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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2351 |
FFA
2351
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $413M | +$25M | +6% | 5.09% | 65.5% | 117 | 11.97% |
|
| 2352 |
WA
2352
WBH Advisory
Baltimore,
Maryland
| $413M | +$26.8M | +7% | 7.19% | 47.2% | 249 | 8.03% |
|
| 2353 |
GCM
2353
Glendon Capital Management
Santa Monica,
California
| $412M | -$17.7M | -4% | 5.62% | 125% | 33 | 18.18% |
|
| 2354 |
BHB
2354
Bank Hapoalim BM
Tel Aviv,
Israel
| $411M | +$45.4M | +12% | 7.08% | 58.6% | 205 | 11.71% |
|
| 2355 |
FIA
2355
Foundations Investment Advisors
Phoenix,
Arizona
| $411M | +$35.5M | +9% | 3.46% | 62.3% | 115 | 34.78% |
|
| 2356 |
MC
2356
Muzinich & Co
New York
| $410M | -$75.4M | -16% | 2.16% | 9.67% | 43 | 4.65% |
|
| 2357 |
BCP
2357
Blue Chip Partners
Farmington Hills,
Michigan
| $410M | +$32.4M | +9% | 6.4% | 60.3% | 146 | 10.96% |
|
| 2358 |
AC
2358
Apertura Capital
Dallas,
Texas
| $409M | +$58.2M | +17% | 6.73% | 41.5% | 51 | 50.98% |
|
| 2359 |
LWAC
2359
Laurel Wealth Advisors (California)
Solana Beach,
California
| $408M | +$32.4M | +9% | 7.25% | 33% | 457 | 24.07% |
|
| 2360 |
SCM
2360
SG Capital Management
Chicago,
Illinois
| $408M | -$198M | -33% | 7.72% | 187% | 87 | 74.71% |
|
| 2361 |
BFG
2361
Bouchey Financial Group
Troy,
New York
| $407M | +$38.1M | +10% | 5.3% | 66.7% | 79 | 18.99% |
|
| 2362 |
SLG
2362
Stanley-Laman Group
Berwyn,
Pennsylvania
| $407M | -$38.3M | -9% | 5.38% | 82.9% | 282 | 29.08% |
|
| 2363 |
BRWM
2363
B. Riley Wealth Management
Memphis,
Tennessee
| $407M | – | – | 6.84% | 49.6% | 328 | – |
|
| 2364 |
LF
2364
Lee Financial
Dallas,
Texas
| $407M | -$17.5M | -4% | 2.29% | 69.7% | 832 | 47.6% |
|
| 2365 |
KA
2365
KLCM Advisors
Milwaukee,
Wisconsin
| $407M | +$27.3M | +7% | 7.69% | 97.4% | 107 | 16.82% |
|
| 2366 |
SP
2366
Stairway Partners
Chicago,
Illinois
| $406M | -$975K | -0.2% | 2.77% | 43.9% | 10 | 10% |
|
| 2367 |
PWM
2367
Perigon Wealth Management
San Francisco,
California
| $406M | +$73.3M | +22% | 9.32% | 81.3% | 275 | 30.18% |
|
| 2368 |
CNB
2368
Camden National Bank
Camden,
Maine
| $406M | +$26.5M | +7% | 6.97% | 48.8% | 109 | 5.5% |
|
| 2369 |
CCM
2369
Cobalt Capital Management
Short Hills,
New Jersey
| $405M | -$43.1M | -10% | 5.85% | 180% | 56 | 55.36% |
|
| 2370 |
RC
2370
Roundview Capital
Princeton,
New Jersey
| $405M | +$23.7M | +6% | 7% | 63.2% | 223 | 7.62% |
|
| 2371 |
AI
2371
Accredited Investors
Edina,
Minnesota
| $405M | +$18.1M | +5% | 5.82% | 74% | 140 | 22.14% |
|
| 2372 |
RWA
2372
Ropes Wealth Advisors
Boston,
Massachusetts
| $405M | +$34.7M | +9% | 7.84% | 71% | 609 | 20.03% |
|
| 2373 |
LTI
2373
Laffer Tengler Investments
Nashville,
Tennessee
| $404M | +$12.7M | +3% | 5.12% | 96.5% | 207 | 13.53% |
|
| 2374 |
CM
2374
Columbus Macro
New Castle,
Pennsylvania
| $404M | +$19M | +5% | 2.73% | 46.8% | 130 | 13.85% |
|
| 2375 |
VCA
2375
Verdence Capital Advisors
Hunt Valley,
Maryland
| $403M | -$8.01M | -2% | 6.21% | 75.2% | 306 | 18.3% |
|