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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
SFG
2101
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $508M | +$42.4M | +9% | 5.57% | 62% | 60 | 10% |
|
| 2102 |
FMT
2102
First Mercantile Trust
Cordova,
Tennessee
| $508M | +$7.74M | +2% | 7.74% | 51.2% | 984 | 13.52% |
|
| 2103 |
NA
2103
NextCapital Advisers
Chicago,
Illinois
| $508M | +$198M | +64% | 2.81% | 6.89% | 24 | 37.5% |
|
| 2104 |
SC
2104
Spinnaker Capital
Boston,
Massachusetts
| $508M | +$139M | +38% | 60.4% | 12.4% | 3 | 0% |
|
| 2105 |
BO
2105
BRR OpCo
Columbus,
Ohio
| $507M | +$146M | +41% | 6.41% | 23.6% | 119 | 12.61% |
|
| 2106 |
PAS
2106
Professional Advisory Services
Vero Beach,
Florida
| $507M | +$22.5M | +5% | 5.5% | 61.8% | 68 | 7.35% |
|
| 2107 |
NC
2107
Nokomis Capital
Dallas,
Texas
| $506M | -$33.9M | -6% | 4.22% | 204% | 45 | 20% |
|
| 2108 |
IFAM
2108
Institutional & Family Asset Management
Fort Collins,
Colorado
| $506M | +$25.6M | +5% | 6.02% | 19% | 905 | 12.15% |
|
| 2109 |
DSI
2109
Daiwa SB Investments
Tokyo,
Japan
| $506M | +$95.9M | +23% | 6.63% | 60.5% | 270 | 18.15% |
|
| 2110 |
AA
2110
Ancient Art
Austin,
Texas
| $505M | -$26.8M | -5% | 2.59% | 157% | 13 | 30.77% |
|
| 2111 |
IC
2111
Intel Corp
Santa Clara,
California
| $505M | +$79.8M | +19% | 25.9% | 55.6% | 10 | 30% |
|
| 2112 |
SI
2112
Salesforce Inc
San Francisco,
California
| $505M | +$52.6M | +12% | 2.49% | 33.9% | 5 | 20% |
|
| 2113 |
ECM
2113
Everence Capital Management
Goshen,
Indiana
| $504M | +$30.5M | +6% | 8.47% | 80.4% | 459 | 10.24% |
|
| 2114 |
NIA
2114
Northstar Investment Advisors
Denver,
Colorado
| $503M | +$25M | +5% | 6.66% | 85.8% | 118 | 13.56% |
|
| 2115 |
AF
2115
Ally Financial
Detroit,
Michigan
| $503M | -$5.72M | -1% | 1.68% | 8.82% | 133 | 34.59% |
|
| 2116 |
YL
2116
YCG LLC
Austin,
Texas
| $503M | +$31M | +7% | 3.37% | 36.9% | 37 | 8.11% |
|
| 2117 |
BIM
2117
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $502M | +$43.3M | +9% | 11.7% | 48.4% | 120 | 5.83% |
|
| 2118 |
OC
2118
Oakworth Capital
Birmingham,
Alabama
| $500M | +$18.3M | +4% | 6.16% | 64.3% | 652 | 7.21% |
|
| 2119 |
KFS
2119
Kurt F. Somerville
| $500M | +$46.5M | +10% | 9.98% | 62.7% | 111 | 10.81% |
|
| 2120 |
SFI
2120
SPC Financial Inc
Rockville,
Maryland
| $500M | +$41.6M | +9% | 5.51% | 65.1% | 138 | 10.87% |
|
| 2121 |
PIMJS
2121
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $499M | +$20.3M | +4% | 7.93% | 125% | 99 | 11.11% |
|
| 2122 |
PCG
2122
Private Capital Group
West Hartford,
Connecticut
| $499M | +$37M | +8% | 5.7% | 30.1% | 2,506 | 9.38% |
|
| 2123 |
LWMT
2123
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $499M | +$73.2M | +17% | 5.7% | 46.9% | 13 | 7.69% |
|
| 2124 |
MRCP
2124
Manor Road Capital Partners
New York
| $498M | -$142M | -22% | 7.88% | 78.3% | 17 | 47.06% |
|
| 2125 |
SGM
2125
Skye Global Management
West Palm Beach,
Florida
| $498M | +$33.8M | +7% | 13.5% | 89.9% | 56 | 67.86% |
|