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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
SC
1876
Seawolf Capital
New York
| $431M | +$58.1M | +16% | 3.3% | 25.7% | 64 | 64.06% |
|
| 1877 |
FM
1877
Foster & Motley
Cincinnati,
Ohio
| $431M | -$2.47M | -0.6% | 0.88% | 56.8% | 171 | 9.36% |
|
| 1878 |
SIA
1878
SeaBridge Investment Advisors
Summit,
New Jersey
| $430M | -$61.8M | -13% | 3.13% | 128% | 249 | 21.29% |
|
| 1879 |
BHB
1879
Bank Hapoalim BM
Tel Aviv,
Israel
| $430M | +$22.9M | +6% | 0.44% | 58.6% | 175 | 13.71% |
|
| 1880 |
CW
1880
Cobiz Wealth
Denver,
Colorado
| $430M | -$3.13M | -0.7% | 0.17% | 54% | 129 | 4.65% |
|
| 1881 |
CCM
1881
Catawba Capital Management
Roanoke,
Virginia
| $430M | -$14.9M | -3% | 0.69% | 33.1% | 265 | 10.57% |
|
| 1882 |
QC
1882
QCM Cayman
Houston,
Texas
| $430M | +$221M | +106% | 0.73% | 74% | 331 | 73.41% |
|
| 1883 |
PIM
1883
Provident Investment Management
Novi,
Michigan
| $429M | +$5.68M | +1% | 1.3% | 59.5% | 55 | 9.09% |
|
| 1884 |
HR
1884
Howe & Rusling
Rochester,
New York
| $429M | -$16.6M | -4% | 0.32% | 66.1% | 999 | 27.63% |
|
| 1885 |
CPC
1885
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $428M | +$11M | +3% | 4.99% | 307% | 160 | 49.38% |
|
| 1886 |
MCTIC
1886
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $428M | -$2.04M | -0.5% | 0.07% | 38.8% | 96 | 6.25% |
|
| 1887 |
AP
1887
Appleton Partners
Boston,
Massachusetts
| $428M | +$600K | +0.1% | 1.48% | 101% | 198 | 17.17% |
|
| 1888 |
SHA
1888
Smith Hayes Advisers
Lincoln,
Nebraska
| $427M | +$949K | +0.2% | 0.11% | 35.2% | 311 | 15.11% |
|
| 1889 |
SGA
1889
Sector Gamma AS
Oslo,
Norway
| $427M | +$4.69M | +1% | 1.53% | 28.7% | 37 | 27.03% |
|
| 1890 |
FBB
1890
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $427M | +$14.4M | +3% | 0.62% | 57.2% | 134 | 4.48% |
|
| 1891 |
MWP
1891
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $427M | -$13.5M | -3% | 0.19% | 60.3% | 719 | 14.88% |
|
| 1892 |
JMH
1892
J.M. Hartwell
New York
| $427M | -$68.3M | -14% | 0.32% | 72.2% | 114 | 27.19% |
|
| 1893 |
SGCA
1893
Steel Grove Capital Advisors
Memphis,
Tennessee
| $427M | +$3.27M | +0.8% | 1.09% | 79.7% | 148 | 16.22% |
|
| 1894 |
MDCM
1894
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $427M | -$24.5M | -5% | 8.58% | 40.8% | 178 | 11.24% |
|
| 1895 |
SWP
1895
Stratos Wealth Partners
Beachwood,
Ohio
| $426M | +$127M | +42% | 1.15% | 66% | 368 | 28.53% |
|
| 1896 |
BPM
1896
Bowling Portfolio Management
Cincinnati,
Ohio
| $426M | +$3.96M | +0.9% | 2.61% | 45.7% | 108 | 0.93% |
|
| 1897 |
CAL
1897
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $426M | +$15.7M | +4% | 1.98% | 44.1% | 409 | 12.71% |
|
| 1898 |
MC
1898
MSF Capital
New York
| $426M | -$16.8M | -4% | 1.11% | – | 75 | 40% |
|
| 1899 |
DCM
1899
Dialectic Capital Management
Norwalk,
Connecticut
| $426M | +$109M | +34% | 0.32% | 91.5% | 239 | 67.78% |
|
| 1900 |
SG
1900
StepStone Group
La Jolla,
California
| $426M | +$298M | +232% | 20.5% | 92.1% | 15 | 13.33% |
|