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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2726 |
SBWM
2726
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $313M | +$2.76M | +0.9% | 2.27% | 33.7% | 135 | 5.93% |
|
| 2727 |
JPMIA
2727
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $312M | – | – | 0.26% | 141% | 78 | – |
|
| 2728 |
UF
2728
Univest Financial
Souderton,
Pennsylvania
| $312M | -$4.12M | -1% | 0.85% | 60.6% | 111 | 4.5% |
|
| 2729 |
NIM
2729
Needham Investment Management
New York
| $312M | +$8.41M | +3% | 4.59% | 267% | 91 | 14.29% |
|
| 2730 |
DOA
2730
D'Orazio & Associates
Falls Church,
Virginia
| $311M | -$35.2M | -10% | 0.44% | 61.2% | 389 | 23.65% |
|
| 2731 |
AAMA
2731
Advanced Asset Management Advisors
Dublin,
Ohio
| $311M | +$22.6M | +8% | 1.95% | 82.5% | 98 | 15.31% |
|
| 2732 |
BCP
2732
BDT Capital Partners
Chicago,
Illinois
| $311M | +$11M | +4% | 3.69% | 49.7% | 1 | 0% |
|
| 2733 |
CCB
2733
Cutter & Co Brokerage
Ballwin,
Missouri
| $311M | -$5.99M | -2% | 0.49% | 40.4% | 320 | 12.81% |
|
| 2734 |
ZAM
2734
Zevin Asset Management
Boston,
Massachusetts
| $310M | -$327K | -0.1% | 3.02% | 57.5% | 95 | 8.42% |
|
| 2735 |
SCM
2735
Sio Capital Management
New York
| $310M | -$104M | -25% | 7.37% | 577% | 95 | 61.05% |
|
| 2736 |
EFS
2736
Essex Financial Services
Essex,
Connecticut
| $310M | -$28.5M | -8% | 1.74% | 73.2% | 267 | 14.61% |
|
| 2737 |
GBT
2737
Grove Bank & Trust
Miami,
Florida
| $310M | +$36.5M | +13% | 1.31% | 71.8% | 183 | 14.21% |
|
| 2738 |
WIM
2738
Woodford Investment Management
London,
United Kingdom
| $310M | -$281M | -48% | 6.94% | 27.1% | 5 | 40% |
|
| 2739 |
IP
2739
Isomer Partners
New York
| $310M | -$17.3M | -5% | 2.79% | 57.2% | 18 | 50% |
|
| 2740 |
FCMI
2740
Foresite Capital Management IV
Larkspur,
California
| $309M | -$44.4M | -13% | 12% | 149% | 24 | 29.17% |
|
| 2741 |
NCM
2741
Noesis Capital Mangement
Boca Raton,
Florida
| $309M | +$15.8M | +5% | 1.94% | 86.8% | 102 | 14.71% |
|
| 2742 |
PFBT
2742
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $309M | +$315K | +0.1% | 0.26% | 63.3% | 1,739 | 15.07% |
|
| 2743 |
IEFM
2743
IQ EQ Fund Management
Dublin 2,
Ireland
| $309M | -$803K | -0.3% | 2.85% | 68.8% | 162 | 8.64% |
|
| 2744 |
M
2744
MRCap
Roslyn,
New York
| $309M | -$206M | -40% | 17.3% | – | 18 | 55.56% |
|
| 2745 |
MC
2745
MSD Capital
New York
| $308M | -$8.71M | -3% | 1.44% | 19.8% | 4 | 0% |
|
| 2746 |
CC
2746
Cannell Capital
Alta,
Wyoming
| $308M | -$44.6M | -13% | 0.91% | 130% | 54 | 24.07% |
|
| 2747 |
PA
2747
Probity Advisors
Dallas,
Texas
| $308M | +$6.91M | +2% | 0.87% | 41.2% | 174 | 4.02% |
|
| 2748 |
CG
2748
Compass Group
New York
| $308M | +$73.4M | +31% | 0.31% | 64.6% | 20 | 35% |
|
| 2749 |
DDSF
2749
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $308M | +$6.29M | +2% | 2.1% | 1.41% | 3 | 0% |
|
| 2750 |
GPC
2750
Guardian Point Capital
Charlottesville,
Virginia
| $307M | -$12.8M | -4% | 1.25% | 128% | 16 | 18.75% |
|