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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 |
TA
1501
TruWealth Advisors
Metairie,
Louisiana
| $1.63B | +$128M | +9% | 4.19% | 56.3% | 169 | 9.47% |
|
| 1502 |
MJRIC
1502
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.63B | +$54.2M | +3% | 4.45% | 97.3% | 115 | 8.7% |
|
| 1503 |
MWM
1503
Modern Wealth Management
Lenexa,
Kansas
| $1.63B | +$276M | +20% | 5.47% | – | 472 | 22.03% |
|
| 1504 |
FTWA
1504
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $1.63B | +$313M | +24% | 6.42% | 102% | 746 | 17.16% |
|
| 1505 |
MCI
1505
McDonald Capital Investors
Orinda,
California
| $1.63B | +$28.9M | +2% | 9.89% | 66% | 23 | 13.04% |
|
| 1506 |
FCM
1506
Fernbridge Capital Management
Los Angeles,
California
| $1.63B | +$125M | +8% | 5.41% | 27.9% | 25 | 20% |
|
| 1507 |
CP
1507
CenterBook Partners
Greenwich,
Connecticut
| $1.63B | +$17.6M | +1% | 3.71% | 37.5% | 550 | 49.27% |
|
| 1508 |
CFA
1508
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.63B | +$111M | +7% | 7.5% | 45.5% | 170 | 14.12% |
|
| 1509 |
GLA
1509
Good Life Advisors
Reading,
Pennsylvania
| $1.62B | +$412M | +34% | 6.12% | 60% | 579 | 23.49% |
|
| 1510 |
MLL
1510
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.62B | +$95.2M | +6% | 6.81% | 128% | 269 | 17.84% |
|
| 1511 |
ST
1511
Spinnaker Trust
Portland,
Maine
| $1.62B | +$60.8M | +4% | 7.21% | 52.9% | 291 | 8.25% |
|
| 1512 |
GIA
1512
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.62B | +$261M | +19% | 7.92% | 88.9% | 278 | 15.11% |
|
| 1513 |
C
1513
Consulta
London,
United Kingdom
| $1.62B | +$152M | +10% | 1.98% | 33.6% | 17 | 29.41% |
|
| 1514 |
KA
1514
Klingman & Associates
New York
| $1.61B | +$134M | +9% | 6.45% | 47.1% | 275 | 12.36% |
|
| 1515 |
SB
1515
Strategic Blueprint
Atlanta,
Georgia
| $1.61B | +$134M | +9% | 5.44% | 76.6% | 692 | 17.2% |
|
| 1516 |
LCG
1516
Luxor Capital Group
New York
| $1.6B | +$178M | +13% | 16.2% | 94.6% | 57 | 49.12% |
|
| 1517 |
ESBC
1517
E.S. Barr & Co
Lexington,
Kentucky
| $1.6B | +$78.4M | +5% | 7.35% | 72.6% | 107 | 14.95% |
|
| 1518 |
AFG
1518
Atomi Financial Group
New York
| $1.6B | +$249M | +18% | 6.22% | 117% | 943 | 19.72% |
|
| 1519 |
CC
1519
Commodore Capital
New York
| $1.6B | +$135M | +9% | 17.6% | 2,049% | 38 | 13.16% |
|
| 1520 |
EA
1520
Efficient Advisors
Mason,
Ohio
| $1.59B | +$52.6M | +3% | 6.62% | 30.6% | 66 | 0% |
|
| 1521 |
MSR
1521
Main Street Research
Lakeville,
Connecticut
| $1.59B | +$73.1M | +5% | 6.26% | 159% | 116 | 17.24% |
|
| 1522 |
PA
1522
PFG Advisors
Phoenix,
Arizona
| $1.59B | +$106M | +7% | 5.79% | 77.4% | 725 | 12.83% |
|
| 1523 |
NI
1523
NYL Investors
New York
| $1.58B | +$179M | +13% | 4.95% | 7.55% | 34 | 0% |
|
| 1524 |
ZF
1524
Zhang Financial
Portage,
Michigan
| $1.58B | +$154M | +11% | 6.58% | 56.8% | 281 | 6.76% |
|
| 1525 |
SQA
1525
Simon Quick Advisors
Morristown,
New Jersey
| $1.58B | +$167M | +12% | 6.17% | 62.4% | 457 | 18.6% |
|