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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 |
SCM
1876
SG Capital Management
Chicago,
Illinois
| $632M | +$83.9M | +15% | 8.23% | 187% | 71 | 67.61% |
|
| 1877 |
DAC
1877
Dividend Assets Capital
Ridgeland,
South Carolina
| $632M | +$12.6M | +2% | 2.11% | 56.9% | 186 | 15.05% |
|
| 1878 |
WAP
1878
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $631M | +$44.9M | +8% | 2.55% | 60.4% | 1,397 | 11.24% |
|
| 1879 |
AA
1879
Ancient Art
Austin,
Texas
| $631M | +$81.4M | +15% | 6.24% | 157% | 17 | 17.65% |
|
| 1880 |
CI
1880
CX Institutional
Auburn,
Indiana
| $630M | +$63M | +11% | 2.59% | 56.8% | 1,003 | 28.61% |
|
| 1881 |
MP
1881
MFN Partners
Boston,
Massachusetts
| $630M | +$9.97M | +2% | 4.7% | 200% | 18 | 22.22% |
|
| 1882 |
YIA
1882
YHB Investment Advisors
West Hartford,
Connecticut
| $630M | -$8.8M | -1% | 5% | 85.7% | 201 | 10.95% |
|
| 1883 |
CAM
1883
Carret Asset Management
New York
| $629M | +$16.4M | +3% | 4.13% | 80.2% | 276 | 5.07% |
|
| 1884 |
SRFM
1884
Shannon River Fund Management
New York
| $629M | +$56.3M | +10% | 11.7% | 337% | 38 | 39.47% |
|
| 1885 |
FMC
1885
First Merchants Corp
Muncie,
Indiana
| $628M | +$9.14M | +1% | 2.9% | 49.9% | 207 | 6.28% |
|
| 1886 |
NAM
1886
North American Management
Boston,
Massachusetts
| $628M | +$28.2M | +5% | 5.54% | 61.7% | 130 | 10% |
|
| 1887 |
PL
1887
Perpetual Ltd
Sydney, New South Wales,
Australia
| $628M | -$63.2M | -9% | 0.84% | 95.5% | 179 | 18.44% |
|
| 1888 |
PS
1888
Presima Securities
Montreal,
Quebec, Canada
| $628M | -$98.5M | -14% | 0.3% | 10.3% | 38 | 23.68% |
|
| 1889 |
TAM
1889
THB Asset Management
Norwalk,
Connecticut
| $628M | -$60.3M | -9% | 2.4% | 104% | 172 | 9.3% |
|
| 1890 |
SGAM
1890
Stephens Group Asset Management
Little Rock,
Arkansas
| $627M | +$7.09M | +1% | 2.8% | 48.3% | 15 | 6.67% |
|
| 1891 |
AAIM
1891
American Assets Investment Management
San Diego,
California
| $627M | +$10.4M | +2% | 2.05% | 413% | 182 | 4.4% |
|
| 1892 |
SCM
1892
SKBA Capital Management
San Francisco,
California
| $626M | +$3.68M | +0.6% | 2.86% | 52.3% | 76 | 10.53% |
|
| 1893 |
BP
1893
BBR Partners
New York
| $625M | -$145M | -19% | 4.56% | 51.6% | 145 | 26.21% |
|
| 1894 |
CEI
1894
Clark Estates Inc
New York
| $625M | -$20.3M | -3% | 1.51% | 31.4% | 101 | 19.8% |
|
| 1895 |
OSIA
1895
O'Shares Investment Advisers
Boston,
Massachusetts
| $625M | +$35.7M | +6% | 2.7% | 71.8% | 344 | 3.78% |
|
| 1896 |
CMG
1896
Cavalry Management Group
San Francisco,
California
| $624M | +$284M | +84% | 6.2% | 59.6% | 31 | 61.29% |
|
| 1897 |
DAS
1897
Dynamic Advisor Solutions
Phoenix,
Arizona
| $623M | +$92.5M | +17% | 2.95% | 64% | 559 | 29.34% |
|
| 1898 |
G
1898
GenTrust
Miami,
Florida
| $622M | +$10M | +2% | 2.08% | 43.4% | 101 | 15.84% |
|
| 1899 |
CPP
1899
Crow Point Partners
Boston,
Massachusetts
| $622M | +$32M | +5% | 4.31% | 56.9% | 135 | 22.22% |
|
| 1900 |
SGA
1900
Sector Gamma AS
Oslo,
Norway
| $622M | -$1.43M | -0.2% | 1.07% | 28.7% | 37 | 18.92% |
|