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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 |
TWA
2176
TCI Wealth Advisors
Tucson,
Arizona
| $654M | -$13.8M | -2% | 13.2% | 54.5% | 2,649 | 23.03% |
|
| 2177 |
NCA
2177
Newbrook Capital Advisors
New York
| $653M | -$353M | -35% | 15% | 220% | 21 | 42.86% |
|
| 2178 |
VV
2178
Verity & Verity
Beaufort,
South Carolina
| $653M | -$68.6M | -10% | 9.87% | 56% | 101 | 5.94% |
|
| 2179 |
MFA
2179
Mayflower Financial Advisors
Boston,
Massachusetts
| $653M | -$90.3M | -12% | 11% | 68.7% | 376 | 14.1% |
|
| 2180 |
IL
2180
Investure LLC
Charlottesville,
Virginia
| $652M | -$81M | -11% | 15.1% | 46.1% | 24 | 16.67% |
|
| 2181 |
RFA
2181
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $652M | -$89.2M | -12% | 13.1% | 46.4% | 115 | 8.7% |
|
| 2182 |
EC
2182
Engaged Capital
Newport Beach,
California
| $651M | -$376M | -37% | 18.5% | 16.3% | 9 | 22.22% |
|
| 2183 |
MSU
2183
Mizuho Securities USA
New York
| $651M | -$48.9M | -7% | 5.21% | 80% | 200 | 34.5% |
|
| 2184 |
MAA
2184
Matrix Asset Advisors
White Plains,
New York
| $651M | -$92.9M | -12% | 14% | 76.9% | 93 | 13.98% |
|
| 2185 |
HPWM
2185
Highland Private Wealth Management
Bellevue,
Washington
| $650M | -$99.4M | -13% | 14.5% | 19% | 203 | 15.27% |
|
| 2186 |
AA
2186
Ancient Art
Austin,
Texas
| $650M | -$119M | -15% | 17.8% | 157% | 22 | 13.64% |
|
| 2187 |
GIG
2187
Goodnow Investment Group
Darien,
Connecticut
| $649M | -$296M | -31% | 25.5% | 138% | 21 | 4.76% |
|
| 2188 |
PO
2188
Private Ocean
San Rafael,
California
| $649M | -$152M | -19% | 10.8% | 2.82% | 735 | 23.95% |
|
| 2189 |
SAM
2189
Silverback Asset Management
Chapel Hill,
North Carolina
| $649M | -$88.4M | -12% | 1.95% | 92.4% | 98 | 10.2% |
|
| 2190 |
ST
2190
Sentinel Trust
Houston,
Texas
| $649M | -$183M | -22% | 14.1% | 79.2% | 144 | 19.44% |
|
| 2191 |
KPW
2191
Kore Private Wealth
New York
| $649M | -$148M | -19% | 16.3% | 35.9% | 350 | 20.57% |
|
| 2192 |
GHC
2192
Graham Holdings Company
Arlington,
Virginia
| $649M | -$147M | -18% | 20.4% | 96.9% | 7 | 28.57% |
|
| 2193 |
SMC
2193
Smith, Moore & Co
Clayton,
Missouri
| $648M | -$84.3M | -12% | 12.7% | 55.8% | 433 | 12.7% |
|
| 2194 |
CC
2194
Callan Capital
La Jolla,
California
| $648M | -$79.5M | -11% | 14.7% | 20.1% | 128 | 17.19% |
|
| 2195 |
SL
2195
Salomon & Ludwin
Richmond,
Virginia
| $647M | -$43M | -6% | 14.7% | 44.1% | 134 | 15.67% |
|
| 2196 |
MCAV
2196
Meritech Capital Associates V
Palo Alto,
California
| $646M | -$413M | -39% | 28.7% | 37.3% | 7 | 14.29% |
|
| 2197 |
I
2197
INVST
Indianapolis,
Indiana
| $646M | +$38.1M | +6% | 12.1% | 60.4% | 201 | 16.42% |
|
| 2198 |
PTC
2198
Private Trust Company
Cleveland,
Ohio
| $644M | +$3.71M | +0.6% | 12.2% | 63.1% | 2,179 | 84.81% |
|
| 2199 |
UM
2199
Ulysses Management
New York
| $643M | -$191M | -23% | 20.2% | 48.7% | 66 | 37.88% |
|
| 2200 |
HVIA
2200
Hudson Valley Investment Advisors
Goshen,
New York
| $642M | -$102M | -14% | 10.8% | 94.6% | 219 | 7.31% |
|