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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 |
HRES
1551
Heitman Real Estate Securities
Chicago,
Illinois
| $1.55B | -$281M | -15% | 4.96% | 35.8% | 64 | 25% |
|
| 1552 |
LOAME
1552
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.55B | -$801M | -34% | 1.03% | 63.6% | 215 | 18.14% |
|
| 1553 |
EA
1553
Efficient Advisors
Mason,
Ohio
| $1.55B | -$41.1M | -3% | 3.57% | 30.6% | 68 | 5.88% |
|
| 1554 |
ELC
1554
Edgar Lomax Company
Kingstowne,
Virginia
| $1.55B | -$86.6M | -5% | 4.06% | 56.6% | 68 | 4.41% |
|
| 1555 |
AP
1555
Adero Partners
Pleasanton,
California
| $1.55B | +$44.3M | +3% | 0.6% | 27.7% | 270 | 14.07% |
|
| 1556 |
AAM
1556
Aureus Asset Management
Boston,
Massachusetts
| $1.55B | +$19.1M | +1% | 4.85% | 80.4% | 229 | 16.59% |
|
| 1557 |
IHG
1557
Insight Holdings Group
New York
| $1.55B | -$755M | -33% | 0.8% | 103% | 33 | 27.27% |
|
| 1558 |
OFG
1558
Oxford Financial Group
Carmel,
Indiana
| $1.54B | -$33.5M | -2% | 0.02% | 80.4% | 327 | 18.04% |
|
| 1559 |
PCM
1559
Politan Capital Management
New York
| $1.54B | -$228M | -13% | 5.89% | 7.16% | 4 | 0% |
|
| 1560 |
ECM
1560
Everence Capital Management
Goshen,
Indiana
| $1.54B | -$45.7M | -3% | 4.34% | 80.4% | 1,062 | 52.92% |
|
| 1561 |
FNBOO
1561
First National Bank of Omaha
Omaha,
Nebraska
| $1.54B | -$27.6M | -2% | 0.1% | 58.8% | 313 | 4.79% |
|
| 1562 |
FM
1562
Foster & Motley
Cincinnati,
Ohio
| $1.54B | -$39.1M | -2% | 2.84% | 56.8% | 385 | 5.71% |
|
| 1563 |
CWS
1563
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.54B | +$170M | +12% | 1.36% | 64.5% | 353 | 10.48% |
|
| 1564 |
TA
1564
Tectonic Advisors
Frisco,
Texas
| $1.54B | +$4.96M | +0.3% | 1.98% | 43.4% | 334 | 13.17% |
|
| 1565 |
WWM
1565
Western Wealth Management
Golden,
Colorado
| $1.53B | -$219M | -13% | 2.93% | 70.1% | 779 | 19.51% |
|
| 1566 |
BBA
1566
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.53B | -$177M | -10% | 3.47% | 155% | 517 | 41.01% |
|
| 1567 |
BCA
1567
Boundary Creek Advisors
New York
| $1.53B | +$245M | +19% | 4.09% | 15% | 34 | 32.35% |
|
| 1568 |
LPT
1568
Legacy Private Trust
Neenah,
Wisconsin
| $1.53B | +$40.9M | +3% | 1.17% | 63.5% | 249 | 10.44% |
|
| 1569 |
EK
1569
Evensky & Katz
Coral Gables,
Florida
| $1.53B | -$7.44M | -0.5% | 0.58% | 57.1% | 85 | 9.41% |
|
| 1570 |
C
1570
Consulta
London,
United Kingdom
| $1.53B | -$92.8M | -6% | 3.94% | 33.6% | 15 | 13.33% |
|
| 1571 |
RIL
1571
Rothschild Investment LLC
Chicago,
Illinois
| $1.53B | -$70.2K | -0% | 1.63% | 78.6% | 3,089 | 10.97% |
|
| 1572 |
BHWM
1572
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.53B | -$41.3M | -3% | 1.07% | 79.2% | 273 | 8.06% |
|
| 1573 |
SC
1573
SouthState Corp
Winter Haven,
Florida
| $1.53B | +$74.8M | +5% | 2.08% | 68.2% | 706 | 17.14% |
|
| 1574 |
CCM
1574
Compass Capital Management
Minneapolis,
Minnesota
| $1.53B | -$51.9M | -3% | 1.4% | 47.1% | 38 | 7.89% |
|
| 1575 |
WIC
1575
Willis Investment Counsel
Gainesville,
Georgia
| $1.52B | -$14.3M | -0.9% | 3.24% | 42.5% | 116 | 2.59% |
|