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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 |
GPGA
1926
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.13B | -$78.6M | -7% | 7.19% | 80% | 146 | 22.6% |
|
| 1927 |
WAM
1927
Weatherly Asset Management
Del Mar,
California
| $1.13B | -$13.9M | -1% | 0.18% | 108% | 190 | 10.53% |
|
| 1928 |
EP
1928
Eversept Partners
New York
| $1.13B | -$333M | -23% | 2.95% | 281% | 82 | 39.02% |
|
| 1929 |
VC
1929
Vicus Capital
State College,
Pennsylvania
| $1.13B | -$3.72M | -0.3% | 1.01% | 48.6% | 257 | 23.35% |
|
| 1930 |
PP
1930
PDS Planning
Dublin,
Ohio
| $1.13B | +$9.85M | +0.9% | 0.94% | 48.6% | 469 | 10.87% |
|
| 1931 |
PRA
1931
Pine Ridge Advisers
New York
| $1.12B | +$120M | +12% | 9.88% | 80% | 35 | 0% |
|
| 1932 |
CCFCSB
1932
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.12B | +$32.3M | +3% | 1.92% | 49.8% | 189 | 0% |
|
| 1933 |
RWM
1933
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.12B | +$18.5M | +2% | 0.05% | 54.1% | 182 | 17.03% |
|
| 1934 |
QF
1934
QVT Financial
New York
| $1.12B | -$39.9M | -3% | 1.81% | 281% | 37 | 16.22% |
|
| 1935 |
DAM
1935
Delta Asset Management
Memphis,
Tennessee
| $1.12B | -$42.9M | -4% | 0.1% | 52.1% | 628 | 2.55% |
|
| 1936 |
GGS
1936
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.12B | -$5.37M | -0.5% | 0.41% | 40.1% | 199 | 16.08% |
|
| 1937 |
LWL
1937
Leo Wealth LLC
Hurst,
Texas
| $1.12B | +$21.6M | +2% | 2.64% | – | 391 | 19.69% |
|
| 1938 |
LWM
1938
Lyell Wealth Management
Menlo Park,
California
| $1.12B | +$15.8M | +1% | 4.25% | 99.6% | 211 | 7.11% |
|
| 1939 |
CIAS
1939
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.12B | -$74.8M | -6% | 1.02% | 54.1% | 312 | 12.82% |
|
| 1940 |
KCM
1940
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.12B | +$48.5M | +5% | 1.11% | 47% | 433 | 17.09% |
|
| 1941 |
LCM
1941
Lakewood Capital Management
New York
| $1.11B | -$157M | -12% | 2.49% | 41% | 50 | 16% |
|
| 1942 |
YDMI
1942
Y.D. More Investments
Ramat Gan,
Israel
| $1.11B | +$157M | +16% | 11.1% | 231% | 482 | 12.24% |
|
| 1943 |
CWM
1943
Campbell Wealth Management
Alexandria,
Virginia
| $1.11B | -$11.4M | -1% | 0.51% | 11.2% | 102 | 36.27% |
|
| 1944 |
BCM
1944
Bares Capital Management
Austin,
Texas
| $1.11B | +$12.3M | +1% | 13.4% | 138% | 22 | 50% |
|
| 1945 |
SC
1945
Syon Capital
San Francisco,
California
| $1.11B | -$19.5M | -2% | 0.49% | – | 604 | 30.3% |
|
| 1946 |
AIP
1946
ARS Investment Partners
New York
| $1.11B | -$5.82M | -0.5% | 2.01% | 260% | 191 | 19.37% |
|
| 1947 |
GC
1947
Gillson Capital
Chicago,
Illinois
| $1.11B | +$9.58M | +0.9% | 1.8% | 72.7% | 91 | 61.54% |
|
| 1948 |
FFS
1948
Founders Financial Securities
Towson,
Maryland
| $1.11B | +$25M | +2% | 0.52% | 52.3% | 468 | 15.81% |
|
| 1949 |
LC
1949
Lindbrook Capital
Calabasas,
California
| $1.11B | -$20.5M | -2% | 2.77% | 35.8% | 2,962 | 10.9% |
|
| 1950 |
SDJVC
1950
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.11B | -$118M | -10% | 5.26% | 28.4% | 90 | 10% |
|