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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1401 |
FCBT
1401
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.04B | +$209M | +25% | 8.73% | 60.3% | 418 | 24.88% |
|
| 1402 |
ESBC
1402
E.S. Barr & Co
Lexington,
Kentucky
| $1.04B | +$26.6M | +3% | 8.64% | 72.6% | 83 | 3.61% |
|
| 1403 |
RMCM
1403
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.04B | +$101M | +11% | 9.28% | 85.2% | 240 | 11.67% |
|
| 1404 |
MLL
1404
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.04B | +$141M | +16% | 10.9% | 128% | 213 | 17.37% |
|
| 1405 |
UM
1405
Ulysses Management
New York
| $1.03B | -$44.5M | -4% | 10.9% | 48.7% | 59 | 38.98% |
|
| 1406 |
VFA
1406
Valeo Financial Advisors
Carmel,
Indiana
| $1.03B | +$125M | +14% | 8.76% | 75.9% | 1,801 | 15.77% |
|
| 1407 |
GIA
1407
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.03B | +$62.6M | +6% | 5.84% | 88.9% | 218 | 11.47% |
|
| 1408 |
SBIA
1408
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.03B | +$105M | +11% | 10.6% | 61.9% | 510 | 15.29% |
|
| 1409 |
VF
1409
Virtu Financial
New York
| $1.03B | -$253M | -20% | 8.46% | 117% | 2,102 | 67.65% |
|
| 1410 |
DIA
1410
Davidson Investment Advisors
Great Falls,
Montana
| $1.03B | +$65.6M | +7% | 8.79% | 69.5% | 111 | 15.32% |
|
| 1411 |
ECG
1411
Edge Capital Group
Atlanta,
Georgia
| $1.03B | +$39.5M | +4% | 6.96% | 27.7% | 242 | 10.74% |
|
| 1412 |
JFG
1412
JMG Financial Group
Downers Grove,
Illinois
| $1.03B | +$72.2M | +8% | 7.11% | 48.2% | 80 | 12.5% |
|
| 1413 |
SGCIA
1413
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.03B | +$85.9M | +9% | 12.7% | 56.9% | 136 | 5.88% |
|
| 1414 |
ET
1414
Equitable Trust
Nashville,
Tennessee
| $1.02B | +$74.6M | +8% | 8.32% | 94.7% | 301 | 12.62% |
|
| 1415 |
DIGDR
1415
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.02B | +$60.2M | +6% | 15.4% | 67.3% | 14 | 28.57% |
|
| 1416 |
CDH
1416
Charles D. Hyman
| $1.02B | +$64.2M | +7% | 6.66% | 36.8% | 209 | 11.96% |
|
| 1417 |
NRS
1417
Neville Rodie & Shaw
New York
| $1.02B | +$74.7M | +8% | 8.88% | 115% | 254 | 5.51% |
|
| 1418 |
TC
1418
Trilogy Capital
Irvine,
California
| $1.02B | +$81M | +9% | 5.04% | 54.1% | 127 | 21.26% |
|
| 1419 |
AB
1419
Aozora Bank
Tokyo,
Japan
| $1.02B | +$93.9M | +10% | 0.59% | 4.51% | 4 | 50% |
|
| 1420 |
BFA
1420
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.02B | +$14.3M | +1% | 6.71% | 69.4% | 304 | 17.76% |
|
| 1421 |
LSAG
1421
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.02B | +$93.7M | +10% | 7.4% | 16% | 260 | 13.46% |
|
| 1422 |
WG
1422
Welch Group
Birmingham,
Alabama
| $1.02B | +$42.7M | +4% | 4.14% | 73.2% | 160 | 11.88% |
|
| 1423 |
LNWWM
1423
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $1.02B | +$57.5M | +6% | 9.81% | – | 737 | 9.63% |
|
| 1424 |
LCM
1424
Lomas Capital Management
New York
| $1.01B | +$49M | +5% | 10.4% | 66.3% | 36 | 41.67% |
|
| 1425 |
PFG
1425
Pacific Financial Group
Bellevue,
Washington
| $1.01B | +$92.9M | +10% | 7.02% | 48.4% | 93 | 24.73% |
|