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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 |
KCM
2101
Kingdon Capital Management
New York
| $933M | +$17.2M | +2% | 10.1% | 185% | 112 | 52.68% |
|
| 2102 |
MIA
2102
MMBG Investment Advisors
Miami,
Florida
| $933M | -$15.2M | -2% | 4.78% | 101% | 163 | 8.59% |
|
| 2103 |
WP
2103
WealthPLAN Partners
Omaha,
Nebraska
| $931M | -$34.4M | -4% | 2.75% | 51.8% | 329 | 17.93% |
|
| 2104 |
SFG
2104
SNS Financial Group
Minneapolis,
Minnesota
| $931M | +$19M | +2% | 2.43% | 41.8% | 196 | 7.65% |
|
| 2105 |
FG
2105
Fiduciary Group
Savannah,
Georgia
| $930M | +$12M | +1% | 2.66% | 57.4% | 276 | 4.35% |
|
| 2106 |
COI
2106
Connable Office Inc
Kalamazoo,
Michigan
| $929M | +$46.7M | +5% | 1.95% | 54.5% | 226 | 8.85% |
|
| 2107 |
APW
2107
Austin Private Wealth
Austin,
Texas
| $929M | +$59.5M | +7% | 2.99% | 62.3% | 284 | 14.79% |
|
| 2108 |
PTC
2108
Private Trust Company
Cleveland,
Ohio
| $929M | +$2.88M | +0.3% | 2.43% | 63.1% | 2,373 | 10.07% |
|
| 2109 |
KL
2109
KWMG LLC
Overland Park,
Kansas
| $927M | +$13.5M | +1% | 0.13% | 72.3% | 136 | 8.09% |
|
| 2110 |
CCA
2110
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $927M | -$53.1M | -5% | 0.76% | 58.6% | 111 | 0.9% |
|
| 2111 |
NEWAS
2111
N.E.W. Advisory Services
De Pere,
Wisconsin
| $927M | +$25.4M | +3% | 0.8% | 42% | 188 | 11.17% |
|
| 2112 |
ET
2112
Entropy Technologies
New York
| $925M | -$12.8M | -1% | 1.33% | – | 990 | 64.95% |
|
| 2113 |
FBIL
2113
First Beijing Investment Ltd
Hong Kong
| $924M | +$405M | +78% | 17.8% | 91.7% | 9 | 22.22% |
|
| 2114 |
TCG
2114
Tremblant Capital Group
West Palm Beach,
Florida
| $924M | -$3.09M | -0.3% | 3.09% | 99.1% | 46 | 19.57% |
|
| 2115 |
F1I
2115
Fund 1 Investments
Rincon,
Puerto Rico
| $924M | -$6.27M | -0.7% | 0.95% | 78.6% | 77 | 58.44% |
|
| 2116 |
CNBT
2116
Canandaigua National Bank & Trust
Canandaigua,
New York
| $923M | +$245M | +36% | 0.97% | – | 326 | 26.07% |
|
| 2117 |
SW
2117
SlateStone Wealth
Jupiter,
Florida
| $923M | -$73M | -7% | 3.87% | 79.1% | 302 | 11.26% |
|
| 2118 |
SAM
2118
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $923M | +$8.53M | +0.9% | 3.64% | 70.3% | 196 | 13.27% |
|
| 2119 |
CHP
2119
Cable Hill Partners
Portland,
Oregon
| $922M | +$106M | +13% | 1.06% | 20.3% | 252 | 79.37% |
|
| 2120 |
TIA
2120
Traphagen Investment Advisors
Oradell,
New Jersey
| $921M | -$16.5M | -2% | 0.79% | 56.3% | 184 | 10.33% |
|
| 2121 |
RI
2121
RWWM Inc
Rocklin,
California
| $921M | -$5.9M | -0.6% | 1.87% | 37% | 20 | 10% |
|
| 2122 |
PNAA
2122
Pictet North America Advisors
Geneva 73,
Switzerland
| $921M | +$25.3M | +3% | 0.76% | 65.9% | 151 | 14.57% |
|
| 2123 |
BI
2123
Bramshill Investments
Naples,
Florida
| $919M | +$69.8M | +8% | 0.5% | 0.88% | 188 | 44.68% |
|
| 2124 |
AAIM
2124
Asset Advisors Investment Management
Augusta,
Georgia
| $919M | +$26.5M | +3% | 2.29% | 58.7% | 106 | 16.04% |
|
| 2125 |
VV
2125
Verity & Verity
Beaufort,
South Carolina
| $918M | +$19.7M | +2% | 0.66% | 56% | 122 | 14.75% |
|