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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 |
SCM
2126
Simcoe Capital Management
New York
| $784M | +$18.7M | +2% | 7.1% | 45.9% | 14 | 42.86% |
|
| 2127 |
AAP
2127
Arax Advisory Partners
Denver,
Colorado
| $783M | +$28M | +4% | 4.18% | 47.9% | 1,344 | 11.09% |
|
| 2128 |
TWA
2128
TCI Wealth Advisors
Tucson,
Arizona
| $783M | +$12.4M | +2% | 5.46% | 54.5% | 2,514 | 91.77% |
|
| 2129 |
AIM
2129
Anchor Investment Management
Columbia,
South Carolina
| $783M | +$48.6M | +7% | 6.17% | 59.4% | 1,024 | 10.55% |
|
| 2130 |
OC
2130
Oakmont Corp
Los Angeles,
California
| $783M | +$36M | +5% | 11% | 75.2% | 36 | 0% |
|
| 2131 |
CIAS
2131
CFS Investment Advisory Services
Totowa,
New Jersey
| $783M | +$233M | +42% | 4.65% | 54.1% | 236 | 42.8% |
|
| 2132 |
LWM
2132
Lyell Wealth Management
Menlo Park,
California
| $782M | +$68.1M | +10% | 11.9% | 99.6% | 205 | 13.66% |
|
| 2133 |
JIR
2133
James Investment Research
Alpha,
Ohio
| $782M | +$26.6M | +4% | 7.24% | 107% | 596 | 54.19% |
|
| 2134 |
KTA
2134
Keeley-Teton Advisors
Chicago,
Illinois
| $782M | -$27.1M | -3% | 3.78% | 28.6% | 387 | 13.7% |
|
| 2135 |
PP
2135
PDS Planning
Dublin,
Ohio
| $782M | +$56.8M | +8% | 3.88% | 48.6% | 354 | 17.51% |
|
| 2136 |
KA
2136
Kovack Advisors
Ft. Lauderdale,
Florida
| $780M | +$46.8M | +6% | 9.29% | 95% | 661 | 20.88% |
|
| 2137 |
AR
2137
Advisory Research
Chicago,
Illinois
| $780M | +$171M | +28% | 13.4% | 123% | 517 | 48.36% |
|
| 2138 |
SG
2138
Sourcerock Group
Denver,
Colorado
| $780M | +$238M | +44% | 2.54% | 93.4% | 32 | 37.5% |
|
| 2139 |
LRPA
2139
L. Roy Papp & Associates
Phoenix,
Arizona
| $778M | +$38M | +5% | 6.85% | 64.3% | 174 | 5.75% |
|
| 2140 |
AHC
2140
Anderson Hoagland & Co
St Louis,
Missouri
| $778M | +$81.7M | +12% | 8.31% | 95.1% | 129 | 12.4% |
|
| 2141 |
CWM
2141
Campbell Wealth Management
Alexandria,
Virginia
| $778M | -$20.1M | -3% | 4.78% | 11.2% | 81 | 16.05% |
|
| 2142 |
HBT
2142
Hills Bank & Trust
North Liberty,
Iowa
| $778M | +$54.9M | +8% | 6.58% | 47.5% | 258 | 5.43% |
|
| 2143 |
AP
2143
Americana Partners
Houston,
Texas
| $777M | +$143M | +23% | 4.94% | 67.2% | 314 | 20.06% |
|
| 2144 |
VIM
2144
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $777M | +$64.5M | +9% | 9.59% | – | 73 | 12.33% |
|
| 2145 |
RI
2145
RWWM Inc
Rocklin,
California
| $777M | +$4.78M | +0.6% | 1.34% | 37% | 16 | 12.5% |
|
| 2146 |
DBT
2146
Dubuque Bank & Trust
Dubuque,
Iowa
| $777M | -$2.81M | -0.4% | 3.06% | 24% | 247 | 13.36% |
|
| 2147 |
WMC
2147
Westwood Management Corporation
Chicago,
Illinois
| $776M | -$9.95M | -1% | 16% | 44.3% | 75 | 18.67% |
|
| 2148 |
TFP
2148
Triple Frond Partners
San Francisco,
California
| $776M | +$90.2M | +13% | 14% | 87.8% | 10 | 0% |
|
| 2149 |
WB
2149
Webster Bank
Waterbury,
Connecticut
| $774M | +$6.63M | +0.9% | 7.38% | 77.5% | 576 | 5.03% |
|
| 2150 |
SWP
2150
Strategic Wealth Partners
Independence,
Ohio
| $773M | +$121M | +19% | 5.13% | – | 296 | 16.55% |
|