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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 |
JAFL
2076
Jay A. Fishman Ltd
Troy,
Michigan
| $1.17B | +$122M | +12% | 13.6% | 105% | 85 | 11.76% |
|
| 2077 |
SFS
2077
Summit Financial Strategies
Columbus,
Ohio
| $1.17B | +$86M | +8% | 6.52% | 57.8% | 161 | 5.59% |
|
| 2078 |
TW
2078
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.17B | +$85.5M | +8% | 8.92% | – | 357 | 5.88% |
|
| 2079 |
JEST
2079
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.17B | +$117M | +11% | 11.7% | 83.5% | 327 | 8.87% |
|
| 2080 |
VT
2080
Volterra Technologies
New York
| $1.17B | +$378M | +48% | 15% | – | 599 | 75.63% |
|
| 2081 |
EC
2081
Estate Counselors
Thiensville,
Wisconsin
| $1.16B | +$147M | +14% | 7.1% | 52.1% | 110 | 44.55% |
|
| 2082 |
SSP
2082
Sixth Street Partners
Dallas,
Texas
| $1.16B | -$95.8M | -8% | 14.9% | 14.3% | 8 | 12.5% |
|
| 2083 |
CFFNO
2083
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $1.16B | +$195M | +20% | 7.26% | 70.2% | 28 | 17.86% |
|
| 2084 |
WP
2084
Waycross Partners
Louisville,
Kentucky
| $1.16B | +$101M | +10% | 8.38% | 78.9% | 98 | 8.16% |
|
| 2085 |
TIA
2085
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.16B | +$106M | +10% | 6.4% | 56.3% | 201 | 10.95% |
|
| 2086 |
ACM
2086
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.16B | -$263M | -18% | 7.06% | 51.5% | 377 | 52.79% |
|
| 2087 |
AO
2087
Advisor OS
Chicago,
Illinois
| $1.16B | +$143M | +14% | 6.71% | 51.1% | 518 | 19.88% |
|
| 2088 |
AWA
2088
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $1.16B | +$81.7M | +8% | 6.19% | 54.7% | 208 | 19.71% |
|
| 2089 |
QI
2089
QV Investors
Calgary,
Alberta, Canada
| $1.16B | +$136M | +13% | 7.12% | 66.3% | 71 | 22.54% |
|
| 2090 |
MIC
2090
Means Investment Company
Bangor,
Maine
| $1.16B | +$99.8M | +9% | 9.79% | 79.7% | 198 | 8.08% |
|
| 2091 |
GXJ
2091
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $1.16B | +$169M | +17% | 9.59% | – | 363 | 8.26% |
|
| 2092 |
SW
2092
SlateStone Wealth
Jupiter,
Florida
| $1.16B | +$85.6M | +8% | 9.03% | 79.1% | 307 | 9.45% |
|
| 2093 |
CPSAC
2093
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.15B | -$625M | -35% | 7.92% | 49.1% | 173 | 30.64% |
|
| 2094 |
CCFM
2094
Clear Creek Financial Management
Silverdale,
Washington
| $1.15B | +$104M | +10% | 7.45% | 81% | 595 | 15.46% |
|
| 2095 |
MFS
2095
Mirabella Financial Services
London,
United Kingdom
| $1.15B | +$180M | +18% | 4.62% | 81.2% | 311 | 53.05% |
|
| 2096 |
WC
2096
Woodstock Corp
Boston,
Massachusetts
| $1.15B | +$66M | +6% | 9.18% | 96.1% | 161 | 5.59% |
|
| 2097 |
SC
2097
Shay Capital
New York
| $1.15B | +$280M | +32% | 17.7% | 136% | 534 | 64.61% |
|
| 2098 |
GC
2098
Gillson Capital
Chicago,
Illinois
| $1.15B | -$157M | -12% | 6.48% | 72.7% | 106 | 71.7% |
|
| 2099 |
1SP
2099
140 Summer Partners
New York
| $1.15B | +$279M | +32% | 12.5% | 134% | 26 | 53.85% |
|
| 2100 |
TBC
2100
Tweedy, Browne Co
Stamford,
Connecticut
| $1.15B | +$73M | +7% | 13.1% | 71.5% | 101 | 13.86% |
|