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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3301 |
GWM
3301
Graybill Wealth Management
Elmhurst,
Illinois
| $122M | -$13.1M | -10% | 7.95% | – | 55 | 12.73% |
|
| 3302 |
ACI
3302
AB CarVal Investors
Minneapolis,
Minnesota
| $122M | -$43.4M | -26% | 8.59% | 24% | 8 | 50% |
|
| 3303 |
PHIMC
3303
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $122M | -$19.3M | -14% | 8.18% | 95.1% | 84 | 9.52% |
|
| 3304 |
BLAM
3304
Bourne Lent Asset Management
Pawling,
New York
| $122M | -$5.34M | -4% | 3.19% | 75.7% | 51 | 3.92% |
|
| 3305 |
FDS
3305
First Dallas Securities
Dallas,
Texas
| $122M | -$17M | -12% | 6.02% | 134% | 117 | 16.24% |
|
| 3306 |
FA
3306
FCG Advisors
Chatham,
New Jersey
| $121M | -$6.13M | -5% | 6.44% | 19.7% | 85 | 12.94% |
|
| 3307 |
ACJ
3307
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $121M | +$94.1M | +353% | 19% | 33.4% | 3 | 66.67% |
|
| 3308 |
LD
3308
Lipe & Dalton
Syracuse,
New York
| $121M | -$18.8M | -13% | 10.2% | 89.6% | 69 | 13.04% |
|
| 3309 |
GPSPJS
3309
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $121M | -$5.66M | -4% | 12.5% | 112% | 14 | 0% |
|
| 3310 |
LC
3310
Lincoln Capital
Lincoln,
Nebraska
| $121M | +$2.05M | +2% | 4.82% | 63.8% | 62 | 17.74% |
|
| 3311 |
NL
3311
NWAM LLC
Mercer Island,
Washington
| $121M | -$119M | -50% | 6.89% | 112% | 253 | 44.66% |
|
| 3312 |
SFS
3312
Summit Financial Strategies
Columbus,
Ohio
| $120M | -$7.76M | -6% | 7.52% | 57.8% | 49 | 20.41% |
|
| 3313 |
CFN
3313
Cordasco Financial Network
Naples,
Florida
| $120M | -$6.92M | -5% | 5.35% | 31.1% | 306 | 7.84% |
|
| 3314 |
PAM
3314
Peninsula Asset Management
Bradenton,
Florida
| $120M | -$1.39M | -1% | 5.25% | 41.8% | 48 | 0% |
|
| 3315 |
AIC
3315
Ayalon Insurance Company
Ramat Gan,
Israel
| $120M | -$18.9M | -14% | 9.67% | 89.3% | 162 | 18.52% |
|
| 3316 |
ACM
3316
Aquamarine Capital Management
New York
| $120M | -$23.5M | -16% | 10.7% | 23% | 13 | 0% |
|
| 3317 |
TCB
3317
Texas Capital Bancshares
Dallas,
Texas
| $119M | -$29.2M | -20% | 8.58% | 175% | 125 | 21.6% |
|
| 3318 |
MCTP
3318
MPAM Credit Trading Partners
Cleveland,
Ohio
| $119M | -$37.7M | -24% | 8.05% | – | 34 | 67.65% |
|
| 3319 |
P
3319
PhaseCapital
New York
| $119M | -$66.3M | -36% | 1.84% | 25.1% | 14 | 35.71% |
|
| 3320 |
SC
3320
Spindletop Capital
Chappaqua,
New York
| $119M | -$4.67M | -4% | 9.29% | 18.5% | 13 | 7.69% |
|
| 3321 |
DSN
3321
D. Scott Neal
Lexington,
Kentucky
| $119M | -$26.5M | -18% | 4.69% | 105% | 38 | 15.79% |
|
| 3322 |
HCA
3322
Horan Capital Advisors
Cincinnati,
Ohio
| $119M | +$169K | +0.1% | 8.92% | 26.6% | 60 | 23.33% |
|
| 3323 |
BT
3323
Brandywine Trust
Hockessin,
Delaware
| $119M | -$26.3M | -18% | 2.78% | 11.9% | 21 | 9.52% |
|
| 3324 |
NFM
3324
North Forty Management
Seattle,
Washington
| $118M | -$12.7M | -10% | 9.78% | 9.62% | 5 | 0% |
|
| 3325 |
TWS
3325
Thomas W. Smith
| $118M | -$29.4M | -20% | 17% | – | 14 | 0% |
|