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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1476 |
WP
1476
WMS Partners
Towson,
Maryland
| $1.56B | +$107M | +7% | 0.88% | 10.8% | 284 | 11.97% |
|
| 1477 |
ST
1477
Spinnaker Trust
Portland,
Maine
| $1.56B | +$12.7M | +0.8% | 2.66% | 52.9% | 280 | 6.79% |
|
| 1478 |
IA
1478
IFG Advisory
Atlanta,
Georgia
| $1.56B | +$218M | +16% | 1.09% | 56.9% | 635 | 45.04% |
|
| 1479 |
TW
1479
Trajan Wealth
Scottsdale,
Arizona
| $1.56B | +$80.3M | +5% | 3.04% | – | 186 | 13.44% |
|
| 1480 |
GAG
1480
GM Advisory Group
Melville,
New York
| $1.55B | +$124M | +9% | 3.69% | 53.6% | 248 | 12.1% |
|
| 1481 |
ELC
1481
Edgar Lomax Company
Kingstowne,
Virginia
| $1.54B | -$74.4M | -5% | 1.89% | 56.6% | 65 | 3.08% |
|
| 1482 |
EA
1482
Efficient Advisors
Mason,
Ohio
| $1.54B | -$17.3M | -1% | 0.58% | 30.6% | 68 | 2.94% |
|
| 1483 |
BCM
1483
Basswood Capital Management
New York
| $1.54B | -$174M | -10% | 2.11% | 98% | 103 | 17.48% |
|
| 1484 |
HVCM
1484
HG Vora Capital Management
New York
| $1.54B | -$205M | -12% | 3.87% | 10.1% | 13 | 23.08% |
|
| 1485 |
RIA
1485
Regal Investment Advisors
Kentwood,
Michigan
| $1.53B | +$69.9M | +5% | 1.8% | 53.9% | 618 | 13.59% |
|
| 1486 |
KOCAA
1486
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.53B | +$151M | +11% | 2.62% | 113% | 424 | 18.63% |
|
| 1487 |
VWA
1487
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.53B | +$48.2M | +3% | 1.85% | 57.5% | 520 | 10.19% |
|
| 1488 |
MLL
1488
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.53B | +$40.2M | +3% | 7.09% | 128% | 251 | 12.35% |
|
| 1489 |
LLL
1489
Lynrock Lake LP
Rye Brook,
New York
| $1.53B | -$343M | -18% | 2.86% | 17.7% | 28 | 10.71% |
|
| 1490 |
BCP
1490
BSN Capital Partners
London,
United Kingdom
| $1.53B | +$178M | +13% | 12% | – | 8 | 50% |
|
| 1491 |
PVI
1491
Pine Valley Investments
Marlton,
New Jersey
| $1.53B | +$37.9M | +3% | 3.58% | 93.9% | 525 | 11.62% |
|
| 1492 |
ESBC
1492
E.S. Barr & Co
Lexington,
Kentucky
| $1.52B | -$10.2M | -0.7% | 2.33% | 72.6% | 95 | 7.37% |
|
| 1493 |
FNBOO
1493
First National Bank of Omaha
Omaha,
Nebraska
| $1.52B | +$56.1M | +4% | 1.97% | 58.8% | 336 | 16.67% |
|
| 1494 |
SHIM
1494
Spruce House Investment Management
New York
| $1.52B | +$128M | +9% | 19.9% | 1,495% | 11 | 9.09% |
|
| 1495 |
RMA
1495
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.52B | +$22.8M | +2% | 1.96% | 68.9% | 78 | 5.13% |
|
| 1496 |
MSC
1496
MUFG Securities (Canada)
New York
| $1.52B | +$726M | +92% | 4.89% | – | 42 | 0% |
|
| 1497 |
MSR
1497
Main Street Research
Lakeville,
Connecticut
| $1.52B | +$45.2M | +3% | 7.93% | 159% | 112 | 12.5% |
|
| 1498 |
OFG
1498
Oxford Financial Group
Carmel,
Indiana
| $1.52B | +$75.1M | +5% | 4.12% | 80.4% | 336 | 23.21% |
|
| 1499 |
CFA
1499
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.51B | +$26.6M | +2% | 1.09% | 45.5% | 162 | 9.26% |
|
| 1500 |
BHWM
1500
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.51B | +$13.5M | +0.9% | 2.69% | 79.2% | 265 | 3.77% |
|