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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2076 |
SEM
2076
Suncoast Equity Management
Tampa,
Florida
| $542M | +$131M | +32% | 30% | 72.9% | 42 | 26.19% |
|
| 2077 |
KFS
2077
Kurt F. Somerville
| $542M | +$91.3M | +20% | 19.7% | 62.7% | 116 | 12.07% |
|
| 2078 |
HR
2078
Howe & Rusling
Rochester,
New York
| $542M | +$77.8M | +17% | 17% | 66.1% | 959 | 33.99% |
|
| 2079 |
F
2079
F3Logic
Burnsville,
Minnesota
| $542M | +$82.1M | +18% | 14.7% | 11.8% | 182 | 33.52% |
|
| 2080 |
HH
2080
Hilltop Holdings
Dallas,
Texas
| $542M | +$127M | +30% | 17.7% | 72.2% | 430 | 30% |
|
| 2081 |
GLAM
2081
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $541M | -$62.1M | -10% | 26.4% | 247% | 87 | 34.48% |
|
| 2082 |
SWM
2082
Segment Wealth Management
Houston,
Texas
| $541M | +$92M | +20% | 20.1% | 102% | 211 | 19.91% |
|
| 2083 |
GAG
2083
GM Advisory Group
Melville,
New York
| $541M | +$173M | +47% | 19% | 53.6% | 192 | 42.71% |
|
| 2084 |
FNT
2084
First Nebraska Trust
Lincoln,
Nebraska
| $541M | +$86.6M | +19% | 18.7% | 48% | 149 | 9.4% |
|
| 2085 |
EA
2085
Efficient Advisors
Mason,
Ohio
| $540M | +$62.2M | +13% | 10.8% | 30.6% | 50 | 2% |
|
| 2086 |
DK
2086
Darrell & King
Charlottesville,
Virginia
| $540M | +$112M | +26% | 26.2% | – | 50 | 44% |
|
| 2087 |
MAM
2087
Myriad Asset Management
North Point,
Hong Kong
| $539M | -$129M | -19% | 18% | 149% | 117 | 73.5% |
|
| 2088 |
SCA
2088
Stonebridge Capital Advisors
St Paul,
Minnesota
| $539M | +$65.7M | +14% | 16.6% | 64.2% | 872 | 12.84% |
|
| 2089 |
BB
2089
Bell Bank
Fargo,
North Dakota
| $538M | +$77.9M | +17% | 19.4% | 64.3% | 166 | 23.49% |
|
| 2090 |
RBCM
2090
Raub Brock Capital Management
Larkspur,
California
| $538M | +$80M | +17% | 20.7% | 56.3% | 65 | 35.38% |
|
| 2091 |
SCM
2091
SG Capital Management
Chicago,
Illinois
| $538M | +$321M | +148% | 72.7% | 187% | 104 | 85.58% |
|
| 2092 |
SCP
2092
Steamboat Capital Partners
Rye,
New York
| $537M | +$27.8M | +5% | 23.6% | 189% | 61 | 31.15% |
|
| 2093 |
BJ
2093
Brouwer & Janachowski
Mill Valley,
California
| $537M | +$31.2M | +6% | 13.5% | 41.8% | 49 | 10.2% |
|
| 2094 |
MGAM
2094
McGowan Group Asset Management
Dallas,
Texas
| $537M | +$80.3M | +18% | 18.3% | 51.9% | 88 | 9.09% |
|
| 2095 |
LGP
2095
Leonard Green & Partners
Los Angeles,
California
| $536M | -$72.5M | -12% | 48.4% | 32.1% | 42 | 92.86% |
|
| 2096 |
STA
2096
Summit Trail Advisors
New York
| $536M | +$164M | +44% | 20.6% | 56% | 193 | 46.11% |
|
| 2097 |
OCM
2097
Olstein Capital Management
Purchase,
New York
| $535M | +$79.3M | +17% | 22.7% | 16.6% | 105 | 5.71% |
|
| 2098 |
BCM
2098
Barometer Capital Management
Toronto,
Ontario, Canada
| $535M | +$199M | +59% | 45% | 311% | 155 | 63.87% |
|
| 2099 |
JCM
2099
Jacobi Capital Management
Pittston,
Pennsylvania
| $535M | +$69.6M | +15% | 15.6% | 62.7% | 1,312 | 12.42% |
|
| 2100 |
PDN
2100
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $535M | +$89.5M | +20% | 18.6% | 36.6% | 204 | 5.88% |
|