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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1201 |
SSB
1201
Sandy Spring Bank
Olney,
Maryland
| $2.2B | +$186M | +9% | 10% | 31.4% | 1,305 | 14.71% |
|
| 1202 |
WGI
1202
Westwood Global Investments
Boston,
Massachusetts
| $2.2B | -$61.6M | -3% | 2.83% | 130% | 14 | 7.14% |
|
| 1203 |
HWA
1203
Heritage Wealth Advisors
Richmond,
Virginia
| $2.19B | +$180M | +9% | 7.59% | 57.1% | 592 | 9.97% |
|
| 1204 |
DCM
1204
DME Capital Management
New York
| $2.18B | – | – | 7.64% | – | 42 | – |
|
| 1205 |
GWM
1205
Geneos Wealth Management
Englewood,
Colorado
| $2.18B | +$159M | +8% | 7.96% | 53.8% | 2,241 | 12.14% |
|
| 1206 |
HCM
1206
Hollencrest Capital Management
Newport Beach,
California
| $2.18B | +$1.12B | +106% | 7.21% | 72% | 1,161 | 16.37% |
|
| 1207 |
HMP
1207
HS Management Partners
New York
| $2.18B | +$22.8M | +1% | 7.82% | 23.4% | 24 | 16.67% |
|
| 1208 |
PA
1208
Paralel Advisors
Denver,
Colorado
| $2.18B | +$226M | +12% | 12% | 69.3% | 110 | 9.09% |
|
| 1209 |
GC
1209
Gratus Capital
Atlanta,
Georgia
| $2.18B | +$404M | +23% | 13.5% | 51.4% | 339 | 25.96% |
|
| 1210 |
IFG
1210
Independent Financial Group
San Diego,
California
| $2.18B | +$307M | +16% | 13.6% | 138% | 1,066 | 15.57% |
|
| 1211 |
CC
1211
Capital Counsel
New York
| $2.18B | +$142M | +7% | 8.46% | 69.9% | 58 | 13.79% |
|
| 1212 |
NP
1212
NS Partners
London,
United Kingdom
| $2.17B | +$114M | +6% | 11.8% | 81.7% | 76 | 2.63% |
|
| 1213 |
SCP
1213
Seizert Capital Partners
Birmingham,
Michigan
| $2.17B | +$198M | +10% | 9.84% | 58.3% | 196 | 21.43% |
|
| 1214 |
LIP
1214
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $2.16B | -$48.3M | -2% | 10.4% | 78.5% | 487 | 66.74% |
|
| 1215 |
CM
1215
Corvex Management
New York
| $2.16B | +$258M | +14% | 14.3% | 64.1% | 44 | 40.91% |
|
| 1216 |
AWM
1216
Avior Wealth Management
Omaha,
Nebraska
| $2.15B | +$502M | +30% | 8.76% | 66% | 3,886 | 61.35% |
|
| 1217 |
CCM
1217
Cinctive Capital Management
New York
| $2.15B | +$645M | +43% | 13.1% | 144% | 535 | 63.93% |
|
| 1218 |
ICM
1218
III Capital Management
Boca Raton,
Florida
| $2.15B | -$241M | -10% | 0.38% | 12.2% | 158 | 30.38% |
|
| 1219 |
BP
1219
BNP Paribas
Paris,
France
| $2.14B | – | – | 11.9% | – | 339 | – |
|
| 1220 |
SCA
1220
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.14B | +$133M | +7% | 9.61% | 72.5% | 190 | 9.47% |
|
| 1221 |
CAL
1221
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $2.14B | +$156M | +8% | 6.18% | 44.1% | 1,153 | 9.54% |
|
| 1222 |
NLGIA
1222
Nippon Life Global Investors Americas
New York
| $2.14B | +$344M | +19% | 19.7% | 139% | 139 | 35.97% |
|
| 1223 |
LSAG
1223
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $2.14B | +$147M | +7% | 7.15% | 16% | 681 | 9.4% |
|
| 1224 |
HC
1224
Henshaw Capital
Woburn,
Massachusetts
| $2.14B | +$211M | +11% | 13.8% | 103% | 294 | 8.5% |
|
| 1225 |
JHP
1225
James Hambro & Partners
London,
United Kingdom
| $2.14B | +$258M | +14% | 10.8% | 79.2% | 55 | 10.91% |
|