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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1751 |
FIM
1751
Freedom Investment Management
Hartford,
Connecticut
| $867M | -$69.5M | -7% | 3.84% | 58.5% | 804 | 19.03% |
|
| 1752 |
BSB
1752
Bangor Savings Bank
Bangor,
Maine
| $867M | -$56.6M | -6% | 5.43% | 49.6% | 551 | 7.26% |
|
| 1753 |
CGA
1753
Crescent Grove Advisors
Lake Forest,
Illinois
| $866M | -$84.4M | -9% | 9.1% | 51.2% | 281 | 16.37% |
|
| 1754 |
SBWIC
1754
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $864M | -$108M | -11% | 5.63% | 83.4% | 147 | 10.2% |
|
| 1755 |
FHA
1755
Flagship Harbor Advisors
Boston,
Massachusetts
| $862M | -$28M | -3% | 4.74% | 68.3% | 629 | 12.4% |
|
| 1756 |
AI
1756
Accredited Investors
Edina,
Minnesota
| $862M | +$18.6M | +2% | 4.19% | 74% | 180 | 8.33% |
|
| 1757 |
NP
1757
NorthRock Partners
Minneapolis,
Minnesota
| $860M | -$102M | -11% | 4.62% | 55.4% | 333 | 18.62% |
|
| 1758 |
CU
1758
CQS (US)
New York
| $860M | -$69.9M | -8% | 2.85% | 15% | 95 | 6.32% |
|
| 1759 |
DP
1759
Dundas Partners
Edinburgh,
United Kingdom
| $860M | -$64M | -7% | 2.59% | 60.9% | 55 | 5.45% |
|
| 1760 |
AC
1760
Apella Capital
West Hartford,
Connecticut
| $859M | +$21.6M | +3% | 5.61% | 44.5% | 219 | 3.65% |
|
| 1761 |
XL
1761
XN LP
New York
| $857M | -$167M | -16% | 0.85% | 151% | 18 | 33.33% |
|
| 1762 |
SWA
1762
SFMG Wealth Advisors
Plano,
Texas
| $857M | -$5.11M | -0.6% | 5.47% | 63.3% | 282 | 13.48% |
|
| 1763 |
MCM
1763
Mill Capital Management
Concord,
North Carolina
| $857M | -$46.1M | -5% | 5.55% | 71.3% | 135 | 16.3% |
|
| 1764 |
1WM
1764
1900 Wealth Management
San Antonio,
Texas
| $855M | -$61.5M | -7% | 5.89% | 43.5% | 231 | 8.23% |
|
| 1765 |
NI
1765
NYL Investors
New York
| $855M | +$3.52M | +0.4% | 4.27% | 7.55% | 32 | 3.13% |
|
| 1766 |
HCL
1766
Heard Capital LLC
Chicago,
Illinois
| $855M | -$78M | -8% | 11% | 97.6% | 37 | 24.32% |
|
| 1767 |
BAM
1767
Bayview Asset Management
Coral Gables,
Florida
| $853M | +$56M | +7% | 2.27% | 57.6% | 11 | 27.27% |
|
| 1768 |
EAM
1768
Evanson Asset Management
Carmel,
California
| $852M | -$57.4M | -6% | 6.12% | 66.6% | 283 | 14.13% |
|
| 1769 |
HTHT
1769
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $851M | -$27.5M | -3% | 3.02% | 58.4% | 135 | 10.37% |
|
| 1770 |
TLIC
1770
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $849M | +$91.7M | +12% | 5.34% | 79.2% | 10 | 10% |
|
| 1771 |
VC
1771
Vicus Capital
State College,
Pennsylvania
| $849M | -$36.2M | -4% | 5.71% | 48.6% | 226 | 13.72% |
|
| 1772 |
AFM
1772
Anson Funds Management
Dallas,
Texas
| $847M | -$229M | -21% | 13.9% | 1,243% | 377 | 40.05% |
|
| 1773 |
AWG
1773
Alpha Wave Global
New York
| $846M | -$127M | -13% | 3.55% | 219% | 141 | 29.79% |
|
| 1774 |
EK
1774
Evensky & Katz
Coral Gables,
Florida
| $845M | -$31.1M | -4% | 5.53% | 57.1% | 85 | 12.94% |
|
| 1775 |
EF
1775
Empirical Finance
Havertown,
Pennsylvania
| $843M | +$58.6M | +7% | 3.88% | 97.6% | 502 | 11.55% |
|