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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 |
WC
1926
Woodstock Corp
Boston,
Massachusetts
| $510M | +$14.1M | +3% | 2.76% | 96.1% | 165 | 5.45% |
|
| 1927 |
PAM
1927
Palisade Asset Management
Minneapolis,
Minnesota
| $510M | -$34.9M | -6% | 2.52% | 61.8% | 140 | 5% |
|
| 1928 |
CF
1928
Cypress Funds
Los Angeles,
California
| $509M | +$28.7M | +6% | 9.36% | 114% | 34 | 64.71% |
|
| 1929 |
TM
1929
Tiger Management
New York
| $509M | -$21.6M | -4% | 7.95% | – | 63 | 44.44% |
|
| 1930 |
JC
1930
Jacobs & Co
San Francisco,
California
| $508M | +$21.2M | +4% | 2.77% | 92.2% | 124 | 3.23% |
|
| 1931 |
ECP
1931
Electron Capital Partners
New York
| $508M | +$167M | +49% | 0.08% | 269% | 42 | 45.24% |
|
| 1932 |
KLWA
1932
Kelly Lawrence W & Associates
Pasadens,
California
| $505M | +$21.2M | +4% | 3.95% | 58.9% | 232 | 43.97% |
|
| 1933 |
REMS
1933
Real Estate Management Services
| $505M | +$3.52M | +0.7% | 0.23% | 67.2% | 39 | 10.26% |
|
| 1934 |
AF
1934
Ally Financial
Detroit,
Michigan
| $505M | +$61M | +14% | 0.03% | 8.82% | 126 | 34.13% |
|
| 1935 |
ST
1935
Sageworth Trust
Lancaster,
Pennsylvania
| $504M | +$15.3M | +3% | 3.77% | 64.5% | 134 | 49.25% |
|
| 1936 |
MAMNY
1936
Marathon Asset Management (New York)
New York
| $504M | -$423M | -46% | 4.8% | 28.4% | 17 | 52.94% |
|
| 1937 |
JGUA
1937
John G. Ullman & Associates
Corning,
New York
| $504M | +$20.3M | +4% | 2.36% | 108% | 122 | 10.66% |
|
| 1938 |
MA
1938
MCF Advisors
Covington,
Kentucky
| $503M | +$26.2M | +5% | 2.17% | 41.5% | 548 | 22.99% |
|
| 1939 |
RIM
1939
Rainier Investment Management
Seattle,
Washington
| $503M | -$421M | -46% | 4.44% | 64.8% | 157 | 11.46% |
|
| 1940 |
NC
1940
Nitorum Capital
New York
| $503M | +$120M | +31% | 7.19% | 55.1% | 30 | 16.67% |
|
| 1941 |
FCG
1941
FrontFour Capital Group
Greenwich,
Connecticut
| $503M | +$126M | +33% | 6.97% | 8.55% | 55 | 60% |
|
| 1942 |
JCG
1942
JHL Capital Group
Chicago,
Illinois
| $502M | +$37.4M | +8% | 8.39% | – | 23 | 73.91% |
|
| 1943 |
DWT
1943
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $502M | +$10.3M | +2% | 2.25% | 68.3% | 358 | 11.45% |
|
| 1944 |
JCM
1944
Jag Capital Management
St Louis,
Missouri
| $500M | +$17M | +4% | 7.97% | 178% | 122 | 19.67% |
|
| 1945 |
XGI
1945
XL Group Investments
Hamilton,
Bermuda
| $499M | +$27.8M | +6% | 4.79% | – | 29 | 37.93% |
|
| 1946 |
CA
1946
CapWealth Advisors
Franklin,
Tennessee
| $499M | +$10.4M | +2% | 3.57% | 143% | 103 | 4.85% |
|
| 1947 |
KP
1947
Keel Point
Huntsville,
Alabama
| $498M | +$2.87M | +0.6% | 2.73% | 65.1% | 176 | 14.2% |
|
| 1948 |
SSWM
1948
Smith Salley Wealth Management
Greensboro,
North Carolina
| $497M | +$9.63M | +2% | 2.06% | 106% | 178 | 6.74% |
|
| 1949 |
RCMC
1949
RK Capital Management (Colorado)
Denver,
Colorado
| $497M | -$19.9M | -4% | 3.84% | 89% | 57 | 21.05% |
|
| 1950 |
AAM
1950
Autus Asset Management
Scottsdale,
Arizona
| $496M | +$19.1M | +4% | 4.01% | 26.3% | 153 | 3.27% |
|