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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 626 |
CWM
626
Congress Wealth Management
Boston,
Massachusetts
| $5.45B | +$605M | +13% | 11.1% | 69.1% | 678 | 22.27% |
|
| 627 |
OC
627
Oppenheimer & Co
New York
| $5.44B | +$597M | +12% | 11.5% | 92.5% | 1,482 | 13.9% |
|
| 628 |
JWBC
628
John W. Bristol & Co
New York
| $5.44B | +$375M | +7% | 13.1% | 77.3% | 73 | 6.85% |
|
| 629 |
DM
629
Deerfield Management
New York
| $5.42B | +$877M | +19% | 33.6% | 274% | 236 | 71.19% |
|
| 630 |
CCP
630
Clarkston Capital Partners
Rochester,
Michigan
| $5.39B | +$303M | +6% | 10.6% | 10.2% | 178 | 20.22% |
|
| 631 |
GAM
631
Gotham Asset Management
New York
| $5.39B | +$549M | +11% | 12.5% | 81.7% | 1,470 | 20.54% |
|
| 632 |
CLOS
632
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $5.38B | +$1.06B | +24% | 14.1% | 93.3% | 650 | 24.31% |
|
| 633 |
SWP
633
Stratos Wealth Partners
Beachwood,
Ohio
| $5.36B | +$717M | +15% | 10.8% | 66% | 1,442 | 16.09% |
|
| 634 |
IC
634
Iconiq Capital
San Francisco,
California
| $5.36B | +$273M | +5% | 14.9% | 2.92% | 66 | 15.15% |
|
| 635 |
VA
635
Valmark Advisers
Akron,
Ohio
| $5.34B | +$523M | +11% | 8.39% | 34.7% | 515 | 12.82% |
|
| 636 |
PCM
636
Penserra Capital Management
Orinda,
California
| $5.32B | +$477M | +10% | 11.1% | 116% | 1,398 | 21.1% |
|
| 637 |
FFM
637
Forum Financial Management
Lombard,
Illinois
| $5.31B | +$784M | +17% | 11% | 53.1% | 731 | 18.47% |
|
| 638 |
GCM
638
Geneva Capital Management
Milwaukee,
Wisconsin
| $5.3B | +$550M | +12% | 13.5% | 44.9% | 128 | 3.13% |
|
| 639 |
BI
639
BlueSpruce Investments
Chicago,
Illinois
| $5.24B | -$253M | -5% | 12.5% | 47.7% | 12 | 25% |
|
| 640 |
SBH
640
Segall Bryant & Hamill
Chicago,
Illinois
| $5.19B | -$3.45B | -40% | 12.9% | 85.1% | 521 | 45.68% |
|
| 641 |
LT
641
Lindsell Train
London,
United Kingdom
| $5.16B | +$173M | +3% | 10% | 39.9% | 31 | 6.45% |
|
| 642 |
BFS
642
Bradley Foster & Sargent
Hartford,
Connecticut
| $5.15B | +$391M | +8% | 10.8% | 77.2% | 452 | 10.84% |
|
| 643 |
BCM
643
Brookstone Capital Management
Wheaton,
Illinois
| $5.14B | +$588M | +13% | 9.2% | 64.2% | 931 | 18.8% |
|
| 644 |
KCM
644
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $5.14B | +$296M | +6% | 10.1% | 65.8% | 499 | 10.42% |
|
| 645 |
EPFB
645
Employees Provident Fund Board
Shah Alam,
Malaysia
| $5.12B | +$702M | +16% | 17.2% | 81.7% | 82 | 12.2% |
|
| 646 |
BF
646
BOK Financial
Tulsa,
Oklahoma
| $5.11B | +$570M | +13% | 9.86% | 74.1% | 1,324 | 15.79% |
|
| 647 |
CF
647
Canoe Financial
Calgary,
Alberta, Canada
| $5.1B | +$1.52B | +42% | 7.72% | 76.5% | 154 | 57.14% |
|
| 648 |
MGIA
648
Moneta Group Investment Advisors
St Louis,
Missouri
| $5.06B | +$657M | +15% | 10.3% | 50.1% | 587 | 13.97% |
|
| 649 |
WCA
649
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $5.03B | -$1.97B | -28% | 10.9% | 178% | 213 | 55.4% |
|
| 650 |
SC
650
Samlyn Capital
New York
| $5.02B | -$1.09B | -18% | 17.1% | 115% | 122 | 57.38% |
|