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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 |
LPT
1601
Legacy Private Trust
Neenah,
Wisconsin
| $1.49B | +$80.1M | +6% | 5.78% | 63.5% | 238 | 5.88% |
|
| 1602 |
OA
1602
Oak Associates
Akron,
Ohio
| $1.49B | -$20.8M | -1% | 2.64% | 112% | 135 | 5.93% |
|
| 1603 |
ICP
1603
Ilex Capital Partners
London,
United Kingdom
| $1.48B | +$509M | +52% | 13.4% | – | 34 | 67.65% |
|
| 1604 |
NB
1604
NBT Bank
Norwich,
New York
| $1.48B | +$85.5M | +6% | 7.19% | 56.7% | 865 | 33.29% |
|
| 1605 |
ADL
1605
Asset Dedication LLC
San Francisco,
California
| $1.48B | +$40.7M | +3% | 6.17% | 54.3% | 1,267 | 15.39% |
|
| 1606 |
JCM
1606
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.48B | +$65.4M | +5% | 7.31% | 70.7% | 247 | 14.98% |
|
| 1607 |
FSA
1607
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.48B | +$81.8M | +6% | 6.98% | 113% | 180 | 11.11% |
|
| 1608 |
WWA
1608
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.48B | +$130M | +10% | 5.83% | 51.2% | 316 | 15.82% |
|
| 1609 |
ACM
1609
Alua Capital Management
New York
| $1.48B | -$825M | -36% | 7.03% | 93.7% | 28 | 50% |
|
| 1610 |
BFO
1610
Boston Family Office
Boston,
Massachusetts
| $1.48B | +$89.1M | +6% | 6.76% | 44.4% | 283 | 8.83% |
|
| 1611 |
NONA
1611
Ninety One North America
New York
| $1.47B | -$508M | -26% | 6.43% | 62.9% | 86 | 51.16% |
|
| 1612 |
AP
1612
Atwood & Palmer
Kansas City,
Missouri
| $1.47B | +$151M | +11% | 11.1% | 82.3% | 492 | 15.45% |
|
| 1613 |
ACM
1613
Analog Century Management
New York
| $1.47B | +$462M | +46% | 0.3% | 452% | 27 | 29.63% |
|
| 1614 |
CFIA
1614
Cantor Fitzgerald Investment Advisors
New York
| $1.47B | +$173M | +13% | 7.67% | – | 188 | 21.81% |
|
| 1615 |
AP
1615
Americana Partners
Houston,
Texas
| $1.47B | +$196M | +15% | 5.27% | 67.2% | 386 | 14.51% |
|
| 1616 |
GWM
1616
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.47B | +$101M | +7% | 8.42% | 163% | 255 | 7.84% |
|
| 1617 |
BW
1617
BIP Wealth
Atlanta,
Georgia
| $1.47B | +$247M | +20% | 4.83% | 36.9% | 246 | 21.54% |
|
| 1618 |
BWP
1618
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.47B | +$184M | +14% | 5.95% | 85.9% | 1,182 | 41.03% |
|
| 1619 |
PHK
1619
Point72 Hong Kong
Hong Kong
| $1.47B | -$199M | -12% | 12.4% | 396% | 686 | 74.34% |
|
| 1620 |
JPG
1620
Jordan Park Group
San Francisco,
California
| $1.47B | +$160M | +12% | 5.4% | 26.8% | 69 | 39.13% |
|
| 1621 |
AIMU
1621
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.47B | -$99.3M | -6% | 5.53% | 7.58% | 50 | 6% |
|
| 1622 |
MPIA
1622
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.46B | +$122M | +9% | 9.22% | 63.4% | 143 | 4.2% |
|
| 1623 |
PA
1623
Procyon Advisors
Shelton,
Connecticut
| $1.46B | +$115M | +9% | 6.81% | 84.2% | 560 | 8.93% |
|
| 1624 |
FDP
1624
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.46B | +$186M | +15% | 7.04% | – | 179 | 26.82% |
|
| 1625 |
SPS
1625
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $1.46B | -$964M | -40% | 11.2% | – | 506 | 32.61% |
|