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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 |
IMOV
1526
Investment Management of Virginia
Richmond,
Virginia
| $845M | +$460M | +119% | 13.1% | 93.4% | 163 | 11.04% |
|
| 1527 |
LPT
1527
Legacy Private Trust
Neenah,
Wisconsin
| $843M | +$68.8M | +9% | 10.1% | 63.5% | 228 | 7.46% |
|
| 1528 |
C
1528
Chescapmanager
Baltimore,
Maryland
| $842M | +$428M | +103% | 31.6% | 215% | 46 | 45.65% |
|
| 1529 |
SC
1529
Shellback Capital
Boston,
Massachusetts
| $841M | +$288M | +52% | 22.9% | 174% | 122 | 64.75% |
|
| 1530 |
RP
1530
RR Partners
New York
| $841M | +$58.3M | +7% | 15.2% | 73.3% | 21 | 23.81% |
|
| 1531 |
GFWEX
1531
G.F.W. Energy XI
Dallas,
Texas
| $841M | +$52.1M | +7% | 32.2% | – | 3 | 66.67% |
|
| 1532 |
CII
1532
Capital International Inc
Los Angeles,
California
| $841M | +$109M | +15% | 23.7% | 109% | 188 | 7.45% |
|
| 1533 |
TC
1533
Trilogy Capital
Irvine,
California
| $840M | +$96.4M | +13% | 9.65% | 54.1% | 166 | 46.39% |
|
| 1534 |
GAM
1534
GuardCap Asset Management
London,
United Kingdom
| $838M | +$326M | +64% | 16.2% | 18.5% | 25 | 4% |
|
| 1535 |
CI
1535
CPMG Inc
Dallas,
Texas
| $838M | -$293M | -26% | 41.1% | 878% | 23 | 17.39% |
|
| 1536 |
EC
1536
EJF Capital
Arlington,
Virginia
| $838M | -$22.1M | -3% | 6.41% | 102% | 130 | 30% |
|
| 1537 |
HCM
1537
Hoplite Capital Management
New York
| $836M | +$306M | +58% | 15.4% | 32.9% | 36 | 69.44% |
|
| 1538 |
SFM
1538
Stack Financial Management
Whitefish,
Montana
| $835M | +$21.8M | +3% | 14.6% | 68.6% | 52 | 19.23% |
|
| 1539 |
BDF
1539
Balasa Dinverno & Foltz
| $835M | +$37.5M | +5% | 13.5% | 23.2% | 260 | 18.85% |
|
| 1540 |
BHWM
1540
Bar Harbor Wealth Management
Concord,
New Hampshire
| $834M | +$82.2M | +11% | 12.2% | 79.2% | 298 | 9.73% |
|
| 1541 |
ACJ
1541
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $832M | -$303M | -27% | 2.5% | 33.4% | 14 | 42.86% |
|
| 1542 |
SAM
1542
Sectoral Asset Management
Montreal,
Quebec, Canada
| $831M | +$95.7M | +13% | 18.7% | 166% | 117 | 20.51% |
|
| 1543 |
BCA
1543
Bernzott Capital Advisors
Camarillo,
California
| $826M | +$110M | +15% | 16.9% | 46.6% | 46 | 8.7% |
|
| 1544 |
BJL
1544
Brighton Jones LLC
Seattle,
Washington
| $826M | +$133M | +19% | 15.2% | 81% | 314 | 19.75% |
|
| 1545 |
ACI
1545
Alpha Cubed Investments
Irvine,
California
| $825M | +$158M | +24% | 12.7% | 126% | 263 | 21.29% |
|
| 1546 |
AIM
1546
Avity Investment Management
Greenwich,
Connecticut
| $825M | +$107M | +15% | 15.8% | 104% | 79 | 10.13% |
|
| 1547 |
CCP
1547
Cyrus Capital Partners
New York
| $825M | +$155M | +23% | 10.3% | 174% | 26 | 57.69% |
|
| 1548 |
CWM
1548
Cornerstone Wealth Management
St. Peters,
Missouri
| $823M | +$355M | +76% | 11.4% | 69.8% | 528 | 42.05% |
|
| 1549 |
MCA
1549
Mendon Capital Advisors
Key Largo,
Florida
| $823M | -$28.1M | -3% | 3.98% | – | 104 | 30.77% |
|
| 1550 |
VFA
1550
Valeo Financial Advisors
Carmel,
Indiana
| $823M | +$110M | +15% | 11.8% | 75.9% | 1,698 | 14.9% |
|