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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2451 |
ATPW
2451
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $655M | +$64M | +11% | 6.58% | 77.5% | 344 | 17.15% |
|
| 2452 |
VFP
2452
Verus Financial Partners
Richmond,
Virginia
| $655M | +$23.7M | +4% | 5.26% | 41.6% | 95 | 9.47% |
|
| 2453 |
TFA
2453
Toth Financial Advisory
Leesburg,
Virginia
| $655M | +$28.2M | +4% | 6.73% | 82.5% | 762 | 19.55% |
|
| 2454 |
OQS
2454
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $654M | +$197M | +43% | 9.12% | 67.4% | 1,128 | 60.64% |
|
| 2455 |
IEFM
2455
IQ EQ Fund Management
Dublin 2,
Ireland
| $653M | +$85.3M | +15% | 6.87% | 68.8% | 253 | 7.11% |
|
| 2456 |
WI
2456
WBI Investments
Red Bank,
New Jersey
| $651M | +$14.1M | +2% | 5.64% | 74.4% | 258 | 63.57% |
|
| 2457 |
GF
2457
Gates Foundation
Seattle,
Washington
| $651M | +$39.7M | +6% | 27.6% | 58.1% | 8 | 12.5% |
|
| 2458 |
SB
2458
Sunflower Bank
Dallas,
Texas
| $651M | +$39.7M | +6% | 4.4% | 42.7% | 213 | 6.1% |
|
| 2459 |
HWA
2459
Heartwood Wealth Advisors
Richmond,
Virginia
| $650M | +$27.7M | +4% | 4.62% | 56.2% | 99 | 14.14% |
|
| 2460 |
SCM
2460
Soleus Capital Management
Greenwich,
Connecticut
| $650M | +$95.3M | +17% | 5.02% | 436% | 90 | 47.78% |
|
| 2461 |
SVP
2461
Strategic Value Partners
Greenwich,
Connecticut
| $650M | +$567M | +685% | 198% | – | 4 | 50% |
|
| 2462 |
TAMH
2462
Taikang Asset Management (HK)
Hong Kong
| $648M | +$119M | +22% | 2.82% | 120% | 86 | 19.77% |
|
| 2463 |
WM
2463
Wishbone Management
Chicago,
Illinois
| $648M | +$52.4M | +9% | 1.16% | 39.1% | 12 | 41.67% |
|
| 2464 |
EI
2464
EAM Investors
Solana Beach,
California
| $648M | -$16.7M | -3% | 42.1% | 5,228% | 487 | 71.87% |
|
| 2465 |
CWM
2465
Cahaba Wealth Management
Atlanta,
Georgia
| $647M | +$2.42M | +0.4% | 4.88% | 36.7% | 97 | 26.8% |
|
| 2466 |
TCM
2466
Twele Capital Management
Minnetonka,
Minnesota
| $645M | +$20M | +3% | 4.22% | 34.9% | 43 | 4.65% |
|
| 2467 |
STB
2467
S&T Bank
Indiana,
Pennsylvania
| $644M | +$29.8M | +5% | 6% | 94.2% | 140 | 10% |
|
| 2468 |
GECH
2468
Garnet Equity Capital Holdings
New York
| $643M | +$199M | +45% | 3.73% | 230% | 53 | 52.83% |
|
| 2469 |
ACL
2469
Azora Capital LP
Miami,
Florida
| $643M | -$154M | -19% | 6.7% | 155% | 55 | 47.27% |
|
| 2470 |
JA
2470
JLB & Associates
Plymouth,
Michigan
| $642M | +$34.1M | +6% | 6.41% | 57.7% | 73 | 2.74% |
|
| 2471 |
CIC
2471
Cutler Investment Counsel
Jacksonville,
Oregon
| $640M | +$64.2M | +11% | 5.13% | 56.2% | 90 | 2.22% |
|
| 2472 |
GIA
2472
Granite Investment Advisors
Concord,
New Hampshire
| $639M | +$41.2M | +7% | 7.26% | 55.6% | 197 | 15.74% |
|
| 2473 |
BAS
2473
Brown Advisory Securities
Baltimore,
Maryland
| $639M | +$49.9M | +8% | 9.57% | 51.2% | 262 | 6.87% |
|
| 2474 |
WP
2474
WealthShield Partners
Cary,
North Carolina
| $638M | +$81.9M | +15% | 6.53% | 53.5% | 1,251 | 45.56% |
|
| 2475 |
SB
2475
Strategic Blueprint
Atlanta,
Georgia
| $638M | +$168M | +36% | 7.06% | 76.6% | 1,453 | 80.11% |
|