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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2376 |
TPA
2376
Trivium Point Advisory
Westport,
Connecticut
| $806M | +$13.6M | +2% | 0.81% | 86.7% | 356 | 10.67% |
|
| 2377 |
SSWM
2377
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $805M | -$14.5M | -2% | 0.56% | 75.8% | 395 | 14.94% |
|
| 2378 |
CT
2378
Coastline Trust
Providence,
Rhode Island
| $804M | -$49.6M | -6% | 3.63% | 79.1% | 430 | 9.3% |
|
| 2379 |
MC
2379
MIG Capital
Newport Beach,
California
| $804M | -$167M | -17% | 1.15% | 118% | 94 | 64.89% |
|
| 2380 |
GGI
2380
Galaxy Group Investments
New York
| $804M | -$344M | -30% | 13.3% | – | 30 | 66.67% |
|
| 2381 |
EC
2381
Elequin Capital
New York
| $802M | -$460M | -36% | 7.79% | 46.3% | 687 | 77.58% |
|
| 2382 |
TC
2382
Trium Capital
London,
United Kingdom
| $801M | +$96.2M | +14% | 23.8% | 189% | 64 | 54.69% |
|
| 2383 |
CCP
2383
Clough Capital Partners
Boston,
Massachusetts
| $801M | -$80.4M | -9% | 0.14% | 156% | 142 | 41.55% |
|
| 2384 |
ACA
2384
Atlas Capital Advisors
Jackson,
Wyoming
| $800M | +$12.6M | +2% | 1.55% | – | 1,037 | 16.01% |
|
| 2385 |
FA
2385
Fiducient Advisors
Chicago,
Illinois
| $800M | -$9.62M | -1% | 2.5% | 43.9% | 172 | 27.91% |
|
| 2386 |
CFG
2386
CKW Financial Group
Honolulu,
Hawaii
| $800M | -$12.5M | -2% | 0.8% | 62.4% | 262 | 30.92% |
|
| 2387 |
NOCM
2387
Night Owl Capital Management
Greenwich,
Connecticut
| $800M | +$25.8M | +3% | 0.63% | 150% | 28 | 0% |
|
| 2388 |
AS
2388
American Securities
New York
| $799M | -$124M | -13% | 13.5% | – | 1 | 0% |
|
| 2389 |
IP
2389
Isthmus Partners
Madison,
Wisconsin
| $799M | -$23.9M | -3% | 2.5% | 61.1% | 229 | 13.1% |
|
| 2390 |
B
2390
Bensler
Bellevue,
Washington
| $799M | -$42.5M | -5% | 2.53% | 106% | 173 | 14.45% |
|
| 2391 |
TF
2391
Talbot Financial
Bellevue,
Washington
| $798M | -$42.6M | -5% | 3.14% | 99.9% | 69 | 15.94% |
|
| 2392 |
AWM
2392
Aprio Wealth Management
Atlanta,
Georgia
| $798M | +$113M | +16% | 0.12% | 60.6% | 384 | 20.31% |
|
| 2393 |
BCM
2393
Brigade Capital Management
New York
| $798M | +$467M | +141% | 14.3% | 18.4% | 18 | 44.44% |
|
| 2394 |
LJAC
2394
L.J. Altfest & Co
New York
| $797M | +$13.4M | +2% | 1.53% | 66.7% | 376 | 28.46% |
|
| 2395 |
AIMC
2395
Alley Investment Management Company
Lake Forest,
Illinois
| $797M | +$6.57M | +0.8% | 1.81% | 54.6% | 89 | 6.74% |
|
| 2396 |
LPAM
2396
Lodestar Private Asset Management
Alamo,
California
| $795M | -$4.28M | -0.5% | 1.75% | 58.3% | 219 | 4.57% |
|
| 2397 |
AT
2397
Avenir Tech
Hong Kong
| $795M | +$192M | +32% | 10.3% | – | 26 | 73.08% |
|
| 2398 |
AL
2398
AIP LLC
New York
| $795M | +$36.4M | +5% | 5.19% | 86.8% | 2 | 0% |
|
| 2399 |
DPW
2399
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $794M | +$4.33M | +0.5% | 0.23% | – | 1,438 | 5.7% |
|
| 2400 |
PGA
2400
Portland Global Advisors
Portland,
Maine
| $794M | +$3.47M | +0.4% | 0.03% | 32.8% | 135 | 4.44% |
|