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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1076 |
AC
1076
Addenda Capital
Montreal,
Quebec, Canada
| $2.8B | +$253M | +10% | 10.9% | 86% | 128 | 2.34% |
|
| 1077 |
APP
1077
Avantax Planning Partners
Dubuque,
Iowa
| $2.79B | -$323M | -10% | 6.37% | 42.2% | 493 | 14.81% |
|
| 1078 |
EWA
1078
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.78B | +$120M | +4% | 6.47% | 58% | 516 | 9.69% |
|
| 1079 |
MSE
1079
MUFG Securities EMEA
London,
United Kingdom
| $2.78B | +$440M | +19% | 8.79% | 77.8% | 204 | 64.22% |
|
| 1080 |
KFA
1080
Krane Funds Advisors
New York
| $2.78B | +$412M | +17% | 13.5% | 35.2% | 107 | 24.3% |
|
| 1081 |
IA
1081
IFP Advisors
Tampa,
Florida
| $2.77B | +$254M | +10% | 6.11% | 73.2% | 3,484 | 12.66% |
|
| 1082 |
RSWM
1082
Robertson Stephens Wealth Management
San Francisco,
California
| $2.76B | +$773M | +39% | 7.21% | 91.8% | 639 | 26.29% |
|
| 1083 |
SWM
1083
SigFig Wealth Management
San Francisco,
California
| $2.75B | +$94.8M | +4% | 5.6% | 43.3% | 131 | 16.03% |
|
| 1084 |
CG
1084
Caprock Group
Boise,
Idaho
| $2.75B | +$289M | +12% | 6.96% | – | 980 | 20.31% |
|
| 1085 |
IAA
1085
Independent Advisor Alliance
Charlotte,
North Carolina
| $2.75B | -$172M | -6% | 7.66% | 99.5% | 769 | 17.17% |
|
| 1086 |
MP
1086
Munro Partners
Melbourne,
Australia
| $2.75B | +$45.1M | +2% | 9.92% | 265% | 70 | 30% |
|
| 1087 |
CP
1087
Coho Partners
Berwyn,
Pennsylvania
| $2.74B | -$126M | -4% | 9.28% | 35.6% | 42 | 21.43% |
|
| 1088 |
SNT
1088
SIG North Trading
Bala Cynwyd,
Pennsylvania
| $2.74B | +$354M | +15% | 11.6% | – | 278 | 19.06% |
|
| 1089 |
SAI
1089
Systematic Alpha Investments
Princeton,
New Jersey
| $2.74B | +$113M | +4% | 5.12% | 89.4% | 235 | 13.62% |
|
| 1090 |
JSW
1090
Journey Strategic Wealth
Summit,
New Jersey
| $2.73B | +$377M | +16% | 8.19% | 62.2% | 529 | 27.98% |
|
| 1091 |
GCC
1091
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $2.73B | +$78.6M | +3% | 10.3% | 70.5% | 134 | 8.21% |
|
| 1092 |
ADEF
1092
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.72B | -$210M | -7% | 6.69% | 150% | 113 | 25.66% |
|
| 1093 |
IFG
1093
Independent Financial Group
San Diego,
California
| $2.72B | +$223M | +9% | 5.53% | 138% | 1,217 | 18.16% |
|
| 1094 |
XL
1094
XN LP
New York
| $2.71B | +$309M | +13% | 9.33% | 151% | 28 | 21.43% |
|
| 1095 |
SC
1095
Sessa Capital
New York
| $2.71B | -$584M | -18% | 9.7% | 78.7% | 36 | 30.56% |
|
| 1096 |
CSPIA
1096
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.71B | +$240M | +10% | 6.29% | 84.1% | 795 | 10.44% |
|
| 1097 |
WS
1097
Wedbush Securities
Los Angeles,
California
| $2.7B | -$102M | -4% | 5.86% | 79.8% | 1,269 | 19.31% |
|
| 1098 |
IC
1098
Impactive Capital
New York City,
New York
| $2.69B | +$119M | +5% | 5.09% | 5.02% | 12 | 33.33% |
|
| 1099 |
TCIM
1099
TOMS Capital Investment Management
New York
| $2.69B | +$22.6M | +0.8% | 10.2% | 105% | 39 | 71.79% |
|
| 1100 |
VAS
1100
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $2.69B | +$291M | +12% | 7.15% | 60.7% | 599 | 21.04% |
|