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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 |
ST
1501
Sageworth Trust
Lancaster,
Pennsylvania
| $1.61B | -$9.04M | -0.6% | 1.13% | 52.1% | 103 | 8.74% |
|
| 1502 |
HPC
1502
Hill Path Capital
New York
| $1.61B | -$399M | -20% | 18.4% | 34.7% | 5 | 20% |
|
| 1503 |
GL
1503
Graypoint LLC
Albany,
New York
| $1.6B | -$47.8M | -3% | 3.04% | 72.8% | 533 | 8.63% |
|
| 1504 |
TFS
1504
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.6B | -$34.4M | -2% | 3.36% | 121% | 734 | 14.99% |
|
| 1505 |
DAS
1505
Diversify Advisory Services
Sandy,
Utah
| $1.6B | -$212M | -12% | 3.28% | – | 706 | 23.94% |
|
| 1506 |
TA
1506
Tectonic Advisors
Frisco,
Texas
| $1.6B | +$63.5M | +4% | 1.55% | 43.4% | 329 | 6.69% |
|
| 1507 |
WGAM
1507
Wilkinson Global Asset Management
New York
| $1.6B | -$27.7M | -2% | 1.17% | 71.1% | 81 | 9.88% |
|
| 1508 |
ELC
1508
Edgar Lomax Company
Kingstowne,
Virginia
| $1.6B | +$47.6M | +3% | 7.4% | 56.6% | 75 | 32% |
|
| 1509 |
TAL
1509
TIG Advisors LLC
New York
| $1.6B | +$172M | +12% | 17.1% | 366% | 101 | 75.25% |
|
| 1510 |
CFA
1510
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.59B | -$26.1M | -2% | 0.94% | 45.5% | 165 | 9.09% |
|
| 1511 |
HH
1511
Hilltop Holdings
Dallas,
Texas
| $1.59B | +$9.51M | +0.6% | 0.05% | 72.2% | 917 | 16.68% |
|
| 1512 |
CGL
1512
Clarius Group LLC
Seattle,
Washington
| $1.59B | +$128M | +9% | 2.95% | 92.1% | 506 | 15.42% |
|
| 1513 |
RCAG
1513
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.59B | +$10.5M | +0.7% | 1% | 51.4% | 629 | 8.9% |
|
| 1514 |
FM
1514
Foster & Motley
Cincinnati,
Ohio
| $1.59B | +$50.6M | +3% | 1.61% | 56.8% | 391 | 7.93% |
|
| 1515 |
CWS
1515
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.59B | +$49.3M | +3% | 0.18% | 64.5% | 360 | 15% |
|
| 1516 |
RMA
1516
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.59B | -$40M | -2% | 2.24% | 68.9% | 75 | 0% |
|
| 1517 |
MCI
1517
McDonald Capital Investors
Orinda,
California
| $1.59B | -$5.9M | -0.4% | 3.94% | 66% | 21 | 4.76% |
|
| 1518 |
AC
1518
Annandale Capital
Dallas,
Texas
| $1.59B | +$954M | +151% | 2.66% | 52.5% | 140 | 17.86% |
|
| 1519 |
ABTD
1519
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.58B | -$77.8M | -5% | 0.31% | – | 190 | 18.95% |
|
| 1520 |
SLF
1520
Sun Life Financial
Toronto,
Ontario, Canada
| $1.58B | -$213M | -12% | 3.71% | 51.8% | 37 | 16.22% |
|
| 1521 |
AI
1521
Alphabet Inc
Mountain View,
California
| $1.58B | -$140M | -8% | 8.16% | 350% | 43 | 13.95% |
|
| 1522 |
BCP
1522
BlackBarn Capital Partners
New York
| $1.57B | -$248M | -14% | 4.87% | – | 24 | 37.5% |
|
| 1523 |
RIM
1523
Rush Island Management
New York
| $1.57B | +$66.4M | +4% | 0.73% | 2.61% | 16 | 25% |
|
| 1524 |
CP
1524
CenterBook Partners
Greenwich,
Connecticut
| $1.57B | -$104M | -6% | 7.59% | 37.5% | 628 | 51.59% |
|
| 1525 |
PHK
1525
Point72 Hong Kong
Hong Kong
| $1.57B | -$69.1M | -4% | 1.77% | 396% | 670 | 74.18% |
|