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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
PIMG
1601
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.18B | +$48.5M | +4% | 3.9% | 48.5% | 245 | 5.31% |
|
| 1602 |
AP
1602
Appleton Partners
Boston,
Massachusetts
| $1.18B | +$60.2M | +5% | 7.38% | 101% | 301 | 6.64% |
|
| 1603 |
TC
1603
Telemus Capital
Southfield,
Michigan
| $1.18B | +$49.2M | +4% | 6.95% | 27.9% | 341 | 9.68% |
|
| 1604 |
ZB
1604
Zions Bancorporation
Salt Lake City,
Utah
| $1.18B | +$20.7M | +2% | 5.58% | 22.9% | 923 | 4.88% |
|
| 1605 |
OCM
1605
Opti Capital Management
New York
| $1.18B | -$54.2M | -4% | 0% | 0.02% | 49 | 2.04% |
|
| 1606 |
FMC
1606
First Merchants Corp
Muncie,
Indiana
| $1.18B | +$59.6M | +5% | 7.3% | 49.9% | 216 | 5.56% |
|
| 1607 |
CCM
1607
CloudAlpha Capital Management
Hong Kong
| $1.18B | -$629M | -35% | 28.8% | 1,456% | 55 | 70.91% |
|
| 1608 |
GIM
1608
Goelzer Investment Management
Carmel,
Indiana
| $1.18B | +$31M | +3% | 5.62% | 98.9% | 227 | 4.85% |
|
| 1609 |
LWMT
1609
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.18B | +$63M | +6% | 5.11% | 46.9% | 20 | 10% |
|
| 1610 |
AF
1610
Alerus Financial
Grand Forks,
North Dakota
| $1.18B | +$56.6M | +5% | 6.27% | 77.4% | 173 | 15.03% |
|
| 1611 |
FSA
1611
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.18B | +$79.7M | +7% | 7.3% | 113% | 166 | 13.86% |
|
| 1612 |
OC
1612
Oakworth Capital
Birmingham,
Alabama
| $1.18B | +$58.7M | +5% | 5.56% | 64.3% | 653 | 13.63% |
|
| 1613 |
RCM
1613
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.17B | -$425M | -27% | 1.22% | 4.93% | 711 | 20.25% |
|
| 1614 |
CIAS
1614
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.17B | +$30.2M | +3% | 4.07% | 39.3% | 33 | 6.06% |
|
| 1615 |
ADL
1615
Asset Dedication LLC
San Francisco,
California
| $1.17B | +$93.7M | +9% | 4.35% | 54.3% | 1,068 | 8.52% |
|
| 1616 |
VHAM
1616
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.17B | +$109M | +10% | 7.29% | 75.5% | 340 | 23.53% |
|
| 1617 |
WWM
1617
Western Wealth Management
Golden,
Colorado
| $1.17B | +$97.8M | +9% | 7.57% | 70.1% | 677 | 9.9% |
|
| 1618 |
FSC
1618
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.17B | +$65.3M | +6% | 4.27% | 55.4% | 154 | 7.79% |
|
| 1619 |
AF
1619
Advisornet Financial
Minnetonka,
Minnesota
| $1.17B | +$75.6M | +7% | 4.94% | 63.7% | 2,547 | 13.9% |
|
| 1620 |
KL
1620
KIM LLC
Wichita,
Kansas
| $1.17B | -$267M | -19% | 7.19% | 26.4% | 568 | 28.7% |
|
| 1621 |
WIC
1621
Water Island Capital
New York
| $1.17B | -$100M | -8% | 11% | 414% | 106 | 58.49% |
|
| 1622 |
SP
1622
Stairway Partners
Chicago,
Illinois
| $1.17B | +$13.3M | +1% | 2.31% | 43.9% | 15 | 0% |
|
| 1623 |
CC
1623
Carlson Capital
Dallas,
Texas
| $1.17B | +$103M | +10% | 5.45% | 72.5% | 151 | 49.01% |
|
| 1624 |
1WCM
1624
12 West Capital Management
New York
| $1.17B | +$1.34M | +0.1% | 10.6% | 136% | 25 | 12% |
|
| 1625 |
TA
1625
TruWealth Advisors
Metairie,
Louisiana
| $1.16B | +$73.8M | +7% | 5.24% | 56.3% | 156 | 12.18% |
|