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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 |
HHGA
1351
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.48B | +$77.2M | +6% | 6.64% | 60.8% | 177 | 12.43% |
|
| 1352 |
M
1352
MOTCO
San Antonio,
Texas
| $1.47B | +$128M | +10% | 3.34% | 48.7% | 657 | 17.2% |
|
| 1353 |
SW
1353
SteelPeak Wealth
Woodland Hills,
California
| $1.47B | +$111M | +8% | 13.5% | 126% | 482 | 27.8% |
|
| 1354 |
CPSAC
1354
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.47B | +$64M | +5% | 4.55% | 49.1% | 138 | 8.7% |
|
| 1355 |
OCM
1355
Osterweis Capital Management
San Francisco,
California
| $1.47B | +$92.9M | +7% | 8.09% | 69.8% | 233 | 15.88% |
|
| 1356 |
WFMPM
1356
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.47B | +$90.1M | +7% | 2.58% | 66.5% | 96 | 8.33% |
|
| 1357 |
RVPG
1357
Relative Value Partners Group
| $1.47B | +$45.8M | +3% | 3.57% | 8.9% | 269 | 13.38% |
|
| 1358 |
IFA
1358
Index Fund Advisors
Irvine,
California
| $1.46B | +$41.5M | +3% | 3.25% | 47.6% | 94 | 22.34% |
|
| 1359 |
B
1359
BloombergSen
Toronto,
Ontario, Canada
| $1.46B | -$54.8M | -4% | 6.13% | 46% | 34 | 8.82% |
|
| 1360 |
AWM
1360
Avior Wealth Management
Omaha,
Nebraska
| $1.46B | +$133M | +10% | 6.08% | 66% | 1,683 | 27.09% |
|
| 1361 |
MC
1361
Moors & Cabot
Boston,
Massachusetts
| $1.45B | +$19.8M | +1% | 5.59% | 102% | 939 | 14.06% |
|
| 1362 |
RMCM
1362
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.45B | +$91.7M | +7% | 12.4% | 85.2% | 217 | 9.68% |
|
| 1363 |
NMC
1363
NEA Management Company
Timonium,
Maryland
| $1.45B | -$333M | -19% | 17.5% | 769% | 58 | 10.34% |
|
| 1364 |
AT
1364
American Trust
Lexington,
Kentucky
| $1.44B | +$365M | +34% | 5.08% | 46.5% | 503 | 27.44% |
|
| 1365 |
GH
1365
GAM Holding
Zurich,
Switzerland
| $1.44B | +$196M | +16% | 13.2% | 139% | 240 | 30.42% |
|
| 1366 |
VC
1366
Vivo Capital
Palo Alto,
California
| $1.44B | +$573M | +66% | 5.68% | 7,374% | 50 | 8% |
|
| 1367 |
KL
1367
KIM LLC
Wichita,
Kansas
| $1.44B | -$375M | -21% | 1.19% | 26.4% | 712 | 34.13% |
|
| 1368 |
EA
1368
Efficient Advisors
Mason,
Ohio
| $1.43B | +$451M | +46% | 3.87% | 30.6% | 71 | 9.86% |
|
| 1369 |
ST
1369
Sabal Trust
St. Petersburg,
Florida
| $1.43B | -$33.9M | -2% | 1.01% | 18.4% | 170 | 17.06% |
|
| 1370 |
BCM
1370
Basswood Capital Management
New York
| $1.43B | +$81.7M | +6% | 6.03% | 98% | 131 | 27.48% |
|
| 1371 |
EP
1371
Eversept Partners
New York
| $1.43B | +$292M | +26% | 4.31% | 281% | 82 | 41.46% |
|
| 1372 |
TMAM
1372
Tokio Marine Asset Management
Tokyo,
Japan
| $1.43B | +$152M | +12% | 14.5% | 105% | 583 | 10.81% |
|
| 1373 |
TCOV
1373
Trust Company of Vermont
Brattleboro,
Vermont
| $1.43B | +$68.3M | +5% | 6% | 75.9% | 916 | 9.5% |
|
| 1374 |
GD
1374
Grandfield & Dodd
New York
| $1.43B | +$64M | +5% | 5.64% | 55.2% | 195 | 5.13% |
|
| 1375 |
CCPM
1375
Cooper Creek Partners Management
New York
| $1.43B | +$216M | +18% | 13.1% | 56.1% | 129 | 39.53% |
|