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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 |
JAFL
2076
Jay A. Fishman Ltd
Troy,
Michigan
| $949M | +$43.9M | +5% | 7.38% | 107% | 93 | 10.75% |
|
| 2077 |
MBA
2077
Maple-Brown Abbott
Barangaroo,
Australia
| $948M | -$29M | -3% | 0.56% | 7.92% | 16 | 12.5% |
|
| 2078 |
JFA
2078
JNBA Financial Advisors
Bloomington,
Minnesota
| $948M | -$4.39M | -0.5% | 0.22% | 61.8% | 685 | 8.91% |
|
| 2079 |
SC
2079
Sagefield Capital
Dallas,
Texas
| $948M | +$130M | +16% | 2.79% | 122% | 119 | 41.18% |
|
| 2080 |
AL
2080
Arnhold LLC
New York
| $947M | +$2.22M | +0.2% | 2.19% | 156% | 122 | 4.1% |
|
| 2081 |
SIA
2081
Soltis Investment Advisors
St. George,
Utah
| $945M | +$51.5M | +6% | 2.89% | 67% | 348 | 19.54% |
|
| 2082 |
GEM
2082
Global Endowment Management
Charlotte,
North Carolina
| $945M | -$14.9M | -2% | 2.26% | 35.8% | 140 | 21.43% |
|
| 2083 |
WAM
2083
Wellesley Asset Management
Portsmouth,
New Hampshire
| $944M | -$45.8M | -5% | 0% | 0% | 48 | 0% |
|
| 2084 |
KCM
2084
Kathmere Capital Management
Wayne,
Pennsylvania
| $944M | +$69.9M | +8% | 0.71% | 47% | 363 | 19.28% |
|
| 2085 |
CCA
2085
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $944M | +$6.48M | +0.7% | 0.54% | 35% | 162 | 5.56% |
|
| 2086 |
FBFS
2086
First Business Financial Services
Madison,
Wisconsin
| $943M | +$10.7M | +1% | 1.77% | 59.8% | 173 | 13.87% |
|
| 2087 |
HT
2087
Headlands Technologies
Chicago,
Illinois
| $943M | +$526M | +126% | 2.51% | 116% | 1,712 | 64.31% |
|
| 2088 |
WCM
2088
Wealthcare Capital Management
Richmond,
Virginia
| $942M | +$42.1M | +5% | 1.95% | 41.4% | 88 | 11.36% |
|
| 2089 |
IB
2089
Intrust Bank
Wichita,
Kansas
| $940M | +$6.84M | +0.7% | 3.15% | 79.5% | 398 | 7.79% |
|
| 2090 |
BST
2090
Bath Savings Trust
Bath,
Maine
| $940M | -$1.8M | -0.2% | 2% | 47.3% | 172 | 5.81% |
|
| 2091 |
GCAC
2091
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $939M | +$11.2M | +1% | 0.94% | 26.1% | 178 | 7.87% |
|
| 2092 |
PE
2092
PSG Equity
Boston,
Massachusetts
| $938M | +$133M | +17% | 16.6% | 8.03% | 1 | 0% |
|
| 2093 |
W
2093
Wealthquest
Cincinnati,
Ohio
| $938M | +$5.19M | +0.6% | 1.77% | 52.1% | 133 | 9.77% |
|
| 2094 |
PRA
2094
Pine Ridge Advisers
New York
| $938M | +$82.9M | +10% | 0.32% | 80% | 34 | 8.82% |
|
| 2095 |
GA
2095
GuoLine Advisory
Singapore
| $937M | +$117M | +14% | 7.35% | 81.9% | 20 | 5% |
|
| 2096 |
TFA
2096
Transamerica Financial Advisors
St. Petersburg,
Florida
| $937M | -$45.5M | -5% | 2.69% | 57.2% | 605 | 8.1% |
|
| 2097 |
AFP
2097
Ausdal Financial Partners
Davenport,
Iowa
| $936M | +$75M | +9% | 1.13% | 47% | 518 | 13.32% |
|
| 2098 |
GAM
2098
Gemmer Asset Management
Walnut Creek,
California
| $935M | +$73.1M | +8% | 2.18% | 90.5% | 147 | 16.33% |
|
| 2099 |
FTF
2099
Freedom Together Foundation
New York
| $934M | +$17.8M | +2% | 6.85% | – | 24 | 4.17% |
|
| 2100 |
SCM
2100
Sandler Capital Management
New York
| $933M | -$438M | -32% | 6.09% | 288% | 175 | 50.29% |
|