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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 |
AOWM
1951
Alpha Omega Wealth Management
Richmond,
Virginia
| $623M | +$6.82M | +1% | 8.93% | 60.7% | 221 | 5.43% |
|
| 1952 |
FTI
1952
Fiduciary Trust International
Lincoln,
Massachusetts
| $623M | +$137M | +28% | 9.61% | 36.8% | 155 | 22.58% |
|
| 1953 |
RM
1953
Resource Management
Metairie,
Louisiana
| $622M | +$48.9M | +9% | 8.1% | 82.7% | 155 | 11.61% |
|
| 1954 |
LCAM
1954
London & Capital Asset Management
London,
United Kingdom
| $622M | +$36.3M | +6% | 5.28% | 58.1% | 99 | 22.22% |
|
| 1955 |
TP
1955
Thunderbird Partners
London,
United Kingdom
| $622M | -$117M | -16% | 11.8% | 38% | 8 | 25% |
|
| 1956 |
KC
1956
KCL Capital
New York
| $621M | -$22.1M | -3% | 18% | 106% | 47 | 76.6% |
|
| 1957 |
NA
1957
Navellier & Associates
Reno,
Nevada
| $621M | +$16.7M | +3% | 9.81% | 262% | 329 | 32.52% |
|
| 1958 |
BCM
1958
Beryl Capital Management
Redondo Beach,
California
| $620M | +$233M | +60% | 39.2% | 5,124% | 70 | 90% |
|
| 1959 |
DAC
1959
Dividend Assets Capital
Ridgeland,
South Carolina
| $620M | -$882K | -0.1% | 1.81% | 56.9% | 197 | 8.12% |
|
| 1960 |
CAMG
1960
CWA Asset Management Group
Naples,
Florida
| $620M | -$3.2M | -0.5% | 6.08% | – | 259 | 20.08% |
|
| 1961 |
GL
1961
Governors Lane
New York
| $620M | -$131M | -17% | 19.3% | 141% | 70 | 51.43% |
|
| 1962 |
TS
1962
Third Security
Radford,
Virginia
| $620M | -$47.4M | -7% | 0.03% | 28.2% | 12 | 16.67% |
|
| 1963 |
SCM
1963
Shaolin Capital Management
Miami,
Florida
| $619M | -$30.8M | -5% | 1.25% | 83.6% | 171 | 42.11% |
|
| 1964 |
TIM
1964
Thompson Investment Management
Madison,
Wisconsin
| $618M | +$107M | +21% | 8.4% | 83.5% | 196 | 9.18% |
|
| 1965 |
SAM
1965
Sandell Asset Management
New York
| $618M | +$321M | +108% | 24.1% | 322% | 64 | 59.38% |
|
| 1966 |
CP
1966
Centerbridge Partners
New York
| $618M | +$67.4M | +12% | 26.7% | 16.1% | 12 | 33.33% |
|
| 1967 |
CWM
1967
Cornerstone Wealth Management
St. Peters,
Missouri
| $617M | +$50.4M | +9% | 7.1% | 69.8% | 374 | 14.44% |
|
| 1968 |
IC
1968
Ikarian Capital
Dallas,
Texas
| $617M | – | – | 69.5% | 5,763% | 114 | – |
|
| 1969 |
FNT
1969
First Nebraska Trust
Lincoln,
Nebraska
| $616M | +$15M | +2% | 8.8% | 48% | 149 | 3.36% |
|
| 1970 |
K
1970
Kemper
Chicago,
Illinois
| $616M | -$69.7M | -10% | 4.38% | 28.6% | 51 | 0% |
|
| 1971 |
HRCM
1971
Hawk Ridge Capital Management
Los Angeles,
California
| $615M | +$116M | +23% | 6.45% | 33.3% | 53 | 49.06% |
|
| 1972 |
WC
1972
Woodstock Corp
Boston,
Massachusetts
| $614M | +$40M | +7% | 10.1% | 96.1% | 164 | 6.71% |
|
| 1973 |
PAM
1973
Private Asset Management
San Diego,
California
| $614M | +$35.5M | +6% | 10.1% | 38.2% | 145 | 12.41% |
|
| 1974 |
AH
1974
Aviva Holdings
New Providence,
Bahamas
| $613M | +$188M | +44% | 52.6% | 36.5% | 6 | 16.67% |
|
| 1975 |
MAA
1975
Matrix Asset Advisors
White Plains,
New York
| $613M | +$47.2M | +8% | 8.37% | 76.9% | 79 | 8.86% |
|