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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1376 |
AWM
1376
Avior Wealth Management
Omaha,
Nebraska
| $1.65B | +$172M | +12% | 10.6% | 66% | 1,695 | 16.05% |
|
| 1377 |
RIM
1377
Ranger Investment Management
Dallas,
Texas
| $1.65B | +$143M | +10% | 11.4% | 71.6% | 114 | 9.65% |
|
| 1378 |
ECP
1378
Empyrean Capital Partners
Los Angeles,
California
| $1.65B | +$28.9M | +2% | 9.66% | 104% | 75 | 30.67% |
|
| 1379 |
GL
1379
GTCR LLC
Chicago,
Illinois
| $1.65B | -$510K | -0% | 3.05% | 10.5% | 3 | 0% |
|
| 1380 |
RSWM
1380
Robertson Stephens Wealth Management
San Francisco,
California
| $1.65B | +$163M | +11% | 11.1% | 91.8% | 485 | 17.73% |
|
| 1381 |
AIMU
1381
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.64B | +$22.3M | +1% | 8.66% | 7.58% | 38 | 0% |
|
| 1382 |
RVPG
1382
Relative Value Partners Group
| $1.64B | +$148M | +10% | 7.91% | 8.9% | 290 | 12.76% |
|
| 1383 |
FG
1383
Foster Group
West Des Moines,
Iowa
| $1.64B | $0 | 0% | 8.52% | 50.2% | 168 | 0% |
|
| 1384 |
CC
1384
Clearline Capital
New York
| $1.63B | +$467M | +40% | 11.6% | 18% | 135 | 32.59% |
|
| 1385 |
JIC
1385
Joel Isaacson & Co
New York
| $1.63B | +$167M | +11% | 10.5% | 61.3% | 325 | 10.15% |
|
| 1386 |
DWP
1386
Daymark Wealth Partners
Cincinnati,
Ohio
| $1.63B | +$177M | +12% | 11.7% | 82.6% | 413 | 10.9% |
|
| 1387 |
CC
1387
Cartenna Capital
Stamford,
Connecticut
| $1.63B | +$647M | +66% | 13.6% | 125% | 50 | 68% |
|
| 1388 |
ST
1388
Sabal Trust
St. Petersburg,
Florida
| $1.63B | +$130M | +9% | 9.77% | 18.4% | 224 | 13.84% |
|
| 1389 |
AWE
1389
Avidian Wealth Enterprises
Houston,
Texas
| $1.63B | +$206M | +14% | 9.26% | 63.7% | 445 | 17.53% |
|
| 1390 |
ACM
1390
AH Capital Management
Menlo Park,
California
| $1.62B | – | – | 43.4% | – | 16 | – |
|
| 1391 |
MPM
1391
MBB Public Markets
Chicago,
Illinois
| $1.62B | -$29.4M | -2% | 7.52% | 49.9% | 141 | 31.21% |
|
| 1392 |
SI
1392
Standard Investments
New York
| $1.62B | -$21.4M | -1% | 13% | 41.3% | 25 | 32% |
|
| 1393 |
EWM
1393
Elite Wealth Management
Kirkland,
Washington
| $1.62B | +$255M | +19% | 16.6% | 130% | 49 | 16.33% |
|
| 1394 |
NHAS
1394
Novo Holdings A/S
Hellerup,
Denmark
| $1.62B | +$266M | +20% | 25.4% | 193% | 43 | 23.26% |
|
| 1395 |
TC
1395
Trilogy Capital
Irvine,
California
| $1.62B | +$139M | +9% | 8.91% | 54.1% | 289 | 17.3% |
|
| 1396 |
CAAS
1396
Capital Asset Advisory Services
Williamston,
Michigan
| $1.62B | +$156M | +11% | 9% | 42.9% | 335 | 15.22% |
|
| 1397 |
LI
1397
LMCG Investments
Boston,
Massachusetts
| $1.61B | +$133M | +9% | 11.1% | 125% | 304 | 6.91% |
|
| 1398 |
MPIA
1398
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.61B | +$171M | +12% | 12.2% | 63.4% | 135 | 5.19% |
|
| 1399 |
HCMT
1399
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.61B | +$155M | +11% | 12.4% | 142% | 347 | 9.51% |
|
| 1400 |
MC
1400
Moors & Cabot
Boston,
Massachusetts
| $1.61B | +$130M | +9% | 10% | 102% | 905 | 14.92% |
|