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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2476 |
FWM
2476
Focused Wealth Management
Newburgh,
New York
| $423M | +$61.5M | +17% | 7.59% | 57.9% | 811 | 15.54% |
|
| 2477 |
PHK
2477
Point72 Hong Kong
Hong Kong
| $423M | +$76.6M | +22% | 16.6% | 396% | 1,604 | 67.96% |
|
| 2478 |
GLI
2478
Guardian Life Insurance
New York
| $423M | -$246M | -37% | 8.24% | – | 537 | 6.33% |
|
| 2479 |
MDSL
2479
M.D. Sass LLC
New York
| $423M | -$1.06M | -0.2% | 10.6% | 54.6% | 56 | 19.64% |
|
| 2480 |
HA
2480
H2O AM
London,
United Kingdom
| $422M | -$162M | -28% | 5.81% | – | 112 | 28.57% |
|
| 2481 |
SWPG
2481
Strategic Wealth Partners Group
Deerfield,
Illinois
| $422M | +$58.2M | +16% | 6.9% | – | 55 | 47.27% |
|
| 2482 |
CHC
2482
City Holding Co
Charleston,
West Virginia
| $422M | +$34.9M | +9% | 6.93% | 81.3% | 513 | 4.87% |
|
| 2483 |
SAA
2483
Southeast Asset Advisors
Thomasville,
Georgia
| $421M | +$29.1M | +7% | 8.94% | 84.3% | 117 | 11.97% |
|
| 2484 |
HCM
2484
Himalaya Capital Management
Seattle,
Washington
| $420M | – | – | 25.5% | 114% | 1 | – |
|
| 2485 |
CFMC
2485
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $420M | +$30.7M | +8% | 5.96% | 63.3% | 180 | 6.11% |
|
| 2486 |
OFM
2486
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $420M | +$52.8M | +14% | 9.16% | 8.26% | 10 | 30% |
|
| 2487 |
SCM
2487
Sio Capital Management
New York
| $420M | +$109M | +35% | 19.2% | 577% | 96 | 64.58% |
|
| 2488 |
BBCM
2488
Broad Bay Capital Management
New York
| $420M | +$45.3M | +12% | 4.6% | 242% | 17 | 11.76% |
|
| 2489 |
TIA
2489
Traphagen Investment Advisors
Oradell,
New Jersey
| $419M | +$35.4M | +9% | 5.71% | 56.3% | 123 | 9.76% |
|
| 2490 |
QCM
2490
Quest Capital Management
Dallas,
Texas
| $419M | +$12.9M | +3% | 6.51% | 87.7% | 223 | 9.42% |
|
| 2491 |
BAS
2491
Brown Advisory Securities
Baltimore,
Maryland
| $418M | +$62.5M | +18% | 10.8% | 51.2% | 253 | 13.83% |
|
| 2492 |
HPWM
2492
Highland Private Wealth Management
Bellevue,
Washington
| $417M | +$58.6M | +16% | 7.54% | 19% | 137 | 15.33% |
|
| 2493 |
HH
2493
HSG Holding
Na,
Hong Kong
| $417M | +$76.8M | +23% | 19.5% | 10.6% | 12 | 25% |
|
| 2494 |
HCA
2494
Heck Capital Advisors
Rhinelander,
Wisconsin
| $417M | +$91.4M | +28% | 6.06% | 59.4% | 104 | 6.73% |
|
| 2495 |
BRC
2495
Bishop Rock Capital
New York
| $416M | +$28.3M | +7% | 7.44% | 35.4% | 22 | 0% |
|
| 2496 |
PAM
2496
Pinpoint Asset Management
Hong Kong
| $416M | – | – | 23.3% | 185% | 23 | – |
|
| 2497 |
TFM
2497
TPI Fund Managers
London,
United Kingdom
| $416M | +$64.2M | +18% | 10.7% | 49.6% | 37 | 5.41% |
|
| 2498 |
LIA
2498
LSP Investment Advisors
New York
| $415M | +$23.4M | +6% | 9.23% | 104% | 13 | 30.77% |
|
| 2499 |
IA
2499
Independence Advisors
Wayne,
Pennsylvania
| $414M | +$3.43M | +0.8% | 6.77% | 24.4% | 168 | 41.07% |
|
| 2500 |
ML
2500
McAdam LLC
Philadelphia,
Pennsylvania
| $414M | +$47M | +13% | 6.32% | 46.3% | 91 | 15.38% |
|