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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 |
NPA
1526
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.45B | +$127M | +10% | 12.7% | 54.5% | 107 | 11.21% |
|
| 1527 |
PP
1527
Patten & Patten
Chattanooga,
Tennessee
| $1.45B | +$132M | +10% | 11.8% | 63.8% | 287 | 5.23% |
|
| 1528 |
BRWM
1528
B. Riley Wealth Management
Memphis,
Tennessee
| $1.44B | +$142M | +11% | 8.94% | 49.6% | 710 | 18.45% |
|
| 1529 |
QI
1529
QV Investors
Calgary,
Alberta, Canada
| $1.44B | +$116M | +9% | 10.2% | 66.3% | 75 | 4% |
|
| 1530 |
WFMPM
1530
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.44B | +$228M | +19% | 14.2% | 66.5% | 105 | 13.33% |
|
| 1531 |
BCM
1531
Bluefin Capital Management
New York
| $1.43B | +$424M | +42% | 5.22% | – | 1,132 | 52.83% |
|
| 1532 |
SIC
1532
Sigma Investment Counselors
Northville,
Michigan
| $1.43B | +$80.3M | +6% | 6.68% | 54.9% | 200 | 7% |
|
| 1533 |
SB
1533
Simmons Bank
Pine Bluff,
Arkansas
| $1.43B | +$51.2M | +4% | 9.12% | 73.5% | 387 | 6.46% |
|
| 1534 |
CM
1534
Conifer Management
New York
| $1.43B | -$19.6M | -1% | 6.28% | 38.1% | 14 | 7.14% |
|
| 1535 |
NSIM
1535
North Star Investment Management
Chicago,
Illinois
| $1.43B | +$196M | +16% | 8.29% | 63.8% | 1,246 | 11.72% |
|
| 1536 |
VCM
1536
Vigilant Capital Management
Portland,
Maine
| $1.43B | +$178M | +14% | 12.3% | 48.8% | 837 | 31.3% |
|
| 1537 |
MCI
1537
McDonald Capital Investors
Orinda,
California
| $1.43B | +$136M | +11% | 13.6% | 66% | 22 | 18.18% |
|
| 1538 |
ACM
1538
Atika Capital Management
New York
| $1.43B | -$255M | -15% | 11.7% | 553% | 141 | 57.45% |
|
| 1539 |
CP
1539
Cumberland Partners
Toronto,
Ontario, Canada
| $1.42B | +$202M | +17% | 11.6% | 88.5% | 207 | 26.57% |
|
| 1540 |
SCI
1540
S&CO Inc
Boston,
Massachusetts
| $1.42B | +$133M | +10% | 9.94% | 58.9% | 196 | 6.12% |
|
| 1541 |
SSWM
1541
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.41B | +$141M | +11% | 10.8% | 106% | 265 | 9.43% |
|
| 1542 |
NRS
1542
Neville Rodie & Shaw
New York
| $1.41B | +$125M | +10% | 11.9% | 115% | 276 | 7.61% |
|
| 1543 |
CPIG
1543
Chicago Partners Investment Group
Chicago,
Illinois
| $1.41B | -$15.7M | -1% | 6.21% | 60.8% | 630 | 17.14% |
|
| 1544 |
EA
1544
Efficient Advisors
Mason,
Ohio
| $1.41B | +$364M | +35% | 2.52% | 30.6% | 62 | 3.23% |
|
| 1545 |
ECG
1545
Edge Capital Group
Atlanta,
Georgia
| $1.41B | +$153M | +12% | 7.61% | 27.7% | 293 | 8.87% |
|
| 1546 |
RVPG
1546
Relative Value Partners Group
| $1.41B | +$74.5M | +6% | 3.9% | 8.9% | 206 | 16.02% |
|
| 1547 |
GIA
1547
GHP Investment Advisors
Denver,
Colorado
| $1.41B | +$146M | +12% | 10.3% | 75.2% | 326 | 8.9% |
|
| 1548 |
MME
1548
Meag Munich Ergo
Munich,
Germany
| $1.41B | +$833M | +145% | 9.54% | 82.8% | 246 | 34.15% |
|
| 1549 |
IFA
1549
Index Fund Advisors
Irvine,
California
| $1.41B | – | – | 6.39% | 47.6% | 98 | – |
|
| 1550 |
DIA
1550
Davidson Investment Advisors
Great Falls,
Montana
| $1.4B | +$118M | +9% | 10.7% | 69.5% | 108 | 12.04% |
|