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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2326 |
MW
2326
MBL Wealth
Charlotte,
North Carolina
| $640M | +$117M | +22% | 4.4% | 47.7% | 184 | 21.2% |
|
| 2327 |
SC
2327
Styrax Capital
New York
| $639M | +$200M | +46% | 33.6% | 272% | 19 | 52.63% |
|
| 2328 |
VCP
2328
Verus Capital Partners
Scottsdale,
Arizona
| $639M | +$106M | +20% | 14.5% | 83% | 312 | 18.27% |
|
| 2329 |
ACM
2329
Arosa Capital Management
Miami Beach,
Florida
| $639M | +$167M | +35% | 9.03% | 256% | 83 | 62.65% |
|
| 2330 |
LJAC
2330
L.J. Altfest & Co
New York
| $638M | +$34.8M | +6% | 4.51% | 66.7% | 291 | 18.56% |
|
| 2331 |
OCM
2331
Olstein Capital Management
Purchase,
New York
| $638M | +$809K | +0.1% | 5.26% | 16.6% | 102 | 5.88% |
|
| 2332 |
NP
2332
Nilsine Partners
Greenwood Village,
Colorado
| $638M | – | – | 7.69% | 117% | 335 | – |
|
| 2333 |
JAG
2333
Journey Advisory Group
Covington,
Kentucky
| $637M | +$235M | +59% | 4.03% | 58.7% | 251 | 18.73% |
|
| 2334 |
HSA
2334
Hussman Strategic Advisors
Ellicott City,
Maryland
| $637M | +$23.4M | +4% | 3.89% | 35.4% | 348 | 15.8% |
|
| 2335 |
BBI
2335
Baxter Bros Inc
Riverside,
Connecticut
| $636M | +$27.8M | +5% | 6.69% | 68.8% | 138 | 8.7% |
|
| 2336 |
HT
2336
Heritage Trust
Oklahoma City,
Oklahoma
| $636M | +$22M | +4% | 5.46% | – | 245 | 5.71% |
|
| 2337 |
IVAV
2337
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $636M | +$103M | +19% | 19.4% | 269% | 3 | 0% |
|
| 2338 |
C
2338
Chescapmanager
Baltimore,
Maryland
| $636M | +$209M | +49% | 10.2% | 215% | 49 | 32.65% |
|
| 2339 |
ACA
2339
Atlas Capital Advisors
Jackson,
Wyoming
| $636M | +$40.6M | +7% | 7.17% | – | 985 | 17.97% |
|
| 2340 |
MCO
2340
MAK Capital One
New York
| $636M | +$31.8M | +5% | 17% | 86% | 11 | 18.18% |
|
| 2341 |
CA
2341
CGN Advisors
Manhattan,
Kansas
| $635M | +$66.3M | +12% | 4.56% | 44.2% | 225 | 7.11% |
|
| 2342 |
AP
2342
Americana Partners
Houston,
Texas
| $634M | +$56.2M | +10% | 4.94% | 67.2% | 290 | 18.28% |
|
| 2343 |
CWM
2343
Cabot Wealth Management
Salem,
Massachusetts
| $633M | +$40.8M | +7% | 9.94% | 55.6% | 155 | 16.13% |
|
| 2344 |
JSAM
2344
J. Safra Asset Management
New York
| $633M | +$64.6M | +11% | 9.17% | 68.9% | 137 | 68.61% |
|
| 2345 |
PP
2345
Pegasus Partners
Mequon,
Wisconsin
| $632M | +$24M | +4% | 6.52% | 32.6% | 125 | 8% |
|
| 2346 |
WC
2346
Whitney & Co
Rochester,
New York
| $631M | +$86.2M | +16% | 9.79% | 93.2% | 127 | 7.09% |
|
| 2347 |
MGAM
2347
McGowan Group Asset Management
Dallas,
Texas
| $630M | +$2.25M | +0.4% | 0.15% | 51.9% | 145 | 13.79% |
|
| 2348 |
PCP
2348
Proficio Capital Partners
Newton,
Massachusetts
| $630M | +$102M | +19% | 8.75% | 93.8% | 314 | 20.06% |
|
| 2349 |
PRC
2349
Pearl River Capital
Niles,
Michigan
| $630M | +$40.4M | +7% | 6.45% | 20.3% | 649 | 51% |
|
| 2350 |
OP
2350
Oldfield Partners
London,
United Kingdom
| $630M | +$63.2M | +11% | 6.04% | 90.3% | 25 | 8% |
|