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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 |
EWM
1876
Endurance Wealth Management
Providence,
Rhode Island
| $606M | +$11.3M | +2% | 3.2% | 59% | 538 | 9.85% |
|
| 1877 |
MAA
1877
Matrix Asset Advisors
White Plains,
New York
| $606M | -$287K | -0% | 1.59% | 76.9% | 68 | 10.29% |
|
| 1878 |
LIA
1878
LBMC Investment Advisors
Brentwood,
Tennessee
| $606M | +$28.3M | +5% | 2.48% | 43.6% | 103 | 20.39% |
|
| 1879 |
DWM
1879
Doyle Wealth Management
St. Petersburg,
Florida
| $606M | +$11.5M | +2% | 2.12% | 32.3% | 192 | 17.19% |
|
| 1880 |
SCM
1880
SG Capital Management
Chicago,
Illinois
| $606M | +$84.4M | +16% | 6.01% | 187% | 97 | 76.29% |
|
| 1881 |
FBA
1881
Front Barnett Associates
Chicago,
Illinois
| $605M | +$8.72M | +1% | 2.68% | 40.5% | 119 | 1.68% |
|
| 1882 |
WSCM
1882
Wellington Shields Capital Management
New York
| $605M | -$56.7M | -9% | 2.8% | 80.5% | 347 | 14.99% |
|
| 1883 |
PCM
1883
Prime Capital Management
Hong Kong
| $605M | +$80.8M | +15% | 15.8% | 401% | 4 | 0% |
|
| 1884 |
TWI
1884
Thomas White International
Chicago,
Illinois
| $602M | -$6.17M | -1% | 0.1% | 34.9% | 238 | 10.92% |
|
| 1885 |
KCM
1885
Knighthead Capital Management
New York
| $602M | +$18.3M | +3% | 4.94% | 51.3% | 14 | 42.86% |
|
| 1886 |
DIGDR
1886
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $602M | +$70.2M | +13% | 1.31% | 67.3% | 8 | 0% |
|
| 1887 |
SGA
1887
Sector Gamma AS
Oslo,
Norway
| $602M | +$46.8M | +8% | 6.19% | 28.7% | 35 | 22.86% |
|
| 1888 |
YCM
1888
Yiheng Capital Management
San Francisco,
California
| $599M | +$111M | +23% | 12.8% | 63.7% | 16 | 6.25% |
|
| 1889 |
ED
1889
Exane Derivatives
Paris,
France
| $599M | +$99.2M | +20% | 2.85% | 42.7% | 710 | 15.07% |
|
| 1890 |
AIC
1890
AWM Investment Company
New York
| $599M | +$80.4M | +16% | 32.6% | 488% | 102 | 21.57% |
|
| 1891 |
JIC
1891
Joel Isaacson & Co
New York
| $597M | +$23.9M | +4% | 3.09% | 61.3% | 203 | 7.39% |
|
| 1892 |
FDCC
1892
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $597M | +$9.66M | +2% | 1.24% | 34% | 101 | 6.93% |
|
| 1893 |
G
1893
GenTrust
Miami,
Florida
| $596M | +$17.7M | +3% | 0.12% | 43.4% | 84 | 7.14% |
|
| 1894 |
PWP
1894
Private Wealth Partners
Mill Valley,
California
| $595M | +$20.4M | +4% | 5.85% | 92.8% | 129 | 17.83% |
|
| 1895 |
BP
1895
BBR Partners
New York
| $595M | +$35.5M | +6% | 1.29% | 51.6% | 107 | 28.04% |
|
| 1896 |
SPC
1896
Salient Private Client
Houston,
Texas
| $594M | +$24.6M | +4% | 6.61% | – | 130 | 10.77% |
|
| 1897 |
LSA
1897
L & S Advisors
Los Angeles,
California
| $594M | +$69.4M | +13% | 5.19% | 187% | 355 | 23.66% |
|
| 1898 |
ACM
1898
Axar Capital Management
New York
| $594M | +$273M | +85% | 0.78% | 680% | 7 | 28.57% |
|
| 1899 |
MGAM
1899
McGowan Group Asset Management
Dallas,
Texas
| $592M | +$9.3M | +2% | 1.22% | 51.9% | 110 | 14.55% |
|
| 1900 |
BFG
1900
Beacon Financial Group
Dallas,
Texas
| $592M | +$5.22M | +0.9% | 1.71% | 60.3% | 209 | 11% |
|