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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2126 |
CWM
2126
Cabot Wealth Management
Salem,
Massachusetts
| $430M | +$23.7M | +6% | 4.79% | 55.6% | 147 | 14.29% |
|
| 2127 |
CCT
2127
Chemung Canal Trust
Elmira,
New York
| $430M | +$319K | +0.1% | 3.06% | 80.9% | 125 | 12.8% |
|
| 2128 |
PTC
2128
Petrus Trust Company
Dallas,
Texas
| $430M | -$13.6M | -3% | 0.3% | 25.1% | 246 | 57.72% |
|
| 2129 |
KPCM
2129
Kings Point Capital Management
Great Neck,
New York
| $430M | +$3.12M | +0.7% | 3.79% | 80.1% | 370 | 15.95% |
|
| 2130 |
GFWEX
2130
G.F.W. Energy X
Dallas,
Texas
| $428M | -$42.3M | -9% | 5.46% | 71.3% | 3 | 33.33% |
|
| 2131 |
II
2131
INCA Investments
Miami,
Florida
| $428M | +$67.3M | +19% | 4.27% | 128% | 11 | 18.18% |
|
| 2132 |
ASP
2132
Adams Street Partners
Chicago,
Illinois
| $426M | +$19.6M | +5% | 6.71% | 352% | 18 | 55.56% |
|
| 2133 |
AP
2133
Advisor Partners
Walnut Creek,
California
| $426M | +$50.5M | +13% | 3.84% | 63.8% | 489 | 15.13% |
|
| 2134 |
BSW
2134
Buckingham Strategic Wealth
Clayton,
Missouri
| $426M | +$82M | +24% | 2.72% | 16.3% | 313 | 21.09% |
|
| 2135 |
TI
2135
TT International
London,
United Kingdom
| $425M | +$66.5M | +19% | 13.6% | – | 53 | 32.08% |
|
| 2136 |
CF
2136
CNA Financial
Chicago,
Illinois
| $425M | -$27.1M | -6% | 1.34% | 50.5% | 180 | 10% |
|
| 2137 |
SC
2137
Savant Capital
Rockford,
Illinois
| $423M | +$18.9M | +5% | 3.75% | 51.8% | 273 | 6.59% |
|
| 2138 |
PE
2138
Point72 Europe
London,
United Kingdom
| $423M | -$28.2M | -6% | 1.39% | 95.4% | 97 | 63.92% |
|
| 2139 |
CL
2139
Croft-Leominster
Baltimore,
Maryland
| $422M | -$86K | -0% | 3.97% | 38% | 145 | 14.48% |
|
| 2140 |
IVM
2140
InterWest Venture Management
San Francisco,
California
| $422M | -$48M | -10% | 9.48% | 57.6% | 12 | 0% |
|
| 2141 |
BP
2141
Banbury Partners
Charlotte,
North Carolina
| $422M | +$67.2M | +19% | 3.75% | 138% | 18 | 27.78% |
|
| 2142 |
BCP
2142
BDT Capital Partners
Chicago,
Illinois
| $421M | +$1.26M | +0.3% | 0.28% | 49.7% | 1 | 0% |
|
| 2143 |
WAMC
2143
Western Asset Management Company
Pasadena,
California
| $421M | +$61M | +17% | 0.07% | 2.29% | 35 | 37.14% |
|
| 2144 |
BC
2144
Boxer Capital
San Diego,
California
| $421M | -$37.1M | -8% | 19.2% | 262% | 34 | 29.41% |
|
| 2145 |
PL
2145
Parthenon LLC
Louisville,
Kentucky
| $420M | -$980K | -0.2% | 2.13% | 80.8% | 112 | 5.36% |
|
| 2146 |
BHB
2146
Bank Hapoalim BM
Tel Aviv,
Israel
| $420M | -$5.2M | -1% | 3.14% | 58.6% | 225 | 14.67% |
|
| 2147 |
DG
2147
Davidson & Garrard
Lynchburg,
Virginia
| $420M | -$653K | -0.2% | 1.94% | 25.2% | 186 | 4.84% |
|
| 2148 |
BFIM
2148
Beese Fulmer Investment Management
Canton,
Ohio
| $419M | +$8.63M | +2% | 2.09% | 81.1% | 182 | 4.95% |
|
| 2149 |
LLC
2149
Latimer Light Capital
New York
| $419M | -$606K | -0.1% | 6.05% | 134% | 25 | 60% |
|
| 2150 |
MBTD
2150
Mechanics Bank - Trust Department
Walnut Creek,
California
| $419M | +$9.65M | +2% | 2.45% | 67.2% | 169 | 3.55% |
|