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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 |
MW
2126
MBL Wealth
Charlotte,
North Carolina
| $1.05B | +$56.2M | +6% | 6.47% | 47.7% | 258 | 18.22% |
|
| 2127 |
WFAG
2127
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.05B | +$80.8M | +8% | 8.36% | 45% | 181 | 8.84% |
|
| 2128 |
M
2128
MOTCO
San Antonio,
Texas
| $1.04B | +$98.1M | +10% | 10.5% | 48.7% | 690 | 24.2% |
|
| 2129 |
FNT
2129
First Nebraska Trust
Lincoln,
Nebraska
| $1.04B | +$31.9M | +3% | 4.82% | 48% | 197 | 4.57% |
|
| 2130 |
JAFL
2130
Jay A. Fishman Ltd
Troy,
Michigan
| $1.04B | +$129M | +14% | 14.7% | 107% | 83 | 7.23% |
|
| 2131 |
QCM
2131
Qsemble Capital Management
New York
| $1.04B | +$102M | +11% | 7.96% | 37.6% | 626 | 67.73% |
|
| 2132 |
HCM
2132
Hodges Capital Management
Dallas,
Texas
| $1.04B | +$40.1M | +4% | 14% | 132% | 235 | 25.11% |
|
| 2133 |
KIA
2133
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $1.04B | +$137M | +15% | 19.2% | 117% | 362 | 3.87% |
|
| 2134 |
SDJVC
2134
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.04B | +$4.11M | +0.4% | 5.3% | 28.4% | 85 | 7.06% |
|
| 2135 |
GA
2135
GRS Advisors
Chicago,
Illinois
| $1.04B | +$79.3M | +8% | 3.44% | 41.1% | 40 | 52.5% |
|
| 2136 |
JFA
2136
JNBA Financial Advisors
Bloomington,
Minnesota
| $1.04B | +$75.1M | +8% | 8.69% | 61.8% | 696 | 13.51% |
|
| 2137 |
HFS
2137
Heritage Financial Services
Westwood,
Massachusetts
| $1.04B | +$28.9M | +3% | 6.14% | 38.3% | 131 | 12.98% |
|
| 2138 |
4CM
2138
400 Capital Management
New York
| $1.04B | +$608M | +141% | – | – | 7 | 42.86% |
|
| 2139 |
AMI
2139
Amica Mutual Insurance
Providence,
Rhode Island
| $1.04B | +$129M | +14% | 10.8% | 69.7% | 143 | 8.39% |
|
| 2140 |
TCG
2140
Tremblant Capital Group
West Palm Beach,
Florida
| $1.04B | +$147M | +16% | 19.6% | 99.1% | 53 | 30.19% |
|
| 2141 |
WAG
2141
Winthrop Advisory Group
Boston,
Massachusetts
| $1.04B | +$205M | +25% | 10.3% | 70.4% | 185 | 17.84% |
|
| 2142 |
QC
2142
Quent Capital
New York
| $1.04B | +$83.1M | +9% | 10.1% | 65.7% | 1,327 | 78.75% |
|
| 2143 |
PCMF
2143
Private Capital Management (Florida)
Naples,
Florida
| $1.04B | +$123M | +13% | 4.55% | 68.6% | 178 | 24.16% |
|
| 2144 |
PIA
2144
Perennial Investment Advisors
Los Angeles,
California
| $1.04B | +$146M | +16% | 11.9% | 68.4% | 504 | 19.64% |
|
| 2145 |
GAM
2145
Goldentree Asset Management
New York
| $1.04B | -$364M | -26% | 7.49% | 41.1% | 41 | 51.22% |
|
| 2146 |
RFP
2146
Root Financial Partners
Encinitas,
California
| $1.03B | +$96.5M | +10% | 8.63% | 45.9% | 268 | 27.24% |
|
| 2147 |
PP
2147
PrairieView Partners
St. Paul,
Minnesota
| $1.03B | +$75.8M | +8% | 7.11% | 34% | 403 | 6.45% |
|
| 2148 |
TC
2148
Tetrad Corporation
Omaha,
Nebraska
| $1.03B | -$89.2M | -8% | 7.81% | 50.4% | 3 | 0% |
|
| 2149 |
CGA
2149
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.03B | +$72.2M | +8% | 7.87% | 51.2% | 298 | 15.77% |
|
| 2150 |
SCM
2150
SOL Capital Management
Rockville,
Maryland
| $1.03B | +$124M | +14% | 10.1% | 56.6% | 308 | 5.52% |
|