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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 |
TA
2051
TA Associates
Boston,
Massachusetts
| $717M | -$289M | -29% | 27.3% | – | 2 | 0% |
|
| 2052 |
CPA
2052
Cardiff Park Advisors
Carlsbad,
California
| $716M | +$77M | +12% | 8.31% | 80.8% | 335 | 12.84% |
|
| 2053 |
LGWM
2053
Litman Gregory Wealth Management
Larkspur,
California
| $716M | +$90.5M | +14% | 6.54% | 55.5% | 82 | 9.76% |
|
| 2054 |
EC
2054
Estate Counselors
Thiensville,
Wisconsin
| $715M | +$68.7M | +11% | 6.08% | 52.1% | 195 | 40.51% |
|
| 2055 |
JIR
2055
James Investment Research
Alpha,
Ohio
| $715M | +$14.1M | +2% | 9.37% | 107% | 618 | 19.74% |
|
| 2056 |
APC
2056
Alta Park Capital
San Francisco,
California
| $714M | +$219M | +44% | 3.28% | 607% | 30 | 40% |
|
| 2057 |
AC
2057
AltraVue Capital
Bellevue,
Washington
| $714M | +$45.5M | +7% | 8.42% | 175% | 32 | 9.38% |
|
| 2058 |
FDCC
2058
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $714M | -$82.3M | -10% | 6.43% | 34% | 106 | 28.3% |
|
| 2059 |
UBV
2059
United Bank (Virginia)
Vienna,
Virginia
| $714M | +$63.9M | +10% | 10.6% | 64.2% | 170 | 12.94% |
|
| 2060 |
JVBC
2060
J.V. Bruni & Co
Colorado Springs,
Colorado
| $713M | +$76M | +12% | 13.3% | 70.5% | 33 | 6.06% |
|
| 2061 |
CWM
2061
Curi Wealth Management
Raleigh,
North Carolina
| $713M | +$109M | +18% | 7.84% | 16.2% | 212 | 25.47% |
|
| 2062 |
KC
2062
KCL Capital
New York
| $713M | +$275M | +63% | 7.15% | 106% | 47 | 61.7% |
|
| 2063 |
LRPA
2063
L. Roy Papp & Associates
Phoenix,
Arizona
| $713M | +$51.3M | +8% | 10.7% | 64.3% | 170 | 7.06% |
|
| 2064 |
CAM
2064
Cozad Asset Management
Champaign,
Illinois
| $712M | +$95.1M | +15% | 10.1% | 94% | 386 | 13.73% |
|
| 2065 |
HMH
2065
Hackensack Meridian Health
Edison,
New Jersey
| $711M | -$20.7M | -3% | 9.76% | 44.2% | 13 | 53.85% |
|
| 2066 |
JAFL
2066
Jay A. Fishman Ltd
Troy,
Michigan
| $711M | +$19.5M | +3% | 5.77% | 105% | 97 | 8.25% |
|
| 2067 |
TCM
2067
Traynor Capital Management
Malvern,
Pennsylvania
| $709M | +$149M | +27% | 6.74% | 225% | 232 | 26.29% |
|
| 2068 |
TWM
2068
Tradition Wealth Management
Edina,
Minnesota
| $708M | +$42.8M | +6% | 7.05% | 54.3% | 1,245 | 12.53% |
|
| 2069 |
DG
2069
DigitalBridge Group
Boca Raton,
Florida
| $708M | +$4.57M | +0.6% | 8.28% | 112% | 62 | 27.42% |
|
| 2070 |
CT
2070
Caldwell Trust
Venice,
Florida
| $707M | +$33.8M | +5% | 10% | 74.1% | 752 | 7.58% |
|
| 2071 |
AIM
2071
Aigen Investment Management
New York
| $707M | +$10M | +1% | 8.2% | 38.8% | 842 | 73.52% |
|
| 2072 |
GG
2072
Greenwood Gearhart
Fayetteville,
Arkansas
| $706M | +$75.8M | +12% | 8.92% | 70.6% | 103 | 14.56% |
|
| 2073 |
AH
2073
Allen Holding
New York
| $705M | +$68.6M | +11% | 10.6% | 147% | 16 | 6.25% |
|
| 2074 |
KL
2074
KWMG LLC
Overland Park,
Kansas
| $704M | +$53.9M | +8% | 8.41% | 72.3% | 144 | 7.64% |
|
| 2075 |
LNWTC
2075
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $704M | +$264M | +60% | 6.59% | 70.2% | 119 | 43.7% |
|