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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 |
AW
1901
ACG Wealth
Atlanta,
Georgia
| $473M | +$2.83M | +0.6% | 3.83% | 45.5% | 284 | 20.42% |
|
| 1902 |
AAIM
1902
American Assets Investment Management
San Diego,
California
| $473M | +$37.4M | +9% | 6.83% | 413% | 149 | 11.41% |
|
| 1903 |
JAM
1903
Jacobs Asset Management
New York
| $473M | +$94.8M | +25% | 28.7% | 79.5% | 59 | 37.29% |
|
| 1904 |
KT
1904
Kanaly Trust
Houston,
Texas
| $471M | -$1.05M | -0.2% | 3.38% | 11.6% | 987 | 12.46% |
|
| 1905 |
DS
1905
Dudley & Shanley
Palm Beach,
Florida
| $470M | +$34.3M | +8% | 8.14% | 57% | 33 | 0% |
|
| 1906 |
SPPAM
1906
Summit Partners Public Asset Management
Boston,
Massachusetts
| $469M | -$141M | -23% | 5.35% | 703% | 136 | 69.85% |
|
| 1907 |
SWA
1907
SFMG Wealth Advisors
Plano,
Texas
| $469M | +$13.4M | +3% | 3.58% | 63.3% | 124 | 16.13% |
|
| 1908 |
SAM
1908
Serengeti Asset Management
New York
| $468M | +$74.1M | +19% | 1.56% | 14.9% | 30 | 43.33% |
|
| 1909 |
IC
1909
InterOcean Capital
Chicago,
Illinois
| $468M | +$39.2M | +9% | 4.87% | 32.1% | 185 | 26.49% |
|
| 1910 |
CC
1910
Cornerstone Capital
Palo Alto,
California
| $468M | +$4.9M | +1% | 2.21% | 74.7% | 80 | 10% |
|
| 1911 |
EFS
1911
Essex Financial Services
Essex,
Connecticut
| $466M | +$46.1M | +11% | 3.56% | 73.2% | 336 | 12.8% |
|
| 1912 |
ERM
1912
Elm Ridge Management
Briarcliff Manor,
New York
| $466M | +$42M | +10% | 14.3% | 93.6% | 35 | 22.86% |
|
| 1913 |
GC
1913
Gillson Capital
Chicago,
Illinois
| $465M | – | – | 23.1% | 72.7% | 33 | – |
|
| 1914 |
GWI
1914
Grace & White Inc
Ny,
New York
| $465M | +$15.9M | +4% | 10.8% | 61.5% | 144 | 5.56% |
|
| 1915 |
CCM
1915
Clearfield Capital Management
New York
| $465M | +$24M | +5% | 2.36% | 177% | 16 | 43.75% |
|
| 1916 |
AR
1916
Argyll Research
Wilmington,
Delaware
| $463M | -$4.46M | -1% | 0.95% | 0.8% | 5 | 0% |
|
| 1917 |
PFPT
1917
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $463M | +$18.2M | +4% | 5.09% | 86% | 302 | 28.15% |
|
| 1918 |
CS
1918
Cisco Systems
San Jose,
California
| $462M | +$25.3M | +6% | 5.96% | 212% | 4 | 0% |
|
| 1919 |
CA
1919
CapWealth Advisors
Franklin,
Tennessee
| $462M | +$46.2M | +11% | 7% | 128% | 338 | 73.67% |
|
| 1920 |
JC
1920
Jacobs & Co
San Francisco,
California
| $461M | +$12.6M | +3% | 1.46% | 92.2% | 122 | 3.28% |
|
| 1921 |
AAM
1921
Auxier Asset Management
Aurora,
Oregon
| $460M | +$12.9M | +3% | 3.97% | 58.4% | 156 | 5.77% |
|
| 1922 |
SSG
1922
Summit Securities Group
New York
| $460M | +$163M | +55% | 3.84% | 96.7% | 337 | 78.04% |
|
| 1923 |
OMC
1923
Overbrook Management Corp
New York
| $460M | +$25.6M | +6% | 8.33% | 117% | 82 | 8.54% |
|
| 1924 |
ST
1924
Sageworth Trust
Lancaster,
Pennsylvania
| $459M | +$21.7M | +5% | 0.38% | 52.1% | 66 | 48.48% |
|
| 1925 |
IPC
1925
Invesco Private Capital
New York
| $459M | +$75.8M | +20% | 20.7% | 41.9% | 6 | 16.67% |
|