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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 |
IAM
1951
Ion Asset Management
Herzliya,
Israel
| $597M | +$160M | +37% | 42.5% | 125% | 33 | 51.52% |
|
| 1952 |
CT
1952
Caldwell Trust
Venice,
Florida
| $597M | +$69M | +13% | 17.9% | 74.1% | 806 | 7.2% |
|
| 1953 |
CB
1953
Community Bank
Dewitt,
New York
| $595M | +$132M | +29% | 17.1% | 58.7% | 487 | 16.84% |
|
| 1954 |
RIM
1954
Rampart Investment Management
Hartford,
Connecticut
| $595M | +$384M | +182% | 24.1% | 74% | 548 | 7.66% |
|
| 1955 |
C
1955
Chescapmanager
Baltimore,
Maryland
| $594M | +$185M | +45% | 37.3% | 215% | 50 | 44% |
|
| 1956 |
ECG
1956
EPIQ Capital Group
San Francisco,
California
| $594M | +$255M | +76% | 22.4% | 6.25% | 49 | 32.65% |
|
| 1957 |
GC
1957
Gratus Capital
Atlanta,
Georgia
| $593M | +$57.7M | +11% | 18.9% | 51.4% | 184 | 19.57% |
|
| 1958 |
KBG
1958
Kahn Brothers Group
New York
| $592M | +$45.1M | +8% | 10.9% | 38.1% | 48 | 2.08% |
|
| 1959 |
OPFM
1959
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $592M | +$97.3M | +20% | 66.6% | 41.8% | 54 | 48.15% |
|
| 1960 |
FG
1960
Formula Growth
Montreal,
Quebec, Canada
| $591M | +$69.5M | +13% | 40.7% | 65.6% | 181 | 37.57% |
|
| 1961 |
PPW
1961
Parcion Private Wealth
Bellevue,
Washington
| $591M | +$228M | +63% | 21.1% | 103% | 220 | 34.09% |
|
| 1962 |
WP
1962
Wedgewood Partners
St Louis,
Missouri
| $590M | +$62.7M | +12% | 30.7% | 71.7% | 42 | 11.9% |
|
| 1963 |
HIC
1963
Harvey Investment Company
Louisville,
Kentucky
| $590M | +$79.7M | +16% | 20% | 48.4% | 85 | 3.53% |
|
| 1964 |
OFG
1964
Oxford Financial Group
Carmel,
Indiana
| $590M | +$89.2M | +18% | 19.1% | 80.4% | 215 | 21.4% |
|
| 1965 |
SGDR
1965
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $589M | +$31.9M | +6% | 27.6% | 90.7% | 69 | 78.26% |
|
| 1966 |
RC
1966
Roundview Capital
Princeton,
New Jersey
| $589M | +$116M | +24% | 18.4% | 63.2% | 242 | 13.22% |
|
| 1967 |
LF
1967
Lannebo Fonder
Stockholm,
Sweden
| $588M | +$232M | +65% | 31.5% | 49.8% | 37 | 8.11% |
|
| 1968 |
QF
1968
QVT Financial
New York
| $588M | +$160M | +37% | 17.8% | 281% | 55 | 27.27% |
|
| 1969 |
CC
1969
Cadinha & Co
Honolulu,
Hawaii
| $588M | +$211M | +56% | 19.1% | 123% | 98 | 16.33% |
|
| 1970 |
FFA
1970
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $588M | +$147M | +33% | 16.7% | 65.5% | 130 | 20.77% |
|
| 1971 |
CC
1971
Cornerstone Capital
Palo Alto,
California
| $587M | +$106M | +22% | 21% | 74.7% | 79 | 15.19% |
|
| 1972 |
CIA
1972
CCM Investment Advisers
Columbia,
South Carolina
| $587M | +$86.2M | +17% | 17.6% | 118% | 66 | 9.09% |
|
| 1973 |
WC
1973
Woodstock Corp
Boston,
Massachusetts
| $587M | +$95.9M | +20% | 21.6% | 96.1% | 163 | 6.13% |
|
| 1974 |
CTA
1974
Colonial Trust Advisors
Spartanburg,
South Carolina
| $586M | +$108M | +23% | 20.2% | 68.3% | 153 | 9.15% |
|
| 1975 |
NC
1975
NewSquare Capital
Newtown Square,
Pennsylvania
| $586M | +$45.7M | +8% | 12.9% | 76.5% | 470 | 38.3% |
|