4% | 70.5% | 69 | 8.7% |
|
| 7003 |
CCG
7003
Capital CS Group
Irvine,
California
| $84.6M | -$5.12M | -6% | 3.54% | 11.6% | 126 | 64.29% |
|
| 7004 |
GCGDR
7004
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $84.3M | -$16.1M | -16% | 2.02% | 30.7% | 37 | 5.41% |
|
| 7005 |
AM
7005
Account Management
Boxford,
Massachusetts
| $84.1M | -$4.05M | -5% | 10.7% | 74.9% | 25 | 8% |
|
| 7006 |
PM
7006
Parametrica Management
Wanchai,
Hong Kong
| $84M | +$8.45M | +11% | 8.71% | 257% | 66 | 74.24% |
|
| 7007 |
HFCII
7007
H&F Corporate Investors IX
San Francisco,
California
| $84M | -$20.5M | -20% | 19.6% | 53.7% | 1 | 0% |
|
| 7008 |
PWM
7008
Pinnacle Wealth Management
Roseville,
California
| $83.6M | +$3.67M | +5% | 7.96% | 194% | 49 | 42.86% |
|
| 7009 |
BAM
7009
Broadcrest Asset Management
Winter Park,
Florida
| $83.2M | +$1.93M | +2% | 7.13% | 54.1% | 5 | 20% |
|
| 7010 |
QC
7010
Quaero Capital
Geneve,
Switzerland
| $83.2M | +$9.64M | +13% | 7.69% | 62.4% | 54 | 16.67% |
|
| 7011 |
SC
7011
Sinecera Capital
Austin,
Texas
| $82.9M | +$9.87M | +14% | 6.62% | 13.7% | 30 | 3.33% |
|
| 7012 |
SFO
7012
Standard Family Office
Sioux Falls,
South Dakota
| $82.3M | +$4.58M | +6% | 5.96% | 57.4% | 49 | 0% |
|
| 7013 |
ACM
7013
AREX Capital Management
New York
| $82.3M | -$5.27M | -6% | 4.47% | 36.2% | 17 | 47.06% |
|
| 7014 |
VAM
7014
Valliance Asset Management
Central,
Hong Kong
| $82M | +$16.1M | +24% | 14.8% | 554% | 18 | 77.78% |
|
| 7015 |
SW
7015
Signify Wealth
Saint Louis,
Missouri
| $81.6M | +$12.1M | +17% | 6.33% | 36.7% | 32 | 28.13% |
|
| 7016 |
JPC
7016
Jabodon PT Co
Reno,
Nevada
| $81.2M | -$60M | -42% | 5.43% | 61.9% | 3 | 33.33% |
|
| 7017 |
SPH
7017
Steel Partners Holdings
New York
| $81.2M | +$2.23M | +3% | 9.94% | – | 9 | 22.22% |
|
| 7018 |
WC
7018
Wealthspring Capital
West Harrison,
New York
| $81.1M | -$4.85M | -6% | 0.96% | 24.1% | 97 | 50.52% |
|
| 7019 |
SCP
7019
Sender Company & Partners
New York
| $80.9M | -$6.15M | -7% | 5.1% | 36.8% | 65 | 70.77% |
|
| 7020 |
CCI
7020
Credit Capital Investments
Livingston,
New Jersey
| $80.9M | +$1.15M | +1% | 2.46% | 481% | 44 | 52.27% |
|
| 7021 |
SIRP
7021
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $80.8M | +$5.77M | +8% | 6.14% | 51.1% | 8 | 0% |
|
| 7022 |
CFO
7022
Capitol Family Office
Beaverton,
Oregon
| $80.7M | +$5.98M | +8% | 6.13% | 42.6% | 18 | 16.67% |
|
| 7023 |
SP
7023
Syncona Portfolio
St Peter Port,
Guernsey
| $80.7M | -$5.14M | -6% | 6.27% | 8.47% | 3 | 0% |
|
| 7024 |
LG
7024
Lane Generational
Dover,
Massachusetts
| $80.3M | -$4.08M | -5% | 11.2% | 112% | 36 | 27.78% |
|
| 7025 |
FCC
7025
Founders Circle Capital
Campbell,
California
| $79.5M | -$314K | -0.4% | 1.39% | 28% | 6 | 0% |
|