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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1251 |
CI
1251
CX Institutional
Auburn,
Indiana
| $2.07B | +$204M | +11% | 6.99% | 56.8% | 573 | 13.79% |
|
| 1252 |
HCM
1252
Howland Capital Management
Boston,
Massachusetts
| $2.07B | +$180M | +9% | 10% | 72% | 270 | 10.37% |
|
| 1253 |
RCM
1253
Rivernorth Capital Management
West Palm Beach,
Florida
| $2.07B | -$18.8M | -0.9% | 3.64% | 4.95% | 522 | 17.62% |
|
| 1254 |
VGM
1254
Voyager Global Management
New York
| $2.07B | -$24M | -1% | 6.13% | 52.3% | 13 | 15.38% |
|
| 1255 |
AWE
1255
Avidian Wealth Enterprises
Houston,
Texas
| $2.06B | +$436M | +27% | 8.79% | 63.7% | 470 | 17.87% |
|
| 1256 |
NONA
1256
Ninety One North America
New York
| $2.06B | +$10.4M | +0.5% | 4.98% | 62.9% | 70 | 15.71% |
|
| 1257 |
BHIA
1257
Birch Hill Investment Advisors
Boston,
Massachusetts
| $2.06B | +$175M | +9% | 10.2% | 73.7% | 177 | 10.73% |
|
| 1258 |
PCM
1258
Patient Capital Management
Baltimore,
Maryland
| $2.05B | +$166M | +9% | 13.7% | 125% | 45 | 13.33% |
|
| 1259 |
BOH
1259
Bank of Hawaii
Honolulu,
Hawaii
| $2.05B | +$186M | +10% | 8.09% | 60.2% | 261 | 16.48% |
|
| 1260 |
FFN
1260
Focus Financial Network
Minneapolis,
Minnesota
| $2.05B | -$609M | -23% | 12.2% | 95.5% | 778 | 28.28% |
|
| 1261 |
ACM
1261
AEW Capital Management
Boston,
Massachusetts
| $2.05B | -$693M | -25% | 1.98% | 25.1% | 51 | 17.65% |
|
| 1262 |
CIP
1262
Cornerstone Investment Partners
Atlanta,
Georgia
| $2.05B | +$274M | +15% | 15% | 111% | 278 | 34.17% |
|
| 1263 |
CC
1263
Clearline Capital
New York
| $2.05B | +$417M | +26% | 5.24% | 18% | 141 | 43.26% |
|
| 1264 |
DJSG
1264
D.J. St. Germain
Springfield,
Massachusetts
| $2.05B | +$126M | +7% | 7.76% | 65.3% | 848 | 14.27% |
|
| 1265 |
UH
1265
Unigestion Holding
Geneva,
Switzerland
| $2.04B | +$225M | +12% | 7.99% | 25% | 160 | 21.88% |
|
| 1266 |
NFC
1266
Northeast Financial Consultants
Westport,
Connecticut
| $2.04B | +$230M | +13% | 9.64% | 63.8% | 303 | 12.21% |
|
| 1267 |
NIM
1267
Northeast Investment Management
Boston,
Massachusetts
| $2.03B | +$165M | +9% | 13.3% | 93.4% | 185 | 7.03% |
|
| 1268 |
BCM
1268
BlueCrest Capital Management
St Helier,
Jersey
| $2.03B | -$584M | -22% | 7.19% | 41.7% | 276 | 43.12% |
|
| 1269 |
BC
1269
Boxer Capital
San Diego,
California
| $2.02B | +$18.4M | +0.9% | 26.1% | 262% | 65 | 29.23% |
|
| 1270 |
CA
1270
Clearstead Advisors
Cleveland,
Ohio
| $2.02B | +$136M | +7% | 8.87% | 59.5% | 1,662 | 15.7% |
|
| 1271 |
GIA
1271
GHP Investment Advisors
Denver,
Colorado
| $2.02B | +$168M | +9% | 8.97% | 75.2% | 880 | 8.52% |
|
| 1272 |
WG
1272
Welch Group
Birmingham,
Alabama
| $2.02B | +$160M | +9% | 8.99% | 73.2% | 248 | 13.71% |
|
| 1273 |
FG
1273
Foster Group
West Des Moines,
Iowa
| $2.01B | +$378M | +23% | 5.5% | 50.2% | 205 | 21.46% |
|
| 1274 |
ECG
1274
Edge Capital Group
Atlanta,
Georgia
| $2.01B | +$215M | +12% | 9.66% | 27.7% | 331 | 11.78% |
|
| 1275 |
DMIC
1275
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $2.01B | +$129M | +7% | 7.92% | 64.6% | 185 | 69.73% |
|