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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.91%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2476 |
HL
2476
HeadInvest LLC
Portland,
Maine
| $250M | +$3M | +1% | 2.41% | 59.1% | 106 | 5.66% |
|
| 2477 |
FC
2477
FIC Capital
New York
| $250M | -$6.65M | -3% | 0.92% | 49.7% | 146 | 11.64% |
|
| 2478 |
BC
2478
Barnett & Company
Chattanooga,
Tennessee
| $250M | +$11.8M | +5% | 2.88% | 65.9% | 204 | 12.75% |
|
| 2479 |
AHS
2479
Aspiriant Holdings S3
Los Angeles,
California
| $249M | -$2.02M | -0.8% | 0.21% | – | 113 | 4.42% |
|
| 2480 |
SIPS
2480
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $249M | -$8.59M | -3% | 0.6% | – | 45 | 8.89% |
|
| 2481 |
HCM
2481
Hawkeye Capital Management
Miami Beach,
Florida
| $249M | -$163M | -40% | 1.3% | – | 14 | 50% |
|
| 2482 |
NCM
2482
Narwhal Capital Management
Marietta,
Georgia
| $249M | -$12.4M | -5% | 0.62% | 93.8% | 146 | 13.01% |
|
| 2483 |
SAM
2483
Southpaw Asset Management
Stamford,
Connecticut
| $249M | +$89.6M | +56% | 0% | 0.05% | 11 | 0% |
|
| 2484 |
MMCM
2484
Marque Millennium Capital Management
New York
| $249M | -$2.75M | -1% | 0.39% | – | 79 | 0% |
|
| 2485 |
NEPWA
2485
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $248M | +$4.47M | +2% | 1.83% | 51.3% | 113 | 17.7% |
|
| 2486 |
KFS
2486
Kurt F. Somerville
| $248M | -$8.69M | -3% | 0.59% | 92.9% | 107 | 8.41% |
|
| 2487 |
CAM
2487
Columbia Asset Management
Ann Arbor,
Michigan
| $248M | +$924K | +0.4% | 0.77% | 84.4% | 190 | 9.47% |
|
| 2488 |
GCM
2488
Grisanti Capital Management
New York
| $248M | +$10.5M | +4% | 0.85% | 17.9% | 68 | 20.59% |
|
| 2489 |
CG
2489
Clinton Group
New York
| $247M | +$45.9M | +23% | 2.04% | 10.2% | 546 | 77.11% |
|
| 2490 |
LHC
2490
Levy Harkins & Co
New York
| $247M | -$38.1M | -13% | 0.59% | 62.9% | 20 | 0% |
|
| 2491 |
UMA
2491
USA Mutuals Advisors
Dallas,
Texas
| $247M | -$13.7M | -5% | 2.08% | 14.1% | 57 | 19.3% |
|
| 2492 |
CWP
2492
Capital Wealth Planning
Naples,
Florida
| $247M | -$23.9M | -9% | 0.08% | 73.9% | 173 | 28.32% |
|
| 2493 |
AAM
2493
AR Asset Management
West Hollywood,
California
| $246M | -$2.8M | -1% | 0.16% | 64.9% | 108 | 1.85% |
|
| 2494 |
SNT
2494
Security National Trust
Wheeling,
West Virginia
| $246M | -$10.5M | -4% | 0.67% | 58.3% | 563 | 13.32% |
|
| 2495 |
BAM
2495
Broadmark Asset Management
San Francisco,
California
| $246M | +$32.3M | +15% | 1.52% | 39.6% | 3 | 66.67% |
|
| 2496 |
TA
2496
TA Associates
Boston,
Massachusetts
| $246M | -$43.7M | -15% | 14.9% | – | 2 | 0% |
|
| 2497 |
VE
2497
Vega Energy
New York
| $245M | -$61.7M | -20% | 8.22% | 12.1% | 13 | 15.38% |
|
| 2498 |
EAM
2498
Evanson Asset Management
Carmel,
California
| $245M | -$13M | -5% | 1.11% | 66.6% | 201 | 12.44% |
|
| 2499 |
HBT
2499
Hills Bank & Trust
North Liberty,
Iowa
| $245M | +$5.34M | +2% | 0.29% | 52.8% | 83 | 4.82% |
|
| 2500 |
SIRP
2500
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $245M | -$2M | -0.8% | 0.23% | 60.5% | 45 | 6.67% |
|