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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 |
CFG
2051
CKW Financial Group
Honolulu,
Hawaii
| $530M | +$52.7M | +11% | 4.64% | 62.4% | 189 | 6.88% |
|
| 2052 |
H
2052
HoyleCohen
San Diego,
California
| $530M | +$34.3M | +7% | 8.53% | 46.1% | 167 | 5.99% |
|
| 2053 |
OTC
2053
Opera Trading Capital
Paris,
France
| $530M | -$97.3M | -16% | 0.55% | 11.4% | 220 | 43.18% |
|
| 2054 |
MAM
2054
Mastrapasqua Asset Management
Nashville,
Tennessee
| $529M | +$27.6M | +6% | 8.34% | 54.9% | 142 | 11.27% |
|
| 2055 |
TSAM
2055
Trinity Street Asset Management
London,
United Kingdom
| $529M | -$58.1M | -10% | 0.24% | 78.9% | 17 | 11.76% |
|
| 2056 |
DS
2056
Dudley & Shanley
Palm Beach,
Florida
| $528M | +$12.6M | +2% | 4.34% | 57% | 39 | 15.38% |
|
| 2057 |
CU
2057
CDAM (UK)
London,
United Kingdom
| $528M | +$49.6M | +10% | 7.11% | 2.11% | 11 | 9.09% |
|
| 2058 |
CCG
2058
Cypress Capital Group
Palm Beach,
Florida
| $528M | +$43.2M | +9% | 8.17% | 83.9% | 245 | 13.06% |
|
| 2059 |
OMC
2059
Overbrook Management Corp
New York
| $528M | +$199K | +0% | 3.05% | 117% | 77 | 10.39% |
|
| 2060 |
YCM
2060
Yakira Capital Management
Westport,
Connecticut
| $527M | +$115M | +28% | 4.04% | 77.4% | 161 | 33.54% |
|
| 2061 |
MLIC
2061
Mandatum Life Insurance Company
Helsinki,
Finland
| $527M | +$5.52M | +1% | 5.66% | 73.7% | 171 | 21.05% |
|
| 2062 |
NC
2062
NewSquare Capital
Newtown Square,
Pennsylvania
| $527M | +$35M | +7% | 3.87% | 56.3% | 343 | 18.37% |
|
| 2063 |
MG
2063
Mitchell Group
Houston,
Texas
| $526M | -$50.2M | -9% | 3.2% | 0.7% | 32 | 6.25% |
|
| 2064 |
QSS
2064
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $526M | -$18.5M | -3% | 4.3% | 133% | 900 | 65.33% |
|
| 2065 |
TCM
2065
Tuttle Capital Management
Riverside,
Connecticut
| $526M | +$378M | +255% | 12.1% | 44.5% | 199 | 76.88% |
|
| 2066 |
HPC
2066
Hill Path Capital
New York
| $526M | +$159M | +43% | 43.2% | 34.7% | 2 | 0% |
|
| 2067 |
RCYC
2067
Richard C. Young & Co
Newport,
Rhode Island
| $526M | +$29.6M | +6% | 5.71% | 80.3% | 64 | 12.5% |
|
| 2068 |
HAM
2068
Hillcrest Asset Management
Plano,
Texas
| $525M | -$11.1M | -2% | 1.76% | 97.2% | 64 | 17.19% |
|
| 2069 |
PC
2069
Periscope Capital
Toronto,
Ontario, Canada
| $525M | +$53.7M | +11% | 0.97% | 26.8% | 204 | 35.29% |
|
| 2070 |
AIM
2070
Alphinity Investment Management
Sydney,
Australia
| $525M | +$31.5M | +6% | 8.51% | 110% | 34 | 44.12% |
|
| 2071 |
AGM
2071
Alpine Global Management
New York
| $523M | +$317M | +154% | 3.93% | 100% | 132 | 84.09% |
|
| 2072 |
NC
2072
Nexthera Capital
New York
| $522M | -$124M | -19% | 0.51% | 161% | 72 | 59.72% |
|
| 2073 |
AWM
2073
Altium Wealth Management
Purchase,
New York
| $522M | +$147M | +39% | 5.45% | 24.9% | 321 | 24.92% |
|
| 2074 |
COI
2074
Connable Office Inc
Kalamazoo,
Michigan
| $521M | +$27.6M | +6% | 4.07% | 54.5% | 185 | 12.43% |
|
| 2075 |
CW
2075
Cobiz Wealth
Denver,
Colorado
| $521M | +$28M | +6% | 7.84% | 54% | 138 | 10.87% |
|