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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 |
PTC
2126
Private Trust Company
Cleveland,
Ohio
| $734M | +$59.7M | +9% | 5.53% | 63.1% | 2,396 | 12.48% |
|
| 2127 |
LOIM
2127
Liberty One Investment Management
Libertyville,
Illinois
| $733M | +$37.2M | +5% | 0.25% | 38.8% | 173 | 15.03% |
|
| 2128 |
PMFA
2128
Plante Moran Financial Advisors
Southfield,
Michigan
| $732M | +$42.5M | +6% | 6.54% | 50.3% | 929 | 22.71% |
|
| 2129 |
TCM
2129
Twin Capital Management
Mcmurray,
Pennsylvania
| $732M | -$39.8M | -5% | 10.2% | 101% | 316 | 18.04% |
|
| 2130 |
VIP
2130
Vantage Investment Partners
Kansas City,
Missouri
| $732M | +$87.1M | +14% | 8.72% | 50.9% | 71 | 12.68% |
|
| 2131 |
JMFC
2131
J.M. Forbes & Co
Boston,
Massachusetts
| $731M | +$38.3M | +6% | 6.88% | 95.1% | 110 | 4.55% |
|
| 2132 |
TA
2132
Tectonic Advisors
Frisco,
Texas
| $731M | +$86.1M | +13% | 4.8% | 43.4% | 276 | 18.48% |
|
| 2133 |
BBCM
2133
Broad Bay Capital Management
New York
| $730M | +$26.1M | +4% | 23.1% | 242% | 19 | 10.53% |
|
| 2134 |
PP
2134
PrairieView Partners
St. Paul,
Minnesota
| $729M | +$51.8M | +8% | 3.57% | 34% | 514 | 16.54% |
|
| 2135 |
FFP
2135
FourThought Financial Partners
Venice,
Florida
| $729M | +$38.6M | +6% | 8.19% | 77.4% | 342 | 9.36% |
|
| 2136 |
SVWAG
2136
Sound View Wealth Advisors Group
Savannah,
Georgia
| $729M | -$178M | -20% | 5.53% | 60.5% | 412 | 17.96% |
|
| 2137 |
QIM
2137
Quest Investment Management
Lake Oswego,
Oregon
| $729M | -$93.7M | -11% | 9.2% | 81.3% | 95 | 16.84% |
|
| 2138 |
PL
2138
Parkwood LLC
Cleveland,
Ohio
| $728M | +$68.7M | +10% | 7.07% | 85.8% | 185 | 27.03% |
|
| 2139 |
KPM
2139
Kinetic Partners Management
Miami,
Florida
| $728M | +$157M | +27% | 24.1% | 227% | 27 | 55.56% |
|
| 2140 |
JLBC
2140
J.L. Bainbridge & Co
Sarasota,
Florida
| $728M | +$83.5M | +13% | 15.5% | 93.8% | 82 | 12.2% |
|
| 2141 |
AWA
2141
Aaron Wealth Advisors
Chicago,
Illinois
| $727M | +$42.5M | +6% | 7.08% | 96.4% | 267 | 14.61% |
|
| 2142 |
HCM
2142
Hengehold Capital Management
Cincinnati,
Ohio
| $727M | +$7.43M | +1% | 3.7% | 48.1% | 174 | 8.62% |
|
| 2143 |
AIM
2143
Aigen Investment Management
New York
| $727M | +$19.9M | +3% | 4.38% | 38.8% | 884 | 76.02% |
|
| 2144 |
KPF
2144
K2 Principal Fund
Toronto,
Ontario, Canada
| $727M | +$68.5M | +10% | 0.54% | 71.7% | 373 | 61.93% |
|
| 2145 |
RCYC
2145
Richard C. Young & Co
Newport,
Rhode Island
| $726M | -$25.1M | -3% | 0.29% | 80.3% | 77 | 6.49% |
|
| 2146 |
AFP
2146
Ausdal Financial Partners
Davenport,
Iowa
| $726M | +$37.8M | +5% | 4.88% | 47% | 476 | 12.61% |
|
| 2147 |
PP
2147
PDS Planning
Dublin,
Ohio
| $725M | +$99.6M | +16% | 5.11% | 48.6% | 309 | 28.16% |
|
| 2148 |
BHB
2148
Bank Hapoalim BM
Tel Aviv,
Israel
| $724M | -$78M | -10% | 7.25% | 58.6% | 173 | 15.61% |
|
| 2149 |
HBT
2149
Hills Bank & Trust
North Liberty,
Iowa
| $723M | +$45.6M | +7% | 6.94% | 47.5% | 255 | 6.67% |
|
| 2150 |
AI
2150
Aperture Investors
New York
| $723M | +$109M | +18% | 12.4% | 145% | 93 | 38.71% |
|