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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 |
SC
1601
SouthState Corp
Winter Haven,
Florida
| $1.37B | +$85.8M | +7% | 3.29% | 68.2% | 776 | 31.57% |
|
| 1602 |
GWM
1602
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.37B | +$114M | +9% | 9.63% | 163% | 253 | 7.51% |
|
| 1603 |
OC
1603
Oakworth Capital
Birmingham,
Alabama
| $1.37B | +$40.2M | +3% | 2.15% | 64.3% | 735 | 8.98% |
|
| 1604 |
SCM
1604
Spyglass Capital Management
San Francisco,
California
| $1.37B | -$135M | -9% | 7.36% | 119% | 28 | 21.43% |
|
| 1605 |
PWAM
1605
Park West Asset Management
San Francisco,
California
| $1.37B | -$41.8M | -3% | 3.31% | 118% | 52 | 34.62% |
|
| 1606 |
NSIM
1606
North Star Investment Management
Chicago,
Illinois
| $1.36B | -$38.3M | -3% | 1.37% | 63.8% | 1,258 | 8.9% |
|
| 1607 |
SC
1607
Shellback Capital
Boston,
Massachusetts
| $1.36B | -$125M | -8% | 1.28% | 174% | 158 | 47.47% |
|
| 1608 |
GIA
1608
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.36B | -$19.3M | -1% | 0.22% | 88.9% | 245 | 0.82% |
|
| 1609 |
EAM
1609
Evanson Asset Management
Carmel,
California
| $1.36B | +$16.2M | +1% | 2.96% | 66.6% | 315 | 7.62% |
|
| 1610 |
WM
1610
WS Management
Jacksonville,
Florida
| $1.36B | -$231M | -15% | 6.25% | 164% | 62 | 25.81% |
|
| 1611 |
HCMG
1611
Howard Capital Management Group
Los Angeles,
California
| $1.36B | +$58.5M | +5% | 7.92% | 95.9% | 129 | 5.43% |
|
| 1612 |
MWM
1612
Modern Wealth Management
Lenexa,
Kansas
| $1.36B | +$279M | +26% | 2.47% | – | 415 | 30.84% |
|
| 1613 |
SWM
1613
Segment Wealth Management
Houston,
Texas
| $1.36B | +$39.4M | +3% | 3.34% | 102% | 265 | 6.42% |
|
| 1614 |
KF
1614
Krilogy Financial
St. Louis,
Missouri
| $1.36B | +$52.3M | +4% | 2.31% | 53.4% | 234 | 12.39% |
|
| 1615 |
FBB
1615
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.35B | +$55.4M | +4% | 3.24% | 57.2% | 193 | 10.88% |
|
| 1616 |
PC
1616
Paulson & Co
New York
| $1.35B | -$94.9M | -7% | 0.4% | 233% | 19 | 21.05% |
|
| 1617 |
DAL
1617
Delta Accumulation LLC
Sausalito,
California
| $1.35B | -$48.3M | -3% | 1.14% | 56.3% | 198 | 23.74% |
|
| 1618 |
AFG
1618
Atomi Financial Group
New York
| $1.35B | +$267M | +25% | 2.42% | 117% | 853 | 21.81% |
|
| 1619 |
WWA
1619
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.35B | +$154M | +13% | 2.44% | 51.2% | 308 | 27.92% |
|
| 1620 |
PA
1620
Procyon Advisors
Shelton,
Connecticut
| $1.35B | +$58.7M | +5% | 2.74% | 84.2% | 551 | 13.25% |
|
| 1621 |
WWM
1621
Western Wealth Management
Golden,
Colorado
| $1.35B | +$62.7M | +5% | 3.81% | 70.1% | 683 | 9.96% |
|
| 1622 |
SI
1622
Sprott Inc
Toronto,
Ontario, Canada
| $1.35B | -$38.6M | -3% | 5.11% | 224% | 146 | 10.27% |
|
| 1623 |
PWP
1623
Private Wealth Partners
Mill Valley,
California
| $1.35B | +$97.9M | +8% | 8.11% | 92.8% | 173 | 10.4% |
|
| 1624 |
GA
1624
Geller Advisors
New York
| $1.35B | +$115M | +9% | 2.88% | 20.4% | 280 | 8.21% |
|
| 1625 |
EFS
1625
Essex Financial Services
Essex,
Connecticut
| $1.35B | +$263M | +24% | 3.32% | 73.2% | 630 | 17.3% |
|