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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 |
LFS
2201
Lutz Financial Services
Omaha,
Nebraska
| $491M | +$40.7M | +9% | 13% | 28.7% | 63 | 12.7% |
|
| 2202 |
LCG
2202
Lisanti Capital Growth
New York
| $491M | +$188M | +62% | 71.2% | 1,090% | 156 | 53.21% |
|
| 2203 |
RWA
2203
Ropes Wealth Advisors
Boston,
Massachusetts
| $490M | +$94.8M | +24% | 41.1% | 71% | 632 | 22.94% |
|
| 2204 |
DWA
2204
Dorsey Wright & Associates
Pasadena,
California
| $490M | +$226M | +86% | 30% | 246% | 392 | 56.12% |
|
| 2205 |
HCM
2205
Hodges Capital Management
Dallas,
Texas
| $490M | +$98.7M | +25% | 47.4% | 132% | 220 | 32.27% |
|
| 2206 |
PCP
2206
Proficio Capital Partners
Newton,
Massachusetts
| $490M | +$91.3M | +23% | 22.5% | 93.8% | 196 | 27.55% |
|
| 2207 |
KPW
2207
Kore Private Wealth
New York
| $490M | +$71.5M | +17% | 28.9% | 35.9% | 1,338 | 24.44% |
|
| 2208 |
WC
2208
Whitney & Co
Rochester,
New York
| $489M | +$83.5M | +21% | 18.7% | 93.2% | 111 | 17.12% |
|
| 2209 |
HCM
2209
Huber Capital Management
El Segundo,
California
| $488M | -$56.6M | -10% | 12.8% | 63.9% | 97 | 14.43% |
|
| 2210 |
LCM
2210
LVM Capital Management
Portage,
Michigan
| $488M | +$82.1M | +20% | 19.3% | 107% | 112 | 12.5% |
|
| 2211 |
PIM
2211
Penobscot Investment Management
Boston,
Massachusetts
| $487M | +$61.9M | +15% | 18% | 103% | 192 | 8.33% |
|
| 2212 |
AA
2212
Apriem Advisors
Irvine,
California
| $487M | +$74.1M | +18% | 20.1% | 62% | 125 | 12% |
|
| 2213 |
CPM
2213
Crescent Park Management
East Palo Alto,
California
| $485M | +$74.6M | +18% | 28.7% | 89.3% | 30 | 23.33% |
|
| 2214 |
CC
2214
Crosslink Capital
Menlo Park,
California
| $485M | +$138M | +40% | 67.2% | 105% | 29 | 24.14% |
|
| 2215 |
JCI
2215
Jet Capital Investors
New York
| $485M | +$271M | +127% | 18.5% | 147% | 40 | 72.5% |
|
| 2216 |
CB
2216
Cadence Bank
Tupelo,
Mississippi
| $485M | +$87.5M | +22% | 25.1% | 70.9% | 199 | 17.59% |
|
| 2217 |
SGA
2217
Sector Gamma AS
Oslo,
Norway
| $484M | +$15.4M | +3% | 16.5% | 28.7% | 34 | 14.71% |
|
| 2218 |
CWM
2218
Cahaba Wealth Management
Atlanta,
Georgia
| $484M | +$92M | +23% | 14% | 36.7% | 85 | 21.18% |
|
| 2219 |
ASP
2219
Adams Street Partners
Chicago,
Illinois
| $484M | +$82.6M | +21% | 44.1% | 352% | 20 | 70% |
|
| 2220 |
KLWA
2220
Kelly Lawrence W & Associates
Pasadens,
California
| $483M | +$72.4M | +18% | 24.3% | 58.9% | 134 | 15.67% |
|
| 2221 |
WP
2221
WMS Partners
Towson,
Maryland
| $483M | +$122M | +34% | 23% | 10.8% | 223 | 19.28% |
|
| 2222 |
IFAM
2222
Institutional & Family Asset Management
Fort Collins,
Colorado
| $483M | +$48.8M | +11% | 15.3% | 19% | 946 | 20.4% |
|
| 2223 |
HI
2223
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $482M | +$105M | +28% | 37% | 37.9% | 123 | 10.57% |
|
| 2224 |
LBD
2224
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $482M | +$124M | +35% | 17.5% | 72.3% | 190 | 25.79% |
|
| 2225 |
PL
2225
Parthenon LLC
Louisville,
Kentucky
| $482M | +$61.4M | +15% | 16.5% | 80.8% | 108 | 7.41% |
|