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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1901 |
RIM
1901
Ranger International Management
Lake Forest,
Illinois
| $434M | +$120M | +38% | 3.67% | 23.4% | 66 | 51.52% |
|
| 1902 |
IP
1902
Interval Partners
New York
| $434M | +$57.2M | +15% | 1.16% | 102% | 162 | 83.33% |
|
| 1903 |
CC
1903
ClearArc Capital
Cincinnati,
Ohio
| $434M | +$29.2M | +7% | 5.52% | 63.4% | 407 | 10.32% |
|
| 1904 |
BC
1904
Bruce & Co
Chicago,
Illinois
| $434M | +$61.6M | +17% | 7.95% | 65.7% | 55 | 3.64% |
|
| 1905 |
DIA
1905
Dean Investment Associates
Beavercreek,
Ohio
| $434M | +$18.2M | +4% | 4.83% | 46.9% | 242 | 18.6% |
|
| 1906 |
FM
1906
Foster & Motley
Cincinnati,
Ohio
| $433M | +$26.4M | +6% | 3.92% | 56.8% | 174 | 13.22% |
|
| 1907 |
CW
1907
Cobiz Wealth
Denver,
Colorado
| $433M | +$13.9M | +3% | 4.28% | 54% | 128 | 8.59% |
|
| 1908 |
CI
1908
Constellation Investments
Montgomery,
Ohio
| $432M | +$21.2M | +5% | 5.94% | – | 404 | 5.2% |
|
| 1909 |
APCM
1909
Alaska Permanent Capital Management
Anchorage,
Alaska
| $432M | +$20.1M | +5% | 3.77% | 32.5% | 26 | 3.85% |
|
| 1910 |
NM
1910
NWI Management
New York
| $432M | +$105M | +32% | 8.06% | 170% | 22 | 9.09% |
|
| 1911 |
PL
1911
Parkwood LLC
Cleveland,
Ohio
| $431M | +$14.9M | +4% | 5.91% | 85.8% | 246 | 55.28% |
|
| 1912 |
MCTIC
1912
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $430M | +$17.6M | +4% | 6.14% | 38.8% | 94 | 5.32% |
|
| 1913 |
EWA
1913
EP Wealth Advisors
Torrance,
California
| $430M | +$64.7M | +18% | 5.85% | – | 121 | 14.05% |
|
| 1914 |
SGAM
1914
Steinberg Global Asset Management
Boca Raton,
Florida
| $430M | +$29.1M | +7% | 3.83% | 32.8% | 195 | 9.23% |
|
| 1915 |
QA
1915
Quantitative Advantage
Minnetonka,
Minnesota
| $429M | +$12.6M | +3% | 4.26% | 45.9% | 58 | 50% |
|
| 1916 |
CA
1916
Continental Advisors
Park City,
Utah
| $429M | +$42M | +11% | 1.79% | 67.6% | 164 | 42.68% |
|
| 1917 |
KA
1917
KLCM Advisors
Milwaukee,
Wisconsin
| $428M | +$53.1M | +14% | 5.82% | 97.4% | 77 | 10.39% |
|
| 1918 |
AP
1918
Appleton Partners
Boston,
Massachusetts
| $428M | +$5.07M | +1% | 3.02% | 101% | 181 | 9.39% |
|
| 1919 |
VAM
1919
Visionary Asset Management
Houston,
Texas
| $427M | +$3.23M | +0.8% | 4.63% | 31.9% | 433 | 78.75% |
|
| 1920 |
CCG
1920
Cypress Capital Group
Palm Beach,
Florida
| $427M | +$19.1M | +5% | 4.66% | 83.9% | 218 | 10.55% |
|
| 1921 |
SHA
1921
Smith Hayes Advisers
Lincoln,
Nebraska
| $427M | +$22.6M | +6% | 4.6% | 35.2% | 293 | 7.17% |
|
| 1922 |
GHA
1922
Garcia Hamilton & Associates
Houston,
Texas
| $426M | +$1.45M | +0.3% | 4.14% | 39.1% | 63 | 22.22% |
|
| 1923 |
MRCM
1923
M&R Capital Management
Summit,
New Jersey
| $426M | +$11.7M | +3% | 4.3% | 52.6% | 218 | 9.17% |
|
| 1924 |
FLII
1924
First Long Island Investors
Jericho,
New York
| $426M | +$21.3M | +5% | 5.03% | 65.5% | 55 | 12.73% |
|
| 1925 |
BRWA
1925
B. Riley Wealth Advisors
Boca Raton,
Florida
| $426M | +$95M | +29% | 6.87% | – | 2,485 | 70.66% |
|