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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1301 |
ST
1301
Sabal Trust
St. Petersburg,
Florida
| $915M | +$12.4M | +1% | 2.43% | 18.4% | 126 | 9.52% |
|
| 1302 |
TP
1302
Thunderbird Partners
London,
United Kingdom
| $914M | +$36.4M | +4% | 1.57% | 38% | 14 | 42.86% |
|
| 1303 |
FCBT
1303
First Citizens Bank & Trust
Raleigh,
North Carolina
| $913M | -$185M | -17% | 5.79% | 60.3% | 489 | 12.68% |
|
| 1304 |
BCM
1304
Brookstone Capital Management
Wheaton,
Illinois
| $911M | +$2.68M | +0.3% | 2.93% | 64.2% | 276 | 32.25% |
|
| 1305 |
CCM
1305
Consonance Capital Management
New York
| $911M | -$128M | -12% | 0.63% | 314% | 28 | 35.71% |
|
| 1306 |
NSAM
1306
North Star Asset Management
Neenah,
Wisconsin
| $908M | +$20.7M | +2% | 3.53% | 48.9% | 255 | 6.67% |
|
| 1307 |
BHWM
1307
Bar Harbor Wealth Management
Concord,
New Hampshire
| $906M | +$22.9M | +3% | 3.17% | 79.2% | 362 | 7.18% |
|
| 1308 |
CCP
1308
Caymus Capital Partners
The Woodlands,
Texas
| $906M | +$50.1M | +6% | 3.62% | 57.3% | 29 | 31.03% |
|
| 1309 |
BWCA
1309
Brenner West Capital Advisors
New York
| $905M | -$213M | -19% | 1.21% | 73.5% | 22 | 40.91% |
|
| 1310 |
B
1310
BancorpSouth
Tupelo,
Mississippi
| $903M | -$22.4M | -2% | 2% | 3.86% | 262 | 16.03% |
|
| 1311 |
GHA
1311
GW Henssler & Associates
Kennesaw,
Georgia
| $903M | +$28.9M | +3% | 3.44% | 54.8% | 155 | 16.77% |
|
| 1312 |
SAM
1312
Sectoral Asset Management
Montreal,
Quebec, Canada
| $903M | -$116M | -11% | 10.2% | 166% | 67 | 34.33% |
|
| 1313 |
QT
1313
Quantbot Technologies
New York
| $902M | +$2.19M | +0.2% | 1.07% | 22.2% | 1,567 | 67.71% |
|
| 1314 |
GJIC
1314
Gamble Jones Investment Counsel
Pasadena,
California
| $902M | -$20.7M | -2% | 0.35% | 32.9% | 210 | 2.38% |
|
| 1315 |
BC
1315
Broadfin Capital
New York
| $901M | -$215M | -19% | 8.6% | 298% | 78 | 32.05% |
|
| 1316 |
SFM
1316
Stack Financial Management
Whitefish,
Montana
| $900M | +$42.3M | +5% | 1.05% | 68.6% | 61 | 14.75% |
|
| 1317 |
TI
1317
Truepoint Inc
Cincinnati,
Ohio
| $899M | +$76.7M | +9% | 0.11% | 34.9% | 100 | 33% |
|
| 1318 |
QAM
1318
Quentec Asset Management
New York
| $898M | +$163M | +22% | 0.53% | 43.5% | 68 | 44.12% |
|
| 1319 |
M
1319
MOTCO
San Antonio,
Texas
| $896M | -$617K | -0.1% | 1.43% | 48.7% | 755 | 34.83% |
|
| 1320 |
MYAM
1320
Meiji Yasuda Asset Management
Tokyo,
Japan
| $896M | +$42.2M | +5% | 3.12% | 72.7% | 504 | 11.71% |
|
| 1321 |
SRC
1321
Shufro Rose & Co
New York
| $896M | +$847K | +0.1% | 5.38% | 47.5% | 273 | 17.58% |
|
| 1322 |
HT
1322
HighTower Trust
Houston,
Texas
| $895M | +$3.44M | +0.4% | 1.88% | 90.4% | 150 | 8.67% |
|
| 1323 |
DY
1323
Dowling & Yahnke
San Diego,
California
| $894M | +$39M | +5% | 5.78% | 34.8% | 275 | 4.73% |
|
| 1324 |
LG
1324
Leuthold Group
Minneapolis,
Minnesota
| $894M | -$57.7M | -6% | 6.54% | 106% | 254 | 35.04% |
|
| 1325 |
QI
1325
QV Investors
Calgary,
Alberta, Canada
| $894M | +$62.5M | +8% | 7.81% | 66.3% | 32 | 0% |
|