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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1326 |
HWAM
1326
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.87B | +$120M | +7% | 7.26% | 93.9% | 896 | 15.18% |
|
| 1327 |
FTUS
1327
Flow Traders U.S.
New York
| $1.87B | -$1.4B | -43% | 5.79% | 43.4% | 1,201 | 61.53% |
|
| 1328 |
LLL
1328
Lynrock Lake LP
Rye Brook,
New York
| $1.87B | +$29.6M | +2% | 0.09% | 17.7% | 28 | 0% |
|
| 1329 |
CA
1329
Cambridge Associates
Boston,
Massachusetts
| $1.87B | +$185M | +11% | 6.54% | 41.5% | 59 | 16.95% |
|
| 1330 |
SP
1330
SurgoCap Partners
New York
| $1.86B | +$431M | +30% | 24.9% | – | 18 | 38.89% |
|
| 1331 |
CQS
1331
Credential Qtrade Securities
Vancouver,
| $1.86B | +$186M | +11% | 6.04% | 27.7% | 404 | 13.61% |
|
| 1332 |
JFGIW
1332
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.86B | +$30.7M | +2% | 6.2% | 47.1% | 1,021 | 35.16% |
|
| 1333 |
DWP
1333
Daymark Wealth Partners
Cincinnati,
Ohio
| $1.86B | +$230M | +14% | 12.6% | 82.6% | 443 | 12.19% |
|
| 1334 |
GKWIM
1334
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.85B | +$181M | +11% | 10.9% | 76.5% | 301 | 17.94% |
|
| 1335 |
MC
1335
Moors & Cabot
Boston,
Massachusetts
| $1.84B | +$239M | +15% | 12.8% | 102% | 966 | 17.81% |
|
| 1336 |
ECA
1336
Encompass Capital Advisors
New York
| $1.84B | +$133M | +8% | 8.66% | 266% | 74 | 45.95% |
|
| 1337 |
CRM
1337
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.84B | +$1.85M | +0.1% | 10% | 70.8% | 112 | 15.18% |
|
| 1338 |
MD
1338
Money Design
Tokyo,
Japan
| $1.84B | +$66.3M | +4% | 3.1% | 26.4% | 79 | 6.33% |
|
| 1339 |
HIP
1339
HUB Investment Partners
Austin,
Texas
| $1.83B | +$366M | +25% | 11.3% | 76.5% | 511 | 25.05% |
|
| 1340 |
JPM
1340
JANA Partners Management
New York
| $1.83B | +$281M | +18% | 3.81% | – | 10 | 20% |
|
| 1341 |
CC
1341
Cartenna Capital
Stamford,
Connecticut
| $1.83B | +$202M | +12% | 14.4% | 125% | 54 | 64.81% |
|
| 1342 |
JIC
1342
Joel Isaacson & Co
New York
| $1.82B | +$195M | +12% | 7.98% | 61.3% | 343 | 11.95% |
|
| 1343 |
GIA
1343
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.82B | +$39.7M | +2% | 9.57% | 85.6% | 725 | 19.86% |
|
| 1344 |
LFAS
1344
Level Four Advisory Services
Dallas,
Texas
| $1.82B | +$37.6M | +2% | 7.64% | 68.7% | 780 | 1.15% |
|
| 1345 |
WFMPM
1345
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.82B | +$144M | +9% | 9.51% | 66.5% | 111 | 16.22% |
|
| 1346 |
SP
1346
Summit Partners
Boston,
Massachusetts
| $1.81B | -$928M | -34% | 11.6% | 2.13% | 11 | 9.09% |
|
| 1347 |
IFA
1347
Index Fund Advisors
Irvine,
California
| $1.81B | +$108M | +6% | 6.41% | 47.6% | 98 | 10.2% |
|
| 1348 |
WP
1348
Warburg Pincus
New York
| $1.81B | -$866M | -32% | 19.4% | 4.99% | 8 | 12.5% |
|
| 1349 |
KL
1349
KGH Ltd
Nassau,
Bahamas
| $1.81B | -$120M | -6% | 10.7% | 139% | 42 | 19.05% |
|
| 1350 |
CDH
1350
Charles D. Hyman
| $1.81B | +$137M | +8% | 9.36% | 36.8% | 249 | 2.81% |
|