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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 |
TPWA
2201
TRUE Private Wealth Advisors
Salem,
Oregon
| $720M | +$43.1M | +6% | 2.93% | 84% | 273 | 16.48% |
|
| 2202 |
TCM
2202
Telos Capital Management
San Diego,
California
| $719M | -$30.8M | -4% | 3.48% | 71.1% | 195 | 5.64% |
|
| 2203 |
CAM
2203
Carret Asset Management
New York
| $718M | -$36.7M | -5% | 3.47% | 80.2% | 287 | 9.06% |
|
| 2204 |
KA
2204
Kovack Advisors
Ft. Lauderdale,
Florida
| $717M | -$63.5M | -8% | 2.56% | 118% | 623 | 18.46% |
|
| 2205 |
VCP
2205
Verus Capital Partners
Scottsdale,
Arizona
| $717M | +$11M | +2% | 4.44% | 83% | 328 | 13.72% |
|
| 2206 |
TCMX
2206
Technology Crossover Management X
Menlo Park,
California
| $717M | -$300M | -29% | 8.7% | 163% | 7 | 14.29% |
|
| 2207 |
SC
2207
Strategy Capital
Los Altos,
California
| $717M | -$6.53M | -0.9% | 0.3% | 201% | 9 | 11.11% |
|
| 2208 |
GIM
2208
Genesis Investment Management
London,
United Kingdom
| $716M | -$206M | -22% | 9.05% | 47.4% | 14 | 0% |
|
| 2209 |
AH
2209
Allen Holding
New York
| $716M | -$27.7M | -4% | 2.97% | 147% | 17 | 0% |
|
| 2210 |
TCM
2210
Tybourne Capital Management
Hong Kong
| $716M | -$210M | -23% | 5.58% | 109% | 48 | 33.33% |
|
| 2211 |
FFP
2211
FourThought Financial Partners
Venice,
Florida
| $716M | -$44.9M | -6% | 3.46% | 77.4% | 339 | 10.91% |
|
| 2212 |
CB
2212
Community Bank
Dewitt,
New York
| $714M | -$43.6M | -6% | 4.41% | 58.7% | 439 | 5.47% |
|
| 2213 |
LG
2213
Leuthold Group
Minneapolis,
Minnesota
| $713M | -$58.8M | -8% | 0.84% | 106% | 227 | 32.16% |
|
| 2214 |
KTA
2214
Keeley-Teton Advisors
Chicago,
Illinois
| $712M | -$69.9M | -9% | 2.71% | 28.6% | 364 | 9.07% |
|
| 2215 |
GHP
2215
Great Hill Partners
Boston,
Massachusetts
| $712M | -$148M | -17% | 16.9% | 14.7% | 2 | 0% |
|
| 2216 |
MCM
2216
McKinley Capital Management
Anchorage,
Alaska
| $712M | -$36.6M | -5% | 1.55% | 63.3% | 172 | 12.21% |
|
| 2217 |
SAA
2217
Southeast Asset Advisors
Thomasville,
Georgia
| $712M | +$9.18M | +1% | 1.19% | 84.3% | 160 | 8.75% |
|
| 2218 |
PP
2218
Pegasus Partners
Mequon,
Wisconsin
| $711M | +$30.8M | +5% | 3.7% | 32.6% | 146 | 23.97% |
|
| 2219 |
JVBC
2219
J.V. Bruni & Co
Colorado Springs,
Colorado
| $711M | -$42.3M | -6% | 6.19% | 70.5% | 31 | 0% |
|
| 2220 |
SC
2220
Sagefield Capital
Dallas,
Texas
| $711M | +$243M | +52% | 12.6% | 122% | 133 | 51.88% |
|
| 2221 |
SC
2221
Shay Capital
New York
| $711M | -$5.16M | -0.7% | 0.93% | 136% | 552 | 65.04% |
|
| 2222 |
MW
2222
MBL Wealth
Charlotte,
North Carolina
| $710M | +$1.65M | +0.2% | 2.75% | 47.7% | 190 | 13.68% |
|
| 2223 |
LCM
2223
LVM Capital Management
Portage,
Michigan
| $709M | -$38.8M | -5% | 3.23% | 107% | 151 | 14.57% |
|
| 2224 |
HVIA
2224
Hudson Valley Investment Advisors
Goshen,
New York
| $709M | -$29.2M | -4% | 1.35% | 94.6% | 208 | 14.42% |
|
| 2225 |
TCM
2225
Tang Capital Management
San Diego,
California
| $709M | +$29.4M | +4% | 3.24% | 474% | 116 | 23.28% |
|