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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 |
TF
1701
Trek Financial
Scottsdale,
Arizona
| $707M | +$127M | +22% | 1.9% | 109% | 145 | 26.9% |
|
| 1702 |
IG
1702
Ithaka Group
Arlington,
Virginia
| $707M | +$47.4M | +7% | 2.38% | 99.2% | 38 | 7.89% |
|
| 1703 |
CIC
1703
Cornercap Investment Counsel
Atlanta,
Georgia
| $707M | -$51.5M | -7% | 0.08% | 55.4% | 493 | 36.71% |
|
| 1704 |
CCP
1704
Corient Capital Partners
Newport Beach,
California
| $706M | +$54.1M | +8% | 1.76% | 39.2% | 481 | 19.96% |
|
| 1705 |
CCM
1705
Cadence Capital Management
Boston,
Massachusetts
| $705M | -$295M | -29% | 0.01% | 0.72% | 484 | 29.55% |
|
| 1706 |
CBU
1706
CIBC Bank USA
Chicago,
Illinois
| $704M | -$10.2M | -1% | 0.23% | 32.3% | 289 | 15.92% |
|
| 1707 |
GIG
1707
Goodnow Investment Group
Darien,
Connecticut
| $704M | -$49M | -7% | 2.13% | 138% | 25 | 20% |
|
| 1708 |
SSWM
1708
Smith Salley Wealth Management
Greensboro,
North Carolina
| $704M | +$40.4M | +6% | 2.17% | 106% | 200 | 10.5% |
|
| 1709 |
TAM
1709
Taurus Asset Management
New York
| $703M | -$30.4M | -4% | 0.66% | 26.9% | 91 | 6.59% |
|
| 1710 |
NIM
1710
Nexus Investment Management
Toronto,
Ontario, Canada
| $703M | -$18.9M | -3% | 2.92% | 77.5% | 67 | 1.49% |
|
| 1711 |
C
1711
Chescapmanager
Baltimore,
Maryland
| $703M | -$300M | -30% | 8.24% | 215% | 42 | 30.95% |
|
| 1712 |
HCMNY
1712
Howard Capital Management (New York)
New York
| $703M | -$30.5M | -4% | 1.37% | 76.8% | 101 | 7.92% |
|
| 1713 |
DF
1713
Donoghue Forlines
Boston,
Massachusetts
| $703M | -$152M | -18% | 1.1% | 121% | 199 | 42.21% |
|
| 1714 |
SWM
1714
SigFig Wealth Management
San Francisco,
California
| $702M | +$60.5M | +9% | 0.08% | 43.3% | 49 | 14.29% |
|
| 1715 |
JIC
1715
Joel Isaacson & Co
New York
| $702M | +$14.8M | +2% | 1.97% | 61.3% | 219 | 13.7% |
|
| 1716 |
GJL
1716
Gendell Jeffrey L
| $701M | -$96.8M | -12% | 4.55% | 570% | 56 | 8.93% |
|
| 1717 |
CCP
1717
Cyrus Capital Partners
New York
| $701M | -$139M | -17% | 2.88% | 174% | 24 | 41.67% |
|
| 1718 |
MYLI
1718
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $700M | +$16.1M | +2% | 0.28% | 20.9% | 335 | 20.9% |
|
| 1719 |
SG
1719
Standard General
New York
| $700M | -$78.1M | -10% | 9.17% | 112% | 6 | 0% |
|
| 1720 |
CCP
1720
Cardan Capital Partners
Denver,
Colorado
| $698M | +$39.9M | +6% | 1.05% | 64% | 191 | 15.71% |
|
| 1721 |
CNAM
1721
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $697M | +$13.1M | +2% | 2.84% | 108% | 124 | 3.23% |
|
| 1722 |
WA
1722
Waverly Advisors
Birmingham,
Alabama
| $697M | +$25.5M | +4% | 0.19% | 54.1% | 138 | 10.87% |
|
| 1723 |
ZB
1723
Zions Bancorporation
Salt Lake City,
Utah
| $697M | +$13.8M | +2% | 0.07% | 22.9% | 1,033 | 12.39% |
|
| 1724 |
PS
1724
Portfolio Solutions
Royal Oak,
Michigan
| $696M | -$18.8M | -3% | 0.68% | 11.6% | 36 | 11.11% |
|
| 1725 |
FMBTD
1725
First Midwest Bank Trust Division
Joliet,
Illinois
| $695M | -$6.11M | -0.9% | 1.76% | 107% | 385 | 7.01% |
|