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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
SGI
1626
Summit Global Investments
Bountiful,
Utah
| $1.34B | -$183M | -12% | 8.27% | 47.3% | 620 | 39.68% |
|
| 1627 |
SAMH
1627
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.34B | -$447M | -25% | 8.3% | 115% | 6 | 66.67% |
|
| 1628 |
BFPW
1628
BOK Financial Private Wealth
Denver,
Colorado
| $1.34B | +$112M | +9% | 8.02% | 53.2% | 561 | 28.16% |
|
| 1629 |
EAM
1629
Evanson Asset Management
Carmel,
California
| $1.34B | +$112M | +9% | 6.32% | 66.6% | 324 | 13.27% |
|
| 1630 |
LSA
1630
Leonteq Securities AG
Zurich,
Switzerland
| $1.34B | -$411M | -23% | 3.94% | 74.7% | 1,305 | 17.47% |
|
| 1631 |
RCAG
1631
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.34B | +$134M | +11% | 7.75% | 51.4% | 591 | 10.32% |
|
| 1632 |
IA
1632
IFG Advisory
Atlanta,
Georgia
| $1.34B | -$25.3M | -2% | 7.46% | 56.9% | 600 | 43.17% |
|
| 1633 |
ADL
1633
Asset Dedication LLC
San Francisco,
California
| $1.34B | +$111M | +9% | 6.87% | 54.3% | 1,070 | 7.29% |
|
| 1634 |
SIS
1634
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.34B | +$138M | +11% | 5.05% | 31.2% | 1,474 | 19.2% |
|
| 1635 |
HC
1635
Hamilton Capital
Columbus,
Ohio
| $1.34B | +$91M | +7% | 7.63% | – | 157 | 20.38% |
|
| 1636 |
SIA
1636
Schechter Investment Advisors
Birmingham,
Michigan
| $1.34B | +$182M | +16% | 8.15% | 36.1% | 727 | 18.84% |
|
| 1637 |
BCM
1637
Bowie Capital Management
Richardson,
Texas
| $1.34B | +$451M | +51% | 8.26% | 35.8% | 33 | 12.12% |
|
| 1638 |
BAM
1638
Belpointe Asset Management
Reno,
Nevada
| $1.34B | +$197M | +17% | 9.28% | 66.7% | 854 | 26.23% |
|
| 1639 |
SQA
1639
Simon Quick Advisors
Morristown,
New Jersey
| $1.33B | +$204M | +18% | 9.3% | 62.4% | 426 | 21.13% |
|
| 1640 |
HCS
1640
Himension Capital (Singapore)
Singapore
| $1.33B | +$232M | +21% | 36.2% | 292% | 43 | 44.19% |
|
| 1641 |
RH
1641
Riverstone Holdings
New York
| $1.33B | +$168M | +14% | 24.3% | 89.8% | 8 | 0% |
|
| 1642 |
BC
1642
Broadwood Capital
New York
| $1.33B | +$158M | +13% | 14% | 46% | 7 | 0% |
|
| 1643 |
SB
1643
Simmons Bank
Pine Bluff,
Arkansas
| $1.33B | +$106M | +9% | 11.6% | 73.5% | 343 | 6.12% |
|
| 1644 |
FMC
1644
First Merchants Corp
Muncie,
Indiana
| $1.33B | +$110M | +9% | 9.35% | 49.9% | 225 | 10.67% |
|
| 1645 |
OC
1645
Oakworth Capital
Birmingham,
Alabama
| $1.33B | +$81.1M | +7% | 7.29% | 64.3% | 708 | 7.63% |
|
| 1646 |
BWP
1646
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.33B | +$54.7M | +4% | 9.84% | 85.9% | 744 | 9.01% |
|
| 1647 |
VWM
1647
Valley Wealth Managers
Paramus,
New Jersey
| $1.33B | +$44.8M | +3% | 9.1% | 80.1% | 351 | 8.55% |
|
| 1648 |
YIH
1648
Y-Intercept (HK)
Hong Kong
| $1.33B | +$253M | +24% | 6.33% | 34.4% | 1,856 | 66.06% |
|
| 1649 |
FAB
1649
First American Bank
Dundee,
Illinois
| $1.32B | +$127M | +11% | 10.9% | 99.7% | 176 | 8.52% |
|
| 1650 |
AF
1650
Alerus Financial
Grand Forks,
North Dakota
| $1.32B | +$98.8M | +8% | 10.2% | 77.4% | 166 | 12.65% |
|