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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 |
KFS
1901
Kurt F. Somerville
| $438M | +$45.5M | +12% | 5.88% | 62.7% | 132 | 9.85% |
|
| 1902 |
HIC
1902
Harvey Investment Company
Louisville,
Kentucky
| $437M | +$22.6M | +5% | 5.94% | 48.4% | 79 | 2.53% |
|
| 1903 |
DVC
1903
Deer VII & Co
Larchmont,
New York
| $437M | +$331M | +314% | 14.4% | 241% | 7 | 14.29% |
|
| 1904 |
VCM
1904
Vision Capital Management
Portland,
Oregon
| $436M | -$10.7M | -2% | 7.13% | 56.4% | 87 | 28.74% |
|
| 1905 |
PGCM
1905
Prescott Group Capital Management
Tulsa,
Oklahoma
| $436M | +$21.3M | +5% | 4.37% | 124% | 181 | 21.55% |
|
| 1906 |
HR
1906
Howe & Rusling
Rochester,
New York
| $436M | +$33M | +8% | 6.58% | 66.1% | 1,158 | 20.64% |
|
| 1907 |
BFG
1907
Beacon Financial Group
Dallas,
Texas
| $435M | +$26.1M | +6% | 4.26% | 60.3% | 178 | 15.17% |
|
| 1908 |
DIGDR
1908
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $434M | +$99.5M | +30% | 1.87% | 67.3% | 15 | 26.67% |
|
| 1909 |
TP
1909
Thunderbird Partners
London,
United Kingdom
| $434M | – | – | 17.7% | 38% | 5 | – |
|
| 1910 |
CCT
1910
Chemung Canal Trust
Elmira,
New York
| $433M | +$22.4M | +5% | 7.99% | 80.9% | 139 | 14.39% |
|
| 1911 |
HA
1911
Halsey Associates
New Haven,
Connecticut
| $432M | +$6.7M | +2% | 4.92% | 63.8% | 109 | 8.26% |
|
| 1912 |
MG
1912
Mather Group
Chicago,
Illinois
| $431M | +$52.1M | +14% | 1.99% | 48.5% | 38 | 39.47% |
|
| 1913 |
CA
1913
Cornerstone Advisors
Asheville,
North Carolina
| $431M | +$5.7M | +1% | 5.36% | 82.5% | 270 | 30% |
|
| 1914 |
GWI
1914
Grace & White Inc
Ny,
New York
| $431M | -$2.76M | -0.6% | 4.86% | 61.5% | 145 | 4.83% |
|
| 1915 |
JMH
1915
J.M. Hartwell
New York
| $430M | -$7.25M | -2% | 7.93% | 72.2% | 108 | 28.7% |
|
| 1916 |
TCSAM
1916
Tyrus Capital S.A.M.
Monaco
| $430M | -$171M | -28% | 8.51% | – | 40 | 87.5% |
|
| 1917 |
PA
1917
Planning Alternatives
Birmingham,
Michigan
| $430M | +$22.8M | +6% | 3.94% | 50.4% | 56 | 17.86% |
|
| 1918 |
SC
1918
Seawolf Capital
New York
| $430M | +$29.2M | +7% | 2.4% | 25.7% | 63 | 61.9% |
|
| 1919 |
HCC
1919
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $429M | -$157M | -27% | 3.7% | 46.7% | 177 | 11.3% |
|
| 1920 |
DSI
1920
Daiwa SB Investments
Tokyo,
Japan
| $428M | -$9.28M | -2% | 7.01% | 60.5% | 183 | 36.61% |
|
| 1921 |
PNAA
1921
Pictet North America Advisors
Geneva 73,
Switzerland
| $428M | +$67.9M | +19% | 5.24% | 65.9% | 105 | 37.14% |
|
| 1922 |
PWP
1922
Private Wealth Partners
Mill Valley,
California
| $428M | +$30.5M | +8% | 6.68% | 92.8% | 141 | 17.73% |
|
| 1923 |
BCM
1923
BTC Capital Management
Des Moines,
Iowa
| $427M | +$11.9M | +3% | 4.72% | – | 180 | 13.33% |
|
| 1924 |
TAM
1924
Telemark Asset Management
Boston,
Massachusetts
| $427M | +$100M | +31% | 16.1% | 271% | 31 | 45.16% |
|
| 1925 |
HT
1925
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $426M | +$208M | +95% | 2.15% | 40% | 75 | 70.67% |
|