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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 |
VEPM
1926
Vista Equity Partners Management
San Francisco,
California
| $585M | -$259M | -31% | 35.5% | 26.5% | 34 | 55.88% |
|
| 1927 |
SAM
1927
Silverback Asset Management
Chapel Hill,
North Carolina
| $584M | +$43.7M | +8% | 0.88% | 92.4% | 52 | 23.08% |
|
| 1928 |
MTC
1928
McDaniel Terry & Co
Austin,
Texas
| $584M | +$67.7M | +13% | 13.4% | 52.9% | 64 | 6.25% |
|
| 1929 |
TI
1929
Trigran Investments
Northbrook,
Illinois
| $584M | +$45.1M | +8% | 12.4% | 11.2% | 24 | 20.83% |
|
| 1930 |
MGM
1930
Miura Global Management
New York
| $584M | +$192M | +49% | 32.6% | 375% | 24 | 45.83% |
|
| 1931 |
EC
1931
Estate Counselors
Thiensville,
Wisconsin
| $584M | +$88.7M | +18% | 8.87% | 52.1% | 73 | 26.03% |
|
| 1932 |
BO
1932
BRR OpCo
Columbus,
Ohio
| $583M | +$101M | +21% | 7.82% | 23.6% | 174 | 39.08% |
|
| 1933 |
II
1933
INCA Investments
Miami,
Florida
| $583M | -$9.87M | -2% | 9.1% | 128% | 13 | 7.69% |
|
| 1934 |
BC
1934
Blackhill Capital
Morristown,
New Jersey
| $583M | +$61.1M | +12% | 10.4% | 164% | 69 | 4.35% |
|
| 1935 |
SWM
1935
SeaCrest Wealth Management
Purchase,
New York
| $583M | +$97.9M | +20% | 13.8% | 142% | 2,332 | 8.66% |
|
| 1936 |
SF
1936
Summit Financial
Parsippany,
New Jersey
| $583M | +$67.8M | +13% | 11.9% | 68.3% | 53 | 15.09% |
|
| 1937 |
HIC
1937
Harvey Investment Company
Louisville,
Kentucky
| $582M | +$63.6M | +12% | 14.9% | 48.4% | 85 | 8.24% |
|
| 1938 |
BAM
1938
Bell Asset Management
Melbourne,
Australia
| $582M | +$106M | +22% | 14.5% | 29.1% | 64 | 7.81% |
|
| 1939 |
CBB
1939
Citizens Business Bank
Ontario,
California
| $580M | +$60.3M | +12% | 12.3% | 84.4% | 267 | 10.49% |
|
| 1940 |
PC
1940
Periscope Capital
Toronto,
Ontario, Canada
| $580M | +$43.7M | +8% | 1.27% | 26.8% | 211 | 31.75% |
|
| 1941 |
GC
1941
Garde Capital
Seattle,
Washington
| $579M | +$14.6M | +3% | 10.2% | 51.5% | 170 | 24.71% |
|
| 1942 |
MA
1942
MCF Advisors
Covington,
Kentucky
| $578M | +$55M | +11% | 10.3% | 41.5% | 503 | 9.94% |
|
| 1943 |
HR
1943
Howe & Rusling
Rochester,
New York
| $577M | +$105M | +22% | 11.8% | 66.1% | 949 | 24.55% |
|
| 1944 |
BRWM
1944
B. Riley Wealth Management
Memphis,
Tennessee
| $577M | +$99.8M | +21% | 12.3% | 49.6% | 446 | 32.74% |
|
| 1945 |
YL
1945
YCG LLC
Austin,
Texas
| $576M | +$83.4M | +17% | 17.3% | 36.9% | 38 | 2.63% |
|
| 1946 |
FIA
1946
Foundations Investment Advisors
Phoenix,
Arizona
| $576M | +$103M | +22% | 10.3% | 62.3% | 126 | 41.27% |
|
| 1947 |
3C
1947
361 Capital
Denver,
Colorado
| $576M | +$86.8M | +18% | 20.1% | 118% | 438 | 58.9% |
|
| 1948 |
MRCP
1948
Manor Road Capital Partners
New York
| $573M | +$176M | +44% | 27.3% | 78.3% | 15 | 26.67% |
|
| 1949 |
SRFM
1949
Shannon River Fund Management
New York
| $573M | +$221M | +63% | 33.2% | 337% | 37 | 43.24% |
|
| 1950 |
KGI
1950
Kopernik Global Investors
Tampa,
Florida
| $573M | +$39.5M | +7% | 7.46% | 152% | 32 | 9.38% |
|