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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2301 |
NFA
2301
Nationwide Fund Advisors
Columbus,
Ohio
| $428M | -$287M | -40% | 10.8% | 28.3% | 6 | 16.67% |
|
| 2302 |
BBI
2302
Baxter Bros Inc
Riverside,
Connecticut
| $428M | +$59.5M | +16% | 13.3% | 68.8% | 112 | 3.57% |
|
| 2303 |
LI
2303
LVZ Inc
Holland,
Michigan
| $428M | +$76M | +22% | 9.5% | 47.1% | 93 | 41.94% |
|
| 2304 |
RIA
2304
RPG Investment Advisory
Pleasanton,
California
| $427M | +$26.7M | +7% | 14.2% | 123% | 309 | 12.62% |
|
| 2305 |
LF
2305
Lee Financial
Dallas,
Texas
| $427M | +$54M | +14% | 11% | 69.7% | 574 | 28.92% |
|
| 2306 |
TFA
2306
Toth Financial Advisory
Leesburg,
Virginia
| $427M | +$61.4M | +17% | 15% | 82.5% | 467 | 22.27% |
|
| 2307 |
AI
2307
AIA International
Hong Kong
| $427M | +$144M | +51% | 29.4% | 46.6% | 8 | 12.5% |
|
| 2308 |
FMT
2308
First Mercantile Trust
Cordova,
Tennessee
| $426M | +$13.1M | +3% | 16.5% | 51.2% | 958 | 16.49% |
|
| 2309 |
UAS
2309
United Asset Strategies
Garden City,
New York
| $426M | +$59.3M | +16% | 11.9% | 94.6% | 215 | 19.53% |
|
| 2310 |
BAS
2310
Brown Advisory Securities
Baltimore,
Maryland
| $425M | -$98.4M | -19% | 14% | 51.2% | 384 | 22.66% |
|
| 2311 |
HCM
2311
Hengehold Capital Management
Cincinnati,
Ohio
| $425M | +$114M | +37% | 10.6% | 48.1% | 129 | 14.73% |
|
| 2312 |
TC
2312
Tyvor Capital
Oak Brook,
Illinois
| $425M | +$235M | +123% | 13% | 20.6% | 41 | 43.9% |
|
| 2313 |
MCM
2313
Maple Capital Management
Montpelier,
Vermont
| $425M | +$36.1M | +9% | 14.1% | 94.4% | 129 | 15.5% |
|
| 2314 |
LBD
2314
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $425M | +$164M | +63% | 14.3% | 72.3% | 249 | 41.77% |
|
| 2315 |
3AM
2315
3D Asset Management
Hartford,
Connecticut
| $424M | +$36.5M | +9% | 9.41% | 0.82% | 63 | 6.35% |
|
| 2316 |
WCF
2316
West Coast Financial
Santa Barbara,
California
| $424M | +$71.2M | +20% | 11.4% | 22.2% | 114 | 7.02% |
|
| 2317 |
ZIG
2317
Zuckerman Investment Group
Chicago,
Illinois
| $423M | +$63.3M | +18% | 12.5% | 115% | 64 | 7.81% |
|
| 2318 |
BCP
2318
Blue Chip Partners
Farmington Hills,
Michigan
| $422M | +$24.7M | +6% | 10.5% | 60.3% | 147 | 14.97% |
|
| 2319 |
MCP
2319
Moab Capital Partners
Southampton,
New York
| $422M | -$2.08M | -0.5% | 12.3% | 89.3% | 44 | 47.73% |
|
| 2320 |
GWI
2320
Grace & White Inc
Ny,
New York
| $422M | +$27.3M | +7% | 11% | 61.5% | 132 | 8.33% |
|
| 2321 |
EWA
2321
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $421M | +$48.7M | +13% | 15.3% | 58% | 236 | 13.56% |
|
| 2322 |
RI
2322
RPTC Inc
Jackson,
Wyoming
| $421M | +$22.1M | +6% | 5.66% | 69.5% | 11 | 0% |
|
| 2323 |
RC
2323
Roundview Capital
Princeton,
New Jersey
| $421M | +$64.2M | +18% | 10.9% | 63.2% | 221 | 8.14% |
|
| 2324 |
LIM
2324
Lingotto Investment Management
London,
United Kingdom
| $421M | +$69.3M | +20% | 20.3% | 388% | 7 | 0% |
|
| 2325 |
SMC
2325
Smith, Moore & Co
Clayton,
Missouri
| $420M | +$52.2M | +14% | 11.5% | 55.8% | 353 | 18.41% |
|