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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
OWM
1876
Orgel Wealth Management
Altoona,
Wisconsin
| $1.04B | +$156M | +18% | 4.52% | 36.6% | 68 | 19.12% |
|
| 1877 |
CRCM
1877
Cat Rock Capital Management
Greenwich,
Connecticut
| $1.04B | -$104M | -9% | 3.42% | 61.3% | 10 | 40% |
|
| 1878 |
KA
1878
Kovack Advisors
Ft. Lauderdale,
Florida
| $1.04B | +$115M | +12% | 9.37% | 95% | 797 | 22.33% |
|
| 1879 |
RPGK
1879
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $1.03B | +$155M | +18% | 6.85% | 39.9% | 112 | 25.89% |
|
| 1880 |
WTB
1880
Washington Trust Bank
Spokane,
Washington
| $1.03B | +$178M | +21% | 12.1% | 69.3% | 239 | 15.06% |
|
| 1881 |
GACM
1881
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.03B | +$132M | +15% | 10.2% | 61.1% | 36 | 8.33% |
|
| 1882 |
HMH
1882
Hackensack Meridian Health
Edison,
New Jersey
| $1.03B | – | – | 4.1% | 44.2% | 7 | – |
|
| 1883 |
FIB
1883
First Interstate Bank
Billings,
Montana
| $1.03B | +$55.3M | +6% | 5.32% | 48.2% | 114 | 5.26% |
|
| 1884 |
AP
1884
Advisors Preferred
Rockville,
Maryland
| $1.03B | +$310M | +43% | 6.02% | 88.4% | 250 | 63.2% |
|
| 1885 |
ATPW
1885
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.03B | +$337M | +49% | 9.59% | 64.1% | 466 | 27.47% |
|
| 1886 |
NIM
1886
NXG Investment Management
Dallas,
Texas
| $1.03B | -$5.16M | -0.5% | 0.28% | 136% | 130 | 34.62% |
|
| 1887 |
SWA
1887
SFMG Wealth Advisors
Plano,
Texas
| $1.03B | +$127M | +14% | 10.4% | 63.3% | 308 | 20.78% |
|
| 1888 |
AAM
1888
AO Asset Management
New York
| $1.03B | -$332M | -24% | 12.1% | 127% | 68 | 36.76% |
|
| 1889 |
JHU
1889
Johns Hopkins University
Baltimore,
Maryland
| $1.03B | -$204M | -17% | 3.48% | 21.2% | 13 | 30.77% |
|
| 1890 |
MC
1890
Middleton & Co
Boston,
Massachusetts
| $1.03B | +$92.2M | +10% | 10.9% | 63.4% | 167 | 8.98% |
|
| 1891 |
HT
1891
HighTower Trust
Houston,
Texas
| $1.03B | +$213M | +26% | 10.9% | 90.4% | 231 | 57.14% |
|
| 1892 |
IA
1892
IFG Advisory
Atlanta,
Georgia
| $1.03B | +$98.2M | +11% | 8.62% | 56.9% | 519 | 12.14% |
|
| 1893 |
GC
1893
Garde Capital
Seattle,
Washington
| $1.02B | +$55.3M | +6% | 6.46% | 51.5% | 304 | 14.8% |
|
| 1894 |
JC
1894
JB Capital
Wethersfield,
Connecticut
| $1.02B | +$249M | +32% | 5.75% | 59.2% | 351 | 38.46% |
|
| 1895 |
AFM
1895
Anson Funds Management
Dallas,
Texas
| $1.02B | -$36.2M | -3% | 1.54% | 1,243% | 491 | 69.25% |
|
| 1896 |
BI
1896
Bramshill Investments
Naples,
Florida
| $1.02B | -$155M | -13% | 1.25% | 0.88% | 145 | 29.66% |
|
| 1897 |
PFM
1897
Phillips Financial Management
Fort Wayne,
Indiana
| $1.02B | +$54.9M | +6% | 4.48% | 33.6% | 93 | 6.45% |
|
| 1898 |
MAM
1898
Mastrapasqua Asset Management
Nashville,
Tennessee
| $1.02B | +$105M | +11% | 15% | 54.9% | 149 | 14.09% |
|
| 1899 |
ACM
1899
Atalaya Capital Management
New York
| $1.02B | +$365M | +56% | 0.24% | 7.46% | 481 | 38.25% |
|
| 1900 |
MFG
1900
Merit Financial Group
Alpharetta,
Georgia
| $1.02B | +$64M | +7% | 7.15% | 67.3% | 293 | 16.04% |
|