We are live on
!
Find out more
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 |
MC
1951
Maren Capital
Chicago,
Illinois
| $1.04B | +$372K | +0% | 5.15% | – | 28 | 10.71% |
|
| 1952 |
TW
1952
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.04B | +$82.1M | +9% | 3.52% | – | 341 | 17.6% |
|
| 1953 |
PIM
1953
Penobscot Investment Management
Boston,
Massachusetts
| $1.04B | +$91.1M | +10% | 5.21% | 103% | 312 | 7.05% |
|
| 1954 |
RWM
1954
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.04B | +$28.2M | +3% | 2.54% | 54.1% | 161 | 11.8% |
|
| 1955 |
GC
1955
Gillson Capital
Chicago,
Illinois
| $1.04B | -$16.4M | -2% | 0.71% | 72.7% | 74 | 55.41% |
|
| 1956 |
CISOA
1956
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.04B | -$2.05M | -0.2% | 3.19% | 50.7% | 77 | 3.9% |
|
| 1957 |
8KM
1957
8 Knots Management
Dallas,
Texas
| $1.04B | $0 | 0% | 2.75% | – | 18 | 0% |
|
| 1958 |
TWM
1958
Tradition Wealth Management
Edina,
Minnesota
| $1.03B | +$47M | +5% | 2.06% | 54.3% | 419 | 10.02% |
|
| 1959 |
AL
1959
AIP LLC
New York
| $1.03B | -$45.2M | -4% | 0.74% | 86.8% | 6 | 33.33% |
|
| 1960 |
CCFCSB
1960
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.03B | -$4.7M | -0.5% | 1.97% | 49.8% | 203 | 12.81% |
|
| 1961 |
LNB
1961
Ledyard National Bank
| $1.03B | -$3.43M | -0.3% | 2.4% | 69.8% | 222 | 9.01% |
|
| 1962 |
AC
1962
Avenir Corporation
Alexandria,
Virginia
| $1.03B | -$139M | -12% | 0.75% | 42.6% | 68 | 4.41% |
|
| 1963 |
WAM
1963
WT Asset Management
Hong Kong
| $1.03B | +$33.8M | +3% | 12.4% | 1,369% | 40 | 60% |
|
| 1964 |
FI
1964
FJ Investments
Salt Lake City,
Utah
| $1.03B | -$120M | -10% | 5.34% | – | 5 | 20% |
|
| 1965 |
AAP
1965
Arax Advisory Partners
Denver,
Colorado
| $1.03B | +$77.4M | +8% | 0.61% | 47.9% | 2,587 | 51.1% |
|
| 1966 |
RA
1966
Rational Advisors
Huntington,
New York
| $1.03B | -$53.2M | -5% | 1.58% | 37.7% | 234 | 30.34% |
|
| 1967 |
AF
1967
Arrow Financial
Glens Falls,
New York
| $1.03B | +$17.8M | +2% | 2.42% | 53.2% | 346 | 6.36% |
|
| 1968 |
MP
1968
MSD Partners
New York
| $1.02B | -$226M | -18% | 17.9% | 8.08% | 19 | 10.53% |
|
| 1969 |
HHAM
1969
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.02B | +$23.8M | +2% | 4.7% | 57.9% | 122 | 50% |
|
| 1970 |
ACM
1970
Atika Capital Management
New York
| $1.02B | +$5.4M | +0.5% | 9.1% | 553% | 122 | 53.28% |
|
| 1971 |
TCA
1971
Troluce Capital Advisors
Dorado,
Puerto Rico
| $1.02B | +$193M | +23% | 1.06% | 85.2% | 120 | 71.67% |
|
| 1972 |
ABI
1972
Abrams Bison Investments
Bethesda,
Maryland
| $1.02B | -$101M | -9% | 4.5% | 103% | 12 | 25% |
|
| 1973 |
SC
1973
Strategy Capital
Los Altos,
California
| $1.02B | +$33.2M | +3% | 4.36% | 201% | 10 | 10% |
|
| 1974 |
KFP
1974
KMG Fiduciary Partners
Toledo,
Ohio
| $1.02B | +$51.8M | +5% | 4.6% | 98% | 247 | 8.91% |
|
| 1975 |
FCCPG
1975
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.02B | -$248M | -20% | 18.5% | 88.9% | 2 | 0% |
|