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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1651 |
CWM
1651
Calamos Wealth Management
Naperville,
Illinois
| $748M | +$6.86M | +0.9% | 2.03% | 81.7% | 242 | 9.09% |
|
| 1652 |
AUB
1652
Atlantic Union Bankshares
Glen Allen,
Virginia
| $747M | +$2.75M | +0.4% | 1.17% | 66% | 273 | 14.29% |
|
| 1653 |
CA
1653
Clearstead Advisors
Cleveland,
Ohio
| $747M | -$3.59M | -0.5% | 1.74% | 59.5% | 279 | 7.89% |
|
| 1654 |
BGIM
1654
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $746M | +$96.5M | +15% | 3.61% | 25.8% | 40 | 70% |
|
| 1655 |
MRCP
1655
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $746M | +$142M | +23% | 0.51% | 323% | 20 | 30% |
|
| 1656 |
MP
1656
MSD Partners
New York
| $745M | -$79.3M | -10% | 7.98% | 8.08% | 34 | 44.12% |
|
| 1657 |
LBC
1657
Lowe Brockenbrough & Co
Richmond,
Virginia
| $745M | +$11.2M | +2% | 1.62% | 67.5% | 220 | 6.82% |
|
| 1658 |
AAS
1658
Annex Advisory Services
Brookfield,
Wisconsin
| $744M | +$34M | +5% | 0.87% | 77.9% | 132 | 15.91% |
|
| 1659 |
AWM
1659
Altium Wealth Management
Purchase,
New York
| $742M | +$52.7M | +8% | 0.69% | 24.9% | 301 | 10.3% |
|
| 1660 |
AP
1660
Atwood & Palmer
Kansas City,
Missouri
| $742M | +$1.59M | +0.2% | 2.2% | 82.3% | 320 | 9.38% |
|
| 1661 |
PHAM
1661
Pacific Heights Asset Management
San Francisco,
California
| $741M | -$28.2M | -4% | 1.65% | 176% | 73 | 1.37% |
|
| 1662 |
GCP
1662
GSA Capital Partners
London,
United Kingdom
| $739M | -$153M | -17% | 0.77% | 64.7% | 1,921 | 57.11% |
|
| 1663 |
SWA
1663
SFMG Wealth Advisors
Plano,
Texas
| $739M | +$1.71M | +0.2% | 2.31% | 63.3% | 163 | 8.59% |
|
| 1664 |
WB
1664
Webster Bank
Waterbury,
Connecticut
| $739M | +$12.4M | +2% | 1.42% | 77.5% | 527 | 7.59% |
|
| 1665 |
TP
1665
Thunderbird Partners
London,
United Kingdom
| $738M | -$68.2M | -8% | 2.88% | 38% | 8 | 12.5% |
|
| 1666 |
SCM
1666
Segantii Capital Management
Hong Kong
| $736M | -$395M | -35% | 7.82% | 33.1% | 138 | 84.06% |
|
| 1667 |
IWM
1667
IHT Wealth Management
Chicago,
Illinois
| $735M | +$46.8M | +7% | 1.46% | 63% | 644 | 20.5% |
|
| 1668 |
ICA
1668
Infrastructure Capital Advisors
New York
| $735M | -$103M | -12% | 3.38% | 49% | 129 | 52.71% |
|
| 1669 |
JCM
1669
JS Capital Management
New York
| $735M | +$51.7M | +8% | 9.25% | 16.3% | 133 | 76.69% |
|
| 1670 |
EC
1670
EJF Capital
Arlington,
Virginia
| $734M | -$70.9M | -9% | 0.67% | 102% | 112 | 25.89% |
|
| 1671 |
FM
1671
Foster & Motley
Cincinnati,
Ohio
| $734M | +$20.6M | +3% | 1.84% | 56.8% | 263 | 12.17% |
|
| 1672 |
NP
1672
NorthRock Partners
Minneapolis,
Minnesota
| $734M | +$384M | +110% | 1.26% | 55.4% | 212 | 66.51% |
|
| 1673 |
EK
1673
Evensky & Katz
Coral Gables,
Florida
| $732M | +$9.91M | +1% | 0.51% | 57.1% | 113 | 4.42% |
|
| 1674 |
WP
1674
WealthPLAN Partners
Omaha,
Nebraska
| $732M | +$67.3M | +10% | 1.87% | 51.8% | 254 | 13.39% |
|
| 1675 |
PNAA
1675
Pictet North America Advisors
Geneva 73,
Switzerland
| $731M | +$43.3M | +6% | 1.6% | 65.9% | 157 | 8.28% |
|