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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1451 |
MI
1451
Markston International
White Plains,
New York
| $930M | +$2.69M | +0.3% | 3.12% | 109% | 193 | 11.4% |
|
| 1452 |
AAA
1452
Adams Asset Advisors
Dallas,
Texas
| $927M | +$193M | +26% | 22.3% | 63.2% | 109 | 22.02% |
|
| 1453 |
SWM
1453
SVA Wealth Management
Madison,
Wisconsin
| $926M | +$117M | +14% | 2.88% | 44.5% | 240 | 25% |
|
| 1454 |
CSC
1454
Cove Street Capital
El Segundo,
California
| $919M | +$11.5M | +1% | 4.71% | 84.2% | 114 | 16.67% |
|
| 1455 |
FG
1455
Formula Growth
Montreal,
Quebec, Canada
| $913M | +$70M | +8% | 7.13% | 65.6% | 167 | 23.95% |
|
| 1456 |
HCM
1456
Howard Capital Management
Roswell,
Georgia
| $913M | +$121M | +15% | 3.39% | 89.1% | 109 | 56.88% |
|
| 1457 |
SBCM
1457
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $913M | +$1.86M | +0.2% | 2.94% | 74.8% | 67 | 16.42% |
|
| 1458 |
OMC
1458
Old Mission Capital
Chicago,
Illinois
| $912M | +$157M | +21% | 4.02% | 35.4% | 529 | 78.07% |
|
| 1459 |
SC
1459
SRB Corp
Boston,
Massachusetts
| $912M | +$121M | +15% | 5.32% | 53.1% | 194 | 26.8% |
|
| 1460 |
JFGIW
1460
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $911M | +$74.7M | +9% | 6.94% | 47.1% | 590 | 11.02% |
|
| 1461 |
GD
1461
Grandfield & Dodd
New York
| $910M | +$13.7M | +2% | 2.31% | 55.2% | 182 | 6.04% |
|
| 1462 |
RP
1462
Regal Partners
Sydney, NSW,
Australia
| $909M | +$90.8M | +11% | 6.6% | 133% | 12 | 16.67% |
|
| 1463 |
LG
1463
Leuthold Group
Minneapolis,
Minnesota
| $909M | +$30M | +3% | 1.59% | 106% | 243 | 41.56% |
|
| 1464 |
JFG
1464
JMG Financial Group
Downers Grove,
Illinois
| $909M | +$59.7M | +7% | 1.6% | 48.2% | 68 | 10.29% |
|
| 1465 |
HP
1465
Hikari Power
Tokyo,
Japan
| $908M | +$58.8M | +7% | 1.22% | 56.5% | 148 | 47.97% |
|
| 1466 |
WCA
1466
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $908M | -$40.7M | -4% | 8.49% | 178% | 189 | 64.55% |
|
| 1467 |
SYBT
1467
Stock Yards Bank & Trust
Louisville,
Kentucky
| $908M | +$10.7M | +1% | 4% | 70.2% | 230 | 8.7% |
|
| 1468 |
FNT
1468
First National Trust
Hermitage,
Pennsylvania
| $907M | +$29.5M | +3% | 2.61% | 70.6% | 340 | 7.65% |
|
| 1469 |
AB
1469
AT Bancorp
Dubuque,
Iowa
| $906M | -$30.2M | -3% | 0.5% | 21.8% | 253 | 21.74% |
|
| 1470 |
RVPG
1470
Relative Value Partners Group
| $905M | +$2.16M | +0.2% | 0.13% | 8.9% | 147 | 8.84% |
|
| 1471 |
SR
1471
Swiss Re
Zurich,
Switzerland
| $901M | -$50M | -5% | 1.56% | – | 7 | 14.29% |
|
| 1472 |
FCM
1472
FJ Capital Management
Mclean,
Virginia
| $901M | +$88.7M | +11% | 5.8% | 63.9% | 131 | 44.27% |
|
| 1473 |
SPPAM
1473
Summit Partners Public Asset Management
Boston,
Massachusetts
| $900M | +$192M | +27% | 29.5% | 703% | 112 | 64.29% |
|
| 1474 |
MGIA
1474
Moneta Group Investment Advisors
St Louis,
Missouri
| $897M | +$146M | +19% | 0.38% | 50.1% | 700 | 58% |
|
| 1475 |
BONST
1475
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $897M | +$39.7M | +5% | 2.85% | 51.9% | 128 | 10.94% |
|