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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 |
NCM
1926
Narwhal Capital Management
Marietta,
Georgia
| $1.06B | +$35.8M | +4% | 5.58% | 93.8% | 169 | 9.47% |
|
| 1927 |
GP
1927
Girard Partners
King Of Prussia,
Pennsylvania
| $1.06B | -$5.39M | -0.5% | 2.69% | 25.7% | 268 | 5.6% |
|
| 1928 |
PP
1928
PDT Partners
New York
| $1.06B | -$1.38M | -0.1% | 1.02% | 180% | 774 | 36.05% |
|
| 1929 |
USGIU
1929
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.05B | -$161M | -13% | 4.59% | 101% | 165 | 35.76% |
|
| 1930 |
PCM
1930
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.05B | -$70.7M | -6% | 0.16% | 116% | 167 | 26.95% |
|
| 1931 |
CG
1931
Carlyle Group
Washington,
District of Columbia
| $1.05B | -$533M | -34% | 16.4% | 0.47% | 33 | 9.09% |
|
| 1932 |
NP
1932
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.05B | +$109M | +12% | 2.71% | 38.6% | 113 | 23.01% |
|
| 1933 |
IHAM
1933
Integral Health Asset Management
New York
| $1.05B | -$24.6M | -2% | 14.5% | 485% | 105 | 55.24% |
|
| 1934 |
BFG
1934
Bouchey Financial Group
Troy,
New York
| $1.05B | +$36.4M | +4% | 3.69% | 66.7% | 156 | 9.62% |
|
| 1935 |
ORI
1935
Oak Ridge Investments
Chicago,
Illinois
| $1.05B | +$58.8M | +6% | 9.78% | 208% | 157 | 15.92% |
|
| 1936 |
SWA
1936
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.05B | +$194M | +23% | 1.34% | 57.2% | 287 | 38.33% |
|
| 1937 |
TTWM
1937
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.05B | +$4.86M | +0.5% | 1.27% | 69% | 205 | 7.32% |
|
| 1938 |
BWC
1938
Blue Whale Capital
London,
United Kingdom
| $1.05B | +$101M | +11% | 8.5% | 265% | 20 | 25% |
|
| 1939 |
LWM
1939
Lyell Wealth Management
Menlo Park,
California
| $1.05B | +$63.9M | +6% | 4.62% | 99.6% | 207 | 8.7% |
|
| 1940 |
AIP
1940
ARS Investment Partners
New York
| $1.05B | +$42.1M | +4% | 4.12% | 260% | 183 | 22.95% |
|
| 1941 |
CCM
1941
Condor Capital Management
Martinsville,
New Jersey
| $1.05B | +$23.6M | +2% | 1.77% | 47.3% | 204 | 16.18% |
|
| 1942 |
CPA
1942
Cardiff Park Advisors
Carlsbad,
California
| $1.04B | -$11M | -1% | 2.27% | 80.8% | 363 | 12.67% |
|
| 1943 |
CTA
1943
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.04B | +$33.2M | +3% | 4.62% | 68.3% | 1,055 | 31.66% |
|
| 1944 |
NAS
1944
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.04B | +$59.2M | +6% | 2.18% | 62.7% | 370 | 11.62% |
|
| 1945 |
P3I
1945
Progeny 3 Inc
Kirkland,
Washington
| $1.04B | +$135M | +15% | 3.88% | 93.2% | 30 | 16.67% |
|
| 1946 |
KA
1946
Kintegral Advisory
New York
| $1.04B | +$42.2M | +4% | 4.59% | 94.4% | 283 | 23.67% |
|
| 1947 |
AE
1947
American Express
New York
| $1.04B | +$70.7M | +7% | 9.81% | – | 5 | 40% |
|
| 1948 |
RPAM
1948
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.04B | -$13.5M | -1% | 2.78% | 116% | 98 | 19.39% |
|
| 1949 |
AIA
1949
Ally Invest Advisors
Charlotte,
North Carolina
| $1.04B | +$32.8M | +3% | 0.29% | 32.2% | 66 | 9.09% |
|
| 1950 |
BG
1950
BDF Gestion
Paris,
France
| $1.04B | – | – | 7.12% | – | 154 | – |
|