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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
BI
1551
Bramshill Investments
Naples,
Florida
| $1.31B | -$274M | -17% | 3.98% | 0.88% | 200 | 45.5% |
|
| 1552 |
AWE
1552
Avidian Wealth Enterprises
Houston,
Texas
| $1.3B | +$130M | +11% | 5.39% | 63.7% | 428 | 22.2% |
|
| 1553 |
CA
1553
Clearstead Advisors
Cleveland,
Ohio
| $1.3B | +$99.2M | +8% | 7.6% | 59.5% | 1,341 | 20.21% |
|
| 1554 |
NRS
1554
Neville Rodie & Shaw
New York
| $1.3B | +$91M | +8% | 8.49% | 115% | 270 | 5.93% |
|
| 1555 |
WFMPM
1555
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.29B | +$97.4M | +8% | 7.24% | 66.5% | 103 | 7.77% |
|
| 1556 |
EC
1556
Engaged Capital
Newport Beach,
California
| $1.29B | -$93.9M | -7% | 3.73% | 16.3% | 10 | 20% |
|
| 1557 |
JIC
1557
Joel Isaacson & Co
New York
| $1.29B | +$145M | +13% | 7.78% | 61.3% | 298 | 11.41% |
|
| 1558 |
RVPG
1558
Relative Value Partners Group
| $1.29B | +$115M | +10% | 4.56% | 8.9% | 211 | 19.43% |
|
| 1559 |
CPSAC
1559
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.28B | +$218M | +20% | 7.07% | 49.1% | 137 | 17.52% |
|
| 1560 |
CWM
1560
Calamos Wealth Management
Naperville,
Illinois
| $1.28B | +$71M | +6% | 9.51% | 81.7% | 316 | 9.49% |
|
| 1561 |
SCP
1561
Sandhill Capital Partners
Buffalo,
New York
| $1.28B | +$103M | +9% | 9.02% | 56.5% | 97 | 18.56% |
|
| 1562 |
NCGI
1562
Next Century Growth Investors
Plymouth,
Minnesota
| $1.28B | -$30.7M | -2% | 14.5% | 306% | 136 | 11.76% |
|
| 1563 |
SCM
1563
Sandler Capital Management
New York
| $1.28B | +$109M | +9% | 15.2% | 288% | 134 | 50% |
|
| 1564 |
WBG
1564
Wharton Business Group
Malvern,
Pennsylvania
| $1.28B | +$225K | +0% | 6.35% | 54.2% | 133 | 18.8% |
|
| 1565 |
SCI
1565
S&CO Inc
Boston,
Massachusetts
| $1.28B | +$92M | +8% | 6.97% | 58.9% | 191 | 5.24% |
|
| 1566 |
EC
1566
EMS Capital
New York
| $1.28B | +$196M | +18% | 12.5% | 228% | 32 | 53.13% |
|
| 1567 |
PM
1567
Pembroke Management
Montreal,
Quebec, Canada
| $1.28B | +$73.6M | +6% | 9.05% | 94.8% | 71 | 15.49% |
|
| 1568 |
CP
1568
Cumberland Partners
Toronto,
Ontario, Canada
| $1.27B | +$60.8M | +5% | 9.39% | 88.5% | 196 | 19.39% |
|
| 1569 |
IRF
1569
IBM Retirement Fund
Armonk,
New York
| $1.27B | -$138M | -10% | 8.67% | 54.4% | 808 | 11.39% |
|
| 1570 |
JCM
1570
Jag Capital Management
St Louis,
Missouri
| $1.27B | +$143M | +13% | 14.9% | 178% | 238 | 14.29% |
|
| 1571 |
PL
1571
Plancorp LLC
Saint Louis,
Missouri
| $1.27B | +$821M | +181% | 2.83% | 67.3% | 224 | 11.16% |
|
| 1572 |
RGREA
1572
Ranger Global Real Estate Advisors
Denver,
Colorado
| $1.27B | +$338M | +36% | 5.78% | 18% | 39 | 43.59% |
|
| 1573 |
CQS
1573
Credential Qtrade Securities
Vancouver,
| $1.27B | +$162M | +15% | 7.85% | 27.7% | 422 | 22.27% |
|
| 1574 |
QT
1574
Quantbot Technologies
New York
| $1.27B | +$221M | +21% | 4.91% | 22.2% | 2,064 | 65.36% |
|
| 1575 |
TCIM
1575
TOMS Capital Investment Management
New York
| $1.27B | -$126M | -9% | 6.24% | 105% | 62 | 66.13% |
|