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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1501 |
MFAM
1501
Motley Fool Asset Management
Alexandria,
Virginia
| $1.51B | -$37.4M | -2% | 4.74% | 95.5% | 225 | 10.67% |
|
| 1502 |
OA
1502
Oak Associates
Akron,
Ohio
| $1.51B | +$64.9M | +4% | 7.21% | 112% | 135 | 2.22% |
|
| 1503 |
EWA
1503
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.51B | +$234M | +18% | 1.85% | 89.7% | 3,190 | 12.88% |
|
| 1504 |
FIB
1504
First Interstate Bank
Billings,
Montana
| $1.51B | +$61.8M | +4% | 0.76% | 48.2% | 177 | 8.47% |
|
| 1505 |
DGM
1505
Delta Global Management
New York
| $1.5B | +$190M | +14% | 3.84% | – | 43 | 37.21% |
|
| 1506 |
FCM
1506
Fernbridge Capital Management
Los Angeles,
California
| $1.5B | +$202M | +15% | 3.24% | 27.9% | 24 | 29.17% |
|
| 1507 |
TA
1507
TruWealth Advisors
Metairie,
Louisiana
| $1.5B | +$70.4M | +5% | 3.24% | 56.3% | 170 | 10.59% |
|
| 1508 |
LBC
1508
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.5B | +$21.9M | +1% | 3.33% | 67.5% | 262 | 2.29% |
|
| 1509 |
CF
1509
Centaurus Financial
Anaheim,
California
| $1.5B | +$72.6M | +5% | 2.34% | 60.5% | 853 | 17.7% |
|
| 1510 |
HIG
1510
Herr Investment Group
Austin,
Texas
| $1.5B | +$1.12B | +292% | 0.34% | – | 93 | 44.09% |
|
| 1511 |
JEST
1511
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.5B | -$80.1M | -5% | 2.39% | 83.5% | 351 | 7.41% |
|
| 1512 |
TFS
1512
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.49B | +$455M | +44% | 5.66% | 121% | 650 | 32.15% |
|
| 1513 |
HCM
1513
Hodges Capital Management
Dallas,
Texas
| $1.49B | -$81M | -5% | 0.08% | 132% | 231 | 15.15% |
|
| 1514 |
CCM
1514
Compass Capital Management
Minneapolis,
Minnesota
| $1.49B | -$56.7M | -4% | 0.73% | 47.1% | 37 | 8.11% |
|
| 1515 |
SAM
1515
Simplify Asset Management
Las Vegas,
Nevada
| $1.49B | -$189M | -11% | 1.23% | 45% | 134 | 41.79% |
|
| 1516 |
VHAM
1516
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.49B | -$23.7M | -2% | 3.39% | 75.5% | 341 | 17.6% |
|
| 1517 |
NMC
1517
New Mountain Capital
New York
| $1.49B | -$84.2M | -5% | 5.39% | 67.2% | 2 | 0% |
|
| 1518 |
FSC
1518
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.49B | +$53M | +4% | 0.73% | 55.4% | 173 | 4.05% |
|
| 1519 |
GCP
1519
Greenoaks Capital Partners
Orinda,
California
| $1.49B | +$272M | +22% | 26.8% | 481% | 15 | 0% |
|
| 1520 |
AWA
1520
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1.48B | +$192M | +15% | 2.36% | 73.7% | 922 | 27.55% |
|
| 1521 |
SGI
1521
Summit Global Investments
Bountiful,
Utah
| $1.48B | +$137M | +10% | 1.95% | 47.3% | 595 | 35.29% |
|
| 1522 |
WG
1522
Winton Group
London,
United Kingdom
| $1.48B | +$64.5M | +5% | 1.6% | 108% | 778 | 53.47% |
|
| 1523 |
KA
1523
Klingman & Associates
New York
| $1.48B | +$38.9M | +3% | 1.82% | 47.1% | 255 | 9.8% |
|
| 1524 |
NPA
1524
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.48B | -$4.9M | -0.3% | 1.78% | 54.5% | 106 | 12.26% |
|
| 1525 |
PA
1525
PFG Advisors
Phoenix,
Arizona
| $1.48B | +$111M | +8% | 2.3% | 77.4% | 702 | 13.82% |
|