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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 551 |
BG
551
Bellevue Group
Kuesnacht,
Switzerland
| $6.54B | +$331M | +5% | 17.6% | 140% | 179 | 24.02% |
|
| 552 |
PVI
552
Partners Value Investments
Hamilton,
Bermuda
| $6.51B | +$1.19B | +22% | 26.2% | – | 11 | 9.09% |
|
| 553 |
CM
553
Churchill Management
Los Angeles,
California
| $6.5B | +$589M | +10% | 12.6% | 84.4% | 182 | 35.16% |
|
| 554 |
DLA
554
Douglas Lane & Associates
New York
| $6.49B | +$532M | +9% | 12.7% | 71.9% | 253 | 7.91% |
|
| 555 |
TCA
555
Tortoise Capital Advisors
Overland Park,
Kansas
| $6.48B | -$84.3M | -1% | 4.45% | 98.1% | 100 | 8% |
|
| 556 |
AI
556
Atria Investments
Charlotte,
North Carolina
| $6.46B | +$847M | +15% | 10.5% | 62.1% | 953 | 18.68% |
|
| 557 |
SC
557
Saturna Capital
Bellingham,
Washington
| $6.42B | +$762M | +13% | 13.8% | 92.6% | 187 | 15.51% |
|
| 558 |
CII
558
Capital International Inc
Los Angeles,
California
| $6.41B | +$1.19B | +23% | 13.6% | 109% | 344 | 11.05% |
|
| 559 |
RCM
559
RA Capital Management
Boston,
Massachusetts
| $6.4B | +$1.32B | +26% | 42% | 589% | 71 | 19.72% |
|
| 560 |
RI
560
RTW Investments
New York
| $6.4B | +$1.66B | +35% | 32% | 384% | 81 | 38.27% |
|
| 561 |
MG
561
Mather Group
Chicago,
Illinois
| $6.37B | +$739M | +13% | 9.44% | 41% | 581 | 13.43% |
|
| 562 |
CFB
562
Cullen/Frost Bankers
San Antonio,
Texas
| $6.36B | +$613M | +11% | 11.4% | 76.2% | 1,221 | 22.93% |
|
| 563 |
DS
563
DRW Securities
Chicago,
Illinois
| $6.35B | +$1.44B | +29% | 10.8% | 87.9% | 482 | 66.39% |
|
| 564 |
MIP
564
Mondrian Investment Partners
London,
United Kingdom
| $6.33B | +$1.47B | +30% | 9.83% | – | 103 | 16.5% |
|
| 565 |
AAMU
565
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $6.28B | – | – | 14.1% | – | 144 | – |
|
| 566 |
RCG
566
Ruane, Cunniff & Goldfarb
New York
| $6.26B | +$233M | +4% | 11.2% | 70.1% | 37 | 13.51% |
|
| 567 |
BTI
567
Blue Trust Inc
Alpharetta,
Georgia
| $6.24B | -$317M | -5% | 8.73% | 48.7% | 2,762 | 30.05% |
|
| 568 |
O
568
Ossiam
Paris,
France
| $6.21B | +$550M | +10% | 16.1% | 105% | 681 | 5.87% |
|
| 569 |
TGA
569
TPG GP A
Fort Worth,
Texas
| $6.2B | +$403M | +7% | 12.1% | 76.3% | 37 | 5.41% |
|
| 570 |
TC
570
TwinBeech Capital
Purchase,
New York
| $6.19B | +$984M | +19% | 10.7% | 0.53% | 961 | 73.36% |
|
| 571 |
TSW
571
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.18B | +$158M | +3% | 8.58% | 28.8% | 566 | 9.19% |
|
| 572 |
WT
572
Whittier Trust
South Pasadena,
California
| $6.17B | +$541M | +10% | 12.7% | 93% | 1,727 | 15.98% |
|
| 573 |
BCWM
573
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $6.16B | +$590M | +11% | 10.4% | 62.3% | 1,314 | 12.86% |
|
| 574 |
BC
574
Bartlett & Co
Cincinnati,
Ohio
| $6.16B | +$590M | +11% | 10.4% | 30.8% | 1,314 | 12.86% |
|
| 575 |
LAM
575
Lyrical Asset Management
New York
| $6.13B | +$840M | +16% | 15.7% | 86.5% | 44 | 15.91% |
|