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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 |
DWM
1876
Doyle Wealth Management
St. Petersburg,
Florida
| $594M | +$2.49M | +0.4% | 3.41% | 32.3% | 184 | 17.39% |
|
| 1877 |
AIL
1877
AGF Investments LLC
Toronto,
Ontario, Canada
| $593M | +$14.2M | +2% | 2.71% | 28.5% | 875 | 38.86% |
|
| 1878 |
EA
1878
Efficient Advisors
Mason,
Ohio
| $593M | -$7.33M | -1% | 1.28% | 30.6% | 52 | 13.46% |
|
| 1879 |
WMA
1879
White Mountains Advisors
Guilford,
Connecticut
| $592M | -$99.9M | -14% | 1.38% | 33.4% | 4 | 25% |
|
| 1880 |
RI
1880
RPTC Inc
Jackson,
Wyoming
| $590M | +$97.8M | +20% | 11.5% | 69.5% | 15 | 6.67% |
|
| 1881 |
SWA
1881
SFMG Wealth Advisors
Plano,
Texas
| $590M | -$12.6M | -2% | 0.98% | 63.3% | 168 | 18.45% |
|
| 1882 |
YIA
1882
YHB Investment Advisors
West Hartford,
Connecticut
| $590M | +$2.92M | +0.5% | 0.14% | 85.7% | 197 | 11.68% |
|
| 1883 |
DP
1883
DSAM Partners
London,
United Kingdom
| $589M | -$5.17M | -0.9% | 11.4% | 343% | 68 | 66.18% |
|
| 1884 |
STA
1884
Summit Trail Advisors
New York
| $589M | -$203M | -26% | 0.61% | 56% | 2,203 | 81.34% |
|
| 1885 |
FDCC
1885
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $587M | -$10.4M | -2% | 0.74% | 34% | 103 | 8.74% |
|
| 1886 |
LCM
1886
Legato Capital Management
San Francisco,
California
| $587M | -$107M | -15% | 0.62% | 177% | 271 | 57.2% |
|
| 1887 |
BFG
1887
Beacon Financial Group
Dallas,
Texas
| $586M | +$12.2M | +2% | 3.4% | 60.3% | 219 | 23.74% |
|
| 1888 |
1IA
1888
1834 Investment Advisors
Milwaukee,
Wisconsin
| $585M | -$49.4M | -8% | 1.2% | 51.8% | 500 | 17.6% |
|
| 1889 |
PC
1889
Pier Capital
Stamford,
Connecticut
| $585M | +$20K | +0% | 7.34% | 153% | 135 | 37.04% |
|
| 1890 |
PAM
1890
Private Asset Management
San Diego,
California
| $585M | -$43.8M | -7% | 0.66% | 38.2% | 144 | 12.5% |
|
| 1891 |
TPCM
1891
Three Peaks Capital Management
Castle Rock,
Colorado
| $584M | -$87.5M | -13% | 3.02% | 84.5% | 138 | 60.14% |
|
| 1892 |
KCM
1892
Knighthead Capital Management
New York
| $584M | -$118M | -17% | 4.37% | 51.3% | 14 | 42.86% |
|
| 1893 |
NA
1893
Nottingham Advisors
Amherst,
New York
| $584M | -$150M | -20% | 0.83% | 44.3% | 110 | 26.36% |
|
| 1894 |
RCW
1894
Rheos Capital Works
Tokyo,
Japan
| $583M | +$452M | +344% | 12.2% | 160% | 8 | 75% |
|
| 1895 |
NPPM
1895
North Point Portfolio Managers
Orange Village,
Ohio
| $583M | -$7.97M | -1% | 0.38% | 55% | 90 | 14.44% |
|
| 1896 |
CPIG
1896
Chicago Partners Investment Group
Chicago,
Illinois
| $583M | -$28.3M | -5% | 4.05% | 60.8% | 967 | 13.24% |
|
| 1897 |
MGAM
1897
McGowan Group Asset Management
Dallas,
Texas
| $583M | -$37.9M | -6% | 6.25% | 51.9% | 104 | 9.62% |
|
| 1898 |
TS
1898
Twin Securities
New York
| $583M | -$97.1M | -14% | 5.09% | 467% | 22 | 50% |
|
| 1899 |
TPWA
1899
TRUE Private Wealth Advisors
Salem,
Oregon
| $582M | +$5.41M | +0.9% | 0.22% | 84% | 236 | 11.44% |
|
| 1900 |
LM
1900
Lasry Marc
| $582M | +$61.1M | +12% | 0.87% | 14.8% | 13 | 15.38% |
|