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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1226 |
AAM
1226
AMI Asset Management
Los Angeles,
California
| $909M | +$215M | +31% | 10.2% | 81.6% | 72 | 9.72% |
|
| 1227 |
B
1227
BancorpSouth
Tupelo,
Mississippi
| $907M | +$52.3M | +6% | 4.69% | 3.86% | 251 | 8.37% |
|
| 1228 |
BG
1228
Bollard Group
Boston,
Massachusetts
| $907M | +$56.8M | +7% | 3.2% | 72.6% | 285 | 16.49% |
|
| 1229 |
RTIM
1229
Round Table Investment Management
Charlotte,
North Carolina
| $907M | +$776M | +591% | 5.76% | – | 82 | 65.85% |
|
| 1230 |
SJIC
1230
St. James Investment Company
Southlake,
Texas
| $906M | +$15.9M | +2% | 5.84% | 47.7% | 40 | 32.5% |
|
| 1231 |
WA
1231
Wintergreen Advisers
Mount Olive,
New Jersey
| $905M | -$44.2M | -5% | 10.3% | 25.4% | 14 | 21.43% |
|
| 1232 |
P
1232
Pitcairn
Conshohocken,
Pennsylvania
| $904M | +$88.5M | +11% | 9.4% | 111% | 488 | 12.09% |
|
| 1233 |
LC
1233
Lourd Capital
Beverly Hills,
California
| $901M | +$55.2M | +7% | 5.24% | 44.3% | 110 | 15.45% |
|
| 1234 |
MIU
1234
Man Investments (UK)
London,
United Kingdom
| $897M | +$163M | +22% | 9.65% | – | 755 | 38.15% |
|
| 1235 |
HMC
1235
Harvard Management Company
Boston,
Massachusetts
| $896M | -$321M | -26% | 6.79% | 156% | 131 | 35.11% |
|
| 1236 |
PAG
1236
Private Advisor Group
Morristown,
New Jersey
| $896M | – | – | 8.22% | 62.2% | 734 | – |
|
| 1237 |
ANTB
1237
AMG National Trust Bank
Greenwood Village,
Colorado
| $895M | +$98.1M | +12% | 8.39% | 51.8% | 243 | 8.23% |
|
| 1238 |
TAL
1238
TIG Advisors LLC
New York
| $895M | -$81.4M | -8% | 13.3% | 366% | 88 | 72.73% |
|
| 1239 |
DSI
1239
Daiwa SB Investments
Tokyo,
Japan
| $894M | +$17.7M | +2% | 9.47% | 60.5% | 145 | 4.14% |
|
| 1240 |
NIM
1240
Northeast Investment Management
Boston,
Massachusetts
| $894M | +$69.7M | +8% | 11.4% | 93.4% | 174 | 14.37% |
|
| 1241 |
NPIT
1241
National Penn Investors Trust
Wyomissing,
Pennsylvania
| $892M | +$75.5M | +9% | 11% | 40.9% | 234 | 8.55% |
|
| 1242 |
BP
1242
Ballentine Partners
Waltham,
Massachusetts
| $890M | +$75M | +9% | 7.32% | 76.9% | 143 | 6.99% |
|
| 1243 |
FTUS
1243
Flow Traders U.S.
New York
| $889M | +$257M | +41% | 1.3% | 43.4% | 365 | 70.41% |
|
| 1244 |
CCM
1244
Corsair Capital Management
New York
| $887M | +$120M | +16% | 11.4% | 368% | 122 | 37.7% |
|
| 1245 |
SVG
1245
Sun Valley Gold
Sun Valley,
Idaho
| $884M | +$387M | +78% | 14.5% | 160% | 37 | 16.22% |
|
| 1246 |
FAB
1246
First American Bank
Dundee,
Illinois
| $875M | +$63.6M | +8% | 6.75% | 99.7% | 214 | 12.15% |
|
| 1247 |
GT
1247
Glenview Trust
Louisville,
Kentucky
| $869M | – | – | 9.4% | 87.8% | 226 | – |
|
| 1248 |
ZIC
1248
ZWJ Investment Counsel
Atlanta,
Georgia
| $869M | +$90.5M | +12% | 9.57% | 115% | 145 | 9.66% |
|
| 1249 |
SCM
1249
SeaStone Capital Management
New York
| $867M | +$74.7M | +9% | 5.64% | 17.6% | 52 | 63.46% |
|
| 1250 |
M
1250
MOTCO
San Antonio,
Texas
| $865M | +$46.9M | +6% | 4.31% | 48.7% | 638 | 14.11% |
|