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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1801 |
SPC
1801
Stewart & Patten Company
Lafayette,
California
| $480M | +$33.3M | +7% | 8.43% | 27.5% | 97 | 10.31% |
|
| 1802 |
TIM
1802
Thompson Investment Management
Madison,
Wisconsin
| $480M | +$16.8M | +4% | 5.94% | 83.5% | 176 | 6.25% |
|
| 1803 |
PTC
1803
Petrus Trust Company
Dallas,
Texas
| $480M | +$8.48M | +2% | 3.09% | 25.1% | 204 | 55.88% |
|
| 1804 |
NPF
1804
Norris Perne & French
Grand Rapids,
Michigan
| $478M | +$59.6M | +14% | 6.34% | 78.3% | 165 | 18.79% |
|
| 1805 |
CC
1805
ClearArc Capital
Cincinnati,
Ohio
| $477M | -$3.9M | -0.8% | 7.36% | 63.4% | 458 | 10.92% |
|
| 1806 |
OTC
1806
Opera Trading Capital
Paris,
France
| $477M | – | – | 1.74% | 11.4% | 113 | – |
|
| 1807 |
PMG
1807
ProVise Management Group
Clearwater,
Florida
| $476M | +$45.1M | +10% | 5.39% | 58.1% | 310 | 17.1% |
|
| 1808 |
YCM
1808
Yakira Capital Management
Westport,
Connecticut
| $476M | +$298M | +168% | 12.1% | 77.4% | 159 | 50.94% |
|
| 1809 |
GW
1809
GW & Wade
Wellesley,
Massachusetts
| $476M | +$25.2M | +6% | 5.89% | 32.2% | 232 | 11.64% |
|
| 1810 |
RCAG
1810
Rehmann Capital Advisory Group
Lansing,
Michigan
| $476M | +$34M | +8% | 4.24% | 51.4% | 370 | 15.68% |
|
| 1811 |
SHA
1811
Smith Hayes Advisers
Lincoln,
Nebraska
| $475M | +$13.4M | +3% | 6% | 35.2% | 320 | 11.56% |
|
| 1812 |
BI
1812
Bulldog Investors
Saddle Brook,
New Jersey
| $474M | +$316M | +200% | 0.24% | 20.9% | 109 | 63.3% |
|
| 1813 |
JFG
1813
JMG Financial Group
Downers Grove,
Illinois
| $474M | +$66M | +16% | 3.18% | 48.2% | 57 | 3.51% |
|
| 1814 |
BBA
1814
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $473M | +$21.7M | +5% | 6.56% | 60.7% | 290 | 10.34% |
|
| 1815 |
DBT
1815
Dubuque Bank & Trust
Dubuque,
Iowa
| $473M | +$6.51M | +1% | 3.46% | 24% | 778 | 27.89% |
|
| 1816 |
PGH
1816
Partners Group Holding
Baar-Zug,
Switzerland
| $473M | +$122M | +35% | 1.58% | 35.5% | 45 | 28.89% |
|
| 1817 |
PPC
1817
Park Presidio Capital
San Francisco,
California
| $472M | +$48.1M | +11% | 1.76% | 96.1% | 17 | 23.53% |
|
| 1818 |
CCM
1818
Compass Capital Management
Minneapolis,
Minnesota
| $472M | +$26.6M | +6% | 4.89% | 47.1% | 44 | 6.82% |
|
| 1819 |
LHC
1819
Lodge Hill Capital
New York
| $472M | +$3.03M | +0.6% | 1.28% | 11.7% | 40 | 72.5% |
|
| 1820 |
PAS
1820
Park Avenue Securities
New York
| $471M | +$62M | +15% | 1.43% | 71% | 60 | 41.67% |
|
| 1821 |
FM
1821
Foster & Motley
Cincinnati,
Ohio
| $471M | +$31.9M | +7% | 4.61% | 56.8% | 185 | 12.43% |
|
| 1822 |
CAM
1822
Carret Asset Management
New York
| $469M | +$10.3M | +2% | 6.55% | 80.2% | 248 | 6.85% |
|
| 1823 |
MSR
1823
Main Street Research
Lakeville,
Connecticut
| $468M | +$41.7M | +10% | 6.79% | 159% | 123 | 9.76% |
|
| 1824 |
HAM
1824
Highstreet Asset Management
London,
Ontario, Canada
| $468M | +$164M | +54% | 5.04% | 22.5% | 188 | 30.32% |
|
| 1825 |
BWM
1825
Baystate Wealth Management
Boston,
Massachusetts
| $467M | +$83.8M | +22% | 1.86% | 14.6% | 62 | 24.19% |
|