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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
GIA
2501
Gargoyle Investment Advisor
Englewood,
New Jersey
| $246M | +$1.8M | +0.7% | 5.96% | 34.5% | 197 | 36.55% |
|
| 2502 |
HA
2502
Harfst & Associates
Sheridan,
Wyoming
| $246M | +$17.5M | +8% | 9.55% | 70.3% | 312 | 14.1% |
|
| 2503 |
LPPI
2503
LS Power Partners II
New York
| $245M | -$2.21M | -0.9% | 0.89% | 27.3% | 1 | 0% |
|
| 2504 |
HS
2504
Huntington Steele
Oaks,
Pennsylvania
| $245M | +$20.1M | +9% | 13.4% | 69.8% | 58 | 1.72% |
|
| 2505 |
NL
2505
NWAM LLC
Mercer Island,
Washington
| $245M | +$125M | +103% | 4.8% | 112% | 269 | 50.19% |
|
| 2506 |
SGK
2506
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $245M | +$19.3M | +9% | 7.4% | 59.5% | 62 | 11.29% |
|
| 2507 |
EC
2507
Estate Counselors
Thiensville,
Wisconsin
| $245M | -$3.26M | -1% | 2.39% | 52.1% | 72 | 22.22% |
|
| 2508 |
GAM
2508
Guinness Asset Management
London,
United Kingdom
| $244M | +$29.7M | +14% | 5.94% | 57.8% | 86 | 12.79% |
|
| 2509 |
FG
2509
FSI Group
Cincinnati,
Ohio
| $244M | +$18M | +8% | 4.89% | 17.7% | 64 | 32.81% |
|
| 2510 |
RR
2510
Robotti Robert
| $244M | +$94M | +63% | 3.03% | 149% | 54 | 16.67% |
|
| 2511 |
GTC
2511
Ghost Tree Capital
New York
| $244M | +$22M | +10% | 29.1% | 265% | 93 | 69.89% |
|
| 2512 |
FC
2512
Forte Capital
Rochester,
New York
| $244M | +$25.3M | +12% | 5.17% | 98.3% | 156 | 8.33% |
|
| 2513 |
RCP
2513
RPM Capital Partners
New York
| $244M | +$6.34M | +3% | 5.5% | – | 1 | 0% |
|
| 2514 |
CCT
2514
Capital City Trust
Tallahassee,
Florida
| $243M | +$6M | +3% | 4.73% | 78% | 107 | 11.21% |
|
| 2515 |
IIM
2515
Ironwood Investment Management
Boston,
Massachusetts
| $242M | -$29.9M | -11% | 5.44% | 149% | 166 | 9.64% |
|
| 2516 |
IC
2516
Immersion Capital
London,
United Kingdom
| $242M | – | – | 23.5% | 63.4% | 5 | – |
|
| 2517 |
SEM
2517
Suncoast Equity Management
Tampa,
Florida
| $242M | +$25.2M | +12% | 6.14% | 72.9% | 22 | 18.18% |
|
| 2518 |
DAS
2518
Dynamic Advisor Solutions
Phoenix,
Arizona
| $242M | +$43.6M | +22% | 4.2% | 64% | 220 | 26.36% |
|
| 2519 |
NVPX
2519
Norwest Venture Partners X
Palo Alto,
California
| $242M | -$165M | -40% | 10.4% | 11.3% | 2 | 0% |
|
| 2520 |
PTA
2520
Pear Tree Advisors
Lincoln,
Massachusetts
| $241M | +$95.1M | +65% | 1.5% | 45.8% | 110 | 60.91% |
|
| 2521 |
DWM
2521
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $241M | -$30.2M | -11% | 2.26% | 18.3% | 117 | 13.68% |
|
| 2522 |
BCF
2522
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $241M | – | – | 2.57% | 7.85% | 13 | – |
|
| 2523 |
LI
2523
Lafayette Investments
Ashton,
Maryland
| $240M | +$11.2M | +5% | 3.85% | 63.2% | 71 | 5.63% |
|
| 2524 |
OC
2524
Oakworth Capital
Birmingham,
Alabama
| $240M | +$50.4M | +27% | 4.75% | 64.3% | 598 | 18.06% |
|
| 2525 |
MAC
2525
Monarch Alternative Capital
New York
| $240M | -$43.9M | -15% | 15.1% | 341% | 8 | 25% |
|