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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1776 |
DWT
1776
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $566M | -$78.8M | -12% | 11.8% | 68.3% | 454 | 24.89% |
|
| 1777 |
FBB
1777
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $566M | -$77M | -12% | 9.57% | 57.2% | 114 | 9.65% |
|
| 1778 |
BPM
1778
Bowling Portfolio Management
Cincinnati,
Ohio
| $565M | -$149M | -21% | 16.3% | 45.7% | 436 | 48.39% |
|
| 1779 |
IAA
1779
Independent Advisor Alliance
Charlotte,
North Carolina
| $565M | +$9.43M | +2% | 11.1% | 99.5% | 492 | 40.24% |
|
| 1780 |
EA
1780
Echinus Advisors
New York
| $565M | -$18.1M | -3% | 12.8% | 91.4% | 10 | 20% |
|
| 1781 |
GC
1781
Garde Capital
Seattle,
Washington
| $565M | -$30.1M | -5% | 9.75% | 51.5% | 173 | 8.67% |
|
| 1782 |
VC
1782
Vicus Capital
State College,
Pennsylvania
| $562M | -$60.5M | -10% | 11.6% | 48.6% | 243 | 14.81% |
|
| 1783 |
CCP
1783
Corient Capital Partners
Newport Beach,
California
| $561M | -$39.7M | -7% | 12.1% | 39.2% | 327 | 29.66% |
|
| 1784 |
CC
1784
Cornerstone Capital
Palo Alto,
California
| $561M | -$96.9M | -15% | 10.8% | 74.7% | 83 | 10.84% |
|
| 1785 |
CISOA
1785
Capital Investment Services of America
Milwaukee,
Wisconsin
| $561M | -$105M | -16% | 11.8% | 50.7% | 74 | 10.81% |
|
| 1786 |
PIM
1786
Provident Investment Management
Novi,
Michigan
| $560M | -$144M | -20% | 13.6% | 59.5% | 61 | 6.56% |
|
| 1787 |
YIA
1787
YHB Investment Advisors
West Hartford,
Connecticut
| $560M | -$103M | -16% | 11.7% | 85.7% | 201 | 16.92% |
|
| 1788 |
HCM
1788
Hilton Capital Management
Garden City,
New York
| $559M | -$110M | -16% | 8.36% | 51.5% | 366 | 27.87% |
|
| 1789 |
G
1789
GenTrust
Miami,
Florida
| $559M | -$64.2M | -10% | 9.33% | 43.4% | 111 | 35.14% |
|
| 1790 |
CAW
1790
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $559M | +$404M | +262% | 13.5% | 24.3% | 1,339 | 21.21% |
|
| 1791 |
BCM
1791
BTC Capital Management
Des Moines,
Iowa
| $558M | -$27.3M | -5% | 11.7% | – | 189 | 19.05% |
|
| 1792 |
SPCM
1792
Sound Point Capital Management
New York
| $558M | -$70.8M | -11% | 13.9% | 61.5% | 42 | 54.76% |
|
| 1793 |
ED
1793
Exane Derivatives
Paris,
France
| $557M | +$24M | +5% | 11.3% | 42.7% | 771 | 22.7% |
|
| 1794 |
AT
1794
Arden Trust
Wilmington,
Delaware
| $557M | -$86.8M | -13% | 11.1% | 22.5% | 381 | 21% |
|
| 1795 |
GGI
1795
Godsey & Gibb Inc
Richmond,
Virginia
| $556M | -$70.5M | -11% | 9.48% | 78.9% | 77 | 20.78% |
|
| 1796 |
MGAM
1796
McGowan Group Asset Management
Dallas,
Texas
| $556M | -$44.8M | -7% | 11.7% | 51.9% | 107 | 16.82% |
|
| 1797 |
DBT
1797
Dubuque Bank & Trust
Dubuque,
Iowa
| $556M | -$90.1M | -14% | 13.7% | 24% | 690 | 14.35% |
|
| 1798 |
WDA
1798
Wendell David Associates
Portsmouth,
New Hampshire
| $556M | -$86.6M | -13% | 9.95% | 46% | 155 | 8.39% |
|
| 1799 |
CAM
1799
Carret Asset Management
New York
| $555M | -$94.4M | -15% | 11.2% | 80.2% | 281 | 11.74% |
|
| 1800 |
KBG
1800
Kahn Brothers Group
New York
| $555M | -$96.5M | -15% | 11.9% | 38.1% | 31 | 0% |
|