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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
BL
1626
Balentine LLC
Atlanta,
Georgia
| $546M | -$66M | -11% | 6.93% | 46.3% | 498 | 30.52% |
|
| 1627 |
WCM
1627
Wallace Capital Management
Dallas,
Texas
| $546M | -$27.3M | -5% | 2.48% | 59% | 59 | 18.64% |
|
| 1628 |
JCP
1628
Jabre Capital Partners
Geneva,
Switzerland
| $545M | -$457M | -46% | 5.82% | 62.9% | 118 | 55.93% |
|
| 1629 |
JWCA
1629
J.W. Childs Associates
Waltham,
Massachusetts
| $545M | -$250M | -31% | 0% | 0% | 1 | 0% |
|
| 1630 |
ZB
1630
Zions Bancorporation
Salt Lake City,
Utah
| $544M | -$82.2M | -13% | 8.17% | 22.9% | 892 | 74.44% |
|
| 1631 |
WB
1631
Webster Bank
Waterbury,
Connecticut
| $543M | -$54.6M | -9% | 6.91% | 77.5% | 199 | 8.54% |
|
| 1632 |
BIAS
1632
Beacon Investment Advisory Services
Morristown,
New Jersey
| $541M | -$92.8M | -15% | 8.12% | 83.3% | 64 | 25% |
|
| 1633 |
MC
1633
Moors & Cabot
Boston,
Massachusetts
| $541M | -$73.7M | -12% | 8.68% | 102% | 569 | 19.16% |
|
| 1634 |
LT
1634
LJ Trust
Reno,
Nevada
| $540M | -$18.4M | -3% | 6.83% | 19.3% | 13 | 7.69% |
|
| 1635 |
KBG
1635
Kahn Brothers Group
New York
| $540M | -$52.9M | -9% | 6.78% | 38.1% | 41 | 9.76% |
|
| 1636 |
TS
1636
Twin Securities
New York
| $540M | +$7.6M | +1% | 7.81% | 467% | 41 | 68.29% |
|
| 1637 |
SHIM
1637
Spruce House Investment Management
New York
| $540M | +$32.6M | +6% | 10.2% | 1,495% | 10 | 30% |
|
| 1638 |
SRFM
1638
Shannon River Fund Management
New York
| $538M | -$479M | -47% | 7.45% | 337% | 44 | 45.45% |
|
| 1639 |
ECA
1639
Encompass Capital Advisors
New York
| $538M | +$65.1M | +14% | 23.4% | 266% | 45 | 73.33% |
|
| 1640 |
FGP
1640
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $538M | -$127M | -19% | 10.8% | 56.9% | 76 | 13.16% |
|
| 1641 |
PC
1641
PM Capital
Sydney,
Australia
| $537M | +$25.4M | +5% | 6.28% | 105% | 27 | 14.81% |
|
| 1642 |
SWM
1642
SVA Wealth Management
Madison,
Wisconsin
| $536M | -$7.39M | -1% | 6.95% | 44.5% | 219 | 11.42% |
|
| 1643 |
NB
1643
NBT Bank
Norwich,
New York
| $536M | -$76.6M | -13% | 6.48% | 56.7% | 202 | 7.92% |
|
| 1644 |
PAM
1644
Private Asset Management
San Diego,
California
| $535M | -$60.3M | -10% | 8.53% | 38.2% | 150 | 12.67% |
|
| 1645 |
GACM
1645
Green Arrow Capital Management
New York
| $535M | -$335M | -39% | 0.36% | – | 210 | 66.67% |
|
| 1646 |
HHMI
1646
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $535M | +$62.7M | +13% | 6.36% | 59.3% | 194 | 36.6% |
|
| 1647 |
SI
1647
Sensato Investors
San Francisco,
California
| $535M | +$56.4M | +12% | 9.64% | 75.8% | 100 | 41% |
|
| 1648 |
PPCM
1648
Pillar Pacific Capital Management
Pacifica,
California
| $533M | -$45.2M | -8% | 8.7% | 85% | 306 | 11.11% |
|
| 1649 |
AAA
1649
Adams Asset Advisors
Dallas,
Texas
| $533M | -$5.37M | -1% | 14.8% | 63.2% | 109 | 26.61% |
|
| 1650 |
CCWA
1650
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $533M | +$31.3M | +6% | 6.14% | 42.3% | 170 | 41.76% |
|