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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 |
C
2101
Chescapmanager
Baltimore,
Maryland
| $1.2B | +$155M | +15% | 2.47% | 215% | 26 | 11.54% |
|
| 2102 |
CCA
2102
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.2B | +$25.9M | +2% | 1.12% | 35% | 173 | 8.67% |
|
| 2103 |
CET
2103
Clean Energy Transition
London,
United Kingdom
| $1.2B | -$163M | -12% | 5.86% | 111% | 16 | 31.25% |
|
| 2104 |
HT
2104
Headlands Technologies
Chicago,
Illinois
| $1.2B | -$53.9M | -4% | 2.25% | 116% | 900 | 61.33% |
|
| 2105 |
HFS
2105
Heritage Financial Services
Westwood,
Massachusetts
| $1.2B | +$85.4M | +8% | 1.49% | 38.3% | 140 | 14.29% |
|
| 2106 |
TFA
2106
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.2B | -$7.43M | -0.6% | 1.98% | 57.2% | 1,938 | 23.43% |
|
| 2107 |
MC
2107
Meteora Capital
Boca Raton,
Florida
| $1.2B | +$250M | +27% | 2.94% | 54.8% | 501 | 51.5% |
|
| 2108 |
SW
2108
SlateStone Wealth
Jupiter,
Florida
| $1.2B | +$39.8M | +3% | 2.89% | 79.1% | 309 | 9.39% |
|
| 2109 |
EC
2109
Estate Counselors
Thiensville,
Wisconsin
| $1.19B | +$29.8M | +3% | 3.01% | 52.1% | 108 | 34.26% |
|
| 2110 |
LP
2110
Longaeva Partners
Chicago,
Illinois
| $1.19B | +$499M | +72% | 7.51% | – | 162 | 79.01% |
|
| 2111 |
AWA
2111
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $1.19B | +$35.1M | +3% | 2.5% | 54.7% | 183 | 8.2% |
|
| 2112 |
BOPW
2112
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.19B | +$40.1M | +3% | 2.56% | 55.7% | 242 | 6.61% |
|
| 2113 |
FG
2113
Fiduciary Group
Savannah,
Georgia
| $1.19B | +$52M | +5% | 3.36% | 57.4% | 303 | 6.93% |
|
| 2114 |
AT
2114
American Trust
Lexington,
Kentucky
| $1.19B | +$5.66M | +0.5% | 2.24% | 46.5% | 371 | 23.45% |
|
| 2115 |
JAG
2115
Journey Advisory Group
Covington,
Kentucky
| $1.19B | -$161M | -12% | 3.29% | 58.7% | 281 | 11.74% |
|
| 2116 |
MIA
2116
MMBG Investment Advisors
Miami,
Florida
| $1.19B | +$58.1M | +5% | 6.88% | 101% | 192 | 14.58% |
|
| 2117 |
FWP
2117
Falcon Wealth Planning
Ontario,
California
| $1.19B | +$75.2M | +7% | 2.61% | 52.7% | 221 | 15.84% |
|
| 2118 |
HCM
2118
Hengehold Capital Management
Cincinnati,
Ohio
| $1.19B | +$15.3M | +1% | 1.41% | 48.1% | 225 | 7.11% |
|
| 2119 |
MIC
2119
Means Investment Company
Bangor,
Maine
| $1.19B | +$31.6M | +3% | 2.51% | 79.7% | 198 | 10.61% |
|
| 2120 |
FFP
2120
FourThought Financial Partners
Venice,
Florida
| $1.18B | +$46.7M | +4% | 2.89% | 77.4% | 647 | 44.05% |
|
| 2121 |
KA
2121
Kintegral Advisory
New York
| $1.18B | +$5.78M | +0.5% | 5.41% | 124% | 237 | 2.11% |
|
| 2122 |
SC
2122
Sagefield Capital
Dallas,
Texas
| $1.18B | +$286M | +32% | 7.31% | 122% | 139 | 48.2% |
|
| 2123 |
WAG
2123
Winthrop Advisory Group
Boston,
Massachusetts
| $1.18B | +$36.9M | +3% | 2.35% | 70.4% | 200 | 10.5% |
|
| 2124 |
OCMI
2124
Oaktop Capital Management II
Chatham,
New Jersey
| $1.18B | +$74.2M | +7% | 14.8% | 224% | 15 | 13.33% |
|
| 2125 |
LM
2125
Lincluden Management
Mississauga,
Ontario, Canada
| $1.18B | +$279M | +31% | 6.14% | 56.6% | 72 | 5.56% |
|