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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4051 |
FC
4051
Fiduciary Counselling
Saint Paul,
Minnesota
| $24.6M | +$3.52M | +17% | 3.64% | 28.1% | 11 | 45.45% |
|
| 4052 |
DPA
4052
Devon Park Associates
| $24M | -$12.7M | -35% | 34.7% | – | 1 | 0% |
|
| 4053 |
SRA
4053
Summit Rock Advisors
New York
| $24M | -$10M | -29% | 0.75% | – | 2 | 0% |
|
| 4054 |
MGB
4054
Mass General Brigham
Somerville,
Massachusetts
| $23.9M | – | – | 0.43% | – | 1 | – |
|
| 4055 |
NBG
4055
Nancy B. Gardiner
| $23.2M | +$2.65M | +13% | 3.99% | 51.2% | 52 | 21.15% |
|
| 4056 |
KL
4056
Kokino LLC
Stamford,
Connecticut
| $23.2M | -$4.95M | -18% | 10.9% | – | 3 | 0% |
|
| 4057 |
NYLT
4057
New York Life Trust
New York
| $23.1M | -$186K | -0.8% | 2.71% | 57.2% | 287 | 36.93% |
|
| 4058 |
MIM
4058
Macroview Investment Management
Bethesda,
Maryland
| $23.1M | -$8.19M | -26% | 3.9% | 56.5% | 123 | 18.7% |
|
| 4059 |
AA
4059
Altegris Advisors
La Jolla,
California
| $22.9M | -$11.2M | -33% | 1.1% | 6.88% | 17 | 64.71% |
|
| 4060 |
SPIO
4060
Seven Post Investment Office
San Francisco,
California
| $22.8M | -$2.42M | -10% | 0.61% | 54.5% | 5 | 0% |
|
| 4061 |
EDRPMB
4061
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
| $22.5M | -$9.6M | -30% | 6.73% | – | 22 | 40.91% |
|
| 4062 |
AF
4062
Aristotle Fund
Portland,
Maine
| $22.1M | +$18.7M | +547% | 1.23% | 3.11% | 5 | 60% |
|
| 4063 |
ARF
4063
Akaloa Resource Foundation
Eden Prairie,
Minnesota
| $21.7M | +$4.12M | +23% | 2.95% | – | 3 | 0% |
|
| 4064 |
CIC
4064
Cincinnati Indemnity Company
Fairfield,
Ohio
| $21.7M | +$500K | +2% | 10.9% | 29.8% | 12 | 16.67% |
|
| 4065 |
BBNB
4065
Baker Boyer National Bank
Walla Walla,
Washington
| $21.4M | +$139K | +0.7% | 3.43% | 36.8% | 34 | 2.94% |
|
| 4066 |
SGS
4066
Sterling Global Strategies
Carlsbad,
California
| $19.6M | +$13.3M | +211% | 1.2% | 49.7% | 28 | 39.29% |
|
| 4067 |
SCM
4067
Silver Capital Management
New York
| $18.6M | -$8.83M | -32% | 1.39% | 26.5% | 55 | 63.64% |
|
| 4068 |
SA
4068
SRH Advisors
Salina,
Kansas
| $18.1M | +$1.13M | +7% | 4.48% | 51% | 253 | 3.95% |
|
| 4069 |
NVCHI
4069
New Vernon Capital Holdings II
Morristown,
New Jersey
| $17.3M | -$1.94M | -10% | 5.71% | 78.2% | 9 | 55.56% |
|
| 4070 |
LRM
4070
Lime Rock Management
Westport,
Connecticut
| $17M | -$7.78M | -31% | 24% | 40.2% | 2 | 0% |
|
| 4071 |
DAL
4071
David A. Lorber
| $16.6M | -$3.81M | -19% | 3.46% | 44.6% | 44 | 59.09% |
|
| 4072 |
SRAM
4072
Stone Ridge Asset Management
New York
| $16.5M | -$13.1M | -44% | 2.84% | – | 101 | 48.51% |
|
| 4073 |
PM
4073
Platinum Management
New York
| $16.4M | +$9.67M | +143% | 27.8% | 9.74% | 5 | 0% |
|
| 4074 |
BS
4074
Biglari Sardar
| $16.3M | +$1.18M | +8% | 8.51% | 17.6% | 2 | 0% |
|
| 4075 |
CVSC
4075
C.V. Starr & Co
New York
| $15.6M | -$455K | -3% | 9.68% | – | 10 | 10% |
|