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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 |
VCP
2301
Verus Capital Partners
Scottsdale,
Arizona
| $706M | +$66.6M | +10% | 9.93% | 83% | 315 | 11.11% |
|
| 2302 |
HWA
2302
Heartwood Wealth Advisors
Richmond,
Virginia
| $705M | +$34M | +5% | 2.52% | 56.2% | 149 | 16.78% |
|
| 2303 |
FC
2303
FORA Capital
Miami,
Florida
| $704M | -$294M | -29% | 8.4% | 120% | 678 | 79.5% |
|
| 2304 |
LOAMS
2304
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $704M | -$442M | -39% | 9.4% | 98.8% | 402 | 66.42% |
|
| 2305 |
CU
2305
CDAM (UK)
London,
United Kingdom
| $704M | +$20.9M | +3% | 2.51% | 2.11% | 11 | 0% |
|
| 2306 |
FFL
2306
Flat Footed LLC
Wilson,
Wyoming
| $703M | -$49.7M | -7% | 33.9% | 195% | 41 | 43.9% |
|
| 2307 |
MFG
2307
Magnus Financial Group
New York
| $702M | +$45.6M | +7% | 5.08% | 70.8% | 293 | 12.29% |
|
| 2308 |
SAA
2308
Southeast Asset Advisors
Thomasville,
Georgia
| $702M | +$35.7M | +5% | 7.15% | 84.3% | 157 | 11.46% |
|
| 2309 |
JA
2309
JLB & Associates
Plymouth,
Michigan
| $702M | +$37.4M | +6% | 7.76% | 57.7% | 74 | 2.7% |
|
| 2310 |
BHB
2310
Bank Hapoalim BM
Tel Aviv,
Israel
| $702M | -$22.4M | -3% | 6.25% | 58.6% | 164 | 12.2% |
|
| 2311 |
SMA
2311
Sage Mountain Advisors
Atlanta,
Georgia
| $702M | +$81.5M | +13% | 7.4% | 57.2% | 387 | 22.22% |
|
| 2312 |
NB
2312
NBT Bank
Norwich,
New York
| $700M | +$16.1M | +2% | 4.07% | 56.7% | 255 | 3.92% |
|
| 2313 |
TWM
2313
Tanglewood Wealth Management
Houston,
Texas
| $699M | +$10.9M | +2% | 3.23% | 59.7% | 35 | 22.86% |
|
| 2314 |
ZIG
2314
Zuckerman Investment Group
Chicago,
Illinois
| $699M | +$40.6M | +6% | 11.1% | 115% | 127 | 7.09% |
|
| 2315 |
PC
2315
Pier Capital
Stamford,
Connecticut
| $697M | +$37.7M | +6% | 11.3% | 153% | 129 | 27.91% |
|
| 2316 |
CA
2316
CGN Advisors
Manhattan,
Kansas
| $697M | +$62.5M | +10% | 2.95% | 44.2% | 234 | 10.68% |
|
| 2317 |
SC
2317
Skylands Capital
Milwaukee,
Wisconsin
| $697M | +$13.2M | +2% | 5.35% | 64.3% | 158 | 13.29% |
|
| 2318 |
WC
2318
Whitney & Co
Rochester,
New York
| $695M | +$64.4M | +10% | 10.9% | 81.3% | 127 | 7.87% |
|
| 2319 |
SS
2319
Sunbelt Securities
Houston,
Texas
| $695M | +$73.5M | +12% | 6.02% | 83.5% | 1,778 | 12.32% |
|
| 2320 |
GIG
2320
Goodnow Investment Group
Darien,
Connecticut
| $695M | +$83.3M | +14% | 16.9% | 138% | 20 | 10% |
|
| 2321 |
FC
2321
Forte Capital
Rochester,
New York
| $694M | +$40.4M | +6% | 8.46% | 98.3% | 217 | 6.45% |
|
| 2322 |
NSEDCP
2322
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $693M | +$45.3M | +7% | 9.44% | 127% | 501 | 3.99% |
|
| 2323 |
RA
2323
Rodgers & Associates
Lancaster,
Pennsylvania
| $692M | +$48.2M | +7% | 5.03% | 53.7% | 87 | 6.9% |
|
| 2324 |
PL
2324
Parthenon LLC
Louisville,
Kentucky
| $692M | +$38.8M | +6% | 7.58% | 80.8% | 116 | 1.72% |
|
| 2325 |
BMM
2325
Berkshire Money Management
Dalton,
Massachusetts
| $692M | +$32.4M | +5% | 5.37% | 56.5% | 49 | 12.24% |
|