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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 |
FBFS
2051
First Business Financial Services
Madison,
Wisconsin
| $855M | +$102M | +14% | 6.14% | 74% | 156 | 14.74% |
|
| 2052 |
CAM
2052
Carret Asset Management
New York
| $854M | +$48.2M | +6% | 6.8% | 80.2% | 306 | 9.48% |
|
| 2053 |
BCH
2053
Berkshire Capital Holdings
San Jose,
California
| $854M | -$21.4M | -2% | 20.1% | 1,364% | 96 | 6.25% |
|
| 2054 |
TCMI
2054
Technology Crossover Management IX
Menlo Park,
California
| $854M | +$129M | +18% | 2.21% | 41% | 5 | 20% |
|
| 2055 |
NI
2055
NYL Investors
New York
| $854M | +$72M | +9% | 7.4% | 7.55% | 37 | 5.41% |
|
| 2056 |
TA
2056
TruWealth Advisors
Metairie,
Louisiana
| $853M | +$116M | +16% | 5.66% | 56.3% | 122 | 14.75% |
|
| 2057 |
EIP
2057
Easterly Investment Partners
Beverly,
Massachusetts
| $852M | +$16.9M | +2% | 4.69% | 57.6% | 218 | 30.73% |
|
| 2058 |
AAP
2058
Ardsley Advisory Partners
Stamford,
Connecticut
| $851M | +$29M | +4% | 7.7% | 555% | 184 | 62.5% |
|
| 2059 |
GC
2059
GPI Capital
New York
| $850M | +$663M | +353% | 0.03% | 261% | 4 | 75% |
|
| 2060 |
PAM
2060
Palisade Asset Management
Minneapolis,
Minnesota
| $850M | +$73.1M | +9% | 5.91% | 61.8% | 178 | 2.81% |
|
| 2061 |
WC
2061
Woodstock Corp
Boston,
Massachusetts
| $850M | +$63.3M | +8% | 9.83% | 96.1% | 204 | 8.82% |
|
| 2062 |
MMA
2062
Mizuho Markets Americas
New York
| $848M | +$633M | +295% | 2.15% | 121% | 41 | 48.78% |
|
| 2063 |
SC
2063
Sasco Capital
Fairfield,
Connecticut
| $848M | +$47.2M | +6% | 6.17% | 15.5% | 50 | 8% |
|
| 2064 |
RA
2064
Rational Advisors
Huntington,
New York
| $848M | +$307M | +57% | 5.02% | 37.7% | 202 | 48.51% |
|
| 2065 |
BST
2065
Bath Savings Trust
Bath,
Maine
| $848M | +$64.2M | +8% | 7.52% | 47.3% | 159 | 2.52% |
|
| 2066 |
VP
2066
venBio Partners
San Francisco,
California
| $847M | -$205M | -19% | 21.3% | 648% | 10 | 20% |
|
| 2067 |
FMT
2067
First Mercantile Trust
Cordova,
Tennessee
| $847M | -$26.5M | -3% | 6.38% | 51.2% | 916 | 14.96% |
|
| 2068 |
CB
2068
Community Bank
Dewitt,
New York
| $847M | +$46.3M | +6% | 5.11% | 58.7% | 498 | 9.44% |
|
| 2069 |
KA
2069
Kintegral Advisory
New York
| $846M | +$67.3M | +9% | 9.68% | 94.4% | 268 | 2.24% |
|
| 2070 |
SCM
2070
Sahana Capital Management
Greenwich,
Connecticut
| $846M | +$38.5M | +5% | 9.07% | 0.48% | 11 | 18.18% |
|
| 2071 |
OAM
2071
Optimal Asset Management
Los Altos,
California
| $845M | +$73.8M | +10% | 6.92% | – | 354 | 2.82% |
|
| 2072 |
BBCM
2072
Broad Bay Capital Management
New York
| $844M | -$11.1M | -1% | 6.84% | 242% | 25 | 44% |
|
| 2073 |
KAS
2073
Kemnay Advisory Services
New York
| $844M | +$128M | +18% | 5.56% | 153% | 117 | 48.72% |
|
| 2074 |
SC
2074
Skylands Capital
Milwaukee,
Wisconsin
| $844M | +$59.6M | +8% | 13.4% | 64.3% | 158 | 16.46% |
|
| 2075 |
BVDMP
2075
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $844M | +$40.9M | +5% | 13.6% | 146% | 38 | 0% |
|