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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 |
TWM
2176
Tanglewood Wealth Management
Houston,
Texas
| $1.01B | +$125M | +14% | 7.73% | 59.7% | 41 | 14.63% |
|
| 2177 |
WC
2177
Whitney & Co
Rochester,
New York
| $1.01B | +$72.8M | +8% | 11% | 81.3% | 143 | 12.59% |
|
| 2178 |
FFP
2178
FourThought Financial Partners
Venice,
Florida
| $1.01B | +$57.2M | +6% | 11.7% | 77.4% | 341 | 18.18% |
|
| 2179 |
CCA
2179
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.01B | +$60.5M | +6% | 8.26% | 58.6% | 123 | 11.38% |
|
| 2180 |
AAIM
2180
Asset Advisors Investment Management
Augusta,
Georgia
| $1.01B | +$60.5M | +6% | 8.29% | 58.7% | 115 | 5.22% |
|
| 2181 |
SL
2181
Salomon & Ludwin
Richmond,
Virginia
| $1.01B | +$74.1M | +8% | 7.89% | 44.1% | 1,137 | 38.35% |
|
| 2182 |
RCYC
2182
Richard C. Young & Co
Newport,
Rhode Island
| $1.01B | +$81.3M | +9% | 9.99% | 80.3% | 88 | 3.41% |
|
| 2183 |
COI
2183
Connable Office Inc
Kalamazoo,
Michigan
| $1.01B | +$71M | +8% | 9.21% | 54.5% | 244 | 19.26% |
|
| 2184 |
LSA
2184
L & S Advisors
Los Angeles,
California
| $1.01B | +$200M | +25% | 17.9% | 187% | 372 | 16.4% |
|
| 2185 |
RA
2185
Rational Advisors
Huntington,
New York
| $1.01B | +$18.3M | +2% | 5.2% | 37.7% | 201 | 47.76% |
|
| 2186 |
SCM
2186
Simcoe Capital Management
New York
| $1.01B | +$452M | +81% | 19.1% | 45.9% | 24 | 50% |
|
| 2187 |
TA
2187
Townsend & Associates
Westminster,
Colorado
| $1.01B | +$49.7M | +5% | 3.89% | 54.1% | 118 | 21.19% |
|
| 2188 |
TAM
2188
Titleist Asset Management
San Antonio,
Texas
| $1.01B | +$144M | +17% | 13% | 88.9% | 337 | 17.8% |
|
| 2189 |
JC
2189
Jacobs & Co
San Francisco,
California
| $1.01B | +$69.7M | +7% | 10.1% | 92.2% | 131 | 12.98% |
|
| 2190 |
RFM
2190
Royal Fund Management
Lady Lake,
Florida
| $1.01B | +$109M | +12% | 13.5% | 92.4% | 374 | 21.93% |
|
| 2191 |
CCP
2191
Clough Capital Partners
Boston,
Massachusetts
| $1.01B | +$206M | +26% | 18.8% | 156% | 137 | 36.5% |
|
| 2192 |
PAM
2192
Palisade Asset Management
Minneapolis,
Minnesota
| $1.01B | +$31.5M | +3% | 6.16% | 61.8% | 197 | 4.57% |
|
| 2193 |
MIA
2193
MMBG Investment Advisors
Miami,
Florida
| $1B | +$120M | +14% | 13.7% | 101% | 183 | 10.93% |
|
| 2194 |
SCM
2194
Shenkman Capital Management
New York
| $1B | +$21.2M | +2% | 0.15% | 4.02% | 125 | 0.8% |
|
| 2195 |
OPFM
2195
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1B | +$126M | +14% | 19.9% | 41.8% | 24 | 12.5% |
|
| 2196 |
RC
2196
RDST Capital
Seattle,
Washington
| $1B | +$297M | +42% | 16.5% | 41% | 19 | 21.05% |
|
| 2197 |
CT
2197
Caldwell Trust
Venice,
Florida
| $1B | +$67.9M | +7% | 9.13% | 74.1% | 763 | 3.93% |
|
| 2198 |
ACM
2198
Atika Capital Management
New York
| $1,000M | +$289M | +41% | 35.9% | 553% | 82 | 47.56% |
|
| 2199 |
BCM
2199
Bornite Capital Management
New York
| $999M | +$611M | +157% | 19% | 176% | 48 | 66.67% |
|
| 2200 |
MCM
2200
Makena Capital Management
Menlo Park,
California
| $998M | +$29.6M | +3% | 14.3% | 74.3% | 27 | 18.52% |
|