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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2126 |
WFAG
2126
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.14B | -$4.73M | -0.4% | 1.08% | 45% | 197 | 7.61% |
|
| 2127 |
RPC
2127
Rossmore Private Capital
Glastonbury,
Connecticut
| $1.14B | +$16.9M | +2% | 3.23% | 66.3% | 362 | 9.39% |
|
| 2128 |
NCM
2128
Northside Capital Management
Hood River,
Oregon
| $1.14B | -$12.1M | -1% | 1.21% | 94.8% | 206 | 8.74% |
|
| 2129 |
PFCS
2129
Pale Fire Capital SE
Prague,
Czech Republic
| $1.14B | -$352M | -24% | 11.9% | 176% | 81 | 51.85% |
|
| 2130 |
AT
2130
Arlington Trust
Birmingham,
Alabama
| $1.13B | +$154M | +16% | 4.24% | 55.1% | 867 | 52.94% |
|
| 2131 |
ACM
2131
Alua Capital Management
New York
| $1.13B | -$215M | -16% | 5.78% | 93.7% | 23 | 60.87% |
|
| 2132 |
SAM
2132
SP Asset Management
Cupertino,
California
| $1.13B | -$131M | -10% | 6.49% | 82.9% | 139 | 15.83% |
|
| 2133 |
HMCP
2133
Hook Mill Capital Partners
New York
| $1.13B | +$71.2M | +7% | 5.16% | 148% | 50 | 44% |
|
| 2134 |
OHIF
2134
Oriental Harbor Investment Fund
Hong Kong
| $1.13B | -$183M | -14% | 8.16% | – | 14 | 42.86% |
|
| 2135 |
WM
2135
WS Management
Jacksonville,
Florida
| $1.13B | -$88.1M | -7% | 3.76% | 164% | 63 | 38.1% |
|
| 2136 |
AT
2136
American Trust
Lexington,
Kentucky
| $1.13B | -$57.7M | -5% | 1.65% | 46.5% | 360 | 21.94% |
|
| 2137 |
IP
2137
Indivisible Partners
Clearwater,
Florida
| $1.13B | +$208M | +23% | 3.51% | – | 510 | 19.22% |
|
| 2138 |
LI
2138
LRI Investments
Palm Beach Gardens,
Florida
| $1.13B | -$109M | -9% | 5.83% | – | 1,513 | 16.99% |
|
| 2139 |
PL
2139
Parkwood LLC
Cleveland,
Ohio
| $1.13B | -$165M | -13% | 0.84% | 85.8% | 112 | 37.5% |
|
| 2140 |
DFCM
2140
Dark Forest Capital Management
San Juan,
Puerto Rico
| $1.13B | -$1.06B | -49% | 0.95% | 51.2% | 1,215 | 60.33% |
|
| 2141 |
FBFS
2141
First Business Financial Services
Madison,
Wisconsin
| $1.12B | +$35.7M | +3% | 0.47% | 59.8% | 195 | 15.38% |
|
| 2142 |
WC
2142
Woodstock Corp
Boston,
Massachusetts
| $1.12B | -$41.8M | -4% | 0.44% | 96.1% | 161 | 6.21% |
|
| 2143 |
JLBC
2143
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.12B | -$116M | -9% | 7.37% | 93.8% | 112 | 8.93% |
|
| 2144 |
EC
2144
Estate Counselors
Thiensville,
Wisconsin
| $1.12B | -$71.2M | -6% | 1.61% | 52.1% | 126 | 51.59% |
|
| 2145 |
WA
2145
Wealth Architects
Mountain View,
California
| $1.12B | +$12.1M | +1% | 1.79% | 80.1% | 258 | 12.4% |
|
| 2146 |
JAFL
2146
Jay A. Fishman Ltd
Troy,
Michigan
| $1.12B | -$95.9M | -8% | 3.93% | 107% | 85 | 14.12% |
|
| 2147 |
SL
2147
Salomon & Ludwin
Richmond,
Virginia
| $1.12B | -$11.4M | -1% | 1.43% | 44.1% | 2,223 | 9.31% |
|
| 2148 |
PTC
2148
Private Trust Company
Cleveland,
Ohio
| $1.12B | -$21.9M | -2% | 0.12% | 63.1% | 2,713 | 10.03% |
|
| 2149 |
FNFDCM
2149
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $1.12B | +$144M | +15% | 7.83% | 67.3% | 179 | 13.41% |
|
| 2150 |
CT
2150
Caldwell Trust
Venice,
Florida
| $1.12B | -$5.68M | -0.5% | 0.31% | 74.1% | 795 | 6.54% |
|