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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3126 |
TPA
3126
Trivium Point Advisory
Westport,
Connecticut
| $283M | +$30.4M | +12% | 7.86% | 86.7% | 175 | 17.14% |
|
| 3127 |
KFBMI
3127
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $283M | +$45.6M | +19% | 10.8% | 81.2% | 86 | 15.12% |
|
| 3128 |
SWK
3128
Stephen W. Kidder
| $282M | +$19.7M | +8% | 8.48% | 62.5% | 70 | 5.71% |
|
| 3129 |
GI
3129
Glovista Investments
Jersey City,
New Jersey
| $282M | +$24.6M | +10% | 8.36% | 2.48% | 103 | 32.04% |
|
| 3130 |
ACM
3130
Alight Capital Management
New York
| $282M | +$78.4M | +39% | 23.8% | 311% | 57 | 50.88% |
|
| 3131 |
WCMN
3131
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $282M | +$16.6M | +6% | 5.96% | 107% | 45 | 6.67% |
|
| 3132 |
HIM
3132
HawsGoodwin Investment Management
Franklin,
Tennessee
| $281M | +$26.5M | +10% | 7.42% | – | 95 | 10.53% |
|
| 3133 |
CA
3133
CHI Advisors
New York
| $281M | +$24.9M | +10% | 1.53% | 88.2% | 23 | 21.74% |
|
| 3134 |
IRM
3134
Income Research & Management
Boston,
Massachusetts
| $281M | +$215K | +0.1% | 0.13% | 0.7% | 22 | 4.55% |
|
| 3135 |
WIS
3135
Wright Investors Service
Shelton,
Connecticut
| $281M | +$20.5M | +8% | 8.17% | 107% | 166 | 26.51% |
|
| 3136 |
MJP
3136
Michael J. Puzo
| $281M | +$13.7M | +5% | 7.25% | 60.3% | 77 | 6.49% |
|
| 3137 |
OCM
3137
Ovata Capital Management
Hong Kong
| $281M | -$53.7M | -16% | 17.5% | 68.1% | 211 | 79.15% |
|
| 3138 |
MMG
3138
Monetary Management Group
St Louis,
Missouri
| $281M | +$16.1M | +6% | 11.9% | 99.8% | 304 | 10.53% |
|
| 3139 |
RGC
3139
Roberts, Glore & Co
Deerfield,
Illinois
| $281M | +$25M | +10% | 8.6% | 59.4% | 184 | 11.96% |
|
| 3140 |
ODIJL
3140
One Day In July LLC
Burlington,
Vermont
| $280M | +$29.4M | +12% | 4% | 33.3% | 52 | 17.31% |
|
| 3141 |
CCM
3141
Corsair Capital Management
New York
| $280M | +$35.9M | +15% | 13.1% | 368% | 60 | 35% |
|
| 3142 |
FMP
3142
Financial Management Professionals
Austin,
Texas
| $280M | -$9.56M | -3% | 8.51% | 62.1% | 676 | 12.43% |
|
| 3143 |
PTB
3143
Pioneer Trust Bank
Salem,
Oregon
| $280M | +$20.3M | +8% | 9.95% | 61.4% | 67 | 2.99% |
|
| 3144 |
FSCM
3144
First Sabrepoint Capital Management
Dallas,
Texas
| $280M | +$26.5M | +10% | 7.72% | 182% | 38 | 36.84% |
|
| 3145 |
EWF
3145
Epstein & White Financial
San Diego,
California
| $280M | +$16.4M | +6% | 6.8% | 51% | 82 | 14.63% |
|
| 3146 |
BFIC
3146
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $280M | +$31.7M | +13% | 12.1% | 72.5% | 77 | 22.08% |
|
| 3147 |
BC
3147
Beaconlight Capital
New York
| $279M | -$20.2M | -7% | 30.5% | 221% | 52 | 67.31% |
|
| 3148 |
BRA
3148
Bender Robert & Associates
Pasadena,
California
| $279M | +$26.3M | +10% | 13.9% | 98.1% | 46 | 0% |
|
| 3149 |
TFF
3149
The Family Firm
Bethesda,
Maryland
| $279M | +$11.9M | +4% | 5.19% | 40.2% | 147 | 9.52% |
|
| 3150 |
MAP
3150
Madison Avenue Partners
New York
| $279M | +$25.2M | +10% | 5.71% | 241% | 19 | 26.32% |
|