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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 826 |
GVAG
826
Great Valley Advisor Group
Wilmington,
Delaware
| $4.51B | -$131M | -3% | 9.84% | 61.8% | 952 | 15.13% |
|
| 827 |
WHRC
827
W.H. Reaves & Co
Jersey City,
New Jersey
| $4.51B | +$581M | +15% | 17.7% | 89.1% | 81 | 7.41% |
|
| 828 |
MCCA
828
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $4.51B | +$381M | +9% | 9.41% | 50.3% | 276 | 13.77% |
|
| 829 |
DT
829
Diversified Trust
Memphis,
Tennessee
| $4.51B | +$464M | +11% | 8.04% | 81.5% | 1,029 | 18.66% |
|
| 830 |
CIC
830
Chilton Investment Company
Stamford,
Connecticut
| $4.5B | +$405M | +10% | 9.13% | 51.9% | 241 | 24.07% |
|
| 831 |
NSLI
831
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.5B | +$259M | +6% | 6.9% | 15.5% | 120 | 10% |
|
| 832 |
F
832
Folketrygdfondet
Oslo Norway,
Norway
| $4.49B | -$4.79M | -0.1% | 2.85% | 47.8% | 10 | 0% |
|
| 833 |
VDI
833
Vaughan David Investments
Peoria,
Illinois
| $4.47B | +$201M | +5% | 7.12% | 59.1% | 234 | 9.4% |
|
| 834 |
FFB
834
First Financial Bankshares
Abilene,
Texas
| $4.46B | -$170M | -4% | 10.4% | – | 218 | 27.06% |
|
| 835 |
CTB
835
Country Trust Bank
Bloomington,
Illinois
| $4.46B | +$487M | +12% | 10.7% | 76.2% | 582 | 41.92% |
|
| 836 |
EWM
836
Empirical Wealth Management
Seattle,
Washington
| $4.43B | +$542M | +14% | 10% | 78.8% | 736 | 18.21% |
|
| 837 |
SF
837
Summit Financial
Parsippany,
New Jersey
| $4.42B | +$856M | +24% | 10% | 68.3% | 837 | 19% |
|
| 838 |
DS
838
DRW Securities
Chicago,
Illinois
| $4.42B | +$835M | +23% | 10.6% | 87.9% | 1,313 | 72.89% |
|
| 839 |
AWS
839
Atria Wealth Solutions
New York
| $4.42B | -$3.89B | -47% | 9.87% | 63.8% | 1,968 | 31.66% |
|
| 840 |
TC
840
TwinBeech Capital
Purchase,
New York
| $4.41B | -$1.1B | -20% | 6.3% | 0.53% | 1,031 | 75.75% |
|
| 841 |
WTC
841
WhitTier Trust Company
Reno,
Nevada
| $4.41B | +$450M | +11% | 13.1% | 83.6% | 1,485 | 7.41% |
|
| 842 |
WIA
842
World Investment Advisors
Santa Barbara,
California
| $4.41B | +$557M | +14% | 9.01% | 55.4% | 1,208 | 18.71% |
|
| 843 |
FWI
843
Facet Wealth Inc
Baltimore,
Maryland
| $4.4B | +$538M | +14% | 7.37% | 38.3% | 177 | 24.29% |
|
| 844 |
GAM
844
Generali Asset Management
Trieste,
Italy
| $4.39B | +$330M | +8% | 14.3% | – | 527 | 11.76% |
|
| 845 |
WAP
845
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $4.38B | +$656M | +18% | 8.36% | 60.4% | 1,009 | 14.47% |
|
| 846 |
AUB
846
Atlantic Union Bankshares
Glen Allen,
Virginia
| $4.38B | +$2.73B | +165% | 10.1% | 66% | 1,237 | 75.99% |
|
| 847 |
BG
847
Bollard Group
Boston,
Massachusetts
| $4.37B | +$566M | +15% | 6.36% | 72.6% | 311 | 13.83% |
|
| 848 |
EW
848
Evoke Wealth
Los Angeles,
California
| $4.37B | +$539M | +14% | 8.18% | 55.1% | 622 | 31.35% |
|
| 849 |
AIG
849
American International Group
New York
| $4.37B | +$29.9M | +0.7% | 11.6% | 19.1% | 3 | 0% |
|
| 850 |
CA
850
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $4.36B | +$72.1M | +2% | 12% | 83.8% | 373 | 12.87% |
|