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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1926 |
NC
1926
Nokomis Capital
Dallas,
Texas
| $458M | -$9.82M | -2% | 15.7% | 204% | 54 | 37.04% |
|
| 1927 |
TAM
1927
Telemark Asset Management
Boston,
Massachusetts
| $458M | -$23.8M | -5% | 6.03% | 271% | 59 | 62.71% |
|
| 1928 |
PWM
1928
Perigon Wealth Management
San Francisco,
California
| $458M | +$68.6M | +18% | 1.32% | 81.3% | 787 | 32.66% |
|
| 1929 |
RCM
1929
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $458M | +$45.3M | +11% | 0.02% | 4.93% | 27 | 0% |
|
| 1930 |
OCMI
1930
Oaktop Capital Management II
Chatham,
New Jersey
| $458M | +$29.6M | +7% | 8.68% | 224% | 22 | 13.64% |
|
| 1931 |
MGM
1931
Miura Global Management
New York
| $458M | -$455M | -50% | 0.54% | 375% | 27 | 44.44% |
|
| 1932 |
SAM
1932
Strategy Asset Managers
Pasadena,
California
| $457M | +$11M | +2% | 4.04% | 88.1% | 151 | 35.1% |
|
| 1933 |
MA
1933
MCF Advisors
Covington,
Kentucky
| $457M | +$34.7M | +8% | 1.87% | 41.5% | 489 | 15.75% |
|
| 1934 |
CB
1934
Community Bank
Dewitt,
New York
| $456M | +$17.8M | +4% | 2.9% | 58.7% | 496 | 10.48% |
|
| 1935 |
AH
1935
Allen Holding
New York
| $456M | +$2.6M | +0.6% | 2.51% | 147% | 7 | 0% |
|
| 1936 |
HR
1936
Howe & Rusling
Rochester,
New York
| $456M | -$8.4M | -2% | 2% | 66.1% | 1,119 | 12.96% |
|
| 1937 |
PNAA
1937
Pictet North America Advisors
Geneva 73,
Switzerland
| $455M | +$35.1M | +8% | 2.65% | 65.9% | 109 | 18.35% |
|
| 1938 |
AAM
1938
Autus Asset Management
Scottsdale,
Arizona
| $454M | +$7.93M | +2% | 0.53% | 26.3% | 153 | 3.92% |
|
| 1939 |
VCM
1939
V3 Capital Management
Dallas,
Texas
| $453M | +$37.8M | +9% | 6.09% | 20.5% | 21 | 61.9% |
|
| 1940 |
LCM
1940
Lomas Capital Management
New York
| $452M | +$4.66M | +1% | 7.63% | 66.3% | 46 | 60.87% |
|
| 1941 |
BCM
1941
Bienville Capital Management
New York
| $452M | +$56.5M | +14% | 0.93% | 22.3% | 169 | 22.49% |
|
| 1942 |
NA
1942
Newport Asia
San Francisco,
California
| $452M | -$48.6M | -10% | 11.6% | – | 7 | 0% |
|
| 1943 |
SP
1943
SCF Partners
Houston,
Texas
| $452M | -$30M | -6% | 10.8% | 2.1% | 1 | 0% |
|
| 1944 |
KFS
1944
Kurt F. Somerville
| $451M | -$7.73M | -2% | 0.91% | 62.7% | 116 | 9.48% |
|
| 1945 |
KLWA
1945
Kelly Lawrence W & Associates
Pasadens,
California
| $451M | -$16.1M | -3% | 5.25% | 58.9% | 175 | 10.86% |
|
| 1946 |
BP
1946
Berkshire Partners
Boston,
Massachusetts
| $451M | -$72.7M | -14% | 13.9% | 75.2% | 1 | 0% |
|
| 1947 |
CHP
1947
Castle Hook Partners
New York
| $450M | – | – | 13% | 727% | 25 | – |
|
| 1948 |
MFAM
1948
Motley Fool Asset Management
Alexandria,
Virginia
| $450M | -$3.63M | -0.8% | 2.59% | 95.5% | 81 | 14.81% |
|
| 1949 |
RA
1949
Rovida Advisors
Fort Lauderdale,
Florida
| $450M | +$248M | +123% | 2.39% | 24.8% | 18 | 55.56% |
|
| 1950 |
GCP
1950
Garelick Capital Partners
Boston,
Massachusetts
| $450M | +$275M | +157% | 1.08% | 195% | 43 | 69.77% |
|