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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
ACM
2101
Axar Capital Management
New York
| $525M | -$241M | -31% | 39.3% | 680% | 6 | 33.33% |
|
| 2102 |
MCM
2102
Mason Capital Management
New York
| $524M | +$58.3M | +13% | 1.44% | 18% | 12 | 50% |
|
| 2103 |
CC
2103
Cassaday & Co
Mclean,
Virginia
| $523M | +$39.3M | +8% | 3% | 62.5% | 39 | 5.13% |
|
| 2104 |
AIC
2104
AWM Investment Company
New York
| $523M | +$14.9M | +3% | 3.8% | 488% | 96 | 15.63% |
|
| 2105 |
OPCM
2105
Osborne Partners Capital Management
San Francisco,
California
| $523M | +$10.6M | +2% | 4.06% | 47.6% | 173 | 10.4% |
|
| 2106 |
DWM
2106
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $523M | +$19.9M | +4% | 3.52% | 93% | 319 | 17.24% |
|
| 2107 |
GRP
2107
Global Retirement Partners
San Rafael,
California
| $522M | +$109M | +26% | 3.9% | – | 1,774 | 20.8% |
|
| 2108 |
KF
2108
Krilogy Financial
St. Louis,
Missouri
| $522M | +$49.2M | +10% | 3.29% | 71.9% | 179 | 7.82% |
|
| 2109 |
FL
2109
Fort LP
Chevy Chase,
Maryland
| $521M | +$24.6M | +5% | 5.94% | 56.8% | 523 | 34.99% |
|
| 2110 |
HCM
2110
Hengehold Capital Management
Cincinnati,
Ohio
| $521M | +$95.2M | +22% | 2.99% | 48.1% | 131 | 9.16% |
|
| 2111 |
CIC
2111
Cutler Investment Counsel
Jacksonville,
Oregon
| $521M | +$9.16M | +2% | 3.59% | 56.2% | 96 | 8.33% |
|
| 2112 |
CB
2112
Community Bank
Dewitt,
New York
| $520M | +$24.9M | +5% | 2.54% | 58.7% | 491 | 13.24% |
|
| 2113 |
MFG
2113
Magnus Financial Group
New York
| $519M | +$27.7M | +6% | 3.94% | 70.8% | 604 | 25.66% |
|
| 2114 |
JMFC
2114
J.M. Forbes & Co
Boston,
Massachusetts
| $518M | +$51.3M | +11% | 4.8% | 95.1% | 105 | 3.81% |
|
| 2115 |
TC
2115
Tairen Capital
Hong Kong
| $518M | -$376M | -42% | 2.27% | 303% | 45 | 64.44% |
|
| 2116 |
ICM
2116
Indaba Capital Management
San Francisco,
California
| $517M | +$27.1M | +6% | 0.37% | 66.7% | 26 | 30.77% |
|
| 2117 |
APCM
2117
Arbiter Partners Capital Management
New York
| $516M | +$20.5M | +4% | 6.12% | 329% | 58 | 29.31% |
|
| 2118 |
PAS
2118
Professional Advisory Services
Vero Beach,
Florida
| $516M | +$17.9M | +4% | 5.54% | 61.8% | 69 | 8.7% |
|
| 2119 |
AWA
2119
Arete Wealth Advisors
Chicago,
Illinois
| $515M | +$36.1M | +8% | 3.75% | 63.9% | 428 | 19.39% |
|
| 2120 |
M
2120
MRCap
Roslyn,
New York
| $515M | +$440M | +583% | 6.87% | – | 19 | 63.16% |
|
| 2121 |
TSAM
2121
Trinity Street Asset Management
London,
United Kingdom
| $514M | +$18.5M | +4% | 5.29% | 78.9% | 16 | 25% |
|
| 2122 |
CU
2122
CDAM (UK)
London,
United Kingdom
| $514M | -$12.9M | -2% | 6.32% | 2.11% | 15 | 6.67% |
|
| 2123 |
RIA
2123
Regal Investment Advisors
Kentwood,
Michigan
| $513M | +$21.3M | +4% | 2.54% | 53.9% | 385 | 26.23% |
|
| 2124 |
AFA
2124
American Financial Advisors
Marietta,
Georgia
| $513M | +$22.1M | +4% | 2.27% | 52.7% | 104 | 12.5% |
|
| 2125 |
TIM
2125
Thompson Investment Management
Madison,
Wisconsin
| $512M | -$10.8M | -2% | 3.71% | 83.5% | 187 | 6.42% |
|