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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 |
OCM
1901
One Capital Management
Westlake Village,
California
| $600M | +$12.8M | +2% | 0.22% | 44.2% | 177 | 4.52% |
|
| 1902 |
TMAM
1902
Tokio Marine Asset Management
Tokyo,
Japan
| $600M | +$27.7M | +5% | 1.14% | 105% | 248 | 20.56% |
|
| 1903 |
ICP
1903
Indus Capital Partners
New York
| $600M | -$12.1M | -2% | 2.67% | 115% | 45 | 37.78% |
|
| 1904 |
LWA
1904
Lenox Wealth Advisors
New York
| $600M | +$27.1M | +5% | 0.4% | 35.7% | 670 | 40.75% |
|
| 1905 |
NIA
1905
Northstar Investment Advisors
Denver,
Colorado
| $600M | +$58.4M | +11% | 2.86% | 85.8% | 149 | 30.87% |
|
| 1906 |
KLWA
1906
Kelly Lawrence W & Associates
Pasadens,
California
| $600M | +$13.6M | +2% | 2.25% | 58.9% | 138 | 5.8% |
|
| 1907 |
ECM
1907
Estabrook Capital Management
New York
| $600M | -$11.1M | -2% | 1.14% | 76.2% | 348 | 10.92% |
|
| 1908 |
TNB
1908
Thomasville National Bank
Thomasville,
Georgia
| $600M | +$22.2M | +4% | 2.49% | – | 207 | 10.14% |
|
| 1909 |
DCM
1909
Discovery Capital Management
South Norwalk,
Connecticut
| $598M | -$450M | -43% | 0.59% | 556% | 53 | 77.36% |
|
| 1910 |
BPM
1910
Bowling Portfolio Management
Cincinnati,
Ohio
| $597M | -$14.4M | -2% | 1.57% | 45.7% | 405 | 42.72% |
|
| 1911 |
BIM
1911
Barton Investment Management
West Conshohocken,
Pennsylvania
| $597M | -$72.5M | -11% | 8.59% | 80.3% | 40 | 5% |
|
| 1912 |
SCA
1912
Summit Creek Advisors
Minneapolis,
Minnesota
| $596M | +$525K | +0.1% | 4.6% | 47.8% | 69 | 23.19% |
|
| 1913 |
KFM
1913
KG Funds Management
New York
| $595M | +$65.5M | +12% | 0.75% | 45.8% | 8 | 0% |
|
| 1914 |
MCA
1914
Mendon Capital Advisors
Key Largo,
Florida
| $593M | -$45.1M | -7% | 0.96% | – | 84 | 35.71% |
|
| 1915 |
SGA
1915
Sector Gamma AS
Oslo,
Norway
| $592M | -$30.3M | -5% | 2.29% | 28.7% | 37 | 16.22% |
|
| 1916 |
VC
1916
Vestor Capital
Chicago,
Illinois
| $592M | +$25M | +4% | 2.53% | 170% | 151 | 21.85% |
|
| 1917 |
RMC
1917
Regis Management Company
Menlo Park,
California
| $591M | -$69.1M | -10% | 1.04% | 5.33% | 67 | 8.96% |
|
| 1918 |
KPCM
1918
Kings Point Capital Management
Great Neck,
New York
| $591M | +$43.2M | +8% | 2.26% | 80.1% | 502 | 19.92% |
|
| 1919 |
PC
1919
Pier Capital
Stamford,
Connecticut
| $590M | -$56.5M | -9% | 2.64% | 153% | 121 | 23.97% |
|
| 1920 |
SF
1920
Summit Financial
Parsippany,
New Jersey
| $590M | -$2.44M | -0.4% | 0.47% | 68.3% | 44 | 43.18% |
|
| 1921 |
AL
1921
Arnhold LLC
New York
| $589M | +$18.8M | +3% | 0.45% | 156% | 135 | 5.19% |
|
| 1922 |
SGDR
1922
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $588M | -$68.3M | -10% | 3.23% | 90.7% | 50 | 64% |
|
| 1923 |
BSB
1923
Bangor Savings Bank
Bangor,
Maine
| $588M | +$21M | +4% | 0.69% | 49.6% | 190 | 15.79% |
|
| 1924 |
BFG
1924
Beacon Financial Group
Dallas,
Texas
| $587M | +$786K | +0.1% | 1.64% | 60.3% | 192 | 7.81% |
|
| 1925 |
H
1925
HoyleCohen
San Diego,
California
| $586M | +$10.2M | +2% | 2.86% | 46.1% | 192 | 5.73% |
|