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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1951 |
PFU
1951
Parus Finance (UK)
London,
United Kingdom
| $436M | -$27.9M | -6% | 4.6% | 199% | 20 | 20% |
|
| 1952 |
AFS
1952
Aft Forsyth & Sober
Valrico,
Florida
| $436M | -$2.56M | -0.6% | 0.81% | 77.3% | 43 | 2.33% |
|
| 1953 |
KDA
1953
KPCB DGF Associates
Menlo Park,
California
| $435M | -$142M | -25% | 5.1% | – | 4 | 0% |
|
| 1954 |
SFM
1954
Signet Financial Management
Parsippany,
New Jersey
| $435M | +$73.7M | +20% | 0.37% | 65.2% | 209 | 26.32% |
|
| 1955 |
IIM
1955
Ironwood Investment Management
Boston,
Massachusetts
| $435M | -$105M | -20% | 2.16% | 149% | 166 | 9.04% |
|
| 1956 |
SCM
1956
Sarissa Capital Management
Greenwich,
Connecticut
| $435M | -$39.5M | -8% | 0.97% | 58.6% | 17 | 5.88% |
|
| 1957 |
CCG
1957
Cypress Capital Group
Palm Beach,
Florida
| $434M | -$4.13M | -0.9% | 0.28% | 83.9% | 212 | 9.91% |
|
| 1958 |
CC
1958
Cornerstone Capital
Palo Alto,
California
| $434M | +$50.1M | +13% | 2.49% | 74.7% | 85 | 27.06% |
|
| 1959 |
IMOV
1959
Investment Management of Virginia
Richmond,
Virginia
| $434M | -$5.97M | -1% | 1.36% | 93.4% | 161 | 11.8% |
|
| 1960 |
ACM
1960
Acertus Capital Management
Morristown,
New Jersey
| $434M | +$253M | +139% | 0.28% | 23.5% | 5 | 40% |
|
| 1961 |
NC
1961
NBW Capital
Boston,
Massachusetts
| $434M | -$12.1M | -3% | 0.06% | 86% | 81 | 14.81% |
|
| 1962 |
JFG
1962
JMG Financial Group
Downers Grove,
Illinois
| $433M | +$4.54M | +1% | 1.33% | 48.2% | 58 | 5.17% |
|
| 1963 |
CWA
1963
Convergent Wealth Advisors
Potomac,
Maryland
| $433M | -$234M | -35% | 0.73% | – | 48 | 29.17% |
|
| 1964 |
BAM
1964
Burnham Asset Management
New York
| $432M | -$3.71M | -0.9% | 0.87% | 39.5% | 238 | 6.72% |
|
| 1965 |
JCM
1965
Junto Capital Management
New York
| $432M | +$79.8M | +23% | 4.98% | 114% | 28 | 67.86% |
|
| 1966 |
KFS
1966
Kurt F. Somerville
| $432M | -$7.3M | -2% | 0.64% | 62.7% | 139 | 8.63% |
|
| 1967 |
EMA
1967
Efficient Market Advisors
San Diego,
California
| $431M | -$3.26M | -0.8% | 0.71% | 5.97% | 153 | 6.54% |
|
| 1968 |
CC
1968
Corsair Capital
New York
| $431M | +$22.9M | +6% | 6.12% | 17.1% | 3 | 0% |
|
| 1969 |
DG
1969
Davidson & Garrard
Lynchburg,
Virginia
| $431M | -$7.78M | -2% | 0.98% | 25.2% | 196 | 4.59% |
|
| 1970 |
HIC
1970
Harvey Investment Company
Louisville,
Kentucky
| $431M | +$10.1M | +2% | 0.03% | 48.4% | 88 | 6.82% |
|
| 1971 |
EWM
1971
Empirical Wealth Management
Seattle,
Washington
| $430M | +$13.3M | +3% | 0.88% | 78.8% | 115 | 15.65% |
|
| 1972 |
BCM
1972
BTC Capital Management
Des Moines,
Iowa
| $430M | -$4.43M | -1% | 0.94% | – | 176 | 22.16% |
|
| 1973 |
PDM
1973
Penn Davis McFarland
Dallas,
Texas
| $429M | -$43.5M | -9% | 2.96% | 86.8% | 35 | 14.29% |
|
| 1974 |
JC
1974
Joho Capital
New York
| $429M | -$8.49M | -2% | 1.92% | 72.6% | 14 | 57.14% |
|
| 1975 |
GC
1975
Gratus Capital
Atlanta,
Georgia
| $429M | -$19.7M | -4% | 1.7% | 51.4% | 102 | 15.69% |
|