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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 |
SGA
1951
Sector Gamma AS
Oslo,
Norway
| $555M | -$40.1M | -7% | 2.5% | 28.7% | 41 | 39.02% |
|
| 1952 |
PC
1952
PM Capital
Sydney,
Australia
| $554M | -$2.49M | -0.4% | 0.04% | 105% | 27 | 18.52% |
|
| 1953 |
AH
1953
Allen Holding
New York
| $554M | +$16M | +3% | 4.22% | 147% | 11 | 18.18% |
|
| 1954 |
AIM
1954
Astor Investment Management
Chicago,
Illinois
| $554M | -$2.03M | -0.4% | 0.33% | 23.3% | 47 | 19.15% |
|
| 1955 |
AAM
1955
Autus Asset Management
Scottsdale,
Arizona
| $553M | +$4.76M | +0.9% | 0.69% | 26.3% | 154 | 6.49% |
|
| 1956 |
HR
1956
Howe & Rusling
Rochester,
New York
| $552M | +$2.26M | +0.4% | 1.59% | 66.1% | 1,044 | 25.1% |
|
| 1957 |
SPCM
1957
Sound Point Capital Management
New York
| $552M | +$57.2M | +12% | 13.6% | 61.5% | 43 | 53.49% |
|
| 1958 |
GC
1958
Garde Capital
Seattle,
Washington
| $551M | +$20.2M | +4% | 0.88% | 51.5% | 174 | 9.2% |
|
| 1959 |
RC
1959
Randolph Company
Cincinnati,
Ohio
| $550M | -$37.8M | -6% | 1.01% | 120% | 45 | 22.22% |
|
| 1960 |
PA
1960
Planning Alternatives
Birmingham,
Michigan
| $550M | -$9.95M | -2% | 1.13% | 50.4% | 54 | 31.48% |
|
| 1961 |
PHS
1961
Pekin Hardy Strauss
Chicago,
Illinois
| $550M | +$2.06M | +0.4% | 1.52% | 97.9% | 201 | 11.94% |
|
| 1962 |
SCA
1962
Summit Creek Advisors
Minneapolis,
Minnesota
| $550M | +$17.3M | +3% | 6.38% | 47.8% | 59 | 11.86% |
|
| 1963 |
AAS
1963
Annex Advisory Services
Brookfield,
Wisconsin
| $550M | +$20.8M | +4% | 0.19% | 77.9% | 140 | 20.71% |
|
| 1964 |
AB
1964
Atlas Brown
Louisville,
Kentucky
| $550M | -$10.5M | -2% | 4.69% | 102% | 147 | 6.8% |
|
| 1965 |
GAM
1965
Griffin Asset Management
New York
| $549M | -$12.5M | -2% | 3.04% | 80.7% | 214 | 6.54% |
|
| 1966 |
EIM
1966
Elephas Investment Management
Hong Kong
| $549M | +$171M | +45% | 1.41% | 422% | 29 | 68.97% |
|
| 1967 |
AWG
1967
Alpha Wave Global
New York
| $547M | +$111M | +25% | 9.6% | 219% | 26 | 46.15% |
|
| 1968 |
MTC
1968
McDaniel Terry & Co
Austin,
Texas
| $547M | -$18.1M | -3% | 2.28% | 52.9% | 63 | 4.76% |
|
| 1969 |
SC
1969
Serenity Capital
Palo Alto,
California
| $547M | +$155M | +40% | 10.4% | – | 8 | 25% |
|
| 1970 |
SWM
1970
SeaCrest Wealth Management
Purchase,
New York
| $545M | -$1.65M | -0.3% | 0.85% | 142% | 2,379 | 7.9% |
|
| 1971 |
GIA
1971
Granite Investment Advisors
Concord,
New Hampshire
| $545M | -$23.3M | -4% | 2.19% | 55.6% | 192 | 18.23% |
|
| 1972 |
OIM
1972
Opus Investment Management
Worcester,
Massachusetts
| $545M | -$16.6M | -3% | 3.8% | 44.3% | 96 | 9.38% |
|
| 1973 |
CPP
1973
Crow Point Partners
Boston,
Massachusetts
| $544M | -$91.1M | -14% | 1.36% | 56.9% | 338 | 45.86% |
|
| 1974 |
DWT
1974
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $544M | +$1.65M | +0.3% | 2.17% | 68.3% | 400 | 17.5% |
|
| 1975 |
BIM
1975
Barton Investment Management
West Conshohocken,
Pennsylvania
| $542M | +$86.7M | +19% | 27.3% | 80.3% | 41 | 2.44% |
|