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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1476 |
WF
1476
WealthTrust Fairport
Cleveland,
Ohio
| $707M | +$36.7M | +5% | 3.7% | 31.4% | 513 | 33.72% |
|
| 1477 |
VFM
1477
Viking Fund Management
Minot,
North Dakota
| $707M | -$194M | -22% | 14.9% | 104% | 63 | 28.57% |
|
| 1478 |
SYBT
1478
Stock Yards Bank & Trust
Louisville,
Kentucky
| $704M | +$44.3M | +7% | 5.01% | 70.2% | 240 | 15% |
|
| 1479 |
SC
1479
SRB Corp
Boston,
Massachusetts
| $703M | +$14.2M | +2% | 5.94% | 53.1% | 212 | 24.53% |
|
| 1480 |
UM
1480
Ulysses Management
New York
| $702M | -$80.1M | -10% | 6.48% | 48.7% | 74 | 50% |
|
| 1481 |
SGCIA
1481
Smith Graham & Co Investment Advisors
Houston,
Texas
| $702M | +$24.5M | +4% | 9.13% | 56.9% | 140 | 5.71% |
|
| 1482 |
MLL
1482
Moody Lynn & Lieberson
Boston,
Massachusetts
| $702M | +$29.9M | +4% | 7.01% | 128% | 222 | 29.28% |
|
| 1483 |
JC
1483
JBF Capital
Aspen,
Colorado
| $700M | +$21.5M | +3% | 4.19% | 92.9% | 89 | 44.94% |
|
| 1484 |
FGP
1484
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $700M | +$3.92M | +0.6% | 2.05% | 56.9% | 81 | 8.64% |
|
| 1485 |
1GA
1485
1st Global Advisors
Dallas,
Texas
| $699M | +$63.2M | +10% | 3.44% | 23.5% | 506 | 21.54% |
|
| 1486 |
GCIA
1486
Gabelli & Co Investment Advisers
Rye,
New York
| $698M | +$71M | +11% | 15.8% | 233% | 211 | 46.45% |
|
| 1487 |
BDF
1487
Balasa Dinverno & Foltz
| $696M | +$36.2M | +5% | 2.65% | 23.2% | 201 | 12.94% |
|
| 1488 |
GCL
1488
Glazer Capital LLC
New York
| $693M | +$235M | +51% | 15.4% | 319% | 114 | 59.65% |
|
| 1489 |
NM
1489
NWI Management
New York
| $692M | -$326M | -32% | 4.06% | 170% | 33 | 30.3% |
|
| 1490 |
BWP
1490
Baldwin Wealth Partners
Marion,
Massachusetts
| $692M | -$13.4M | -2% | 4.08% | 85.9% | 280 | 17.86% |
|
| 1491 |
MWAC
1491
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $691M | +$67.3M | +11% | 6.21% | 54.1% | 192 | 19.79% |
|
| 1492 |
SCI
1492
S&CO Inc
Boston,
Massachusetts
| $690M | +$36.3M | +6% | 4.41% | 58.9% | 150 | 12.67% |
|
| 1493 |
KCM
1493
Kingstown Capital Management
New York
| $689M | +$5.14M | +0.8% | 2.72% | 38.6% | 18 | 27.78% |
|
| 1494 |
OCG
1494
Opus Capital Group
Cincinnati,
Ohio
| $689M | -$37.9M | -5% | 9.89% | 39.5% | 256 | 23.05% |
|
| 1495 |
STB
1495
S&T Bank
Indiana,
Pennsylvania
| $689M | +$19.3M | +3% | 5.91% | 94.2% | 91 | 13.19% |
|
| 1496 |
BAM
1496
Broadmark Asset Management
San Francisco,
California
| $688M | +$443M | +180% | 4.32% | 39.6% | 2 | 50% |
|
| 1497 |
DJSG
1497
D.J. St. Germain
Springfield,
Massachusetts
| $687M | +$24.3M | +4% | 3.92% | 65.3% | 120 | 13.33% |
|
| 1498 |
EIM
1498
Essex Investment Management
Boston,
Massachusetts
| $687M | +$33.2M | +5% | 11.2% | 272% | 393 | 25.7% |
|
| 1499 |
TCOV
1499
Trust Company of Vermont
Brattleboro,
Vermont
| $686M | +$24.6M | +4% | 4.08% | 75.9% | 872 | 9.17% |
|
| 1500 |
BOTW
1500
Bank of the West
Monterey Park,
California
| $685M | +$96M | +16% | 3.46% | 35.4% | 293 | 15.7% |
|