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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
SMA
1526
Simply Money Advisors
Cincinnati,
Ohio
| $658M | +$14M | +2% | 2.46% | 11.5% | 44 | 52.27% |
|
| 1527 |
JC
1527
Joho Capital
New York
| $655M | +$29.1M | +5% | 14.2% | 72.6% | 12 | 16.67% |
|
| 1528 |
AACR
1528
ACR Alpine Capital Research
St. Louis,
Missouri
| $654M | +$53.1M | +9% | 2.6% | 61.4% | 28 | 10.71% |
|
| 1529 |
BP
1529
BBR Partners
New York
| $652M | +$44.2M | +7% | 3.95% | 51.6% | 54 | 18.52% |
|
| 1530 |
NVPI
1530
Norwest Venture Partners IX
Palo Alto,
California
| $651M | -$338M | -34% | 34.1% | – | 1 | 0% |
|
| 1531 |
B
1531
Bailard
Foster City,
California
| $650M | +$19.6M | +3% | 5.67% | 74.8% | 259 | 26.64% |
|
| 1532 |
LTI
1532
Laffer Tengler Investments
Nashville,
Tennessee
| $649M | +$27.4M | +4% | 5.83% | 96.5% | 232 | 17.24% |
|
| 1533 |
WP
1533
WMS Partners
Towson,
Maryland
| $649M | +$24.2M | +4% | 4.81% | 10.8% | 255 | 12.55% |
|
| 1534 |
TCOV
1534
Trust Company of Vermont
Brattleboro,
Vermont
| $648M | +$37.4M | +6% | 5.04% | 75.9% | 793 | 7.94% |
|
| 1535 |
LPT
1535
Legacy Private Trust
Neenah,
Wisconsin
| $647M | +$73.9M | +13% | 3.67% | 63.5% | 274 | 31.39% |
|
| 1536 |
AIP
1536
ARS Investment Partners
New York
| $646M | +$78.7M | +14% | 10.6% | 260% | 83 | 13.25% |
|
| 1537 |
FWSM
1537
First Wilshire Securities Management
Pasadena,
California
| $645M | +$5.76M | +0.9% | 2.06% | 107% | 130 | 3.85% |
|
| 1538 |
MGAI
1538
MP Global Advisers III
New York
| $644M | -$147M | -19% | 18.5% | 16.5% | 1 | 0% |
|
| 1539 |
BOTW
1539
Bank of the West
Monterey Park,
California
| $642M | +$34.3M | +6% | 4.68% | 35.4% | 265 | 14.72% |
|
| 1540 |
QAM
1540
QCI Asset Management
Pittsford,
New York
| $642M | +$22.1M | +4% | 5.23% | 53.4% | 580 | 6.9% |
|
| 1541 |
FMBTD
1541
First Midwest Bank Trust Division
Joliet,
Illinois
| $641M | +$27.3M | +4% | 4.81% | 107% | 454 | 15.64% |
|
| 1542 |
FCH
1542
Freestone Capital Holdings
Seattle,
Washington
| $640M | +$75.8M | +13% | 3.15% | 69.8% | 286 | 43.71% |
|
| 1543 |
WSCM
1543
Wellington Shields Capital Management
New York
| $639M | +$54.4M | +9% | 3.1% | 80.5% | 401 | 20.45% |
|
| 1544 |
PHS
1544
Pekin Hardy Strauss
Chicago,
Illinois
| $637M | +$22.3M | +4% | 3.87% | 97.9% | 144 | 12.5% |
|
| 1545 |
PCP
1545
P2 Capital Partners
New York
| $635M | -$14.6M | -2% | 5.62% | 0.1% | 15 | 26.67% |
|
| 1546 |
DBT
1546
Dubuque Bank & Trust
Dubuque,
Iowa
| $634M | +$75.7M | +14% | 1.38% | 24% | 622 | 34.41% |
|
| 1547 |
MWAC
1547
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $634M | +$17.6M | +3% | 4.33% | 54.1% | 156 | 14.74% |
|
| 1548 |
FIM
1548
Frontier Investment Management
Dallas,
Texas
| $633M | +$66.7M | +12% | 9.62% | 16.4% | 179 | 24.02% |
|
| 1549 |
MYLI
1549
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $633M | +$54.2M | +9% | 4.86% | 20.9% | 397 | 16.37% |
|
| 1550 |
QT
1550
Quantbot Technologies
New York
| $633M | +$209M | +49% | 2.21% | 22.2% | 1,640 | 66.46% |
|