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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1701 |
CC
1701
Cadinha & Co
Honolulu,
Hawaii
| $582M | +$90.7M | +18% | 5.52% | 122% | 122 | 13.93% |
|
| 1702 |
NB
1702
NBT Bank
Norwich,
New York
| $582M | +$7M | +1% | 4.71% | 56.7% | 209 | 5.74% |
|
| 1703 |
SI
1703
Sensato Investors
San Francisco,
California
| $581M | +$110M | +23% | 5.61% | 75.8% | 117 | 51.28% |
|
| 1704 |
IR
1704
IAT Reinsurance
New York
| $580M | +$66.2M | +13% | 12.4% | 22.4% | 133 | 35.34% |
|
| 1705 |
BP
1705
BBR Partners
New York
| $580M | -$20.5M | -3% | 0.86% | 51.6% | 90 | 30% |
|
| 1706 |
MM
1706
Main Management
San Francisco,
California
| $579M | +$70.5M | +14% | 3.02% | 51.3% | 45 | 11.11% |
|
| 1707 |
CIC
1707
Cornercap Investment Counsel
Atlanta,
Georgia
| $579M | +$28.1M | +5% | 8.74% | 55.4% | 438 | 39.95% |
|
| 1708 |
RFA
1708
Reilly Financial Advisors
La Mesa,
California
| $578M | +$14.5M | +3% | 3.69% | 99% | 976 | 22.95% |
|
| 1709 |
MPMG
1709
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $577M | +$2.47M | +0.4% | 5.53% | 140% | 29 | 17.24% |
|
| 1710 |
DA
1710
Denali Advisors
San Diego,
California
| $576M | -$81.9M | -12% | 9.21% | 85.8% | 325 | 27.69% |
|
| 1711 |
MC
1711
MIG Capital
Newport Beach,
California
| $575M | +$27.9M | +5% | 6.08% | 118% | 27 | 25.93% |
|
| 1712 |
FLII
1712
First Long Island Investors
Jericho,
New York
| $574M | +$22.4M | +4% | 2.71% | 65.5% | 57 | 7.02% |
|
| 1713 |
BBA
1713
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $574M | +$24.5M | +4% | 3.88% | 60.7% | 296 | 8.11% |
|
| 1714 |
MIM
1714
Marco Investment Management
Atlanta,
Georgia
| $574M | +$15.8M | +3% | 4% | 92.8% | 191 | 9.42% |
|
| 1715 |
CAL
1715
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $571M | +$38.2M | +7% | 1.28% | 44.1% | 421 | 27.79% |
|
| 1716 |
NFG
1716
Next Financial Group
Houston,
Texas
| $569M | +$15.3M | +3% | 3.45% | 85.4% | 2,616 | 11.93% |
|
| 1717 |
VCM
1717
Vigilant Capital Management
Portland,
Maine
| $568M | +$4.57M | +0.8% | 2.62% | 48.8% | 310 | 17.74% |
|
| 1718 |
OIM
1718
Opus Investment Management
Worcester,
Massachusetts
| $568M | -$19.7M | -3% | 1.85% | 44.3% | 94 | 5.32% |
|
| 1719 |
PFU
1719
Parus Finance (UK)
London,
United Kingdom
| $568M | -$95M | -14% | 0.04% | 199% | 19 | 15.79% |
|
| 1720 |
MG
1720
Mather Group
Chicago,
Illinois
| $568M | +$35.3M | +7% | 0.96% | 48.5% | 43 | 41.86% |
|
| 1721 |
ZB
1721
Zions Bancorporation
Salt Lake City,
Utah
| $568M | +$39.4M | +7% | 2.01% | 22.9% | 882 | 6.8% |
|
| 1722 |
WFI
1722
West Family Investments
Carlsbad,
California
| $568M | +$29.3M | +5% | 8.84% | 76.4% | 117 | 11.11% |
|
| 1723 |
FSA
1723
Franklin Street Advisors
Chapel Hill,
North Carolina
| $567M | +$17.2M | +3% | 4.38% | 113% | 199 | 12.06% |
|
| 1724 |
CCFCSB
1724
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $566M | +$18.1M | +3% | 3.76% | 49.8% | 192 | 10.42% |
|
| 1725 |
CCP
1725
Corient Capital Partners
Newport Beach,
California
| $566M | +$26.3M | +5% | 5.32% | 39.2% | 320 | 12.19% |
|