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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 |
UAS
2076
United Asset Strategies
Garden City,
New York
| $758M | +$40.5M | +6% | 8.64% | 94.6% | 248 | 17.74% |
|
| 2077 |
WPC
2077
Wedmont Private Capital
West Chester,
Pennsylvania
| $758M | +$89.8M | +13% | 7.5% | 78.4% | 494 | 16.4% |
|
| 2078 |
LG
2078
Leuthold Group
Minneapolis,
Minnesota
| $757M | +$15.1M | +2% | 7.87% | 106% | 225 | 30.22% |
|
| 2079 |
BFG
2079
Bouchey Financial Group
Troy,
New York
| $757M | +$62.8M | +9% | 7.64% | 66.7% | 104 | 11.54% |
|
| 2080 |
EC
2080
Estate Counselors
Thiensville,
Wisconsin
| $757M | +$41.6M | +6% | 3.49% | 52.1% | 177 | 51.98% |
|
| 2081 |
TFA
2081
Transamerica Financial Advisors
St. Petersburg,
Florida
| $757M | +$54.3M | +8% | 5.44% | 57.2% | 728 | 19.51% |
|
| 2082 |
JIR
2082
James Investment Research
Alpha,
Ohio
| $756M | +$40.7M | +6% | 6.56% | 107% | 655 | 21.37% |
|
| 2083 |
CAM
2083
Cozad Asset Management
Champaign,
Illinois
| $755M | +$44M | +6% | 7.33% | 94% | 391 | 10.23% |
|
| 2084 |
AAP
2084
Arax Advisory Partners
Denver,
Colorado
| $755M | +$32.7M | +5% | 4.68% | 47.9% | 1,326 | 8.3% |
|
| 2085 |
MG
2085
Marex Group
London,
| $755M | +$51.4M | +7% | 10.2% | 144% | 349 | 50.43% |
|
| 2086 |
MCM
2086
McKinley Capital Management
Anchorage,
Alaska
| $755M | +$8.25M | +1% | 10.6% | 63.3% | 179 | 18.44% |
|
| 2087 |
DWP
2087
Daymark Wealth Partners
Cincinnati,
Ohio
| $754M | +$188M | +33% | 7.07% | 82.6% | 304 | 28.62% |
|
| 2088 |
FFL
2088
Flat Footed LLC
Wilson,
Wyoming
| $752M | +$204M | +37% | 3.06% | 195% | 51 | 52.94% |
|
| 2089 |
PO
2089
Private Ocean
San Rafael,
California
| $752M | -$53.7M | -7% | 4.29% | 2.82% | 703 | 31.29% |
|
| 2090 |
NA
2090
Nottingham Advisors
Amherst,
New York
| $751M | +$13.6M | +2% | 4.74% | 44.3% | 154 | 14.94% |
|
| 2091 |
BIC
2091
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $751M | -$50.3M | -6% | 1.86% | 36% | 162 | 11.11% |
|
| 2092 |
CAC
2092
Core Alternative Capital
Peachtree Corners,
Georgia
| $749M | -$37M | -5% | 3.08% | 57.5% | 511 | 27.98% |
|
| 2093 |
ACP
2093
Aveo Capital Partners
Englewood,
Colorado
| $749M | +$84.3M | +13% | 5.24% | 19.1% | 375 | 22.67% |
|
| 2094 |
PHS
2094
Pekin Hardy Strauss
Chicago,
Illinois
| $749M | +$22.1M | +3% | 3.58% | 97.9% | 336 | 13.39% |
|
| 2095 |
SGCA
2095
Steel Grove Capital Advisors
Memphis,
Tennessee
| $749M | +$44.8M | +6% | 7.5% | 79.7% | 201 | 15.42% |
|
| 2096 |
KC
2096
KCL Capital
New York
| $748M | +$35.3M | +5% | 35.5% | 106% | 38 | 50% |
|
| 2097 |
HI
2097
Helikon Investments
London,
United Kingdom
| $748M | +$216M | +41% | 20.3% | 330% | 13 | 46.15% |
|
| 2098 |
TAM
2098
TFG Asset Management
Grand Cayman,
Cayman Islands
| $747M | +$48.5M | +7% | 3.53% | 54.9% | 76 | 34.21% |
|
| 2099 |
AAA
2099
Adams Asset Advisors
Dallas,
Texas
| $747M | +$1.17M | +0.2% | 1.07% | 63.2% | 87 | 4.6% |
|
| 2100 |
OC
2100
Oakmont Corp
Los Angeles,
California
| $747M | +$123M | +20% | 22.5% | 75.2% | 36 | 2.78% |
|