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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 |
PHS
2051
Pekin Hardy Strauss
Chicago,
Illinois
| $709M | -$95.3M | -12% | 12.2% | 97.9% | 358 | 18.44% |
|
| 2052 |
LPU
2052
Lansdowne Partners (UK)
London,
United Kingdom
| $709M | -$498M | -41% | 23.2% | 201% | 29 | 27.59% |
|
| 2053 |
CCM
2053
Carronade Capital Management
Darien,
Connecticut
| $706M | -$696M | -50% | 6.17% | 179% | 36 | 38.89% |
|
| 2054 |
HCM
2054
Hengehold Capital Management
Cincinnati,
Ohio
| $706M | -$25.9M | -4% | 10.6% | 48.1% | 173 | 16.18% |
|
| 2055 |
AP
2055
Adero Partners
Pleasanton,
California
| $705M | +$25.1M | +4% | 19.6% | 27.7% | 174 | 23.56% |
|
| 2056 |
OA
2056
Oxbow Advisors
Austin,
Texas
| $704M | -$291M | -29% | 10.4% | 72.8% | 280 | 15% |
|
| 2057 |
LG
2057
Leuthold Group
Minneapolis,
Minnesota
| $704M | -$76.5M | -10% | 9% | 106% | 213 | 25.35% |
|
| 2058 |
ACM
2058
Ashford Capital Management
Wilmington,
Delaware
| $704M | -$225M | -24% | 18.7% | 111% | 105 | 18.1% |
|
| 2059 |
M
2059
Mirova
Paris,
France
| $704M | -$43.4M | -6% | 13.9% | 32% | 214 | 38.79% |
|
| 2060 |
CBB
2060
Citizens Business Bank
Ontario,
California
| $704M | -$124M | -15% | 12.3% | 84.4% | 256 | 8.98% |
|
| 2061 |
BCVI
2061
Bain Capital Venture Investors
Boston,
Massachusetts
| $702M | -$392M | -36% | 33.6% | 82.1% | 8 | 12.5% |
|
| 2062 |
CC
2062
Cypress Capital
Franklin,
Tennessee
| $702M | -$114M | -14% | 12.4% | 39.8% | 211 | 16.59% |
|
| 2063 |
VIM
2063
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $702M | -$143M | -17% | 16.1% | – | 65 | 10.77% |
|
| 2064 |
CWM
2064
Cahaba Wealth Management
Atlanta,
Georgia
| $701M | -$27.7M | -4% | 12% | 36.7% | 142 | 7.75% |
|
| 2065 |
PTC
2065
Petrus Trust Company
Dallas,
Texas
| $701M | -$81.4M | -10% | 16.2% | 25.1% | 166 | 78.31% |
|
| 2066 |
FNF
2066
Fidelity National Financial
Jacksonville,
Florida
| $700M | -$303M | -30% | 17.7% | 27.4% | 36 | 13.89% |
|
| 2067 |
DCP
2067
Distillate Capital Partners
Chicago,
Illinois
| $700M | -$3.54M | -0.5% | 11% | 17.8% | 134 | 41.04% |
|
| 2068 |
WAS
2068
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $699M | -$122M | -15% | 14.1% | 78.1% | 99 | 3.03% |
|
| 2069 |
NL
2069
NEPC LLC
Boston,
Massachusetts
| $699M | +$551M | +373% | 3.85% | 19.2% | 33 | 12.12% |
|
| 2070 |
NP
2070
Ninepoint Partners
Toronto,
Ontario, Canada
| $699M | +$226M | +48% | 3.38% | 38.6% | 101 | 35.64% |
|
| 2071 |
CB
2071
Community Bank
Dewitt,
New York
| $699M | -$112M | -14% | 11.1% | 58.7% | 457 | 12.04% |
|
| 2072 |
FFW
2072
Fusion Family Wealth
Woodbury,
New York
| $698M | -$42.7M | -6% | 13.8% | 45.4% | 39 | 20.51% |
|
| 2073 |
VFP
2073
Verus Financial Partners
Richmond,
Virginia
| $698M | -$7.06M | -1% | 11.3% | 41.6% | 109 | 21.1% |
|
| 2074 |
AH
2074
Allen Holding
New York
| $697M | -$73.5M | -10% | 8.77% | 147% | 17 | 11.76% |
|
| 2075 |
HIC
2075
Hartline Investment Corp
Winnetka,
Illinois
| $697M | -$94.1M | -12% | 23.4% | 151% | 126 | 11.9% |
|