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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
MFWM
1601
Motley Fool Wealth Management
Alexandria,
Virginia
| $625M | +$143M | +30% | 0.45% | 52.4% | 179 | 29.05% |
|
| 1602 |
FMBTD
1602
First Midwest Bank Trust Division
Joliet,
Illinois
| $624M | -$22.3M | -3% | 0.79% | 107% | 455 | 15.82% |
|
| 1603 |
CDH
1603
Charles D. Hyman
| $623M | -$353K | -0.1% | 1.75% | 36.8% | 154 | 5.84% |
|
| 1604 |
GIG
1604
Goodnow Investment Group
Darien,
Connecticut
| $623M | -$43.6M | -7% | 0.56% | 138% | 30 | 20% |
|
| 1605 |
FNT
1605
First National Trust
Hermitage,
Pennsylvania
| $622M | +$37M | +6% | 0.22% | 70.6% | 305 | 16.07% |
|
| 1606 |
EA
1606
Ecofin Advisors
London,
United Kingdom
| $622M | -$75.5M | -11% | 3.13% | 77% | 46 | 23.91% |
|
| 1607 |
IHL
1607
Investment House LLC
Redondo Beach,
California
| $622M | +$1.53M | +0.2% | 0.71% | 103% | 169 | 10.06% |
|
| 1608 |
BT
1608
Beacon Trust
Morristown,
New Jersey
| $622M | -$35.6M | -5% | 0.06% | 33% | 221 | 13.12% |
|
| 1609 |
LBC
1609
Lowe Brockenbrough & Co
Richmond,
Virginia
| $621M | -$13.1M | -2% | 0.37% | 67.5% | 196 | 4.08% |
|
| 1610 |
CEI
1610
Clark Estates Inc
New York
| $619M | +$640K | +0.1% | 1.23% | 31.4% | 128 | 21.88% |
|
| 1611 |
PP
1611
Peconic Partners
New York
| $618M | -$24.3M | -4% | 3.96% | 252% | 53 | 35.85% |
|
| 1612 |
GF
1612
Gerstein Fisher
New York
| $618M | +$11.3M | +2% | 0.08% | 33.8% | 449 | 19.15% |
|
| 1613 |
SHGA
1613
Sand Hill Global Advisors
Palo Alto,
California
| $615M | +$1.2M | +0.2% | 0.32% | 48% | 80 | 5% |
|
| 1614 |
MC
1614
Moors & Cabot
Boston,
Massachusetts
| $615M | +$15.5M | +3% | 0.1% | 102% | 560 | 14.64% |
|
| 1615 |
EGM
1615
Espalier Global Management
New York
| $615M | -$369M | -38% | 6.7% | 97.2% | 122 | 86.07% |
|
| 1616 |
BDF
1616
Balasa Dinverno & Foltz
| $614M | -$85.6M | -12% | 1.03% | 23.2% | 225 | 20.44% |
|
| 1617 |
RMCM
1617
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $612M | +$30.3M | +5% | 0.44% | 85.2% | 209 | 20.1% |
|
| 1618 |
MC
1618
Menta Capital
San Francisco,
California
| $612M | -$163M | -21% | 0.85% | 61.2% | 880 | 49.43% |
|
| 1619 |
NB
1619
NBT Bank
Norwich,
New York
| $612M | -$14.6M | -2% | 0.42% | 56.7% | 205 | 6.83% |
|
| 1620 |
BL
1620
Balentine LLC
Atlanta,
Georgia
| $612M | +$82.6M | +16% | 0.28% | 46.3% | 410 | 21.46% |
|
| 1621 |
ECM
1621
EII Capital Management
New York
| $610M | -$99.5M | -14% | 8.59% | 46.9% | 147 | 13.61% |
|
| 1622 |
TTWM
1622
TCV Trust & Wealth Management
Richmond,
Virginia
| $609M | -$9.19M | -1% | 0.77% | 69% | 180 | 3.89% |
|
| 1623 |
PBRA
1623
Pine Brook Road Advisors
Bedford,
New York
| $608M | +$70.6M | +13% | 13.9% | – | 3 | 0% |
|
| 1624 |
NA
1624
Nottingham Advisors
Amherst,
New York
| $608M | +$2.02M | +0.3% | 0.87% | 44.3% | 96 | 5.21% |
|
| 1625 |
JFG
1625
Jefferies Financial Group
New York
| $606M | +$24.2M | +4% | 4.17% | 104% | 1 | 0% |
|