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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1451 |
CA
1451
Clearstead Advisors
Cleveland,
Ohio
| $1.47B | +$3.5M | +0.2% | 4.64% | 59.5% | 1,492 | 17.76% |
|
| 1452 |
CCA
1452
Cobblestone Capital Advisors
Rochester,
New York
| $1.47B | -$83.6M | -5% | 3.81% | 83.3% | 266 | 6.02% |
|
| 1453 |
GD
1453
Grandfield & Dodd
New York
| $1.47B | -$81M | -5% | 3.09% | 55.2% | 216 | 8.8% |
|
| 1454 |
ACG
1454
Anchorage Capital Group
New York
| $1.47B | -$946M | -39% | 17.3% | 18.9% | 24 | 12.5% |
|
| 1455 |
WAM
1455
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.47B | +$224M | +18% | 0% | 0% | 68 | 0% |
|
| 1456 |
ACM
1456
Alua Capital Management
New York
| $1.46B | -$382M | -21% | 11.7% | 93.7% | 22 | 36.36% |
|
| 1457 |
CC
1457
Carlson Capital
Dallas,
Texas
| $1.46B | -$277M | -16% | 4.04% | 72.5% | 202 | 53.96% |
|
| 1458 |
ESBC
1458
E.S. Barr & Co
Lexington,
Kentucky
| $1.46B | -$38.5M | -3% | 1.45% | 72.6% | 114 | 14.91% |
|
| 1459 |
CA
1459
CSM Advisors
Warrendale,
Pennsylvania
| $1.46B | -$50.2M | -3% | 2.39% | 78.7% | 162 | 25.93% |
|
| 1460 |
ECG
1460
Edge Capital Group
Atlanta,
Georgia
| $1.46B | +$48.9M | +3% | 2.57% | 27.7% | 320 | 19.69% |
|
| 1461 |
OWM
1461
Orgel Wealth Management
Altoona,
Wisconsin
| $1.46B | +$421M | +41% | 4.35% | 36.6% | 69 | 15.94% |
|
| 1462 |
GIA
1462
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.46B | -$70.3M | -5% | 2.27% | 88.9% | 287 | 8.71% |
|
| 1463 |
LIM
1463
Leavell Investment Management
Mobile,
Alabama
| $1.46B | -$48.1M | -3% | 2.81% | 84.5% | 443 | 8.35% |
|
| 1464 |
SP
1464
Steelhead Partners
Seattle,
Washington
| $1.45B | +$104M | +8% | 0% | 0.04% | 42 | 4.76% |
|
| 1465 |
VC
1465
Vivo Capital
Palo Alto,
California
| $1.45B | -$206M | -12% | 6.04% | 7,374% | 57 | 8.77% |
|
| 1466 |
AIA
1466
Angeles Investment Advisors
Santa Monica,
California
| $1.45B | -$561M | -28% | 1.51% | 71.7% | 225 | 50.67% |
|
| 1467 |
EI
1467
Ethic Inc
New York
| $1.45B | +$152M | +12% | 4.59% | 95.4% | 790 | 22.28% |
|
| 1468 |
CA
1468
CoreCap Advisors
Southfield,
Michigan
| $1.45B | -$50.9M | -3% | 3.57% | 83.5% | 2,384 | 76.43% |
|
| 1469 |
CU
1469
CQS (US)
New York
| $1.45B | -$146M | -9% | 0.83% | 15% | 132 | 30.3% |
|
| 1470 |
PC
1470
Port Capital
Chicago,
Illinois
| $1.45B | -$180M | -11% | 5.63% | 65.3% | 81 | 13.58% |
|
| 1471 |
KHLMVGHM
1471
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.45B | -$78.8M | -5% | 6.94% | 63.4% | 103 | 18.45% |
|
| 1472 |
ST
1472
Sabal Trust
St. Petersburg,
Florida
| $1.44B | -$130M | -8% | 2.24% | 18.4% | 162 | 17.9% |
|
| 1473 |
MB
1473
Marquard & Bahls
Hamburg,
Germany
| $1.44B | +$240M | +20% | 6.83% | – | 4 | 0% |
|
| 1474 |
FEG
1474
Fund Evaluation Group
Cincinnati,
Ohio
| $1.44B | +$517M | +56% | 5.6% | 45.2% | 42 | 38.1% |
|
| 1475 |
WP
1475
WealthPLAN Partners
Omaha,
Nebraska
| $1.44B | -$76.4M | -5% | 1.85% | 51.8% | 405 | 11.6% |
|