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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
EFS
2051
Essex Financial Services
Essex,
Connecticut
| $510M | +$89.2M | +21% | 1.34% | 73.2% | 372 | 28.23% |
|
| 2052 |
EP
2052
Edgestream Partners
Princeton,
New Jersey
| $510M | +$426M | +509% | 4.91% | 32.8% | 267 | 78.65% |
|
| 2053 |
OCM
2053
One Capital Management
Westlake Village,
California
| $509M | +$10.3M | +2% | 1.08% | 44.2% | 162 | 10.49% |
|
| 2054 |
MFG
2054
Merit Financial Group
Alpharetta,
Georgia
| $509M | +$39.2M | +8% | 0.09% | 67.3% | 125 | 27.2% |
|
| 2055 |
COI
2055
Connable Office Inc
Kalamazoo,
Michigan
| $509M | -$5.18M | -1% | 1.27% | 54.5% | 183 | 10.93% |
|
| 2056 |
MA
2056
MCF Advisors
Covington,
Kentucky
| $509M | -$30.8M | -6% | 1.6% | 41.5% | 526 | 16.92% |
|
| 2057 |
KRSITF
2057
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $507M | -$92.2M | -15% | 0.05% | 89.2% | 472 | 6.36% |
|
| 2058 |
TCM
2058
Tufton Capital Management
Hunt Valley,
Maryland
| $507M | -$12.3M | -2% | 2.52% | 86.5% | 132 | 6.82% |
|
| 2059 |
TC
2059
Tyvor Capital
Oak Brook,
Illinois
| $506M | +$188M | +59% | 3.62% | 20.6% | 57 | 64.91% |
|
| 2060 |
BSB
2060
Bangor Savings Bank
Bangor,
Maine
| $506M | -$5.04M | -1% | 1.45% | 49.6% | 166 | 11.45% |
|
| 2061 |
EWM
2061
Empirical Wealth Management
Seattle,
Washington
| $506M | +$39.7M | +9% | 0.88% | 78.8% | 176 | 17.05% |
|
| 2062 |
BJ
2062
Brouwer & Janachowski
Mill Valley,
California
| $506M | -$26.9M | -5% | 0.97% | 41.8% | 57 | 10.53% |
|
| 2063 |
MHIC
2063
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $506M | -$8.63M | -2% | 1.13% | 55.1% | 161 | 8.7% |
|
| 2064 |
CHA
2064
Cedar Hill Associates
Chicago,
Illinois
| $504M | -$71M | -12% | 1.54% | 21% | 158 | 16.46% |
|
| 2065 |
SC
2065
Stralem & Co
New York
| $503M | -$85.2M | -14% | 2.48% | 25.5% | 49 | 14.29% |
|
| 2066 |
FFIC
2066
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $503M | -$46.1M | -8% | 4.48% | 48.1% | 50 | 14% |
|
| 2067 |
SI
2067
Standard Investments
New York
| $503M | +$142M | +39% | 1.22% | 41.3% | 8 | 37.5% |
|
| 2068 |
RCYC
2068
Richard C. Young & Co
Newport,
Rhode Island
| $503M | -$28.2M | -5% | 3.05% | 80.3% | 63 | 6.35% |
|
| 2069 |
FNT
2069
First Nebraska Trust
Lincoln,
Nebraska
| $503M | +$14.2M | +3% | 2.09% | 48% | 146 | 4.79% |
|
| 2070 |
I
2070
IberiaBank
Lafayette,
Louisiana
| $502M | -$138M | -22% | 0.63% | 39.6% | 258 | 27.91% |
|
| 2071 |
MGM
2071
Miura Global Management
New York
| $502M | +$157M | +46% | 11.4% | 375% | 24 | 50% |
|
| 2072 |
RCIM
2072
Russell Clark Investment Management
London,
United Kingdom
| $501M | +$26.3M | +6% | 4.4% | 172% | 79 | 29.11% |
|
| 2073 |
DAM
2073
Deltec Asset Management
New York
| $501M | +$9.47M | +2% | 0.77% | 128% | 213 | 30.05% |
|
| 2074 |
AA
2074
Ancient Art
Austin,
Texas
| $500M | -$15.2M | -3% | 7.48% | 157% | 16 | 31.25% |
|
| 2075 |
FPC
2075
Falcon Point Capital
San Francisco,
California
| $500M | -$92.9M | -16% | 2.51% | 119% | 132 | 20.45% |
|