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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
BFA
1551
Beaumont Financial Advisors
Needham,
Massachusetts
| $615M | +$8.81M | +1% | 3.72% | 69.4% | 155 | 39.35% |
|
| 1552 |
TFP
1552
Triple Frond Partners
San Francisco,
California
| $614M | +$77.9M | +15% | 2.74% | 87.8% | 8 | 12.5% |
|
| 1553 |
AC
1553
AFAM Capital
Austin,
Texas
| $612M | -$33.4M | -5% | 2% | 52.1% | 173 | 18.5% |
|
| 1554 |
PC
1554
Packer & Co
Cottesloe,
Australia
| $612M | -$19.6M | -3% | 0.3% | – | 22 | 9.09% |
|
| 1555 |
NAM
1555
North American Management
Boston,
Massachusetts
| $612M | -$10.5M | -2% | 1.91% | 61.7% | 161 | 17.39% |
|
| 1556 |
CAI
1556
Capital Advisors Inc
Tulsa,
Oklahoma
| $611M | +$40.4M | +7% | 4.05% | 82.7% | 149 | 16.78% |
|
| 1557 |
BC
1557
Blackhill Capital
Morristown,
New Jersey
| $610M | -$32.2M | -5% | 3.07% | 164% | 92 | 9.78% |
|
| 1558 |
SEIA
1558
Signature Estate & Investment Advisors
Los Angeles,
California
| $610M | +$30.8M | +5% | 0.43% | 73.1% | 134 | 16.42% |
|
| 1559 |
WFI
1559
West Family Investments
Carlsbad,
California
| $610M | +$220M | +56% | 1.45% | 76.4% | 127 | 14.17% |
|
| 1560 |
LT
1560
LJ Trust
Reno,
Nevada
| $608M | +$11.7M | +2% | 2.66% | 19.3% | 13 | 0% |
|
| 1561 |
BWM
1561
Braver Wealth Management
Needham,
Massachusetts
| $608M | +$121M | +25% | 1.61% | 20.4% | 158 | 56.96% |
|
| 1562 |
WCP
1562
Waterfront Capital Partners
New York
| $606M | -$130M | -18% | 1.07% | 88.3% | 55 | 60% |
|
| 1563 |
WFMPM
1563
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $604M | +$35.6M | +6% | 5.08% | 66.5% | 88 | 15.91% |
|
| 1564 |
SWM
1564
SVA Wealth Management
Madison,
Wisconsin
| $604M | +$26M | +4% | 1.76% | 44.5% | 222 | 13.51% |
|
| 1565 |
RCMC
1565
RK Capital Management (Colorado)
Denver,
Colorado
| $604M | +$31M | +5% | 3.34% | 89% | 55 | 23.64% |
|
| 1566 |
HC
1566
Highstar Capital
New York
| $603M | -$12.3M | -2% | 19.7% | 8.47% | 1 | 0% |
|
| 1567 |
CC
1567
Crosslink Capital
Menlo Park,
California
| $602M | -$89.7M | -13% | 6.03% | 105% | 53 | 28.3% |
|
| 1568 |
TC
1568
Telemus Capital
Southfield,
Michigan
| $602M | +$232M | +63% | 7.2% | 27.9% | 341 | 70.97% |
|
| 1569 |
NONA
1569
Ninety One North America
New York
| $601M | +$36.2M | +6% | 2.69% | 62.9% | 130 | 29.23% |
|
| 1570 |
TI
1570
TRG Investments
Richmond,
Virginia
| $601M | -$97.2M | -14% | 13.4% | 70.5% | 2 | 0% |
|
| 1571 |
GI
1571
Glovista Investments
Jersey City,
New Jersey
| $601M | -$1.44M | -0.2% | 4.42% | 2.48% | 101 | 43.56% |
|
| 1572 |
STB
1572
S&T Bank
Indiana,
Pennsylvania
| $601M | -$44.2M | -7% | 0.98% | 94.2% | 84 | 10.71% |
|
| 1573 |
MPMG
1573
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $601M | -$131K | -0% | 5.61% | 114% | 32 | 15.63% |
|
| 1574 |
EA
1574
Ecofin Advisors
London,
United Kingdom
| $601M | +$5.68M | +1% | 2.16% | 77% | 45 | 28.89% |
|
| 1575 |
RA
1575
RR Advisors
Dallas,
Texas
| $600M | +$19.9M | +3% | 8.07% | 113% | 52 | 38.46% |
|