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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2201 |
MFS
2201
Mirabella Financial Services
London,
United Kingdom
| $1.06B | -$18M | -2% | 1.18% | 81.2% | 1,218 | 72.58% |
|
| 2202 |
BL
2202
BFSG LLC
Irvine,
California
| $1.06B | +$26.2M | +3% | 3.46% | 81.9% | 775 | 10.45% |
|
| 2203 |
WB
2203
Webster Bank
Waterbury,
Connecticut
| $1.06B | -$9.82M | -0.9% | 2.27% | 77.5% | 698 | 8.45% |
|
| 2204 |
CA
2204
Cornerstone Advisory
Hunt Valley,
Maryland
| $1.06B | +$7.49M | +0.7% | 2.9% | 43.8% | 277 | 15.88% |
|
| 2205 |
KA
2205
Kintegral Advisory
New York
| $1.06B | -$126M | -11% | 4.78% | 94.4% | 234 | 0.43% |
|
| 2206 |
MWA
2206
Monograph Wealth Advisors
Manhattan Beach,
California
| $1.05B | +$36.6M | +4% | 0.25% | 59.7% | 153 | 17.65% |
|
| 2207 |
SFP
2207
Shepherd Financial Partners
Winchester,
Massachusetts
| $1.05B | -$25.1M | -2% | 1.78% | 62.3% | 252 | 7.14% |
|
| 2208 |
RFM
2208
Royal Fund Management
Lady Lake,
Florida
| $1.05B | -$45.9M | -4% | 0.49% | 92.4% | 341 | 28.15% |
|
| 2209 |
TCOT
2209
Trust Company of Toledo
Holland,
Ohio
| $1.05B | +$40M | +4% | 1.1% | 93.8% | 864 | 11.23% |
|
| 2210 |
ECM
2210
Element Capital Management
New York
| $1.05B | +$844M | +403% | 6.61% | 32.9% | 96 | 91.67% |
|
| 2211 |
SPWG
2211
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.05B | -$36.3M | -3% | 2.16% | 52% | 201 | 10.95% |
|
| 2212 |
NRG
2212
Nemes Rush Group
Novi,
Michigan
| $1.05B | -$11.3M | -1% | 1.16% | 95.6% | 1,045 | 14.64% |
|
| 2213 |
HW
2213
HORAN Wealth
Cincinnati,
Ohio
| $1.05B | +$401M | +62% | 1.25% | – | 200 | 13.5% |
|
| 2214 |
LAM
2214
L2 Asset Management
Wayland,
Massachusetts
| $1.05B | +$303M | +40% | 1.95% | 110% | 422 | 19.19% |
|
| 2215 |
SPC
2215
Spirepoint Private Client
Vero Beach,
Florida
| $1.05B | +$5.05M | +0.5% | 0.86% | – | 342 | 14.33% |
|
| 2216 |
MNBTD
2216
Moody National Bank Trust Division
Galveston,
Texas
| $1.05B | +$11.2M | +1% | 1.24% | 112% | 543 | 15.1% |
|
| 2217 |
LA
2217
LVW Advisors
Pittsford,
New York
| $1.05B | +$63M | +6% | 0.59% | 71.5% | 460 | 30.87% |
|
| 2218 |
CIA
2218
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.05B | -$595K | -0.1% | 0.64% | 56.7% | 288 | 8.33% |
|
| 2219 |
TPWA
2219
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.05B | +$51M | +5% | 2.31% | 84% | 294 | 19.05% |
|
| 2220 |
AAIM
2220
Asset Advisors Investment Management
Augusta,
Georgia
| $1.05B | -$34.9M | -3% | 1.24% | 58.7% | 111 | 7.21% |
|
| 2221 |
AA
2221
Apriem Advisors
Irvine,
California
| $1.05B | -$41.7M | -4% | 0.93% | 62% | 204 | 15.2% |
|
| 2222 |
FSWA
2222
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.05B | +$12M | +1% | 0.22% | 72.3% | 116 | 12.07% |
|
| 2223 |
ANBT
2223
American National Bank & Trust
Wichita Falls,
Texas
| $1.05B | -$11.2M | -1% | 2.35% | 95.1% | 722 | 18.56% |
|
| 2224 |
LPC
2224
Long Pond Capital
New York
| $1.05B | +$196M | +23% | 9.65% | 22.9% | 42 | 50% |
|
| 2225 |
WP
2225
Waycross Partners
Louisville,
Kentucky
| $1.05B | -$175M | -14% | 7.67% | 78.9% | 99 | 28.28% |
|