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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 |
HA
1876
Halsey Associates
New Haven,
Connecticut
| $449M | +$4.31M | +1% | 2.05% | 63.8% | 105 | 5.71% |
|
| 1877 |
AW
1877
ACG Wealth
Atlanta,
Georgia
| $449M | +$5.72M | +1% | 1.24% | 45.5% | 243 | 10.29% |
|
| 1878 |
MCTIC
1878
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $449M | +$19.3M | +4% | 1.67% | 38.8% | 94 | 9.57% |
|
| 1879 |
CL
1879
CPWM LLC
Seattle,
Washington
| $448M | -$8.69M | -2% | 0.7% | 36.6% | 301 | 14.29% |
|
| 1880 |
SWA
1880
SFMG Wealth Advisors
Plano,
Texas
| $448M | -$6.29M | -1% | 4% | 63.3% | 114 | 19.3% |
|
| 1881 |
ACM
1881
Ashford Capital Management
Wilmington,
Delaware
| $447M | +$26.2M | +6% | 9.69% | 111% | 107 | 10.28% |
|
| 1882 |
SSA
1882
Schonfeld Strategic Advisors
New York
| $447M | +$202M | +82% | 3.27% | 108% | 592 | 79.22% |
|
| 1883 |
WAM
1883
Winslow Asset Management
Beachwood,
Ohio
| $447M | -$697K | -0.2% | 3.79% | 83.3% | 95 | 6.32% |
|
| 1884 |
AIP
1884
ARS Investment Partners
New York
| $446M | +$19.7M | +5% | 4.27% | 260% | 91 | 5.49% |
|
| 1885 |
FFIC
1885
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $446M | -$9.68M | -2% | 4.98% | 46.9% | 39 | 20.51% |
|
| 1886 |
MTC
1886
McDaniel Terry & Co
Austin,
Texas
| $445M | +$20.2M | +5% | 2.95% | 52.9% | 68 | 30.88% |
|
| 1887 |
KFS
1887
Kurt F. Somerville
| $445M | +$6.84M | +2% | 1.34% | 62.7% | 114 | 5.26% |
|
| 1888 |
CL
1888
Croft-Leominster
Baltimore,
Maryland
| $445M | +$4.27M | +1% | 1.51% | 38% | 176 | 16.48% |
|
| 1889 |
BWM
1889
Baystate Wealth Management
Boston,
Massachusetts
| $443M | -$17.8M | -4% | 2.34% | 14.6% | 66 | 16.67% |
|
| 1890 |
GWI
1890
Grace & White Inc
Ny,
New York
| $443M | +$1.87M | +0.4% | 6.37% | 61.5% | 143 | 6.99% |
|
| 1891 |
PTC
1891
Petrus Trust Company
Dallas,
Texas
| $443M | -$43.5M | -9% | 0.27% | 25.1% | 231 | 48.48% |
|
| 1892 |
HVCM
1892
HG Vora Capital Management
New York
| $443M | -$101M | -19% | 1.35% | 10.1% | 18 | 61.11% |
|
| 1893 |
NAM
1893
Netols Asset Management
Mequon,
Wisconsin
| $442M | -$8.06M | -2% | 3.39% | 41.7% | 72 | 6.94% |
|
| 1894 |
LSA
1894
L & S Advisors
Los Angeles,
California
| $440M | +$36.1M | +9% | 9.36% | 187% | 148 | 68.24% |
|
| 1895 |
SAM
1895
Strategy Asset Managers
Pasadena,
California
| $440M | +$88K | +0% | 3.41% | 88.1% | 138 | 6.52% |
|
| 1896 |
YMRC
1896
Yorktown Management & Research Company
Forest,
Virginia
| $440M | -$75.5M | -15% | 4.03% | 223% | 388 | 28.61% |
|
| 1897 |
ASN
1897
Advisory Services Network
Atlanta,
Georgia
| $440M | +$73.7M | +20% | 3.15% | 80.5% | 2,068 | 21.66% |
|
| 1898 |
TAM
1898
TFG Asset Management
Grand Cayman,
Cayman Islands
| $439M | +$124M | +39% | 0.36% | 54.9% | 36 | 22.22% |
|
| 1899 |
AAM
1899
Autus Asset Management
Scottsdale,
Arizona
| $439M | +$27.2M | +7% | 2.33% | 26.3% | 160 | 5% |
|
| 1900 |
DS
1900
Dudley & Shanley
Palm Beach,
Florida
| $439M | -$19.3M | -4% | 1.93% | 57% | 31 | 9.68% |
|