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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 |
SFM
2101
Signet Financial Management
Parsippany,
New Jersey
| $511M | +$52M | +11% | 12.2% | 65.2% | 251 | 13.15% |
|
| 2102 |
PL
2102
Parkwood LLC
Cleveland,
Ohio
| $511M | +$74.6M | +17% | 14.2% | 85.8% | 91 | 39.56% |
|
| 2103 |
RWM
2103
RKL Wealth Management
Lancaster,
Pennsylvania
| $511M | +$77.5M | +18% | 11.5% | 54.1% | 130 | 6.92% |
|
| 2104 |
CC
2104
Cadinha & Co
Honolulu,
Hawaii
| $511M | +$108M | +27% | 10.8% | 123% | 113 | 15.04% |
|
| 2105 |
RC
2105
Randolph Company
Cincinnati,
Ohio
| $510M | +$148M | +41% | 13.4% | 120% | 44 | 47.73% |
|
| 2106 |
BCMO
2106
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $509M | +$53.1M | +12% | 10.9% | 26.3% | 140 | 15% |
|
| 2107 |
IRF
2107
IBM Retirement Fund
Armonk,
New York
| $509M | +$70.6M | +16% | 14.3% | 54.4% | 415 | 12.53% |
|
| 2108 |
BFG
2108
Barber Financial Group
Lenexa,
Kansas
| $509M | +$43.6M | +9% | 6.71% | 39% | 151 | 19.87% |
|
| 2109 |
BBNA
2109
Bremer Bank National Association
St Paul,
Minnesota
| $508M | – | – | 12.8% | 37.4% | 749 | – |
|
| 2110 |
AIC
2110
AWM Investment Company
New York
| $508M | +$48.6M | +11% | 25.6% | 488% | 93 | 17.2% |
|
| 2111 |
BFIM
2111
Beese Fulmer Investment Management
Canton,
Ohio
| $507M | +$62.3M | +14% | 13% | 81.1% | 194 | 17.53% |
|
| 2112 |
ED
2112
Exane Derivatives
Paris,
France
| $506M | -$51.4M | -9% | 12.8% | 42.7% | 739 | 23.82% |
|
| 2113 |
OIM
2113
Opus Investment Management
Worcester,
Massachusetts
| $506M | +$40.6M | +9% | 10.9% | 44.3% | 93 | 11.83% |
|
| 2114 |
DSI
2114
Daiwa SB Investments
Tokyo,
Japan
| $506M | +$72.2M | +17% | 16.3% | 60.5% | 257 | 22.57% |
|
| 2115 |
JAM
2115
Jacobs Asset Management
New York
| $505M | -$6.38M | -1% | 8.08% | 79.5% | 58 | 18.97% |
|
| 2116 |
KFS
2116
Kurt F. Somerville
| $504M | +$68.5M | +16% | 15.3% | 62.7% | 110 | 8.18% |
|
| 2117 |
KFM
2117
KG Funds Management
New York
| $503M | +$22.9M | +5% | 12.1% | 45.8% | 9 | 11.11% |
|
| 2118 |
KPCM
2118
Kings Point Capital Management
Great Neck,
New York
| $503M | +$54.9M | +12% | 14.3% | 80.1% | 368 | 8.42% |
|
| 2119 |
CAM
2119
Claret Asset Management
Montreal,
Quebec, Canada
| $503M | +$52.8M | +12% | 14.5% | 73.3% | 220 | 15% |
|
| 2120 |
DWM
2120
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $503M | +$61.1M | +14% | 11.9% | 93% | 345 | 32.75% |
|
| 2121 |
SM
2121
Sunriver Management
Greenwich,
Connecticut
| $502M | +$62.8M | +14% | 22.5% | 2.16% | 22 | 36.36% |
|
| 2122 |
HCM
2122
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $500M | +$54.4M | +12% | 15% | 58.7% | 31 | 22.58% |
|
| 2123 |
IGM
2123
Incline Global Management
New York
| $498M | -$17.6M | -3% | 22.2% | 13.6% | 33 | 60.61% |
|
| 2124 |
NG
2124
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $498M | +$35M | +8% | 14.4% | 186% | 77 | 5.19% |
|
| 2125 |
OAM
2125
Oberweis Asset Management
Lisle,
Illinois
| $498M | +$50.9M | +11% | 26.6% | 312% | 249 | 38.96% |
|