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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1051 |
PFM
1051
Parsec Financial Management
Asheville,
North Carolina
| $1.57B | +$235M | +18% | 19.8% | 70.7% | 249 | 12.45% |
|
| 1052 |
O
1052
Ossiam
Paris,
France
| $1.56B | +$94.9M | +6% | 26.9% | 105% | 501 | 25.15% |
|
| 1053 |
BAM
1053
Barrett Asset Management
New York
| $1.56B | +$283M | +22% | 23.6% | 78.4% | 402 | 15.17% |
|
| 1054 |
APM
1054
Avidity Partners Management
Dallas,
Texas
| $1.56B | +$837M | +116% | 54.9% | 461% | 85 | 71.76% |
|
| 1055 |
T
1055
TOBAM
Paris,
France
| $1.55B | +$290M | +23% | 30.6% | 36.7% | 181 | 46.41% |
|
| 1056 |
MPWT
1056
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.55B | +$299M | +24% | 20.6% | 77.9% | 852 | 26.29% |
|
| 1057 |
NHAS
1057
Novo Holdings A/S
Hellerup,
Denmark
| $1.55B | +$50.7M | +3% | 25.1% | 193% | 37 | 24.32% |
|
| 1058 |
TAM
1058
Timucuan Asset Management
Jacksonville,
Florida
| $1.55B | +$312M | +25% | 35.3% | 65.7% | 31 | 9.68% |
|
| 1059 |
FMWA
1059
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1.54B | +$324M | +27% | 19.9% | 51.2% | 321 | 15.89% |
|
| 1060 |
BC
1060
Burney Company
Reston,
Virginia
| $1.54B | +$240M | +18% | 20.7% | 122% | 506 | 20.36% |
|
| 1061 |
IC
1061
IEQ Capital
Foster City,
California
| $1.54B | +$295M | +24% | 28.3% | 200% | 411 | 32.6% |
|
| 1062 |
PIMC
1062
Praesidium Investment Management Company
New York
| $1.54B | +$303M | +24% | 50.5% | 60.5% | 20 | 45% |
|
| 1063 |
EB
1063
Eastern Bank
Boston,
Massachusetts
| $1.54B | +$194M | +14% | 18.8% | 91.1% | 189 | 11.11% |
|
| 1064 |
MAM
1064
Meeder Asset Management
Dublin,
Ohio
| $1.54B | +$250M | +19% | 22.7% | 121% | 2,766 | 31.6% |
|
| 1065 |
AI
1065
Atom Investors
Austin,
Texas
| $1.54B | +$397M | +35% | 39.4% | 63.4% | 519 | 65.13% |
|
| 1066 |
RC
1066
Rivulet Capital
Summit,
New Jersey
| $1.53B | -$27M | -2% | 24.6% | 27.4% | 15 | 40% |
|
| 1067 |
APA
1067
American Portfolios Advisors
Holbrook,
New York
| $1.53B | +$330M | +27% | 24.3% | 43.6% | 2,951 | 9.69% |
|
| 1068 |
PA
1068
Parallel Advisors
San Francisco,
California
| $1.53B | +$297M | +24% | 21.2% | 82.3% | 2,861 | 18.25% |
|
| 1069 |
BRIM
1069
Broad Run Investment Management
Arlington,
Virginia
| $1.53B | +$105M | +7% | 32.1% | 170% | 24 | 12.5% |
|
| 1070 |
FMII
1070
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.53B | +$222M | +17% | 17.4% | 77.8% | 895 | 11.73% |
|
| 1071 |
RIM
1071
Rakuten Investment Management
Tokyo,
Japan
| $1.52B | +$425M | +39% | 20.4% | – | 15 | 0% |
|
| 1072 |
FB
1072
Fulton Bank
Lancaster,
Pennsylvania
| $1.52B | +$263M | +21% | 7.94% | 44.5% | 446 | 21.08% |
|
| 1073 |
YCMGA
1073
York Capital Management Global Advisors
New York
| $1.52B | -$165M | -10% | 20.7% | 52.3% | 76 | 64.47% |
|
| 1074 |
LMIM
1074
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.51B | +$47.8M | +3% | 15.2% | 67.6% | 75 | 29.33% |
|
| 1075 |
MC
1075
Montag & Caldwell
Atlanta,
Georgia
| $1.51B | +$4.39M | +0.3% | 27.2% | 91.3% | 69 | 5.8% |
|