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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 |
BFIM
1951
Beese Fulmer Investment Management
Canton,
Ohio
| $783M | +$76.8M | +11% | 12.5% | 81.1% | 216 | 12.96% |
|
| 1952 |
ALAM
1952
Asahi Life Asset Management
Tokyo,
Japan
| $782M | +$104M | +15% | 12.7% | 98.6% | 287 | 51.92% |
|
| 1953 |
OA
1953
Oxbow Advisors
Austin,
Texas
| $781M | -$7.25M | -0.9% | 9.29% | 72.8% | 292 | 18.15% |
|
| 1954 |
MM
1954
Main Management
San Francisco,
California
| $781M | +$69M | +10% | 14.3% | 51.3% | 134 | 10.45% |
|
| 1955 |
BSCM
1955
Berry Street Capital Management
London,
United Kingdom
| $780M | – | – | 27.2% | 331% | 73 | – |
|
| 1956 |
SCA
1956
Summit Creek Advisors
Minneapolis,
Minnesota
| $779M | +$106M | +16% | 29.3% | 47.8% | 73 | 10.96% |
|
| 1957 |
SSP
1957
Sixth Street Partners
Dallas,
Texas
| $778M | +$311M | +67% | 31.4% | 14.3% | 7 | 14.29% |
|
| 1958 |
M
1958
Mirova
Paris,
France
| $778M | +$156M | +25% | 20.4% | 32% | 236 | 47.88% |
|
| 1959 |
CC
1959
Cornerstone Capital
Palo Alto,
California
| $777M | +$83.3M | +12% | 12.2% | 74.7% | 87 | 8.05% |
|
| 1960 |
SJIC
1960
St. James Investment Company
Southlake,
Texas
| $776M | +$55.5M | +8% | 12.2% | 47.7% | 38 | 13.16% |
|
| 1961 |
AAM
1961
Autus Asset Management
Scottsdale,
Arizona
| $776M | +$21.4M | +3% | 12.4% | 26.3% | 160 | 10% |
|
| 1962 |
NIM
1962
Nexus Investment Management
Toronto,
Ontario, Canada
| $776M | +$115M | +17% | 19.3% | 77.5% | 70 | 10% |
|
| 1963 |
JJIJ
1963
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| $775M | +$279M | +56% | 76.6% | – | 17 | 17.65% |
|
| 1964 |
BRWM
1964
B. Riley Wealth Management
Memphis,
Tennessee
| $775M | -$72.6M | -9% | 11.9% | 49.6% | 496 | 38.1% |
|
| 1965 |
EWM
1965
Elite Wealth Management
Kirkland,
Washington
| $774M | +$49.8M | +7% | 10.5% | 130% | 53 | 16.98% |
|
| 1966 |
AFG
1966
American Financial Group
Cincinnati,
Ohio
| $774M | +$48.1M | +7% | 27.2% | 32.3% | 120 | 12.5% |
|
| 1967 |
SFG
1967
Sather Financial Group
Victoria,
Texas
| $774M | +$146M | +23% | 15.2% | 61.5% | 48 | 16.67% |
|
| 1968 |
OCM
1968
Oribel Capital Management
New York
| $774M | -$451M | -37% | 17% | 266% | 145 | 57.93% |
|
| 1969 |
TF
1969
Trek Financial
Scottsdale,
Arizona
| $773M | +$118M | +18% | 14% | 109% | 241 | 40.66% |
|
| 1970 |
OC
1970
Oakworth Capital
Birmingham,
Alabama
| $772M | +$155M | +25% | 13% | 64.3% | 617 | 6.16% |
|
| 1971 |
AL
1971
Arnhold LLC
New York
| $772M | +$94.8M | +14% | 17.7% | 156% | 142 | 9.15% |
|
| 1972 |
CS
1972
Central Securities
New York
| $772M | +$126M | +20% | 20.6% | 84.7% | 32 | 12.5% |
|
| 1973 |
AAIM
1973
Asset Advisors Investment Management
Augusta,
Georgia
| $772M | +$110M | +17% | 12.5% | 58.7% | 88 | 4.55% |
|
| 1974 |
KCMH
1974
Kontiki Capital Management (HK)
Hong Kong
| $772M | -$97.5M | -11% | 17.4% | 130% | 5 | 0% |
|
| 1975 |
CC
1975
Cassaday & Co
Mclean,
Virginia
| $772M | -$246M | -24% | 9.66% | 62.5% | 38 | 10.53% |
|