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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 |
DBG
2126
De Burlo Group
Boston,
Massachusetts
| $512M | +$16.6M | +3% | 9.04% | 98.1% | 102 | 25.49% |
|
| 2127 |
CG
2127
Caprock Group
Boise,
Idaho
| $512M | -$3.1M | -0.6% | 3.76% | – | 418 | 25.84% |
|
| 2128 |
AI
2128
Accredited Investors
Edina,
Minnesota
| $511M | +$14.4M | +3% | 2.32% | 74% | 143 | 10.49% |
|
| 2129 |
LFS
2129
Lutz Financial Services
Omaha,
Nebraska
| $511M | +$20.6M | +4% | 2.32% | 28.7% | 65 | 6.15% |
|
| 2130 |
HIM
2130
HGC Investment Management
Toronto,
Ontario, Canada
| $510M | +$79.9M | +19% | 1.05% | 34.4% | 168 | 38.69% |
|
| 2131 |
YCM
2131
Yakira Capital Management
Westport,
Connecticut
| $510M | +$161M | +46% | 4.97% | 77.4% | 174 | 42.53% |
|
| 2132 |
NC
2132
Nokomis Capital
Dallas,
Texas
| $510M | +$108M | +27% | 8.74% | 204% | 47 | 31.91% |
|
| 2133 |
STT
2133
Singapore Technologies Telemedia
Singapore
| $509M | +$25.5M | +5% | 5.27% | 116% | 1 | 0% |
|
| 2134 |
ACM
2134
Atika Capital Management
New York
| $509M | +$16.9M | +3% | 23.3% | 553% | 101 | 52.48% |
|
| 2135 |
BAM
2135
Belpointe Asset Management
Reno,
Nevada
| $508M | -$3.61M | -0.7% | 3.06% | 66.7% | 670 | 42.39% |
|
| 2136 |
PP
2136
Peconic Partners
New York
| $508M | +$10.4M | +2% | 4.08% | 252% | 74 | 47.3% |
|
| 2137 |
JCI
2137
Jet Capital Investors
New York
| $507M | +$17.5M | +4% | 11.7% | 147% | 36 | 75% |
|
| 2138 |
WAS
2138
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $507M | +$25M | +5% | 2.84% | 102% | 88 | 5.68% |
|
| 2139 |
CCG
2139
Cypress Capital Group
Palm Beach,
Florida
| $507M | +$18.4M | +4% | 3.81% | 83.9% | 247 | 7.69% |
|
| 2140 |
DK
2140
Darrell & King
Charlottesville,
Virginia
| $507M | -$88.9M | -15% | 1.53% | – | 55 | 12.73% |
|
| 2141 |
BWM
2141
BerganKDV Wealth Management
Bloomington,
Minnesota
| $506M | +$16.5M | +3% | 2.35% | 27.9% | 789 | 12.17% |
|
| 2142 |
FFA
2142
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $506M | +$37.2M | +8% | 3.87% | 65.5% | 125 | 15.2% |
|
| 2143 |
CW
2143
Cobiz Wealth
Denver,
Colorado
| $506M | -$13.4M | -3% | 3.55% | 54% | 122 | 11.48% |
|
| 2144 |
SFM
2144
Signet Financial Management
Parsippany,
New Jersey
| $504M | -$6.53M | -1% | 1.9% | 65.2% | 249 | 12.45% |
|
| 2145 |
AP
2145
Archon Partners
Princeton Junction,
New Jersey
| $504M | +$29.8M | +6% | 7.47% | 88.8% | 60 | 8.33% |
|
| 2146 |
KFS
2146
Kurt F. Somerville
| $504M | -$107K | -0% | 3.75% | 62.7% | 110 | 9.09% |
|
| 2147 |
BST
2147
Bath Savings Trust
Bath,
Maine
| $503M | +$28.6M | +6% | 5.86% | 47.3% | 134 | 8.96% |
|
| 2148 |
VCP
2148
Vista Capital Partners
Portland,
Oregon
| $503M | +$16.9M | +3% | 3.06% | 61.2% | 58 | 12.07% |
|
| 2149 |
NL
2149
NWAM LLC
Mercer Island,
Washington
| $502M | +$38.7M | +8% | 3.78% | 112% | 389 | 10.8% |
|
| 2150 |
WAM
2150
Weatherly Asset Management
Del Mar,
California
| $502M | +$12.2M | +2% | 3.45% | 108% | 192 | 5.21% |
|