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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 |
MFM
2326
MHR Fund Management
New York
| $832M | -$72.3M | -8% | 0.63% | 195% | 10 | 20% |
|
| 2327 |
BIM
2327
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $832M | +$64.1M | +8% | 8.53% | 74.8% | 213 | 12.68% |
|
| 2328 |
WAG
2328
Winthrop Advisory Group
Boston,
Massachusetts
| $832M | -$1.48M | -0.2% | 3.86% | 70.4% | 168 | 14.29% |
|
| 2329 |
TFA
2329
Toth Financial Advisory
Leesburg,
Virginia
| $831M | -$19.5M | -2% | 0.34% | 82.5% | 774 | 16.67% |
|
| 2330 |
SC
2330
Sierra Capital
Miami,
Florida
| $830M | -$13.3M | -2% | 0.9% | 28.6% | 203 | 9.85% |
|
| 2331 |
4WM
2331
49 Wealth Management
Austin,
Texas
| $830M | +$128M | +18% | 1.83% | – | 209 | 26.79% |
|
| 2332 |
SC
2332
Sagefield Capital
Dallas,
Texas
| $830M | -$92.1M | -10% | 3.14% | 122% | 137 | 54.74% |
|
| 2333 |
ROC
2333
Running Oak Capital
Edina,
Minnesota
| $829M | +$63.1M | +8% | 0.29% | 36.5% | 59 | 8.47% |
|
| 2334 |
KW
2334
KWB Wealth
Redlands,
California
| $829M | +$22M | +3% | 1.92% | 49.1% | 154 | 11.69% |
|
| 2335 |
PHS
2335
Pekin Hardy Strauss
Chicago,
Illinois
| $827M | +$38.2M | +5% | 7.4% | 97.9% | 393 | 17.05% |
|
| 2336 |
WA
2336
Wealth Alliance
Mellville,
New York
| $826M | -$9.9M | -1% | 1.25% | 65.1% | 552 | 17.57% |
|
| 2337 |
HTIM
2337
Harbour Trust & Investment Management
Michigan City,
Indiana
| $826M | -$52.6M | -6% | 3.21% | – | 160 | 7.5% |
|
| 2338 |
AP
2338
Archon Partners
Princeton Junction,
New Jersey
| $826M | -$33.8M | -4% | 0.7% | 88.8% | 43 | 20.93% |
|
| 2339 |
SI
2339
Sora Investors
Bryn Mawr,
Pennsylvania
| $825M | -$75.3M | -8% | 9.49% | 94.3% | 89 | 51.69% |
|
| 2340 |
NW
2340
Naviter Wealth
Little Rock,
Arkansas
| $825M | -$4.11M | -0.5% | 0.18% | 67.3% | 295 | 12.88% |
|
| 2341 |
HT
2341
Heritage Trust
Oklahoma City,
Oklahoma
| $825M | -$24.5M | -3% | 0.26% | – | 310 | 6.45% |
|
| 2342 |
KTA
2342
Keeley-Teton Advisors
Chicago,
Illinois
| $825M | -$36.8M | -4% | 3.92% | 28.6% | 380 | 7.11% |
|
| 2343 |
VCP
2343
Vista Capital Partners
Portland,
Oregon
| $824M | -$35.9M | -4% | 3.28% | 61.2% | 120 | 10% |
|
| 2344 |
WA
2344
Waddell & Associates
Memphis,
Tennessee
| $824M | -$157M | -16% | 2.41% | 194% | 164 | 9.15% |
|
| 2345 |
OWA
2345
Octavia Wealth Advisors
Cincinnati,
Ohio
| $824M | -$583K | -0.1% | 2.11% | 67.9% | 239 | 10.88% |
|
| 2346 |
TPWA
2346
TRUE Private Wealth Advisors
Salem,
Oregon
| $823M | -$592K | -0.1% | 0.47% | 84% | 245 | 13.88% |
|
| 2347 |
JWM
2347
Jackson Wealth Management
Lake Mary,
Florida
| $823M | -$58.7M | -7% | 3.67% | 64% | 203 | 35.96% |
|
| 2348 |
DP
2348
DDD Partners
Bellevue,
Washington
| $823M | +$9.33M | +1% | 0.97% | 46.4% | 108 | 14.81% |
|
| 2349 |
PJWM
2349
Philip James Wealth Mangement
Milton,
Georgia
| $822M | +$48.5M | +6% | 7.79% | – | 191 | 22.51% |
|
| 2350 |
FSWA
2350
Financial Synergies Wealth Advisors
Houston,
Texas
| $822M | +$15.6M | +2% | 1.35% | 72.3% | 85 | 18.82% |
|