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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 |
KLWA
1876
Kelly Lawrence W & Associates
Pasadens,
California
| $467M | +$34.2M | +8% | 6.84% | 58.9% | 190 | 11.05% |
|
| 1877 |
PA
1877
Planning Alternatives
Birmingham,
Michigan
| $467M | +$7.42M | +2% | 3.6% | 50.4% | 52 | 3.85% |
|
| 1878 |
STCG
1878
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $466M | +$5.1M | +1% | 0.6% | 26.4% | 45 | 4.44% |
|
| 1879 |
CF
1879
Cypress Funds
Los Angeles,
California
| $466M | +$42.3M | +10% | 10.7% | 114% | 35 | 51.43% |
|
| 1880 |
AFM
1880
Anson Funds Management
Dallas,
Texas
| $465M | -$59.2M | -11% | 2.61% | 1,243% | 78 | 53.85% |
|
| 1881 |
HR
1881
Howe & Rusling
Rochester,
New York
| $464M | +$9.84M | +2% | 3.62% | 66.1% | 1,212 | 30.94% |
|
| 1882 |
CC
1882
Cornerstone Capital
Palo Alto,
California
| $463M | +$4.17M | +0.9% | 2.02% | 74.7% | 76 | 5.26% |
|
| 1883 |
CC
1883
Carbonado Capital
New York
| $463M | +$70.2M | +18% | 4.6% | 62.2% | 15 | 26.67% |
|
| 1884 |
RCYC
1884
Richard C. Young & Co
Newport,
Rhode Island
| $463M | +$11.5M | +3% | 1.39% | 80.3% | 65 | 4.62% |
|
| 1885 |
MAM
1885
Mizuho Asset Management
Tokyo,
Japan
| $462M | -$92.5M | -17% | 2.82% | 41.7% | 682 | 3.81% |
|
| 1886 |
BWM
1886
Baystate Wealth Management
Boston,
Massachusetts
| $462M | +$18.6M | +4% | 4.21% | 14.6% | 60 | 15% |
|
| 1887 |
HA
1887
Halsey Associates
New Haven,
Connecticut
| $462M | +$12.2M | +3% | 7.5% | 63.8% | 107 | 7.48% |
|
| 1888 |
BFM
1888
Boothbay Fund Management
New York
| $461M | +$202M | +78% | 8.34% | 267% | 891 | 65.77% |
|
| 1889 |
1IA
1889
1834 Investment Advisors
Milwaukee,
Wisconsin
| $461M | -$80K | -0% | 2.65% | 51.8% | 180 | 11.67% |
|
| 1890 |
CS
1890
Central Securities
New York
| $460M | +$30.5M | +7% | 9.01% | 84.7% | 39 | 7.69% |
|
| 1891 |
RA
1891
RiverPark Advisors
New York
| $460M | +$256M | +125% | 9.53% | 87.5% | 57 | 5.26% |
|
| 1892 |
YMRC
1892
Yorktown Management & Research Company
Forest,
Virginia
| $459M | +$19.5M | +4% | 4.01% | 223% | 348 | 29.31% |
|
| 1893 |
KFS
1893
Kurt F. Somerville
| $459M | +$14M | +3% | 3.4% | 62.7% | 118 | 11.02% |
|
| 1894 |
GII
1894
Gryphon International Investment
Toronto,
Ontario, Canada
| $458M | +$26.1M | +6% | 0.13% | 5.67% | 24 | 12.5% |
|
| 1895 |
CHAM
1895
Clear Harbor Asset Management
Stamford,
Connecticut
| $458M | -$1.78M | -0.4% | 5.23% | 71.8% | 283 | 18.73% |
|
| 1896 |
FDCC
1896
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $458M | +$29.5M | +7% | 2.22% | 34% | 119 | 28.57% |
|
| 1897 |
YU
1897
Yale University
New Haven,
Connecticut
| $457M | +$71.3M | +19% | 5.97% | 41.5% | 9 | 44.44% |
|
| 1898 |
DP
1898
DSAM Partners
London,
United Kingdom
| $456M | +$129M | +39% | 17.5% | 343% | 53 | 71.7% |
|
| 1899 |
AIP
1899
ARS Investment Partners
New York
| $456M | +$9.72M | +2% | 6.23% | 260% | 97 | 18.56% |
|
| 1900 |
SWA
1900
SFMG Wealth Advisors
Plano,
Texas
| $456M | +$7.94M | +2% | 0.31% | 63.3% | 117 | 13.68% |
|