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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 851 |
PCIG
851
Partners Capital Investment Group
Boston,
Massachusetts
| $3.7B | -$860M | -19% | 4.37% | 37.4% | 288 | 56.94% |
|
| 852 |
BRWA
852
B. Riley Wealth Advisors
Boca Raton,
Florida
| $3.7B | -$16.7M | -0.4% | 8.24% | – | 1,535 | 15.57% |
|
| 853 |
SI
853
Scharf Investments
Los Gatos,
California
| $3.69B | +$46.6M | +1% | 7.23% | 55% | 66 | 16.67% |
|
| 854 |
PA
854
Parallel Advisors
San Francisco,
California
| $3.69B | +$319M | +9% | 8.75% | 82.3% | 3,484 | 9.87% |
|
| 855 |
MIHAS
855
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $3.69B | +$259M | +8% | 14.9% | 92.8% | 37 | 8.11% |
|
| 856 |
OIAM
856
OFI Invest Asset Management
Paris,
France
| $3.69B | +$713M | +24% | 14.4% | – | 323 | 18.58% |
|
| 857 |
MCCA
857
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $3.68B | +$301M | +9% | 7.35% | 50.3% | 254 | 11.81% |
|
| 858 |
IA
858
Investor AB
Stockholm,
Sweden
| $3.68B | +$290M | +9% | 8.55% | 79% | 12 | 33.33% |
|
| 859 |
CFM
859
Coronation Fund Managers
Cape Town,
South Africa
| $3.67B | +$87.8M | +2% | 9.62% | 48.2% | 179 | 21.79% |
|
| 860 |
VFCM
860
Valley Forge Capital Management
Miami,
Florida
| $3.67B | +$148M | +4% | 5.38% | 52.2% | 8 | 0% |
|
| 861 |
NIG
861
NFJ Investment Group
Dallas,
Texas
| $3.66B | +$51.2M | +1% | 4.36% | 46.5% | 245 | 13.47% |
|
| 862 |
CW
862
Connectus Wealth
Cincinnati,
Ohio
| $3.66B | -$1.23B | -25% | 8.72% | 37.8% | 533 | 34.9% |
|
| 863 |
AWM
863
Axxcess Wealth Management
Carlsbad,
California
| $3.65B | +$209M | +6% | 7.69% | 64.3% | 946 | 20.3% |
|
| 864 |
BG
864
Baupost Group
Boston,
Massachusetts
| $3.65B | -$934M | -20% | 2.32% | 34.5% | 29 | 41.38% |
|
| 865 |
CIC
865
Chilton Investment Company
Stamford,
Connecticut
| $3.65B | +$253M | +7% | 11.9% | 51.9% | 197 | 23.86% |
|
| 866 |
OWM
866
Orgel Wealth Management
Altoona,
Wisconsin
| $3.65B | +$265M | +8% | 3.75% | 36.6% | 86 | 8.14% |
|
| 867 |
BI
867
BVF Inc
San Francisco,
California
| $3.64B | -$358M | -9% | 21.6% | 690% | 72 | 16.67% |
|
| 868 |
EAM
868
EULAV Asset Management
Sarasota,
Florida
| $3.64B | +$402M | +12% | 11.3% | 70.3% | 181 | 6.08% |
|
| 869 |
B
869
Bailard
Foster City,
California
| $3.62B | +$248M | +7% | 8.57% | 74.8% | 840 | 29.29% |
|
| 870 |
BOI
870
Bank of Italy
Rome,
Italy
| $3.61B | +$551M | +18% | 18.4% | 26.5% | 10 | 0% |
|
| 871 |
MRC
871
Millburn Ridgefield Corp
New York
| $3.61B | +$347M | +11% | 6.66% | 53.2% | 193 | 7.25% |
|
| 872 |
PSC
872
Portman Square Capital
London,
United Kingdom
| $3.61B | -$755M | -17% | 0.44% | 20% | 478 | 48.12% |
|
| 873 |
MSL
873
Mackay Shields LLC
New York
| $3.61B | +$180M | +5% | 1.33% | 7.81% | 142 | 4.93% |
|
| 874 |
AG
874
AlTi Global
New York
| $3.6B | +$328M | +10% | 8.09% | – | 406 | 18.72% |
|
| 875 |
CM
875
Cercano Management
Bellevue,
Washington
| $3.6B | +$568M | +19% | 12.6% | 103% | 122 | 40.16% |
|