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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
NL
2051
NWAM LLC
Mercer Island,
Washington
| $534M | +$32M | +6% | 1.48% | 112% | 416 | 13.94% |
|
| 2052 |
SWM
2052
SeaCrest Wealth Management
Purchase,
New York
| $534M | +$43M | +9% | 1.97% | 142% | 573 | 15.01% |
|
| 2053 |
JAFL
2053
Jay A. Fishman Ltd
Troy,
Michigan
| $534M | -$875K | -0.2% | 2.88% | 107% | 88 | 11.36% |
|
| 2054 |
MSR
2054
Main Street Research
Lakeville,
Connecticut
| $533M | +$88.7M | +20% | 5.52% | 159% | 99 | 13.13% |
|
| 2055 |
MFG
2055
Magnus Financial Group
New York
| $533M | +$13.9M | +3% | 2.51% | 70.8% | 600 | 20.33% |
|
| 2056 |
SGCM
2056
Sand Grove Capital Management
London,
United Kingdom
| $532M | -$408M | -43% | 8.17% | 411% | 24 | 83.33% |
|
| 2057 |
BCM
2057
BTR Capital Management
Oakland,
California
| $532M | -$4.54M | -0.8% | 2.23% | 35% | 172 | 7.56% |
|
| 2058 |
IRF
2058
IBM Retirement Fund
Armonk,
New York
| $532M | -$515K | -0.1% | 1.12% | 54.4% | 437 | 7.32% |
|
| 2059 |
TI
2059
Trigran Investments
Northbrook,
Illinois
| $529M | -$70.8M | -12% | 2.75% | 11.2% | 19 | 10.53% |
|
| 2060 |
AFA
2060
American Financial Advisors
Marietta,
Georgia
| $529M | +$16.3M | +3% | 0.79% | 52.7% | 97 | 8.25% |
|
| 2061 |
BCM
2061
Bayesian Capital Management
Brooklyn,
New York
| $529M | +$44.9M | +9% | 3.35% | 113% | 776 | 73.07% |
|
| 2062 |
SCM
2062
SG Capital Management
Chicago,
Illinois
| $528M | -$104M | -16% | 5.71% | 187% | 77 | 74.03% |
|
| 2063 |
CFG
2063
CKW Financial Group
Honolulu,
Hawaii
| $528M | +$32.8M | +7% | 0.31% | 62.4% | 170 | 7.65% |
|
| 2064 |
BOPW
2064
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $528M | +$27.5M | +5% | 0.45% | 55.7% | 249 | 18.07% |
|
| 2065 |
BB
2065
Bell Bank
Fargo,
North Dakota
| $527M | +$82.2M | +18% | 1.24% | 64.3% | 168 | 11.9% |
|
| 2066 |
HH
2066
Hilltop Holdings
Dallas,
Texas
| $527M | +$55.3M | +12% | 2.13% | 72.2% | 441 | 23.58% |
|
| 2067 |
CB
2067
Community Bank
Dewitt,
New York
| $527M | +$6.75M | +1% | 2.09% | 58.7% | 454 | 5.29% |
|
| 2068 |
II
2068
INCA Investments
Miami,
Florida
| $527M | -$39.8M | -7% | 6.82% | 128% | 12 | 8.33% |
|
| 2069 |
PAS
2069
Professional Advisory Services
Vero Beach,
Florida
| $526M | +$10.4M | +2% | 3.21% | 61.8% | 68 | 5.88% |
|
| 2070 |
KGI
2070
Kopernik Global Investors
Tampa,
Florida
| $526M | -$60.2M | -10% | 13.2% | 152% | 29 | 10.34% |
|
| 2071 |
RWM
2071
RKL Wealth Management
Lancaster,
Pennsylvania
| $526M | -$16.7M | -3% | 0.42% | 54.1% | 131 | 9.16% |
|
| 2072 |
SFG
2072
SNS Financial Group
Minneapolis,
Minnesota
| $526M | -$5.31M | -1% | 0.61% | 41.8% | 229 | 18.34% |
|
| 2073 |
NMC
2073
Nine Masts Capital
Central,
Hong Kong
| $524M | -$174M | -25% | 3.76% | 76.5% | 222 | 69.82% |
|
| 2074 |
AWA
2074
Arete Wealth Advisors
Chicago,
Illinois
| $523M | +$7.69M | +1% | 1.37% | 63.9% | 444 | 21.4% |
|
| 2075 |
LFS
2075
Lutz Financial Services
Omaha,
Nebraska
| $522M | +$10.7M | +2% | 0.87% | 28.7% | 66 | 1.52% |
|