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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 |
SC
1901
Stralem & Co
New York
| $589M | -$106M | -15% | 2.85% | 25.5% | 47 | 4.26% |
|
| 1902 |
IL
1902
Investure LLC
Charlottesville,
Virginia
| $589M | +$104M | +21% | 4.72% | 46.1% | 13 | 15.38% |
|
| 1903 |
CM
1903
Capula Management
Grand Cayman,
Cayman Islands
| $589M | +$108M | +22% | 5.16% | 85.7% | 6 | 33.33% |
|
| 1904 |
RC
1904
Randolph Company
Cincinnati,
Ohio
| $588M | +$48.1M | +9% | 8.11% | 120% | 43 | 20.93% |
|
| 1905 |
CCP
1905
Corient Capital Partners
Newport Beach,
California
| $588M | +$58.9M | +11% | 6.56% | 39.2% | 292 | 12.33% |
|
| 1906 |
NCM
1906
Novare Capital Management
Charlotte,
North Carolina
| $587M | +$19.2M | +3% | 5.67% | 65.7% | 163 | 12.88% |
|
| 1907 |
VOAM
1907
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $587M | -$26.1M | -4% | 10.2% | 107% | 145 | 37.93% |
|
| 1908 |
YIA
1908
YHB Investment Advisors
West Hartford,
Connecticut
| $587M | +$27.7M | +5% | 6.66% | 85.7% | 189 | 7.94% |
|
| 1909 |
SE
1909
Summit Equities
Parsippany,
New Jersey
| $587M | +$43.4M | +8% | 5.25% | 40.7% | 37 | 8.11% |
|
| 1910 |
FMC
1910
First Merchants Corp
Muncie,
Indiana
| $587M | +$7.73M | +1% | 6.48% | 49.9% | 220 | 6.36% |
|
| 1911 |
GPP
1911
Great Point Partners
Greenwich,
Connecticut
| $586M | +$72M | +14% | 23.1% | 554% | 53 | 56.6% |
|
| 1912 |
HA
1912
Halsey Associates
New Haven,
Connecticut
| $585M | +$78M | +15% | 6.19% | 63.8% | 107 | 16.82% |
|
| 1913 |
PC
1913
Pier Capital
Stamford,
Connecticut
| $585M | +$8.52M | +1% | 11.9% | 153% | 133 | 36.09% |
|
| 1914 |
MG
1914
Mitchell Group
Houston,
Texas
| $585M | -$48.3M | -8% | 6.18% | 0.7% | 29 | 6.9% |
|
| 1915 |
MWM
1915
Mission Wealth Management
Santa Barbara,
California
| $584M | +$38.9M | +7% | 3.72% | 80% | 243 | 18.52% |
|
| 1916 |
OWD
1916
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $584M | +$29.2M | +5% | 6.62% | 23.7% | 231 | 4.76% |
|
| 1917 |
WDA
1917
Wendell David Associates
Portsmouth,
New Hampshire
| $584M | +$17.8M | +3% | 6.95% | 46% | 158 | 2.53% |
|
| 1918 |
ZB
1918
Zions Bancorporation
Salt Lake City,
Utah
| $583M | -$112M | -16% | 4.61% | 22.9% | 1,092 | 47.8% |
|
| 1919 |
BCM
1919
BTC Capital Management
Des Moines,
Iowa
| $581M | +$22M | +4% | 6.34% | – | 185 | 18.38% |
|
| 1920 |
ED
1920
Exane Derivatives
Paris,
France
| $581M | +$45.7M | +9% | 6.01% | 42.7% | 652 | 20.09% |
|
| 1921 |
ALS
1921
Andrew L. Share
| $580M | -$282M | -33% | 12.7% | 60% | 2 | 100% |
|
| 1922 |
OP
1922
Omni Partners
London,
United Kingdom
| $580M | -$204M | -26% | 7.3% | 412% | 43 | 88.37% |
|
| 1923 |
AIL
1923
AGF Investments LLC
Toronto,
Ontario, Canada
| $579M | +$128M | +28% | 6.37% | 28.5% | 852 | 24.65% |
|
| 1924 |
MLM
1924
Mount Lucas Management
Newtown,
Pennsylvania
| $579M | +$24.3M | +4% | 6.17% | 84.4% | 103 | 3.88% |
|
| 1925 |
CF
1925
Cypress Funds
Los Angeles,
California
| $578M | +$90.2M | +18% | 11.9% | 114% | 22 | 22.73% |
|