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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 |
AAM
1901
AO Asset Management
New York
| $582M | +$198M | +52% | 14.1% | 127% | 41 | 48.78% |
|
| 1902 |
HIP
1902
Hengistbury Investment Partners
London,
United Kingdom
| $580M | +$135M | +30% | 3.22% | 91% | 5 | 40% |
|
| 1903 |
EK
1903
Evensky & Katz
Coral Gables,
Florida
| $580M | -$28.8M | -5% | 1.6% | 57.1% | 64 | 21.88% |
|
| 1904 |
JVBC
1904
J.V. Bruni & Co
Colorado Springs,
Colorado
| $580M | -$12.7M | -2% | 4.94% | 70.5% | 25 | 0% |
|
| 1905 |
PFMOSF
1905
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $579M | -$98.4M | -15% | 0.37% | 174% | 56 | 57.14% |
|
| 1906 |
A
1906
AdvicePeriod
Los Angeles,
California
| $578M | +$52.5M | +10% | 1.25% | 31.5% | 70 | 5.71% |
|
| 1907 |
VC
1907
Vicus Capital
State College,
Pennsylvania
| $578M | +$4.84M | +0.8% | 1.25% | 48.6% | 246 | 13.82% |
|
| 1908 |
OWD
1908
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $578M | -$5.65M | -1% | 1.36% | 23.7% | 240 | 9.17% |
|
| 1909 |
G
1909
GenTrust
Miami,
Florida
| $578M | +$19.4M | +3% | 1.2% | 43.4% | 88 | 6.82% |
|
| 1910 |
LIA
1910
LBMC Investment Advisors
Brentwood,
Tennessee
| $578M | -$35.5M | -6% | 1.49% | 43.6% | 90 | 8.89% |
|
| 1911 |
FBB
1911
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $577M | -$19.5M | -3% | 0.46% | 57.2% | 112 | 11.61% |
|
| 1912 |
SE
1912
Summit Equities
Parsippany,
New Jersey
| $575M | -$11.4M | -2% | 1.42% | 40.7% | 42 | 23.81% |
|
| 1913 |
MC
1913
MM Capital
New York
| $575M | +$449M | +356% | 1.39% | – | 4 | 25% |
|
| 1914 |
MRCP
1914
Manor Road Capital Partners
New York
| $575M | -$94.7M | -14% | 8.43% | 78.3% | 11 | 27.27% |
|
| 1915 |
PWP
1915
Private Wealth Partners
Mill Valley,
California
| $574M | +$33.7M | +6% | 3.15% | 92.8% | 137 | 19.71% |
|
| 1916 |
Q
1916
QVR
San Francisco,
California
| $574M | -$8.36M | -1% | 0.85% | – | 72 | 52.78% |
|
| 1917 |
JIC
1917
Joel Isaacson & Co
New York
| $573M | -$3.02M | -0.5% | 1.51% | 61.3% | 202 | 8.91% |
|
| 1918 |
HH
1918
Hilltop Holdings
Dallas,
Texas
| $572M | +$129M | +29% | 0.91% | 72.2% | 491 | 51.12% |
|
| 1919 |
TEE
1919
Tibra Equities Europe
London,
United Kingdom
| $571M | +$338M | +145% | 3.57% | 143% | 296 | 93.24% |
|
| 1920 |
NCM
1920
Novare Capital Management
Charlotte,
North Carolina
| $571M | -$16.2M | -3% | 2.22% | 65.7% | 163 | 13.5% |
|
| 1921 |
GAM
1921
Goldentree Asset Management
New York
| $571M | -$351M | -38% | 1.4% | 41.1% | 42 | 57.14% |
|
| 1922 |
CBB
1922
Citizens Business Bank
Ontario,
California
| $570M | -$43.1M | -7% | 2.05% | 84.4% | 293 | 11.6% |
|
| 1923 |
SCM
1923
SIR Capital Management
New York
| $570M | +$118M | +26% | 3.17% | 80% | 61 | 54.1% |
|
| 1924 |
SPC
1924
Salient Private Client
Houston,
Texas
| $570M | +$82.1M | +17% | 6.4% | – | 132 | 29.55% |
|
| 1925 |
CA
1925
Cambridge Associates
Boston,
Massachusetts
| $569M | -$360M | -39% | 0.65% | 41.5% | 35 | 31.43% |
|