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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 |
AWM
1901
Argent Wealth Management
Waltham,
Massachusetts
| $492M | -$105M | -18% | 14.5% | – | 186 | 18.28% |
|
| 1902 |
PL
1902
Parkwood LLC
Cleveland,
Ohio
| $492M | +$15M | +3% | 17.3% | 85.8% | 100 | 32% |
|
| 1903 |
CEI
1903
Clark Estates Inc
New York
| $491M | -$163M | -25% | 24.1% | 31.4% | 114 | 30.7% |
|
| 1904 |
SGAM
1904
Stephens Group Asset Management
Little Rock,
Arkansas
| $491M | -$236M | -32% | 24.2% | 48.3% | 24 | 20.83% |
|
| 1905 |
WC
1905
Woodstock Corp
Boston,
Massachusetts
| $491M | -$123M | -20% | 16.9% | 96.1% | 158 | 3.16% |
|
| 1906 |
CAM
1906
Crake Asset Management
London,
United Kingdom
| $491M | -$4.12M | -0.8% | 15.2% | 52.9% | 21 | 57.14% |
|
| 1907 |
NC
1907
Northcape Capital
Sydney,
Australia
| $491M | -$134M | -21% | 23.5% | – | 19 | 15.79% |
|
| 1908 |
KA
1908
Klingman & Associates
New York
| $490M | -$121M | -20% | 19.7% | 59.3% | 146 | 25.34% |
|
| 1909 |
NB
1909
NBT Bank
Norwich,
New York
| $489M | -$146M | -23% | 19.8% | 68.2% | 226 | 12.83% |
|
| 1910 |
MP
1910
Munro Partners
Melbourne,
Australia
| $489M | -$217M | -31% | 7.84% | 265% | 31 | 35.48% |
|
| 1911 |
BWM
1911
BerganKDV Wealth Management
Bloomington,
Minnesota
| $488M | -$73.3M | -13% | 16.1% | 27.9% | 1,033 | 10.45% |
|
| 1912 |
OCM
1912
Opti Capital Management
New York
| $488M | -$177M | -27% | 0% | 0.02% | 31 | 0% |
|
| 1913 |
CSC
1913
Cove Street Capital
El Segundo,
California
| $488M | -$268M | -35% | 36.8% | 84.2% | 111 | 21.62% |
|
| 1914 |
KFA
1914
Kays Financial Advisory
Atlanta,
Georgia
| $487M | -$81.6M | -14% | 16.3% | 23.3% | 109 | 28.44% |
|
| 1915 |
BCM
1915
Bienville Capital Management
New York
| $487M | +$95.9M | +25% | 18.8% | 22.3% | 136 | 57.35% |
|
| 1916 |
MLM
1916
Mount Lucas Management
Newtown,
Pennsylvania
| $486M | -$15.7M | -3% | 8.67% | 84.4% | 91 | 56.04% |
|
| 1917 |
CBB
1917
Citizens Business Bank
Ontario,
California
| $485M | -$121M | -20% | 21% | 84.4% | 259 | 16.22% |
|
| 1918 |
BOPW
1918
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $484M | -$65.2M | -12% | 13.9% | 55.7% | 271 | 31% |
|
| 1919 |
AIM
1919
AIA Investment Management
Singapore
| $484M | +$405M | +513% | 9.3% | 42.5% | 410 | 14.88% |
|
| 1920 |
KC
1920
Kepos Capital
New York
| $481M | -$580M | -55% | 5.9% | 22.2% | 390 | 66.67% |
|
| 1921 |
AGM
1921
Alpine Global Management
New York
| $481M | +$12.4M | +3% | 17.6% | 100% | 562 | 85.05% |
|
| 1922 |
CC
1922
Cornerstone Capital
Palo Alto,
California
| $481M | -$228M | -32% | 13.6% | 74.7% | 85 | 23.53% |
|
| 1923 |
BC
1923
Blackhill Capital
Morristown,
New Jersey
| $480M | -$205M | -30% | 24.2% | 164% | 63 | 1.59% |
|
| 1924 |
SWM
1924
Southern Wealth Management
Dallas,
Texas
| $480M | -$53.1M | -10% | 24.7% | 50% | 60 | 13.33% |
|
| 1925 |
GFM
1925
Gramercy Funds Management
Greenwich,
Connecticut
| $480M | +$346M | +259% | 52.4% | – | 18 | 22.22% |
|