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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1376 |
WCMNY
1376
Westchester Capital Management (New York)
Valhalla,
New York
| $2.19B | +$277M | +14% | 9.61% | 99.9% | 305 | 46.56% |
|
| 1377 |
CC
1377
Clearline Capital
New York
| $2.18B | -$497M | -19% | 14.9% | 18% | 138 | 42.75% |
|
| 1378 |
PHK
1378
Point72 Hong Kong
Hong Kong
| $2.18B | +$635M | +41% | 41.3% | 396% | 681 | 72.98% |
|
| 1379 |
FWTB
1379
First Western Trust Bank
Denver,
Colorado
| $2.18B | -$46.2M | -2% | 0.37% | 33.2% | 200 | 7.5% |
|
| 1380 |
SAI
1380
Savvy Advisors Inc
New York
| $2.18B | +$677M | +45% | 7.83% | – | 854 | 28.1% |
|
| 1381 |
ET
1381
Equitable Trust
Nashville,
Tennessee
| $2.18B | +$168M | +8% | 10.2% | 94.7% | 459 | 10.24% |
|
| 1382 |
MA
1382
Montag & Associates
Atlanta,
Georgia
| $2.17B | +$121M | +6% | 7.68% | 68% | 1,161 | 22.22% |
|
| 1383 |
RCM
1383
RNC Capital Management
Los Angeles,
California
| $2.17B | +$112M | +5% | 7.93% | 63.6% | 174 | 6.32% |
|
| 1384 |
SC
1384
SouthState Corp
Winter Haven,
Florida
| $2.17B | -$117M | -5% | 7.25% | 68.2% | 1,647 | 22.77% |
|
| 1385 |
MMLI
1385
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $2.17B | +$633M | +41% | 41.8% | – | 2 | 0% |
|
| 1386 |
WAM
1386
WT Asset Management
Hong Kong
| $2.17B | +$740M | +52% | 46.3% | 1,369% | 59 | 67.8% |
|
| 1387 |
TC
1387
Trilogy Capital
Irvine,
California
| $2.16B | +$108M | +5% | 6.75% | 54.1% | 383 | 7.83% |
|
| 1388 |
ACL
1388
Azora Capital LP
Miami,
Florida
| $2.16B | -$53.7M | -2% | 12.8% | 155% | 82 | 52.44% |
|
| 1389 |
ACG
1389
Aventail Capital Group
New York
| $2.16B | -$115M | -5% | 9.06% | 147% | 166 | 35.54% |
|
| 1390 |
VWM
1390
Venturi Wealth Management
Austin,
Texas
| $2.15B | +$130M | +6% | 8.87% | 101% | 609 | 19.54% |
|
| 1391 |
MAS
1391
Meeder Advisory Services
Dublin,
Ohio
| $2.15B | +$220M | +11% | 8.07% | 71.1% | 663 | 13.88% |
|
| 1392 |
ST
1392
Sageworth Trust
Lancaster,
Pennsylvania
| $2.15B | +$340M | +19% | 7.67% | 52.1% | 269 | 63.94% |
|
| 1393 |
VWA
1393
Visionary Wealth Advisors
O'fallon,
Illinois
| $2.14B | +$186M | +9% | 7.49% | 57.5% | 627 | 15.15% |
|
| 1394 |
CI
1394
Constellation Investments
Montgomery,
Ohio
| $2.14B | -$22.3M | -1% | 5.73% | – | 20 | 10% |
|
| 1395 |
BCPEMI
1395
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $2.14B | +$28M | +1% | 10.8% | 201% | 30 | 50% |
|
| 1396 |
NRCM
1396
North Reef Capital Management
Laguna Beach,
California
| $2.14B | -$118M | -5% | 6.82% | 68.1% | 56 | 51.79% |
|
| 1397 |
OWP
1397
Obermeyer Wealth Partners
Aspen,
Colorado
| $2.13B | +$126M | +6% | 7.94% | 73.4% | 305 | 11.48% |
|
| 1398 |
BPAMU
1398
BTG Pactual Asset Management US
New York
| $2.13B | +$1.22B | +134% | 8.16% | – | 328 | 48.78% |
|
| 1399 |
DP
1399
Dearborn Partners
Chicago,
Illinois
| $2.13B | +$20.2M | +1% | 3.36% | 44.3% | 270 | 10.74% |
|
| 1400 |
RMCM
1400
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $2.13B | +$129M | +6% | 7.41% | 85.2% | 203 | 4.93% |
|