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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2176 |
SSWM
2176
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $661M | +$86.5M | +15% | 12.9% | 75.8% | 345 | 18.26% |
|
| 2177 |
CT
2177
Caldwell Trust
Venice,
Florida
| $661M | +$52.7M | +9% | 10.6% | 74.1% | 742 | 6.47% |
|
| 2178 |
WI
2178
WBI Investments
Red Bank,
New Jersey
| $661M | +$10.7M | +2% | 10.4% | 74.4% | 211 | 66.82% |
|
| 2179 |
SCA
2179
Stonebridge Capital Advisors
St Paul,
Minnesota
| $660M | +$103M | +18% | 15.2% | 64.2% | 194 | 9.28% |
|
| 2180 |
VHAM
2180
Van Hulzen Asset Management
El Dorado Hills,
California
| $660M | -$4.11M | -0.6% | 12.4% | 75.5% | 314 | 23.57% |
|
| 2181 |
SP
2181
Stairway Partners
Chicago,
Illinois
| $660M | +$158M | +32% | 15.7% | 43.9% | 10 | 0% |
|
| 2182 |
IB
2182
Intrust Bank
Wichita,
Kansas
| $660M | +$96.9M | +17% | 14.8% | 79.5% | 372 | 10.75% |
|
| 2183 |
COCM
2183
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $659M | – | – | 9.9% | 39.2% | 773 | – |
|
| 2184 |
BIM
2184
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $659M | +$89.4M | +16% | 17% | 48.4% | 101 | 10.89% |
|
| 2185 |
WCM
2185
Wallace Capital Management
Dallas,
Texas
| $659M | +$88.6M | +16% | 19.3% | 59% | 69 | 11.59% |
|
| 2186 |
TAM
2186
Trust Asset Management
Houston,
Texas
| $658M | +$98.6M | +18% | 12.1% | 91.1% | 157 | 26.75% |
|
| 2187 |
BCL
2187
Bracebridge Capital LLC
Boston,
Massachusetts
| $658M | +$33.9M | +5% | 17.3% | 127% | 16 | 31.25% |
|
| 2188 |
HR
2188
Howe & Rusling
Rochester,
New York
| $658M | +$74.9M | +13% | 13.6% | 66.1% | 1,036 | 29.15% |
|
| 2189 |
NB
2189
NBT Bank
Norwich,
New York
| $657M | +$56.5M | +9% | 13.1% | 68.2% | 236 | 10.59% |
|
| 2190 |
RCYC
2190
Richard C. Young & Co
Newport,
Rhode Island
| $657M | +$36.4M | +6% | 9.88% | 137% | 71 | 5.63% |
|
| 2191 |
TI
2191
Think Investments
San Francisco,
California
| $657M | +$115M | +21% | 27.8% | 119% | 29 | 37.93% |
|
| 2192 |
TC
2192
Toews Corporation
Northfield,
New Jersey
| $657M | +$326M | +99% | 2.11% | 14.4% | 121 | 93.39% |
|
| 2193 |
TCM
2193
Telos Capital Management
San Diego,
California
| $656M | +$83.5M | +15% | 13.3% | 71.1% | 177 | 8.47% |
|
| 2194 |
BOPW
2194
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $656M | +$57.7M | +10% | 9.83% | 55.7% | 285 | 12.28% |
|
| 2195 |
BC
2195
BIT Capital
Berlin,
Germany
| $656M | +$311M | +90% | 52.5% | 782% | 62 | 46.77% |
|
| 2196 |
FC
2196
FORA Capital
Miami,
Florida
| $655M | +$503M | +330% | 26.6% | 120% | 1,219 | 76.21% |
|
| 2197 |
CU
2197
CDAM (UK)
London,
United Kingdom
| $655M | +$57.7M | +10% | 19.9% | 2.11% | 13 | 7.69% |
|
| 2198 |
EA
2198
Efficient Advisors
Mason,
Ohio
| $655M | +$111M | +20% | 11.3% | 30.6% | 60 | 20% |
|
| 2199 |
TCM
2199
Tang Capital Management
San Diego,
California
| $655M | +$102M | +19% | 95.5% | 474% | 24 | 70.83% |
|
| 2200 |
PFC
2200
Phocas Financial Corp
Alameda,
California
| $654M | +$71.8M | +12% | 36.9% | 124% | 210 | 19.52% |
|