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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 776 |
BMO
776
Beck Mack & Oliver
New York
| $5.51B | +$7.79M | +0.1% | 3.3% | 69.4% | 202 | 11.39% |
|
| 777 |
SWP
777
Sagespring Wealth Partners
Franklin,
Tennessee
| $5.5B | +$395M | +8% | 1.84% | – | 821 | 15.35% |
|
| 778 |
MWM
778
Modern Wealth Management
Lenexa,
Kansas
| $5.48B | +$430M | +9% | 2.2% | – | 900 | 17.11% |
|
| 779 |
SNT
779
SIG North Trading
Bala Cynwyd,
Pennsylvania
| $5.48B | +$366M | +7% | 5.94% | – | 290 | 13.79% |
|
| 780 |
RWM
780
Ritholtz Wealth Management
New York
| $5.48B | +$335M | +7% | 3.26% | 75.8% | 1,184 | 17.48% |
|
| 781 |
PA
781
Parallel Advisors
San Francisco,
California
| $5.47B | +$5.28M | +0.1% | 1.46% | 82.3% | 3,811 | 11.94% |
|
| 782 |
FIS
782
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $5.47B | -$951M | -15% | 3.18% | 41.8% | 28 | 25% |
|
| 783 |
BPWM
783
Badgley Phelps Wealth Managers
Seattle,
Washington
| $5.46B | +$707M | +15% | 3.56% | 71.2% | 337 | 15.13% |
|
| 784 |
JSTA
784
Japan Science & Technology Agency
Tokyo,
Japan
| $5.44B | -$174M | -3% | 0.27% | 6.83% | 13 | 7.69% |
|
| 785 |
DT
785
Diversified Trust
Memphis,
Tennessee
| $5.43B | +$426M | +9% | 4.1% | 81.5% | 1,120 | 18.39% |
|
| 786 |
B
786
Barings
Charlotte,
North Carolina
| $5.43B | +$175M | +3% | 1.54% | 51% | 186 | 17.2% |
|
| 787 |
CIC
787
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $5.42B | +$115M | +2% | 1.62% | 93.6% | 597 | 13.23% |
|
| 788 |
SGM
788
Skye Global Management
West Palm Beach,
Florida
| $5.42B | +$423M | +8% | 3.14% | 89.9% | 77 | 48.05% |
|
| 789 |
SCM
789
Snyder Capital Management
San Francisco,
California
| $5.36B | +$76.6M | +1% | 3.55% | 66.9% | 69 | 4.35% |
|
| 790 |
EW
790
Evoke Wealth
Los Angeles,
California
| $5.36B | +$418M | +8% | 3.8% | 55.1% | 743 | 20.32% |
|
| 791 |
SC
791
Sessa Capital
New York
| $5.35B | +$1.12B | +27% | 22.8% | 78.7% | 35 | 25.71% |
|
| 792 |
CS
792
Cannell & Spears
New York
| $5.35B | +$43.6M | +0.8% | 5.01% | 94.5% | 435 | 13.33% |
|
| 793 |
DSC
793
Donald Smith & Co
New York
| $5.34B | +$324M | +6% | 8.17% | 151% | 62 | 6.45% |
|
| 794 |
RP
794
Riverbridge Partners
Minneapolis,
Minnesota
| $5.33B | -$592M | -10% | 0.72% | 40.4% | 202 | 14.85% |
|
| 795 |
AUB
795
Atlantic Union Bankshares
Glen Allen,
Virginia
| $5.33B | +$21.9M | +0.4% | 2.48% | 66% | 1,797 | 14.3% |
|
| 796 |
GCM
796
Geneva Capital Management
Milwaukee,
Wisconsin
| $5.32B | -$507M | -9% | 1.22% | 44.9% | 125 | 4.8% |
|
| 797 |
RA
797
RFG Advisory
Birmingham,
Alabama
| $5.31B | +$476M | +10% | 1.7% | 52.3% | 1,048 | 15.84% |
|
| 798 |
BSL
798
Blue Sparrow LLC
Dover,
Delaware
| $5.31B | – | – | 6.37% | – | 96 | – |
|
| 799 |
FMWA
799
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $5.3B | +$261M | +5% | 2.69% | 51.2% | 420 | 7.86% |
|
| 800 |
SV
800
Starboard Value
New York
| $5.28B | -$35.1M | -0.7% | 0.33% | 42.2% | 23 | 17.39% |
|