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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 |
RC
1926
Randolph Company
Cincinnati,
Ohio
| $540M | +$13.4M | +3% | 4.79% | 120% | 43 | 27.91% |
|
| 1927 |
PA
1927
Planning Alternatives
Birmingham,
Michigan
| $538M | +$14.1M | +3% | 3.76% | 50.4% | 55 | 9.09% |
|
| 1928 |
ECP
1928
Electron Capital Partners
New York
| $537M | +$29.8M | +6% | 10.3% | 269% | 37 | 48.65% |
|
| 1929 |
TIM
1929
Thompson Investment Management
Madison,
Wisconsin
| $536M | +$4.11M | +0.8% | 4.04% | 83.5% | 184 | 7.61% |
|
| 1930 |
CA
1930
Cortland Associates
St Louis,
Missouri
| $536M | +$14.7M | +3% | 10.8% | 57.1% | 51 | 13.73% |
|
| 1931 |
1IA
1931
1834 Investment Advisors
Milwaukee,
Wisconsin
| $536M | +$5.37M | +1% | 4.49% | 51.8% | 179 | 6.7% |
|
| 1932 |
PHS
1932
Pekin Hardy Strauss
Chicago,
Illinois
| $535M | -$99.6M | -16% | 3.35% | 97.9% | 199 | 11.06% |
|
| 1933 |
ED
1933
Exane Derivatives
Paris,
France
| $535M | +$69.3M | +15% | 4.21% | 42.7% | 688 | 26.02% |
|
| 1934 |
AA
1934
Ancient Art
Austin,
Texas
| $534M | -$47.8M | -8% | 9.8% | 157% | 16 | 50% |
|
| 1935 |
JCM
1935
Jag Capital Management
St Louis,
Missouri
| $533M | +$33.1M | +7% | 13.2% | 178% | 124 | 23.39% |
|
| 1936 |
BC
1936
Blackhill Capital
Morristown,
New Jersey
| $533M | +$10.7M | +2% | 2.85% | 164% | 80 | 8.75% |
|
| 1937 |
CCM
1937
Clearfield Capital Management
New York
| $533M | -$80.1M | -13% | 0.49% | 177% | 33 | 60.61% |
|
| 1938 |
AC
1938
Apertura Capital
Dallas,
Texas
| $533M | +$135M | +34% | 1.61% | 41.5% | 48 | 79.17% |
|
| 1939 |
JC
1939
Jacobs & Co
San Francisco,
California
| $532M | +$24M | +5% | 4.22% | 92.2% | 125 | 3.2% |
|
| 1940 |
ST
1940
Sageworth Trust
Lancaster,
Pennsylvania
| $532M | +$27.2M | +5% | 5.15% | 52.1% | 121 | 42.98% |
|
| 1941 |
BI
1941
BlueSpruce Investments
Chicago,
Illinois
| $531M | +$148M | +39% | 3.62% | 47.7% | 17 | 35.29% |
|
| 1942 |
G
1942
GenTrust
Miami,
Florida
| $529M | +$44.2M | +9% | 3.59% | 43.4% | 87 | 11.49% |
|
| 1943 |
CCP
1943
Corient Capital Partners
Newport Beach,
California
| $529M | -$124M | -19% | 3.48% | 39.2% | 315 | 19.05% |
|
| 1944 |
APCM
1944
Alaska Permanent Capital Management
Anchorage,
Alaska
| $529M | +$38.7M | +8% | 3.53% | 32.5% | 27 | 7.41% |
|
| 1945 |
MTC
1945
McDaniel Terry & Co
Austin,
Texas
| $529M | +$13.1M | +3% | 4.04% | 52.9% | 63 | 7.94% |
|
| 1946 |
RCYC
1946
Richard C. Young & Co
Newport,
Rhode Island
| $528M | +$17.8M | +3% | 4.15% | 80.3% | 68 | 10.29% |
|
| 1947 |
SCA
1947
Stieven Capital Advisors
St. Louis,
Missouri
| $527M | -$5.27M | -1% | 5.7% | 82.8% | 68 | 16.18% |
|
| 1948 |
TC
1948
Tyvor Capital
Oak Brook,
Illinois
| $526M | +$12.2M | +2% | 4.59% | 20.6% | 56 | 53.57% |
|
| 1949 |
CNBT
1949
Canandaigua National Bank & Trust
Canandaigua,
New York
| $526M | +$38.2M | +8% | 3.42% | – | 248 | 7.66% |
|
| 1950 |
TCM
1950
Tensile Capital Management
Larkspur,
California
| $526M | +$30.1M | +6% | 1.32% | 33.8% | 23 | 26.09% |
|