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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2226 |
TA
2226
Townsend & Associates
Westminster,
Colorado
| $858M | +$58.9M | +7% | 9.64% | 54.1% | 109 | 8.26% |
|
| 2227 |
SWA
2227
Sax Wealth Advisors
Parsippany,
New Jersey
| $856M | +$243M | +40% | 7.81% | 57.2% | 215 | 23.72% |
|
| 2228 |
QC
2228
Quent Capital
New York
| $856M | +$111M | +15% | 8.89% | 65.7% | 1,384 | 5.49% |
|
| 2229 |
PRA
2229
Pine Ridge Advisers
New York
| $855M | +$288M | +51% | 19.5% | 80% | 31 | 12.9% |
|
| 2230 |
WCWM
2230
Willow Creek Wealth Management
Sebastopol,
California
| $855M | +$57.5M | +7% | 2.82% | 36.5% | 155 | 7.74% |
|
| 2231 |
GWM
2231
GDS Wealth Management
Flower Mound,
Texas
| $854M | +$112M | +15% | 8.23% | 46.2% | 139 | 7.91% |
|
| 2232 |
VFP
2232
Verus Financial Partners
Richmond,
Virginia
| $854M | +$45.3M | +6% | 5.09% | 41.6% | 99 | 2.02% |
|
| 2233 |
SEM
2233
Suncoast Equity Management
Tampa,
Florida
| $852M | +$94.8M | +13% | 12.9% | 72.9% | 77 | 12.99% |
|
| 2234 |
TC
2234
Towle & Co
Denver,
Colorado
| $852M | -$12.1M | -1% | 5.36% | 113% | 65 | 15.38% |
|
| 2235 |
PM
2235
Pembroke Management
Montreal,
Quebec, Canada
| $850M | +$44.4M | +6% | 11.3% | 94.8% | 64 | 7.81% |
|
| 2236 |
BI
2236
Bramshill Investments
Naples,
Florida
| $849M | -$166M | -16% | 0.99% | 0.88% | 223 | 63.68% |
|
| 2237 |
CAM
2237
Carret Asset Management
New York
| $849M | +$64M | +8% | 9.95% | 80.2% | 289 | 7.27% |
|
| 2238 |
TCMI
2238
Technology Crossover Management IX
Menlo Park,
California
| $848M | -$316M | -27% | 5.94% | 41% | 7 | 14.29% |
|
| 2239 |
LCM
2239
LVM Capital Management
Portage,
Michigan
| $847M | +$65.5M | +8% | 9.76% | 107% | 155 | 14.19% |
|
| 2240 |
PCP
2240
P2 Capital Partners
New York
| $846M | -$62.7M | -7% | 5.68% | 0.1% | 16 | 12.5% |
|
| 2241 |
MIM
2241
Monashee Investment Management
Boston,
Massachusetts
| $845M | +$279M | +49% | 18.4% | 447% | 124 | 76.61% |
|
| 2242 |
PCA
2242
Prosperity Capital Advisors
Westlake,
Ohio
| $845M | -$76.7M | -8% | 7.53% | 65.5% | 337 | 27.3% |
|
| 2243 |
I
2243
INVST
Indianapolis,
Indiana
| $844M | +$61.1M | +8% | 8.11% | 60.4% | 287 | 40.07% |
|
| 2244 |
MFG
2244
Magnus Financial Group
New York
| $843M | +$79.5M | +10% | 8.77% | 70.8% | 319 | 10.97% |
|
| 2245 |
LM
2245
Lincluden Management
Mississauga,
Ontario, Canada
| $843M | +$18.9M | +2% | 1.99% | 56.6% | 75 | 2.67% |
|
| 2246 |
JVBC
2246
J.V. Bruni & Co
Colorado Springs,
Colorado
| $843M | +$36.9M | +5% | 9.08% | 70.5% | 29 | 3.45% |
|
| 2247 |
IAS
2247
Insigneo Advisory Services
Miami,
Florida
| $842M | +$132M | +19% | 10.9% | 94.1% | 514 | 20.82% |
|
| 2248 |
JIR
2248
James Investment Research
Alpha,
Ohio
| $841M | +$45.3M | +6% | 10.9% | 107% | 335 | 11.94% |
|
| 2249 |
1IA
2249
1834 Investment Advisors
Milwaukee,
Wisconsin
| $841M | +$4.26M | +0.5% | 6.68% | 51.8% | 232 | 9.05% |
|
| 2250 |
OHA
2250
Oak Hill Advisors
New York
| $841M | +$63.8M | +8% | 11.6% | 55.9% | 15 | 6.67% |
|