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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
SCM
2401
SIR Capital Management
New York
| $676M | +$81.8M | +14% | 22.6% | 80% | 88 | 45.45% |
|
| 2402 |
KCM
2402
Karp Capital Management
Sausalito,
California
| $675M | +$123M | +22% | 5.86% | 21.3% | 174 | 27.59% |
|
| 2403 |
HPWM
2403
Highland Private Wealth Management
Bellevue,
Washington
| $675M | +$67.5M | +11% | 7.27% | 19% | 171 | 9.36% |
|
| 2404 |
CPM
2404
Crescent Park Management
East Palo Alto,
California
| $675M | +$83.6M | +14% | 10.8% | 89.3% | 37 | 27.03% |
|
| 2405 |
PIM
2405
Penobscot Investment Management
Boston,
Massachusetts
| $675M | +$44.2M | +7% | 6.19% | 103% | 241 | 10.37% |
|
| 2406 |
SG
2406
StoneX Group
New York
| $674M | +$118M | +21% | 7.11% | 67.5% | 498 | 22.29% |
|
| 2407 |
SA
2407
SpiderRock Advisors
Wilimington,
Delaware
| $674M | -$40.8M | -6% | – | – | 195 | 0% |
|
| 2408 |
KOC
2408
Koss-Olinger Consulting
Gainesville,
Florida
| $674M | +$86.7M | +15% | 5.6% | 50.9% | 265 | 20% |
|
| 2409 |
TPWA
2409
TRUE Private Wealth Advisors
Salem,
Oregon
| $673M | +$54.4M | +9% | 7.1% | 84% | 251 | 12.75% |
|
| 2410 |
HCM
2410
Harspring Capital Management
New York
| $673M | +$99.7M | +17% | 8.99% | 77% | 42 | 28.57% |
|
| 2411 |
CPI
2411
Crestview Partners III
New York
| $672M | +$224M | +50% | 50.7% | 5.73% | 3 | 33.33% |
|
| 2412 |
VMV
2412
Venrock Management V
Palo Alto,
California
| $672M | -$305M | -31% | 50.7% | – | 3 | 33.33% |
|
| 2413 |
MAP
2413
Managed Asset Portfolios
Rochester,
Michigan
| $672M | +$49.6M | +8% | 3.44% | 72.8% | 37 | 2.7% |
|
| 2414 |
ADL
2414
Asset Dedication LLC
San Francisco,
California
| $671M | +$229M | +52% | 4.62% | 54.3% | 887 | 25.59% |
|
| 2415 |
CC
2415
Clearline Capital
New York
| $671M | -$99.9M | -13% | 2.28% | 18% | 170 | 43.53% |
|
| 2416 |
AAM
2416
Azzad Asset Management
Falls Church,
Virginia
| $671M | +$67.4M | +11% | 9.47% | 77.7% | 343 | 16.03% |
|
| 2417 |
FTCM
2417
First Trust Capital Management
Chicago,
Illinois
| $670M | +$159M | +31% | 10.5% | 186% | 282 | 43.97% |
|
| 2418 |
AA
2418
Apriem Advisors
Irvine,
California
| $670M | +$24.9M | +4% | 6.51% | 62% | 158 | 10.76% |
|
| 2419 |
KFS
2419
Kurt F. Somerville
| $670M | +$37.9M | +6% | 6.58% | 62.7% | 114 | 1.75% |
|
| 2420 |
JWA
2420
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $670M | +$180M | +37% | 4.4% | 54.8% | 655 | 16.03% |
|
| 2421 |
FTDI
2421
First Trust Direct Indexing
Boston,
Massachusetts
| $670M | +$294M | +78% | 8.66% | 69% | 604 | 37.42% |
|
| 2422 |
PP
2422
PrairieView Partners
St. Paul,
Minnesota
| $668M | +$42.9M | +7% | 4.11% | 34% | 393 | 11.7% |
|
| 2423 |
TWM
2423
Tradition Wealth Management
Edina,
Minnesota
| $668M | +$90.1M | +16% | 6.1% | 54.3% | 1,202 | 37.27% |
|
| 2424 |
FFW
2424
Fusion Family Wealth
Woodbury,
New York
| $668M | +$21.4M | +3% | 5.48% | 45.4% | 110 | 70.91% |
|
| 2425 |
PL
2425
Parthenon LLC
Louisville,
Kentucky
| $667M | +$45.6M | +7% | 7.79% | 80.8% | 122 | 5.74% |
|