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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1126 |
SP
1126
Summit Partners
Boston,
Massachusetts
| $2.25B | -$870M | -28% | 20.2% | 2.13% | 12 | 8.33% |
|
| 1127 |
NW
1127
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $2.25B | -$134M | -6% | 8.81% | 79.3% | 458 | 23.36% |
|
| 1128 |
BFEC
1128
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2.24B | -$6.34M | -0.3% | 2.95% | 19.7% | 1,863 | 12.67% |
|
| 1129 |
ISL
1129
Ingalls & Snyder LLC
New York
| $2.24B | +$21.5M | +1% | 6.26% | 166% | 498 | 12.65% |
|
| 1130 |
CFIA
1130
Cantor Fitzgerald Investment Advisors
New York
| $2.24B | +$589M | +36% | 0.45% | – | 321 | 10.28% |
|
| 1131 |
IC
1131
Inverness Counsel
New York
| $2.23B | -$480M | -18% | 5.31% | 53.9% | 209 | 16.27% |
|
| 1132 |
CC
1132
Casdin Capital
New York
| $2.23B | -$1.32B | -37% | 26.3% | 219% | 55 | 18.18% |
|
| 1133 |
RG
1133
Renaissance Group
Covington,
Kentucky
| $2.22B | -$236M | -10% | 4.9% | 92.1% | 293 | 15.7% |
|
| 1134 |
TAM
1134
TFG Asset Management
Grand Cayman,
Cayman Islands
| $2.2B | +$546M | +33% | 7.84% | 54.9% | 236 | 13.98% |
|
| 1135 |
DCM
1135
Donaldson Capital Management
Evansville,
Indiana
| $2.2B | -$79.1M | -3% | 1.05% | 63.5% | 273 | 12.82% |
|
| 1136 |
PGP
1136
Prescott General Partners
Boca Raton,
Florida
| $2.19B | -$728M | -25% | 23.2% | 67.1% | 15 | 20% |
|
| 1137 |
JGC
1137
J. Goldman & Co
New York
| $2.19B | +$379M | +21% | 5.98% | 89.5% | 516 | 65.5% |
|
| 1138 |
YCM
1138
Yiheng Capital Management
San Francisco,
California
| $2.19B | +$230M | +12% | 20.3% | 63.7% | 40 | 27.5% |
|
| 1139 |
JCG
1139
JHL Capital Group
Chicago,
Illinois
| $2.19B | +$285M | +15% | 26.2% | – | 1 | 0% |
|
| 1140 |
PFA
1140
Pure Financial Advisors
San Diego,
California
| $2.19B | +$168M | +8% | 3.73% | 37.2% | 237 | 17.3% |
|
| 1141 |
WS
1141
Wedbush Securities
Los Angeles,
California
| $2.19B | -$136M | -6% | 3.42% | 79.8% | 1,245 | 17.67% |
|
| 1142 |
CIM
1142
Contrarius Investment Management
St. Helier,
Jersey
| $2.18B | +$380M | +21% | 36.6% | 112% | 64 | 29.69% |
|
| 1143 |
SEIA
1143
Signature Estate & Investment Advisors
Los Angeles,
California
| $2.18B | -$48.5M | -2% | 3.92% | 73.1% | 176 | 14.77% |
|
| 1144 |
BC
1144
Burney Company
Reston,
Virginia
| $2.18B | -$139M | -6% | 2.31% | 122% | 614 | 12.7% |
|
| 1145 |
SCP
1145
Seizert Capital Partners
Birmingham,
Michigan
| $2.18B | -$57.8M | -3% | 1.73% | 58.3% | 226 | 23.45% |
|
| 1146 |
DIA
1146
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.17B | -$140M | -6% | 4.27% | 90.8% | 366 | 16.67% |
|
| 1147 |
GAM
1147
Goldentree Asset Management
New York
| $2.17B | -$130M | -6% | 7.93% | 41.1% | 46 | 45.65% |
|
| 1148 |
SLF
1148
Sun Life Financial
Toronto,
Ontario, Canada
| $2.16B | -$530M | -20% | 4.21% | 51.8% | 95 | 7.37% |
|
| 1149 |
MWM
1149
Mission Wealth Management
Santa Barbara,
California
| $2.16B | -$58.8M | -3% | 5.51% | 80% | 573 | 12.91% |
|
| 1150 |
EB
1150
Eastern Bank
Boston,
Massachusetts
| $2.16B | -$136M | -6% | 5.19% | 91.1% | 209 | 11.96% |
|