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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2251 |
SFO
2251
Stokes Family Office
New Orleans,
Louisiana
| $375M | -$75.3M | -17% | 17.1% | 56.9% | 129 | 9.3% |
|
| 2252 |
DSC
2252
Duncker Streett & Co
St. Louis,
Missouri
| $375M | -$102M | -21% | 18.6% | 90.9% | 570 | 7.19% |
|
| 2253 |
DW
2253
Domani Wealth
Lancaster,
Pennsylvania
| $374M | +$71.6M | +24% | 15.2% | 48.6% | 138 | 28.26% |
|
| 2254 |
KL
2254
KWMG LLC
Overland Park,
Kansas
| $374M | -$81.7M | -18% | 17.3% | 72.3% | 131 | 18.32% |
|
| 2255 |
MLIC
2255
Mandatum Life Insurance Company
Helsinki,
Finland
| $374M | -$107M | -22% | 18.4% | 73.7% | 122 | 20.49% |
|
| 2256 |
KC
2256
KCL Capital
New York
| $374M | -$247M | -40% | 7.57% | 106% | 43 | 72.09% |
|
| 2257 |
VCM
2257
Violich Capital Management
San Francisco,
California
| $374M | -$84.8M | -18% | 13.6% | 100% | 118 | 19.49% |
|
| 2258 |
HCM
2258
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $373M | -$117M | -24% | 26.5% | 58.7% | 32 | 15.63% |
|
| 2259 |
FFW
2259
Fusion Family Wealth
Woodbury,
New York
| $373M | -$61.3M | -14% | 19.9% | 45.4% | 136 | 7.35% |
|
| 2260 |
NCM
2260
Nelson Capital Management
Menlo Park,
California
| $372M | -$103M | -22% | 14.7% | 121% | 103 | 18.45% |
|
| 2261 |
CIPU
2261
Caledonia Investments plc (UK)
London England,
United Kingdom
| $372M | -$4.46M | -1% | 13% | 48.7% | 13 | 23.08% |
|
| 2262 |
ML
2262
McAdam LLC
Philadelphia,
Pennsylvania
| $372M | -$42M | -10% | 17.7% | 46.3% | 119 | 37.82% |
|
| 2263 |
RC
2263
RBO & Co
Saint Helena,
California
| $372M | -$81.9M | -18% | 18.5% | 29.1% | 42 | 9.52% |
|
| 2264 |
STA
2264
Summit Trail Advisors
New York
| $372M | +$199M | +115% | 16.3% | 56% | 155 | 69.68% |
|
| 2265 |
HIA
2265
Harbor Investment Advisory
Lutherville,
Maryland
| $372M | -$62.7M | -14% | 16% | 90.8% | 1,274 | 34.77% |
|
| 2266 |
PA
2266
PFG Advisors
Phoenix,
Arizona
| $372M | -$36.1M | -9% | 15.8% | 77.4% | 334 | 24.25% |
|
| 2267 |
VDBMI
2267
Van Den Berg Management I
Austin,
Texas
| $371M | -$225M | -38% | 29.6% | 146% | 84 | 42.86% |
|
| 2268 |
GLLW
2268
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $371M | -$105M | -22% | 16.9% | 45% | 184 | 16.3% |
|
| 2269 |
AIA
2269
Angeles Investment Advisors
Santa Monica,
California
| $371M | -$126M | -25% | 16.6% | 71.7% | 110 | 41.82% |
|
| 2270 |
HSA
2270
Hussman Strategic Advisors
Ellicott City,
Maryland
| $371M | +$56.9M | +18% | 21.1% | 35.4% | 296 | 40.54% |
|
| 2271 |
JWBC
2271
J.W. Burns & Co
Dewitt,
New York
| $370M | -$100M | -21% | 15.5% | 78.5% | 164 | 11.59% |
|
| 2272 |
MTC
2272
Matrix Trust Company
Denver,
Colorado
| $370M | -$98.9M | -21% | 19.4% | 46.8% | 30 | 13.33% |
|
| 2273 |
MP
2273
MSD Partners
New York
| $370M | -$84.7M | -19% | 37.8% | 8.08% | 27 | 37.04% |
|
| 2274 |
PA
2274
Paracle Advisors
Mercer Island,
Washington
| $369M | -$60.2M | -14% | 20% | 30.9% | 79 | 44.3% |
|
| 2275 |
CCM
2275
Coliseum Capital Management
Rowayton,
Connecticut
| $369M | -$6.52M | -2% | 32% | 13.7% | 19 | 47.37% |
|