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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 |
NI
1951
NYL Investors
New York
| $1.11B | -$479M | -30% | 2.82% | 7.55% | 37 | 10.81% |
|
| 1952 |
TW
1952
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.1B | +$10.6M | +1% | 2.68% | – | 348 | 9.77% |
|
| 1953 |
PIM
1953
Penobscot Investment Management
Boston,
Massachusetts
| $1.1B | -$10.5M | -0.9% | 2.06% | 103% | 326 | 11.66% |
|
| 1954 |
GWM
1954
GDS Wealth Management
Flower Mound,
Texas
| $1.1B | +$71.4M | +7% | 0.38% | 46.2% | 178 | 11.24% |
|
| 1955 |
MFS
1955
Mirabella Financial Services
London,
United Kingdom
| $1.1B | -$711M | -39% | 3.84% | 81.2% | 294 | 71.77% |
|
| 1956 |
VV
1956
Verity & Verity
Beaufort,
South Carolina
| $1.1B | +$75.2M | +7% | 0.32% | 76.4% | 137 | 19.71% |
|
| 1957 |
RI
1957
RWWM Inc
Rocklin,
California
| $1.09B | +$12.3M | +1% | 3.81% | 37% | 21 | 0% |
|
| 1958 |
SMC
1958
Smith, Moore & Co
Clayton,
Missouri
| $1.09B | +$46.9M | +4% | 0.47% | 55.8% | 509 | 13.75% |
|
| 1959 |
SFM
1959
Stack Financial Management
Whitefish,
Montana
| $1.09B | -$20.3M | -2% | 3.85% | 68.6% | 52 | 11.54% |
|
| 1960 |
FACM
1960
Forest Avenue Capital Management
Miami,
Florida
| $1.09B | +$270M | +33% | 20.6% | 330% | 31 | 61.29% |
|
| 1961 |
HFM
1961
Hartford Funds Management
Wayne,
Pennsylvania
| $1.09B | +$12.9M | +1% | 2.61% | 20% | 104 | 16.35% |
|
| 1962 |
XF
1962
XML Financial
Bethesda,
Maryland
| $1.09B | +$14.9M | +1% | 0.33% | 69.5% | 373 | 10.72% |
|
| 1963 |
FFW
1963
Fusion Family Wealth
Woodbury,
New York
| $1.09B | +$4.7M | +0.4% | 1.76% | 45.4% | 46 | 8.7% |
|
| 1964 |
UAS
1964
United Asset Strategies
Garden City,
New York
| $1.09B | +$15.9M | +1% | 4.68% | 94.6% | 252 | 14.29% |
|
| 1965 |
RIA
1965
Recurrent Investment Advisors
Houston,
Texas
| $1.09B | +$83.7M | +8% | 5.1% | 109% | 68 | 25% |
|
| 1966 |
NAS
1966
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.09B | +$29.3M | +3% | 0.47% | 62.7% | 398 | 11.81% |
|
| 1967 |
TTWM
1967
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.08B | -$33.5M | -3% | 0.2% | 69% | 205 | 6.83% |
|
| 1968 |
APW
1968
Austin Private Wealth
Austin,
Texas
| $1.08B | +$40.5M | +4% | 0.16% | 62.3% | 322 | 24.84% |
|
| 1969 |
SIA
1969
Soltis Investment Advisors
St. George,
Utah
| $1.08B | +$56.3M | +6% | 2.85% | 67% | 399 | 15.54% |
|
| 1970 |
BCM
1970
BTC Capital Management
Des Moines,
Iowa
| $1.08B | -$46M | -4% | 2.19% | – | 215 | 9.77% |
|
| 1971 |
WA
1971
WBH Advisory
Baltimore,
Maryland
| $1.08B | +$21.6M | +2% | 0.08% | 47.2% | 335 | 7.16% |
|
| 1972 |
WM
1972
WS Management
Jacksonville,
Florida
| $1.08B | -$352M | -25% | 1.08% | 164% | 58 | 39.66% |
|
| 1973 |
MPM
1973
MBB Public Markets
Chicago,
Illinois
| $1.08B | -$710M | -40% | 4.14% | 49.9% | 571 | 87.22% |
|
| 1974 |
SOS
1974
Silver Oak Securities
Jackson,
Tennessee
| $1.08B | +$129M | +14% | 0.91% | 54.6% | 664 | 23.34% |
|
| 1975 |
JLBC
1975
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.08B | +$34.3M | +3% | 5.63% | 93.8% | 109 | 8.26% |
|