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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 |
CAM
1626
Centre Asset Management
New York
| $574M | -$8.7M | -1% | 2.29% | 45.3% | 91 | 16.48% |
|
| 1627 |
TL
1627
Tirschwell & Loewy
New York
| $571M | +$4.3M | +0.8% | 0.73% | 78% | 88 | 11.36% |
|
| 1628 |
WRBC
1628
W.R. Berkley Corp
Greenwich,
Connecticut
| $571M | -$11.9M | -2% | 0.36% | 39.7% | 123 | 68.29% |
|
| 1629 |
WSCM
1629
Wellington Shields Capital Management
New York
| $571M | -$18.7M | -3% | 1.45% | 80.5% | 348 | 19.54% |
|
| 1630 |
LH
1630
Lebenthal Holdings
New York
| $570M | +$144M | +34% | 1.73% | – | 359 | 28.97% |
|
| 1631 |
CIM
1631
Corda Investment Management
Houston,
Texas
| $570M | +$37.4M | +7% | 3.44% | 50.5% | 54 | 3.7% |
|
| 1632 |
NB
1632
NBT Bank
Norwich,
New York
| $569M | +$9.77M | +2% | 2.23% | 56.7% | 205 | 7.8% |
|
| 1633 |
ERM
1633
Elm Ridge Management
Briarcliff Manor,
New York
| $569M | +$49.9M | +10% | 5.52% | 93.6% | 38 | 28.95% |
|
| 1634 |
CBU
1634
CIBC Bank USA
Chicago,
Illinois
| $568M | -$2.54M | -0.4% | 0.05% | 32.3% | 270 | 22.22% |
|
| 1635 |
WAM
1635
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $567M | +$29.3M | +5% | 1.71% | 28.9% | 1,993 | 14.3% |
|
| 1636 |
SIC
1636
Sigma Investment Counselors
Northville,
Michigan
| $565M | +$20.9M | +4% | 1.85% | 46.6% | 122 | 4.92% |
|
| 1637 |
WCM
1637
Wallace Capital Management
Dallas,
Texas
| $565M | +$38.5M | +7% | 2.04% | 59% | 55 | 9.09% |
|
| 1638 |
SOAMC
1638
Spirit of America Management Corp
Syosset,
New York
| $563M | +$40.9M | +8% | 0.27% | 110% | 349 | 10.32% |
|
| 1639 |
MWP
1639
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $563M | +$2.69M | +0.5% | 3.21% | 60.3% | 1,011 | 29.38% |
|
| 1640 |
LNB
1640
Ledyard National Bank
| $563M | +$7.3M | +1% | 1.51% | 69.8% | 736 | 9.65% |
|
| 1641 |
AP
1641
Atwood & Palmer
Kansas City,
Missouri
| $562M | +$35.7M | +7% | 1.5% | 82.3% | 433 | 32.1% |
|
| 1642 |
DAM
1642
Delta Asset Management
Memphis,
Tennessee
| $562M | +$17.1M | +3% | 3.76% | 52.1% | 654 | 14.53% |
|
| 1643 |
SI
1643
Sensato Investors
San Francisco,
California
| $562M | +$30.6M | +6% | 0.4% | 75.8% | 111 | 52.25% |
|
| 1644 |
IPC
1644
Invesco Private Capital
New York
| $561M | +$35.1M | +7% | 8.99% | 41.9% | 8 | 12.5% |
|
| 1645 |
6CM
1645
683 Capital Management
New York
| $561M | -$170M | -23% | 1.34% | 282% | 110 | 46.36% |
|
| 1646 |
LAM
1646
Lapides Asset Management
Greenwich,
Connecticut
| $561M | -$10.5M | -2% | 4.06% | 63% | 97 | 28.87% |
|
| 1647 |
BDF
1647
Balasa Dinverno & Foltz
| $560M | -$35.4M | -6% | 0.39% | 23.2% | 208 | 19.23% |
|
| 1648 |
FNFDCM
1648
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $559M | -$2.69M | -0.5% | 0.99% | 67.3% | 173 | 4.05% |
|
| 1649 |
RT
1649
Rockland Trust
Hanover,
Massachusetts
| $557M | -$10.5M | -2% | 3.32% | 51% | 169 | 16.57% |
|
| 1650 |
BWP
1650
Baldwin Wealth Partners
Marion,
Massachusetts
| $557M | -$57.1M | -9% | 0.19% | 85.9% | 541 | 63.59% |
|