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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4501 |
NAM
4501
Needelman Asset Management
Ladera Ranch,
California
| $46.4M | +$6.38M | +16% | 2.37% | 30.5% | 37 | 10.81% |
|
| 4502 |
RAM
4502
Roumell Asset Management
Chevy Chase,
Maryland
| $45.4M | -$1.25M | -3% | 7.99% | 46.9% | 23 | 43.48% |
|
| 4503 |
CC
4503
Caspian Capital
New York
| $44.8M | -$18.7M | -29% | 4.46% | – | 8 | 37.5% |
|
| 4504 |
KC
4504
Kadensa Capital
Central,
Hong Kong
| $44.3M | -$5.89M | -12% | 5.79% | 125% | 16 | 75% |
|
| 4505 |
FF
4505
Francis Financial
| $43.5M | -$2.82M | -6% | 4.31% | 48% | 21 | 4.76% |
|
| 4506 |
EMC
4506
EIG Management Company
Washington D.c.,
District of Columbia
| $43.2M | -$1.59M | -4% | 3.55% | – | 1 | 0% |
|
| 4507 |
DAL
4507
David A. Lorber
| $43M | +$4.76M | +12% | 0.06% | 44.6% | 51 | 43.14% |
|
| 4508 |
TCB
4508
Texas Capital Bancshares
Dallas,
Texas
| $42.4M | -$2.31M | -5% | 2.48% | 175% | 49 | 6.12% |
|
| 4509 |
FIMS
4509
FBL Investment Management Services
West Des Moines,
Iowa
| $42.1M | -$244K | -0.6% | 1.8% | 16.6% | 23 | 0% |
|
| 4510 |
OBP
4510
Old Bellows Partners
New York
| $41.9M | -$48.6M | -54% | 50.2% | – | 6 | 50% |
|
| 4511 |
TCM
4511
Tanaka Capital Management
New York
| $41.8M | -$1.97M | -4% | 2.39% | – | 51 | 3.92% |
|
| 4512 |
ZAM
4512
Zeal Asset Management
Central,
Hong Kong
| $41.3M | -$28.9M | -41% | 4.75% | 26.9% | 3 | 66.67% |
|
| 4513 |
AIFS
4513
A&I Financial Services
Lone Tree,
Colorado
| $40.6M | -$10.1M | -20% | 0.96% | – | 28 | 42.86% |
|
| 4514 |
FC
4514
Flaherty & Crumrine
Pasadena,
California
| $39.7M | +$3.72M | +10% | 6.27% | 0.12% | 6 | 16.67% |
|
| 4515 |
QC
4515
QCM Cayman
Houston,
Texas
| $38.6M | +$14.5M | +60% | 1.32% | 74% | 217 | 88.02% |
|
| 4516 |
NCM
4516
New Capital Management
Houston,
Texas
| $38.5M | -$43.6M | -53% | 1.11% | 49.4% | 168 | 15.48% |
|
| 4517 |
TDC
4517
Thompson Davis & Co
Richmond,
Virginia
| $37.9M | -$4.3M | -10% | 4.85% | 200% | 807 | 36.06% |
|
| 4518 |
UL
4518
Ulys LLC
New York
| $37M | -$5.66M | -13% | 13.3% | 31.5% | 1 | 0% |
|
| 4519 |
CVGPI
4519
Commonwealth Venture (GP) Partners IV
Woburn,
Massachusetts
| $36.6M | -$26.9M | -42% | 6.16% | – | 1 | 0% |
|
| 4520 |
LA
4520
Lexington Advisors
New York
| $35.3M | -$34.3M | -49% | 14.8% | 27% | 3 | 33.33% |
|
| 4521 |
BCP
4521
Berylson Capital Partners
Boston,
Massachusetts
| $35.3M | -$29.7M | -46% | 3.45% | 57.7% | 35 | 80% |
|
| 4522 |
KL
4522
Kokino LLC
Stamford,
Connecticut
| $33.5M | -$36.3M | -52% | 27.6% | – | 8 | 12.5% |
|
| 4523 |
GHP
4523
Great Hill Partners
Boston,
Massachusetts
| $33.5M | +$581K | +2% | 1.77% | 14.7% | 1 | 0% |
|
| 4524 |
NBG
4524
Nancy B. Gardiner
| $33.4M | -$2.42M | -7% | 0.93% | 51.2% | 47 | 6.38% |
|
| 4525 |
HWM
4525
Highwater Wealth Management
Glendale,
Colorado
| $33M | -$13.7M | -29% | 3.35% | 103% | 44 | 72.73% |
|