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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 |
BRWA
1351
B. Riley Wealth Advisors
Boca Raton,
Florida
| $1.02B | +$103M | +11% | 1.22% | – | 878 | 17.65% |
|
| 1352 |
P
1352
Pitcairn
Conshohocken,
Pennsylvania
| $1.02B | +$15.9M | +2% | 3.76% | 111% | 570 | 14.21% |
|
| 1353 |
QT
1353
Quantbot Technologies
New York
| $1.01B | +$14.6M | +1% | 2.99% | 22.2% | 1,732 | 61.72% |
|
| 1354 |
KC
1354
Kepos Capital
New York
| $1.01B | +$29.6M | +3% | 1.65% | 22.2% | 439 | 59.45% |
|
| 1355 |
GAI
1355
General American Investors
New York
| $1.01B | -$42.2M | -4% | 1.35% | 115% | 73 | 12.33% |
|
| 1356 |
ST
1356
Spinnaker Trust
Portland,
Maine
| $1.01B | +$17.8M | +2% | 0.47% | 52.9% | 244 | 8.2% |
|
| 1357 |
ESBC
1357
E.S. Barr & Co
Lexington,
Kentucky
| $1.01B | -$4.6M | -0.5% | 2.53% | 72.6% | 83 | 3.61% |
|
| 1358 |
RE
1358
RBC Europe
London,
United Kingdom
| $1.01B | +$10.8M | +1% | 0.22% | 59.8% | 1,105 | 7.33% |
|
| 1359 |
SRC
1359
Shufro Rose & Co
New York
| $1.01B | -$16.4M | -2% | 0.47% | 47.5% | 352 | 16.48% |
|
| 1360 |
CCM
1360
Consonance Capital Management
New York
| $1.01B | -$402M | -28% | 2.44% | 314% | 37 | 37.84% |
|
| 1361 |
ST
1361
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.01B | +$42.3M | +4% | 0.65% | 39.8% | 1,026 | 6.53% |
|
| 1362 |
GC
1362
Giverny Capital
Montreal,
Quebec, Canada
| $1B | +$13.2M | +1% | 1.09% | 73% | 40 | 5% |
|
| 1363 |
CCA
1363
Cobblestone Capital Advisors
Rochester,
New York
| $1B | -$107M | -10% | 1.04% | 83.3% | 251 | 7.97% |
|
| 1364 |
BFA
1364
Beaumont Financial Advisors
Needham,
Massachusetts
| $1B | +$35.3M | +4% | 1.48% | 69.4% | 290 | 21.03% |
|
| 1365 |
ABI
1365
Abrams Bison Investments
Bethesda,
Maryland
| $1B | +$36.6M | +4% | 3.89% | 103% | 8 | 0% |
|
| 1366 |
BIAS
1366
Beacon Investment Advisory Services
Morristown,
New Jersey
| $1B | +$56.1M | +6% | 1.6% | 83.3% | 240 | 9.58% |
|
| 1367 |
WBG
1367
Wharton Business Group
Malvern,
Pennsylvania
| $998M | +$16.2M | +2% | 0.45% | 54.2% | 103 | 4.85% |
|
| 1368 |
SCA
1368
Snowden Capital Advisors
New York
| $994M | +$19.3M | +2% | 1% | 84.2% | 543 | 12.34% |
|
| 1369 |
OWD
1369
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $993M | +$22.6M | +2% | 3.11% | 23.7% | 330 | 12.12% |
|
| 1370 |
RVPG
1370
Relative Value Partners Group
| $991M | +$33.7M | +4% | 0.46% | 8.9% | 172 | 9.88% |
|
| 1371 |
IHL
1371
Investment House LLC
Redondo Beach,
California
| $990M | +$35.2M | +4% | 1.88% | 103% | 208 | 12.5% |
|
| 1372 |
HAM
1372
HHR Asset Management
Berkeley Heights,
New Jersey
| $989M | -$347M | -26% | 0.69% | 76.3% | 48 | 33.33% |
|
| 1373 |
ECG
1373
Edge Capital Group
Atlanta,
Georgia
| $989M | -$52.3M | -5% | 0.27% | 27.7% | 260 | 15% |
|
| 1374 |
CC
1374
CCMP Capital
New York
| $988M | +$5.58M | +0.6% | 0.57% | 12.3% | 1 | 0% |
|
| 1375 |
WFMPM
1375
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $984M | -$6.96M | -0.7% | 1.18% | 66.5% | 82 | 6.1% |
|