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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 526 |
WF
526
Welch & Forbes
Boston,
Massachusetts
| $7.28B | +$664M | +10% | 13.3% | 71.6% | 388 | 8.25% |
|
| 527 |
MIP
527
Mondrian Investment Partners
London,
United Kingdom
| $7.28B | +$954M | +15% | 5.94% | – | 102 | 7.84% |
|
| 528 |
WPL
528
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $7.28B | +$685M | +10% | 13.6% | 104% | 13 | 0% |
|
| 529 |
AI
529
Atria Investments
Charlotte,
North Carolina
| $7.27B | +$804M | +12% | 8.73% | 62.1% | 1,011 | 16.62% |
|
| 530 |
SC
530
Saturna Capital
Bellingham,
Washington
| $7.24B | +$828M | +13% | 13.2% | 92.6% | 177 | 7.34% |
|
| 531 |
SIM
531
SRS Investment Management
New York
| $7.24B | -$1.02B | -12% | 2.89% | 135% | 27 | 37.04% |
|
| 532 |
PF
532
Phoenix Financial
Givatayim,
Israel
| $7.24B | +$1.19B | +20% | 14% | 111% | 482 | 39.63% |
|
| 533 |
SLAM
533
Swiss Life Asset Management
Zurich,
| $7.19B | -$1.13B | -14% | 12.2% | 96.2% | 636 | 17.61% |
|
| 534 |
CGI
534
Comgest Global Investors
Paris,
France
| $7.18B | +$518M | +8% | 9.64% | 60.2% | 68 | 10.29% |
|
| 535 |
LIP
535
Liontrust Investment Partners
London,
United Kingdom
| $7.17B | +$285M | +4% | 10.8% | 74.7% | 213 | 18.31% |
|
| 536 |
TIM
536
Thornburg Investment Management
Santa Fe,
New Mexico
| $7.17B | +$237M | +3% | 12.5% | 112% | 208 | 15.87% |
|
| 537 |
PCIA
537
Prime Capital Investment Advisors
Overland Park,
Kansas
| $7.16B | +$536M | +8% | 8.01% | 57.1% | 1,061 | 14.23% |
|
| 538 |
TCA
538
Tortoise Capital Advisors
Overland Park,
Kansas
| $7.16B | +$680M | +10% | 12.1% | 98.1% | 101 | 20.79% |
|
| 539 |
FPA
539
First Pacific Advisors
El Segundo,
California
| $7.13B | +$454M | +7% | 11.1% | 86.2% | 85 | 12.94% |
|
| 540 |
BTI
540
Blue Trust Inc
Alpharetta,
Georgia
| $7.1B | +$863M | +14% | 5.37% | 48.7% | 2,840 | 31.44% |
|
| 541 |
IIM
541
INTECH Investment Management
West Palm Beach,
Florida
| $7.1B | +$233M | +3% | 13.9% | 94.5% | 782 | 29.8% |
|
| 542 |
DLA
542
Douglas Lane & Associates
New York
| $7.08B | +$586M | +9% | 11.4% | 71.9% | 256 | 8.2% |
|
| 543 |
RAM
543
Readystate Asset Management
Chicago,
Illinois
| $7.07B | +$4.13B | +140% | 5.85% | 34.7% | 1,045 | 57.7% |
|
| 544 |
AC
544
AKO Capital
London,
United Kingdom
| $7.06B | +$32.4M | +0.5% | 7.81% | 42.6% | 30 | 13.33% |
|
| 545 |
EC
545
Eminence Capital
New York
| $7.06B | +$398M | +6% | 8.95% | 37.2% | 72 | 30.56% |
|
| 546 |
BHM
546
Briar Hall Management
Nashville,
Tennessee
| $7.02B | +$168M | +2% | 2.44% | 6.92% | 1 | 0% |
|
| 547 |
CS
547
Clear Street
New York
| $7B | +$2.94B | +72% | 15.5% | 120% | 1,023 | 32.36% |
|
| 548 |
IC
548
IEQ Capital
Foster City,
California
| $6.96B | +$948M | +16% | 11.4% | 200% | 1,014 | 12.72% |
|
| 549 |
CCA
549
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $6.92B | +$253M | +4% | 5.84% | 47.8% | 134 | 4.48% |
|
| 550 |
IWC
550
Integrated Wealth Concepts
Waltham,
Massachusetts
| $6.9B | +$798M | +13% | 7.9% | 54.2% | 1,719 | 11.87% |
|