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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2426 |
AFA
2426
American Financial Advisors
Marietta,
Georgia
| $639M | +$24.9M | +4% | 4.92% | 52.7% | 138 | 7.97% |
|
| 2427 |
TF
2427
Tompkins Financial
Ithaca,
New York
| $639M | +$24.2M | +4% | 5.77% | 74.1% | 639 | 6.73% |
|
| 2428 |
OA
2428
Oxbow Advisors
Austin,
Texas
| $637M | +$77.3M | +14% | 3.91% | 72.8% | 224 | 17.41% |
|
| 2429 |
CFFNO
2429
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $635M | +$64.4M | +11% | 9.31% | 70.2% | 11 | 18.18% |
|
| 2430 |
AWA
2430
Alaska Wealth Advisors
Anchorage,
Alaska
| $634M | +$36.5M | +6% | 2.4% | 30.7% | 124 | 15.32% |
|
| 2431 |
SP
2431
Solel Partners
Boston,
Massachusetts
| $634M | +$145M | +30% | 12.9% | 16.2% | 27 | 29.63% |
|
| 2432 |
SFM
2432
Signet Financial Management
Parsippany,
New Jersey
| $632M | +$38.5M | +6% | 5.98% | 65.2% | 278 | 8.99% |
|
| 2433 |
KW
2433
KWB Wealth
Redlands,
California
| $632M | +$90.3M | +17% | 3.98% | 49.1% | 139 | 25.18% |
|
| 2434 |
MAM
2434
Montanaro Asset Management
London,
United Kingdom
| $632M | -$11.6M | -2% | 8.97% | 37.4% | 46 | 4.35% |
|
| 2435 |
MIC
2435
Means Investment Company
Bangor,
Maine
| $632M | +$62.6M | +11% | 10.2% | 79.7% | 200 | 6% |
|
| 2436 |
SC
2436
Sierra Capital
Miami,
Florida
| $632M | +$15.2M | +2% | 3.67% | 28.6% | 187 | 5.88% |
|
| 2437 |
SCM
2437
Somerset Capital Management
London,
United Kingdom
| $631M | -$89.4M | -12% | 5.14% | 7.5% | 11 | 9.09% |
|
| 2438 |
SWIG
2438
Strategic Wealth Investment Group
Louisville,
Kentucky
| $630M | +$91M | +17% | 6.73% | – | 141 | 27.66% |
|
| 2439 |
AWAG
2439
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $630M | +$87.2M | +16% | 6.23% | 77.1% | 148 | 21.62% |
|
| 2440 |
CA
2440
Continuum Advisory
Eagle,
Idaho
| $629M | +$39.5M | +7% | 5.36% | 59.2% | 458 | 10.48% |
|
| 2441 |
IC
2441
Ikarian Capital
Dallas,
Texas
| $628M | +$187M | +42% | 32.6% | 5,763% | 169 | 58.58% |
|
| 2442 |
MSR
2442
Main Street Research
Lakeville,
Connecticut
| $627M | +$121M | +24% | 6.94% | 159% | 103 | 21.36% |
|
| 2443 |
MBTD
2443
Mechanics Bank - Trust Department
Walnut Creek,
California
| $627M | +$32.3M | +5% | 6.86% | 67.2% | 174 | 4.02% |
|
| 2444 |
VA
2444
VR Adviser
New York
| $625M | +$113M | +22% | 23.5% | 1,447% | 35 | 42.86% |
|
| 2445 |
ACGDR
2445
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $625M | +$280M | +81% | 51.3% | 210% | 15 | 33.33% |
|
| 2446 |
JWBC
2446
J.W. Burns & Co
Dewitt,
New York
| $624M | +$36.3M | +6% | 8.18% | 78.5% | 177 | 2.82% |
|
| 2447 |
AC
2447
Avestar Capital
New York
| $624M | +$63.5M | +11% | 8.58% | 83.6% | 371 | 25.07% |
|
| 2448 |
AC
2448
AlphaCore Capital
La Jolla,
California
| $624M | +$246M | +65% | 3.23% | 68.3% | 356 | 33.71% |
|
| 2449 |
DC
2449
Dendur Capital
New York
| $624M | +$45.1M | +8% | 18.1% | 81.3% | 14 | 21.43% |
|
| 2450 |
GC
2450
Gilbert & Cook
West Des Moines,
Iowa
| $624M | +$44.2M | +8% | 6.13% | 63.2% | 239 | 21.76% |
|