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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 |
TFA
2051
Transamerica Financial Advisors
St. Petersburg,
Florida
| $679M | -$27.8M | -4% | 4.27% | 57.2% | 689 | 8.27% |
|
| 2052 |
GLA
2052
Good Life Advisors
Reading,
Pennsylvania
| $678M | -$39.6M | -6% | 4.63% | 60% | 379 | 15.57% |
|
| 2053 |
DG
2053
Discerene Group
Stamford,
Connecticut
| $678M | -$58.7M | -8% | 5.75% | 70.3% | 15 | 6.67% |
|
| 2054 |
FF
2054
FourThought Financial
Venice,
Florida
| $677M | -$7.35M | -1% | 4.94% | – | 1,610 | 9.94% |
|
| 2055 |
ACL
2055
Azora Capital LP
Miami,
Florida
| $674M | +$266M | +65% | 1.75% | 155% | 49 | 59.18% |
|
| 2056 |
MC
2056
Montag & Caldwell
Atlanta,
Georgia
| $673M | -$15.7M | -2% | 2.72% | 91.3% | 94 | 9.57% |
|
| 2057 |
CT
2057
Caldwell Trust
Venice,
Florida
| $673M | -$53.2M | -7% | 4.92% | 74.1% | 745 | 4.03% |
|
| 2058 |
WC
2058
Woodstock Corp
Boston,
Massachusetts
| $672M | -$48.3M | -7% | 5.55% | 96.1% | 167 | 2.99% |
|
| 2059 |
SC
2059
Sasco Capital
Fairfield,
Connecticut
| $672M | -$58.3M | -8% | 5.98% | 15.5% | 50 | 6% |
|
| 2060 |
CTC
2060
Chai Trust Company
Chicago,
Illinois
| $672M | -$73.7M | -10% | 6.5% | 20.2% | 25 | 0% |
|
| 2061 |
PP
2061
Prospector Partners
Guilford,
Connecticut
| $672M | -$15.1M | -2% | 3.14% | 53.6% | 115 | 13.04% |
|
| 2062 |
VS
2062
VK Services
Menlo Park,
California
| $671M | +$511K | +0.1% | 41.2% | 1,144% | 11 | 36.36% |
|
| 2063 |
RCM
2063
Redwood Capital Management
New York
| $671M | -$68.3M | -9% | 7.21% | 236% | 44 | 9.09% |
|
| 2064 |
CAM
2064
Carret Asset Management
New York
| $670M | -$50.7M | -7% | 4.33% | 80.2% | 279 | 3.23% |
|
| 2065 |
DCM
2065
Discovery Capital Management
South Norwalk,
Connecticut
| $669M | -$107M | -14% | 13.6% | 556% | 79 | 64.56% |
|
| 2066 |
AC
2066
AltraVue Capital
Bellevue,
Washington
| $669M | -$11.4M | -2% | 1.82% | 175% | 34 | 11.76% |
|
| 2067 |
1IA
2067
1834 Investment Advisors
Milwaukee,
Wisconsin
| $668M | -$41.9M | -6% | 5.04% | 51.8% | 481 | 60.71% |
|
| 2068 |
SL
2068
Salomon & Ludwin
Richmond,
Virginia
| $667M | +$20.5M | +3% | 5.36% | 44.1% | 148 | 17.57% |
|
| 2069 |
TWM
2069
Tradition Wealth Management
Edina,
Minnesota
| $666M | -$22.8M | -3% | 5.43% | 54.3% | 1,237 | 17.7% |
|
| 2070 |
FFW
2070
Fusion Family Wealth
Woodbury,
New York
| $665M | -$32.7M | -5% | 6.04% | 45.4% | 42 | 28.57% |
|
| 2071 |
FBCM
2071
Fort Baker Capital Management
Larkspur,
California
| $665M | +$31.6M | +5% | 3.93% | 41% | 131 | 25.95% |
|
| 2072 |
ACGDR
2072
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $665M | +$6.86M | +1% | 4.73% | 210% | 26 | 11.54% |
|
| 2073 |
SIA
2073
Soltis Investment Advisors
St. George,
Utah
| $665M | -$23.9M | -3% | 5.24% | 67% | 254 | 16.54% |
|
| 2074 |
OFG
2074
Oxford Financial Group
Carmel,
Indiana
| $665M | -$13.4M | -2% | 3.26% | 80.4% | 277 | 16.25% |
|
| 2075 |
SIM
2075
Sandia Investment Management
Boston,
Massachusetts
| $664M | -$61.9M | -9% | 0.72% | 20.5% | 363 | 44.63% |
|