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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 |
WC
1951
Woodstock Corp
Boston,
Massachusetts
| $574M | +$1.18M | +0.2% | 2.52% | 96.1% | 166 | 5.42% |
|
| 1952 |
RM
1952
Resource Management
Metairie,
Louisiana
| $573M | -$3.76M | -0.7% | 0.04% | 82.7% | 150 | 10% |
|
| 1953 |
BJ
1953
Brouwer & Janachowski
Mill Valley,
California
| $573M | -$7.51M | -1% | 0.93% | 41.8% | 49 | 4.08% |
|
| 1954 |
CA
1954
Callahan Advisors
Houston,
Texas
| $573M | +$15.3M | +3% | 2.38% | 75.6% | 139 | 5.04% |
|
| 1955 |
SPC
1955
Stewart & Patten Company
Lafayette,
California
| $572M | +$15.5M | +3% | 2.98% | 27.5% | 102 | 8.82% |
|
| 1956 |
CCI
1956
Cevian Capital II
St. Helier,
Jersey
| $572M | +$29.3M | +5% | 6.55% | 56.3% | 2 | 0% |
|
| 1957 |
FG
1957
Fiduciary Group
Savannah,
Georgia
| $572M | +$14.9M | +3% | 1.75% | 57.4% | 198 | 7.58% |
|
| 1958 |
NB
1958
NBT Bank
Norwich,
New York
| $571M | +$12.3M | +2% | 1.38% | 56.7% | 199 | 11.06% |
|
| 1959 |
KRSITF
1959
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $571M | +$74.2M | +15% | 2.16% | 89.2% | 446 | 6.95% |
|
| 1960 |
AWM
1960
Avior Wealth Management
Omaha,
Nebraska
| $571M | +$13.2M | +2% | 1.13% | 66% | 926 | 15.98% |
|
| 1961 |
HR
1961
Howe & Rusling
Rochester,
New York
| $571M | -$8.19M | -1% | 0.76% | 66.1% | 895 | 14.86% |
|
| 1962 |
BCC
1962
Biglari Capital Corp
San Antonio,
Texas
| $570M | -$177M | -24% | 1.07% | 47.7% | 12 | 8.33% |
|
| 1963 |
DTL
1963
Dynamic Technology Lab
Singapore
| $569M | -$24.7M | -4% | 2.28% | 21.7% | 1,458 | 74.97% |
|
| 1964 |
PFM
1964
Phillips Financial Management
Fort Wayne,
Indiana
| $569M | +$22.7M | +4% | 0.89% | 33.6% | 79 | 7.59% |
|
| 1965 |
MGM
1965
Miura Global Management
New York
| $568M | -$49.8M | -8% | 2.82% | 375% | 35 | 48.57% |
|
| 1966 |
NC
1966
Northcape Capital
Sydney,
Australia
| $567M | +$16M | +3% | 0.81% | – | 19 | 21.05% |
|
| 1967 |
CWM
1967
Cornerstone Wealth Management
St. Peters,
Missouri
| $567M | +$10.1M | +2% | 1.86% | 69.8% | 379 | 14.25% |
|
| 1968 |
CNBT
1968
Canandaigua National Bank & Trust
Canandaigua,
New York
| $567M | +$23.7M | +4% | 2.23% | – | 298 | 10.74% |
|
| 1969 |
PC
1969
PM Capital
Sydney,
Australia
| $567M | -$28.3M | -5% | 3.28% | 105% | 25 | 4% |
|
| 1970 |
JC
1970
Joho Capital
New York
| $566M | -$86.8M | -13% | 5.71% | 72.6% | 13 | 23.08% |
|
| 1971 |
SFSG
1971
Stearns Financial Services Group
Greensboro,
North Carolina
| $566M | +$18.5M | +3% | 0.99% | 26.1% | 190 | 15.79% |
|
| 1972 |
CCA
1972
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $566M | +$15.4M | +3% | 0.3% | 35% | 185 | 7.03% |
|
| 1973 |
PTC
1973
Petrus Trust Company
Dallas,
Texas
| $565M | +$1.11M | +0.2% | 0.01% | 25.1% | 391 | 62.15% |
|
| 1974 |
MAA
1974
Matrix Asset Advisors
White Plains,
New York
| $565M | +$1.17M | +0.2% | 2.1% | 76.9% | 76 | 11.84% |
|
| 1975 |
CTA
1975
Colonial Trust Advisors
Spartanburg,
South Carolina
| $565M | +$12.9M | +2% | 2.6% | 68.3% | 164 | 7.32% |
|