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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 |
BST
2051
Bath Savings Trust
Bath,
Maine
| $892M | +$78.2M | +10% | 10% | 47.3% | 162 | 4.94% |
|
| 2052 |
BFS
2052
Bard Financial Services
Branford,
Connecticut
| $892M | +$82.8M | +10% | 9.96% | 90.1% | 240 | 5.42% |
|
| 2053 |
NPT
2053
Nixon Peabody Trust
Boston,
Massachusetts
| $892M | +$772M | +647% | 11% | 85.3% | 131 | 41.22% |
|
| 2054 |
BONST
2054
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $891M | +$49.2M | +6% | 11% | 51.9% | 140 | 10.71% |
|
| 2055 |
CIS
2055
Connors Investor Services
Wyomissing,
Pennsylvania
| $890M | +$78.2M | +10% | 12.2% | 116% | 164 | 11.59% |
|
| 2056 |
UAS
2056
United Asset Strategies
Garden City,
New York
| $890M | +$117M | +15% | 11.8% | 94.6% | 255 | 17.25% |
|
| 2057 |
RM
2057
Redpoint Management
Woodside,
California
| $890M | +$404M | +83% | 37.9% | 0.66% | 10 | 20% |
|
| 2058 |
PCM
2058
Pinnbrook Capital Management
New York
| $889M | +$489M | +122% | 16.4% | 730% | 94 | 77.66% |
|
| 2059 |
KI
2059
Koch Industries
Wichita,
Kansas
| $889M | -$257M | -22% | 6.29% | 56.9% | 9 | 11.11% |
|
| 2060 |
EC
2060
Euclidean Capital
New York
| $889M | +$430M | +94% | 11.9% | 76.3% | 13 | 0% |
|
| 2061 |
SAM
2061
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $887M | +$65M | +8% | 11.5% | 70.3% | 215 | 14.88% |
|
| 2062 |
PIP
2062
Permian Investment Partners
Dallas,
Texas
| $887M | +$27.3M | +3% | 17.1% | 81.9% | 25 | 56% |
|
| 2063 |
FFW
2063
Fusion Family Wealth
Woodbury,
New York
| $887M | +$78.5M | +10% | 9.74% | 45.4% | 47 | 21.28% |
|
| 2064 |
ZDA
2064
Zweig-DiMenna Associates
New York
| $887M | +$42.7M | +5% | 17.2% | 318% | 124 | 25% |
|
| 2065 |
DLIC
2065
Daido Life Insurance Company
Osaka,
Japan
| $886M | +$125M | +16% | 11.4% | 57.1% | 6 | 0% |
|
| 2066 |
SIA
2066
Soltis Investment Advisors
St. George,
Utah
| $886M | +$109M | +14% | 11.2% | 67% | 306 | 22.22% |
|
| 2067 |
TCG
2067
Tremblant Capital Group
West Palm Beach,
Florida
| $886M | -$66.7M | -7% | 16.3% | 99.1% | 46 | 23.91% |
|
| 2068 |
SFM
2068
Stack Financial Management
Whitefish,
Montana
| $886M | +$27.2M | +3% | 7.68% | 68.6% | 46 | 21.74% |
|
| 2069 |
SFG
2069
StrategIQ Financial Group
Merrillville,
Indiana
| $885M | +$21.3M | +2% | 8.82% | 12.6% | 327 | 10.09% |
|
| 2070 |
MHS
2070
M Holdings Securities
Portland,
Oregon
| $885M | +$127M | +17% | 10.8% | 68.2% | 218 | 27.52% |
|
| 2071 |
BCM
2071
Bowie Capital Management
Richardson,
Texas
| $885M | -$290M | -25% | 13.9% | 35.8% | 37 | 18.92% |
|
| 2072 |
MIA
2072
MainStreet Investment Advisors
Chicago,
Illinois
| $885M | +$26.3M | +3% | 10.3% | 48.7% | 187 | 13.9% |
|
| 2073 |
CCA
2073
Canyon Capital Advisors
Dallas,
Texas
| $885M | -$128M | -13% | 8.69% | 46.2% | 24 | 20.83% |
|
| 2074 |
AC
2074
Avestar Capital
New York
| $882M | +$179M | +25% | 7.86% | 101% | 447 | 30.43% |
|
| 2075 |
GGI
2075
Godsey & Gibb Inc
Richmond,
Virginia
| $882M | +$67.1M | +8% | 10.5% | 78.9% | 379 | 17.15% |
|