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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 |
HB
1226
Homrich & Berg
Atlanta,
Georgia
| $987M | -$2.31M | -0.2% | 0.57% | 38.3% | 262 | 24.81% |
|
| 1227 |
HI
1227
Horizon Investments
Charlotte,
North Carolina
| $986M | +$27.2M | +3% | 2.81% | 66.7% | 147 | 46.26% |
|
| 1228 |
SIM
1228
SSI Investment Management
Los Angeles,
California
| $985M | -$40.5M | -4% | 1.25% | 11.8% | 432 | 55.56% |
|
| 1229 |
GAM
1229
GVO Asset Management
Zug,
Switzerland
| $984M | +$30.9M | +3% | 5.08% | 71.2% | 15 | 46.67% |
|
| 1230 |
SRFM
1230
Shannon River Fund Management
New York
| $984M | -$341M | -26% | 7.47% | 337% | 57 | 49.12% |
|
| 1231 |
CCM
1231
Chilton Capital Management
Houston,
Texas
| $984M | +$42.4M | +5% | 5.05% | 80.7% | 174 | 14.37% |
|
| 1232 |
SRC
1232
Shufro Rose & Co
New York
| $983M | +$19.2M | +2% | 5.59% | 47.5% | 278 | 10.07% |
|
| 1233 |
BA
1233
Broadview Advisors
Milwaukee,
Wisconsin
| $983M | +$67.5M | +7% | 9.59% | 65.3% | 106 | 29.25% |
|
| 1234 |
GLI
1234
Guardian Life Insurance
New York
| $983M | -$86K | -0% | 0.6% | – | 587 | 2.9% |
|
| 1235 |
WA
1235
Westport Advisers
Westport,
Connecticut
| $979M | -$27.6M | -3% | 7.83% | 39.2% | 57 | 8.77% |
|
| 1236 |
WSTAM
1236
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $978M | +$60.5M | +7% | 3.91% | 25.2% | 341 | 21.99% |
|
| 1237 |
PCA
1237
Personal Capital Advisors
Redwood City,
California
| $978M | +$201M | +26% | 0.91% | 17.6% | 142 | 9.15% |
|
| 1238 |
SC
1238
Skylands Capital
Milwaukee,
Wisconsin
| $977M | -$8.38M | -0.9% | 6.95% | 64.3% | 267 | 21.35% |
|
| 1239 |
JCP
1239
Jabre Capital Partners
Geneva,
Switzerland
| $975M | -$184M | -16% | 0.87% | 62.9% | 147 | 51.02% |
|
| 1240 |
ACM
1240
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $971M | +$59.7M | +7% | 6.19% | 80.3% | 303 | 11.55% |
|
| 1241 |
WI
1241
Wafra Inc
New York
| $968M | +$107M | +12% | 5.77% | 37.8% | 78 | 37.18% |
|
| 1242 |
GJIC
1242
Gamble Jones Investment Counsel
Pasadena,
California
| $968M | +$63.2M | +7% | 5.63% | 32.9% | 242 | 11.16% |
|
| 1243 |
RBA
1243
Richard Bernstein Advisors
New York
| $966M | +$17.2M | +2% | 5.36% | 33.9% | 312 | 2.24% |
|
| 1244 |
FCM
1244
Force Capital Management
New York
| $962M | +$167M | +21% | 14.1% | 72.7% | 44 | 29.55% |
|
| 1245 |
MCM
1245
Makena Capital Management
Menlo Park,
California
| $961M | -$169M | -15% | 6.59% | 74.3% | 14 | 7.14% |
|
| 1246 |
CP
1246
Cumberland Partners
Toronto,
Ontario, Canada
| $956M | +$139M | +17% | 2.87% | 88.5% | 62 | 27.42% |
|
| 1247 |
CG
1247
Colony Group
Boston,
Massachusetts
| $956M | +$63.9M | +7% | 5.93% | 33.2% | 968 | 26.14% |
|
| 1248 |
PFM
1248
Parsec Financial Management
Asheville,
North Carolina
| $956M | +$42.4M | +5% | 5.49% | 70.7% | 167 | 6.59% |
|
| 1249 |
SLF
1249
Sun Life Financial
Toronto,
Ontario, Canada
| $954M | +$1.26M | +0.1% | 4.48% | 51.8% | 88 | 2.27% |
|
| 1250 |
RCM
1250
Redwood Capital Management
New York
| $953M | +$14.1M | +2% | 4.57% | 236% | 58 | 20.69% |
|