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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
| $446M | +$15.5M | +4% | 4.44% | 55.6% | 145 | 16.55% |
|
| 2127 |
VC
2127
Vestor Capital
Chicago,
Illinois
| $445M | +$33.9M | +8% | 5.44% | 170% | 131 | 17.56% |
|
| 2128 |
FG
2128
Fiduciary Group
Savannah,
Georgia
| $444M | +$10.9M | +3% | 3.42% | 57.4% | 182 | 5.49% |
|
| 2129 |
TPWA
2129
TRUE Private Wealth Advisors
Salem,
Oregon
| $444M | +$12.4M | +3% | 4.31% | 84% | 159 | 7.55% |
|
| 2130 |
MWM
2130
Modera Wealth Management
Westwood,
New Jersey
| $444M | +$32.1M | +8% | 3.23% | 57.5% | 136 | 14.71% |
|
| 2131 |
TI
2131
Trigran Investments
Northbrook,
Illinois
| $444M | +$53.3M | +14% | 6.2% | 11.2% | 19 | 10.53% |
|
| 2132 |
GA
2132
GFS Advisors
Houston,
Texas
| $444M | -$16.7M | -4% | 3.03% | 74.3% | 146 | 8.22% |
|
| 2133 |
PGIM
2133
Pacific Global Investment Management
Glendale,
California
| $443M | +$8.49M | +2% | 6.78% | 48% | 230 | 11.74% |
|
| 2134 |
YU
2134
Yale University
New Haven,
Connecticut
| $443M | +$30.6M | +7% | 4.58% | 41.5% | 6 | 33.33% |
|
| 2135 |
CCM
2135
Catawba Capital Management
Roanoke,
Virginia
| $443M | +$3.72M | +0.8% | 4.4% | 33.1% | 237 | 11.81% |
|
| 2136 |
OMC
2136
Overbrook Management Corp
New York
| $442M | -$21.8M | -5% | 2.75% | 117% | 78 | 11.54% |
|
| 2137 |
VFA
2137
Valeo Financial Advisors
Carmel,
Indiana
| $442M | – | – | 5.09% | 75.9% | 1,202 | – |
|
| 2138 |
BWFA
2138
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $440M | +$24.2M | +6% | 4.01% | 70.7% | 77 | 11.69% |
|
| 2139 |
HS
2139
HighVista Strategies
Boston,
Massachusetts
| $440M | +$1.39M | +0.3% | 5.31% | 518% | 281 | 38.79% |
|
| 2140 |
OCG
2140
Opus Capital Group
Cincinnati,
Ohio
| $440M | -$70.6M | -14% | 5.48% | 39.5% | 255 | 23.14% |
|
| 2141 |
PAM
2141
PSquared Asset Management
Zurich,
Switzerland
| $440M | +$33.3M | +8% | 3.39% | 158% | 7 | 42.86% |
|
| 2142 |
BHB
2142
Bank Hapoalim BM
Tel Aviv,
Israel
| $440M | +$19.2M | +5% | 5.94% | 58.6% | 227 | 14.54% |
|
| 2143 |
BC
2143
Boxer Capital
San Diego,
California
| $439M | +$18.8M | +4% | 38% | 262% | 33 | 27.27% |
|
| 2144 |
CCT
2144
Chemung Canal Trust
Elmira,
New York
| $439M | +$8.93M | +2% | 4.94% | 80.9% | 128 | 10.94% |
|
| 2145 |
BFIM
2145
Beese Fulmer Investment Management
Canton,
Ohio
| $439M | +$19.3M | +5% | 4.02% | 81.1% | 193 | 9.33% |
|
| 2146 |
LLC
2146
Latimer Light Capital
New York
| $438M | +$18.9M | +5% | 9.37% | 134% | 18 | 11.11% |
|
| 2147 |
ECM
2147
Everence Capital Management
Goshen,
Indiana
| $438M | +$30.5M | +7% | 4.8% | 80.4% | 403 | 11.41% |
|
| 2148 |
PP
2148
Pegasus Partners
Mequon,
Wisconsin
| $438M | +$61.2M | +16% | 3.2% | 32.6% | 162 | 14.81% |
|
| 2149 |
SG
2149
Swarthmore Group
Philadelphia,
Pennsylvania
| $437M | +$4.45M | +1% | 4.12% | 44.2% | 58 | 44.83% |
|
| 2150 |
AG
2150
Algert Global
San Francisco,
California
| $437M | +$81.2M | +23% | 11.8% | 141% | 384 | 48.44% |
|