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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2076 |
LG
2076
Leuthold Group
Minneapolis,
Minnesota
| $664M | -$40.7M | -6% | 2.97% | 106% | 201 | 18.91% |
|
| 2077 |
ZF
2077
Zhang Financial
Portage,
Michigan
| $663M | +$40.2M | +6% | 5.38% | 56.8% | 230 | 12.17% |
|
| 2078 |
TWM
2078
Tanglewood Wealth Management
Houston,
Texas
| $662M | -$78.9M | -11% | 5.91% | 59.7% | 32 | 15.63% |
|
| 2079 |
LOM
2079
LTS One Management
New York
| $662M | -$127M | -16% | 11.5% | 27.6% | 5 | 40% |
|
| 2080 |
MG
2080
Magnolia Group
Omaha,
Nebraska
| $662M | -$16.1M | -2% | 3.74% | 8.9% | 11 | 9.09% |
|
| 2081 |
LRPA
2081
L. Roy Papp & Associates
Phoenix,
Arizona
| $661M | -$28.4M | -4% | 3.73% | 64.3% | 171 | 6.43% |
|
| 2082 |
PP
2082
PDT Partners
New York
| $661M | -$473M | -42% | 3.39% | 180% | 1,175 | 51.57% |
|
| 2083 |
TPWA
2083
TRUE Private Wealth Advisors
Salem,
Oregon
| $661M | -$26.6M | -4% | 3.73% | 84% | 242 | 14.46% |
|
| 2084 |
IVAV
2084
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $661M | +$60.1M | +10% | 22.5% | 269% | 2 | 0% |
|
| 2085 |
VFP
2085
Verus Financial Partners
Richmond,
Virginia
| $661M | -$37.1M | -5% | 5.49% | 41.6% | 108 | 17.59% |
|
| 2086 |
HS
2086
Hazelview Securities
Toronto,
Ontario, Canada
| $660M | -$84.9M | -11% | 11.7% | – | 30 | 20% |
|
| 2087 |
AWA
2087
Arkadios Wealth Advisors
Atlanta,
Georgia
| $660M | -$12.4M | -2% | 4.9% | 73.7% | 583 | 16.81% |
|
| 2088 |
ORI
2088
Oak Ridge Investments
Chicago,
Illinois
| $660M | -$27.4M | -4% | 1.51% | 208% | 161 | 11.18% |
|
| 2089 |
PL
2089
Parkwood LLC
Cleveland,
Ohio
| $660M | +$98.7M | +18% | 3.01% | 85.8% | 179 | 23.46% |
|
| 2090 |
MW
2090
Marcum Wealth
Cleveland,
Ohio
| $659M | -$8.8M | -1% | 5.99% | 20% | 398 | 10.55% |
|
| 2091 |
SMC
2091
Smith, Moore & Co
Clayton,
Missouri
| $659M | +$10.5M | +2% | 5.33% | 55.8% | 418 | 15.55% |
|
| 2092 |
SWM
2092
SeaCrest Wealth Management
Purchase,
New York
| $659M | -$136M | -17% | 4.67% | 142% | 1,642 | 63.22% |
|
| 2093 |
RCA
2093
Resonant Capital Advisors
Madison,
Wisconsin
| $658M | +$17.7M | +3% | 4.47% | 50.6% | 248 | 14.11% |
|
| 2094 |
AIC
2094
AWM Investment Company
New York
| $658M | +$22.9M | +4% | 13.4% | 488% | 128 | 11.72% |
|
| 2095 |
AA
2095
Armor Advisors
New York
| $658M | +$475M | +260% | 3.48% | 98.2% | 15 | 60% |
|
| 2096 |
SH
2096
SeaTown Holdings
Singapore
| $657M | +$196M | +43% | 5.33% | 220% | 72 | 47.22% |
|
| 2097 |
MC
2097
Middleton & Co
Boston,
Massachusetts
| $657M | -$123M | -16% | 3.98% | 63.4% | 163 | 17.79% |
|
| 2098 |
MGWM
2098
Marks Group Wealth Management
Minnetonka,
Minnesota
| $657M | -$36.3M | -5% | 4.15% | 62.8% | 296 | 11.82% |
|
| 2099 |
PE
2099
Point72 Europe
London,
United Kingdom
| $656M | +$184M | +39% | 2.47% | 95.4% | 73 | 61.64% |
|
| 2100 |
ACM
2100
Ashford Capital Management
Wilmington,
Delaware
| $656M | -$48.1M | -7% | 1.81% | 111% | 98 | 14.29% |
|