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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 |
CPRC
2176
Consolidated Portfolio Review Corp
Woodbury,
New York
| $1.1B | -$61.8M | -5% | 4.99% | 65.4% | 34 | 0% |
|
| 2177 |
AWP
2177
Abacus Wealth Partners
Santa Monica,
California
| $1.1B | +$76M | +7% | 0.85% | 46% | 566 | 21.2% |
|
| 2178 |
KCM
2178
Khrom Capital Management
Miami Beach,
Florida
| $1.09B | +$131M | +14% | 0.01% | 36.7% | 19 | 52.63% |
|
| 2179 |
PHWA
2179
Petersen Hastings Wealth Advisors
Kennewick,
Washington
| $1.09B | +$50.3M | +5% | 1.34% | – | 82 | 8.54% |
|
| 2180 |
MAA
2180
Matrix Asset Advisors
White Plains,
New York
| $1.09B | -$22.4M | -2% | 1.34% | 76.9% | 113 | 12.39% |
|
| 2181 |
MIA
2181
MMBG Investment Advisors
Miami,
Florida
| $1.09B | -$99M | -8% | 5.23% | 101% | 182 | 8.24% |
|
| 2182 |
PWA
2182
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| $1.09B | -$25.1M | -2% | 7.23% | – | 273 | 2.93% |
|
| 2183 |
SI
2183
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.09B | -$75.4M | -6% | 4.94% | 94.3% | 111 | 54.95% |
|
| 2184 |
ACP
2184
Atalan Capital Partners
New York
| $1.08B | -$320M | -23% | 11.2% | 185% | 12 | 25% |
|
| 2185 |
HBCM
2185
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $1.08B | +$560M | +107% | 10.4% | 50.9% | 118 | 38.98% |
|
| 2186 |
CIS
2186
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.08B | -$78.5M | -7% | 2.68% | 116% | 167 | 20.36% |
|
| 2187 |
EG
2187
Electrum Group
New York
| $1.08B | -$64.6M | -6% | 2.61% | – | 9 | 11.11% |
|
| 2188 |
TAM
2188
Telemark Asset Management
Boston,
Massachusetts
| $1.08B | +$80.6M | +8% | 14.5% | 271% | 67 | 37.31% |
|
| 2189 |
FNT
2189
First Nebraska Trust
Lincoln,
Nebraska
| $1.08B | -$12.2M | -1% | 0.67% | 48% | 227 | 7.49% |
|
| 2190 |
M
2190
MOTCO
San Antonio,
Texas
| $1.08B | -$22.2M | -2% | 0.44% | 63.5% | 681 | 19.53% |
|
| 2191 |
IWA
2191
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.07B | +$52.8M | +5% | 2.21% | 221% | 214 | 47.66% |
|
| 2192 |
SCM
2192
SIR Capital Management
New York
| $1.07B | +$167M | +19% | 32.8% | 80% | 115 | 53.91% |
|
| 2193 |
PP
2193
Passaic Partners
Newark,
New Jersey
| $1.07B | +$103M | +11% | 1.57% | 43.3% | 18 | 38.89% |
|
| 2194 |
DCP
2194
Diameter Capital Partners
New York
| $1.07B | -$26M | -2% | 1.75% | 415% | 50 | 64% |
|
| 2195 |
TC
2195
Trust Company
Manhattan,
Kansas
| $1.07B | +$991K | +0.1% | 0.86% | 36.5% | 919 | 4.68% |
|
| 2196 |
ZIG
2196
Zuckerman Investment Group
Chicago,
Illinois
| $1.07B | -$53.6M | -5% | 2.03% | 115% | 148 | 15.54% |
|
| 2197 |
EC
2197
E20 Capital
Hong Kong,
| $1.07B | +$789M | +285% | 68.7% | – | 32 | 68.75% |
|
| 2198 |
CAM
2198
Clark Asset Management
Stratham,
New Hampshire
| $1.06B | +$102M | +11% | 1.14% | 45.5% | 279 | 19.35% |
|
| 2199 |
LCM
2199
LVM Capital Management
Portage,
Michigan
| $1.06B | -$16.1M | -1% | 1.17% | 107% | 176 | 17.61% |
|
| 2200 |
HMH
2200
Hackensack Meridian Health
Edison,
New Jersey
| $1.06B | -$37.3M | -3% | 0.46% | 44.2% | 7 | 0% |
|