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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 |
HIA
2101
Harbor Investment Advisory
Lutherville,
Maryland
| $867M | +$103M | +13% | 12% | 90.8% | 1,231 | 9.26% |
|
| 2102 |
FNT
2102
First Nebraska Trust
Lincoln,
Nebraska
| $866M | +$59.9M | +7% | 9.4% | 48% | 184 | 5.43% |
|
| 2103 |
SEC
2103
Seven Eight Capital
New York
| $865M | +$9.54M | +1% | 14.6% | 13.6% | 892 | 68.83% |
|
| 2104 |
TC
2104
Towle & Co
Denver,
Colorado
| $864M | +$131M | +18% | 22.1% | 113% | 72 | 36.11% |
|
| 2105 |
WC
2105
Woodstock Corp
Boston,
Massachusetts
| $864M | +$66.1M | +8% | 9.7% | 96.1% | 173 | 6.94% |
|
| 2106 |
RI
2106
RWWM Inc
Rocklin,
California
| $862M | +$116M | +16% | 2.81% | 37% | 18 | 16.67% |
|
| 2107 |
CA
2107
Callahan Advisors
Houston,
Texas
| $862M | +$65.8M | +8% | 9.9% | 75.6% | 146 | 7.53% |
|
| 2108 |
IB
2108
Intrust Bank
Wichita,
Kansas
| $862M | +$77.7M | +10% | 11.6% | 79.5% | 389 | 8.23% |
|
| 2109 |
SMA
2109
Sage Mountain Advisors
Atlanta,
Georgia
| $862M | +$135M | +19% | 9.29% | 57.2% | 393 | 18.07% |
|
| 2110 |
GBL
2110
Groupe Bruxelles Lambert
Brussels,
Belgium
| $862M | – | – | 22.6% | – | 1 | – |
|
| 2111 |
CCM
2111
CoreView Capital Management
Hong Kong
| $861M | -$44.2M | -5% | 17.1% | 45.2% | 10 | 20% |
|
| 2112 |
CF
2112
Cypress Funds
Los Angeles,
California
| $861M | +$116M | +16% | 21.4% | 114% | 17 | 29.41% |
|
| 2113 |
JMFC
2113
J.M. Forbes & Co
Boston,
Massachusetts
| $861M | +$91.2M | +12% | 11.3% | 95.1% | 129 | 4.65% |
|
| 2114 |
IPAM
2114
ICICI Prudential Asset Management
Mumbai,
India
| $860M | +$95.7M | +13% | 9.01% | 36.9% | 169 | 13.61% |
|
| 2115 |
FBFS
2115
First Business Financial Services
Madison,
Wisconsin
| $860M | +$75.4M | +10% | 11.5% | 74% | 177 | 13.56% |
|
| 2116 |
GCP
2116
Greenoaks Capital Partners
Orinda,
California
| $860M | +$51.3M | +6% | 12.6% | 481% | 16 | 12.5% |
|
| 2117 |
ARC
2117
Advisor Resource Council
Dallas,
Texas
| $859M | +$665M | +343% | 10.1% | 74.7% | 527 | 78.18% |
|
| 2118 |
KFP
2118
KMG Fiduciary Partners
Toledo,
Ohio
| $859M | +$102M | +13% | 12.2% | 98% | 241 | 9.54% |
|
| 2119 |
TCM
2119
Tran Capital Management
San Rafael,
California
| $859M | +$81.9M | +11% | 16.3% | 149% | 42 | 2.38% |
|
| 2120 |
PP
2120
Pegasus Partners
Mequon,
Wisconsin
| $856M | +$145M | +20% | 11.4% | 32.6% | 151 | 17.22% |
|
| 2121 |
TCM
2121
Tensile Capital Management
Larkspur,
California
| $855M | +$59.9M | +8% | 18.3% | 33.8% | 19 | 15.79% |
|
| 2122 |
BBCM
2122
Broad Bay Capital Management
New York
| $855M | +$190M | +29% | 22.4% | 242% | 22 | 36.36% |
|
| 2123 |
NIP
2123
Nicholas Investment Partners
Rancho Santa Fe,
California
| $855M | -$484M | -36% | 17.3% | 362% | 215 | 27.44% |
|
| 2124 |
PWMAG
2124
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $854M | +$82.4M | +11% | 10.6% | 64.3% | 360 | 15.56% |
|
| 2125 |
KL
2125
KWMG LLC
Overland Park,
Kansas
| $854M | +$58.8M | +7% | 9.81% | 72.3% | 144 | 11.11% |
|