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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1351 |
HSA
1351
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.04B | +$35.1M | +4% | 3.93% | 50.7% | 457 | 15.32% |
|
| 1352 |
CB
1352
Cadence Bank
Tupelo,
Mississippi
| $1.03B | +$40.1M | +4% | 0.8% | 70.9% | 251 | 18.33% |
|
| 1353 |
SB
1353
Simmons Bank
Pine Bluff,
Arkansas
| $1.03B | +$5.78M | +0.6% | 2.03% | 73.5% | 381 | 6.3% |
|
| 1354 |
BPIH
1354
Broad Peak Investment Holdings
Singapore
| $1.03B | +$479M | +87% | 5.9% | 52.2% | 23 | 73.91% |
|
| 1355 |
BPIM
1355
Brant Point Investment Management
New York
| $1.03B | +$234M | +29% | 6.34% | 126% | 136 | 33.09% |
|
| 1356 |
TA
1356
Teton Advisors
Rye,
New York
| $1.03B | +$18.7M | +2% | 4.38% | 78.4% | 492 | 7.93% |
|
| 1357 |
SRC
1357
Shufro Rose & Co
New York
| $1.03B | +$28.5M | +3% | 3.67% | 47.5% | 319 | 10.66% |
|
| 1358 |
PA
1358
Parallel Advisors
San Francisco,
California
| $1.03B | +$134M | +15% | 4.05% | 82.3% | 2,551 | 15.01% |
|
| 1359 |
KTA
1359
Keeley-Teton Advisors
Chicago,
Illinois
| $1.02B | -$92.2M | -8% | 4.42% | 28.6% | 284 | 9.86% |
|
| 1360 |
CCP
1360
Clough Capital Partners
Boston,
Massachusetts
| $1.02B | -$124M | -11% | 6.41% | 156% | 146 | 40.41% |
|
| 1361 |
GC
1361
Gillson Capital
Chicago,
Illinois
| $1.02B | +$242M | +31% | 7.11% | 72.7% | 97 | 59.79% |
|
| 1362 |
KCM
1362
Kingdon Capital Management
New York
| $1.02B | +$269M | +36% | 7.31% | 185% | 92 | 59.78% |
|
| 1363 |
ESBC
1363
E.S. Barr & Co
Lexington,
Kentucky
| $1.02B | +$51.6M | +5% | 5.26% | 72.6% | 85 | 5.88% |
|
| 1364 |
SWM
1364
SVA Wealth Management
Madison,
Wisconsin
| $1.02B | -$19.1M | -2% | 3.34% | 44.5% | 220 | 10.91% |
|
| 1365 |
LPC
1365
Lion Point Capital
New York
| $1.02B | -$91M | -8% | 7.48% | 204% | 27 | 22.22% |
|
| 1366 |
PC
1366
Packer & Co
Cottesloe,
Australia
| $1.02B | +$62.9M | +7% | 5.26% | – | 26 | 11.54% |
|
| 1367 |
MGIA
1367
Moneta Group Investment Advisors
St Louis,
Missouri
| $1.01B | +$58M | +6% | 1.74% | 50.1% | 284 | 22.89% |
|
| 1368 |
PCM
1368
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.01B | -$19.5M | -2% | 3.31% | 116% | 243 | 19.75% |
|
| 1369 |
LCS
1369
Levin Capital Strategies
New York
| $1.01B | +$121M | +14% | 3.28% | 79.3% | 235 | 28.51% |
|
| 1370 |
TNBTD
1370
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.01B | +$28.1M | +3% | 2.47% | 49.7% | 634 | 9.31% |
|
| 1371 |
GD
1371
Grandfield & Dodd
New York
| $1.01B | +$51.4M | +5% | 5.21% | 55.2% | 182 | 5.49% |
|
| 1372 |
SI
1372
Standard Investments
New York
| $1.01B | -$22.3M | -2% | 5.06% | 41.3% | 4 | 0% |
|
| 1373 |
RT
1373
Rockland Trust
Hanover,
Massachusetts
| $1.01B | +$65.7M | +7% | 4.04% | 51% | 237 | 6.75% |
|
| 1374 |
HIM
1374
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.01B | -$95.3M | -9% | 5.33% | 226% | 704 | 32.39% |
|
| 1375 |
SPPAM
1375
Summit Partners Public Asset Management
Boston,
Massachusetts
| $1.01B | +$189M | +23% | 12.8% | 703% | 128 | 65.63% |
|