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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1501 |
RMA
1501
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $901M | +$82.7M | +10% | 8.79% | 68.9% | 82 | 24.39% |
|
| 1502 |
FCBT
1502
First Citizens Bank & Trust
Raleigh,
North Carolina
| $900M | +$86M | +11% | 7.38% | 60.3% | 458 | 17.9% |
|
| 1503 |
FCM
1503
FJ Capital Management
Mclean,
Virginia
| $900M | -$1.03M | -0.1% | 3.39% | 63.9% | 124 | 37.9% |
|
| 1504 |
TGA
1504
Trilogy Global Advisors
Winter Park,
Florida
| $898M | -$115M | -11% | 3.62% | 42.3% | 33 | 6.06% |
|
| 1505 |
HT
1505
HighTower Trust
Houston,
Texas
| $897M | +$34.3M | +4% | 6.8% | 90.4% | 117 | 17.09% |
|
| 1506 |
GIM
1506
Goelzer Investment Management
Carmel,
Indiana
| $897M | +$37.9M | +4% | 6.81% | 98.9% | 213 | 10.8% |
|
| 1507 |
TI
1507
TT International
London,
United Kingdom
| $896M | +$278M | +45% | 3.68% | – | 48 | 29.17% |
|
| 1508 |
FAIM
1508
Financial Advocates Investment Management
Olympia,
Washington
| $896M | +$70.1M | +8% | 5.39% | 89.9% | 539 | 16.88% |
|
| 1509 |
TPMI
1509
Tilden Park Management I
New York
| $896M | -$155M | -15% | 0.91% | 29.6% | 14 | 50% |
|
| 1510 |
HPM
1510
H. Partners Management
New York
| $895M | +$20.2M | +2% | 4.63% | 30.8% | 2 | 0% |
|
| 1511 |
NC
1511
Nitorum Capital
New York
| $894M | +$832K | +0.1% | 3.73% | 55.1% | 26 | 3.85% |
|
| 1512 |
NSIM
1512
North Star Investment Management
Chicago,
Illinois
| $894M | +$31.7M | +4% | 5.65% | 63.8% | 1,165 | 9.96% |
|
| 1513 |
SCI
1513
S&CO Inc
Boston,
Massachusetts
| $893M | +$62M | +7% | 8.44% | 58.9% | 199 | 7.54% |
|
| 1514 |
DJSG
1514
D.J. St. Germain
Springfield,
Massachusetts
| $893M | +$53M | +6% | 6.04% | 65.3% | 184 | 11.41% |
|
| 1515 |
RWP
1515
RWA Wealth Partners
Newton,
Massachusetts
| $893M | -$3.01M | -0.3% | 4.99% | 45.8% | 825 | 72.12% |
|
| 1516 |
RW
1516
Rand Wealth
Baltimore,
Maryland
| $893M | -$2.71M | -0.3% | 5.42% | 40.4% | 238 | 6.3% |
|
| 1517 |
ACP
1517
Ashfield Capital Partners
San Francisco,
California
| $892M | +$91M | +11% | 8.97% | 48.8% | 255 | 5.1% |
|
| 1518 |
WP
1518
WMS Partners
Towson,
Maryland
| $891M | +$30.3M | +4% | 7.44% | 10.8% | 230 | 8.26% |
|
| 1519 |
BDF
1519
Balasa Dinverno & Foltz
| $890M | +$200M | +29% | 6.07% | 23.2% | 254 | 15.75% |
|
| 1520 |
HSA
1520
HBK Sorce Advisory
Erie,
Pennsylvania
| $887M | +$18.6M | +2% | 5.8% | 50.7% | 427 | 14.99% |
|
| 1521 |
OP
1521
Omni Partners
London,
United Kingdom
| $887M | +$2.69M | +0.3% | 8.39% | 412% | 40 | 55% |
|
| 1522 |
LPT
1522
Legacy Private Trust
Neenah,
Wisconsin
| $885M | +$45.9M | +5% | 4.32% | 63.5% | 231 | 5.63% |
|
| 1523 |
GC
1523
Giverny Capital
Montreal,
Quebec, Canada
| $883M | +$114M | +15% | 6.52% | 73% | 41 | 24.39% |
|
| 1524 |
WS
1524
Wedbush Securities
Los Angeles,
California
| $881M | +$74.9M | +9% | 6.66% | 79.8% | 971 | 16.89% |
|
| 1525 |
BHWM
1525
Bar Harbor Wealth Management
Concord,
New Hampshire
| $881M | +$51.6M | +6% | 7.02% | 79.2% | 325 | 8.31% |
|