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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 |
IRF
2126
IBM Retirement Fund
Armonk,
New York
| $479M | -$62M | -11% | 4.19% | 54.4% | 536 | 12.31% |
|
| 2127 |
NIA
2127
Northstar Investment Advisors
Denver,
Colorado
| $478M | +$5.82M | +1% | 1.98% | 85.8% | 111 | 5.41% |
|
| 2128 |
CFG
2128
CKW Financial Group
Honolulu,
Hawaii
| $478M | +$26.5M | +6% | 0.37% | 62.4% | 193 | 19.17% |
|
| 2129 |
MG
2129
Magnolia Group
Omaha,
Nebraska
| $477M | +$99.8M | +26% | 3.04% | 8.9% | 10 | 40% |
|
| 2130 |
KSCM
2130
Key Square Capital Management
Stamford,
Connecticut
| $477M | -$396M | -45% | 2.46% | 50.2% | 41 | 75.61% |
|
| 2131 |
BFIM
2131
Beese Fulmer Investment Management
Canton,
Ohio
| $477M | +$20.4M | +4% | 3.67% | 81.1% | 200 | 9.5% |
|
| 2132 |
OIA
2132
OneDigital Investment Advisors
Overland Park,
Kansas
| $477M | +$21.5M | +5% | 2.21% | 46.5% | 1,422 | 10.13% |
|
| 2133 |
ARCM
2133
Asia Research & Capital Management
Hong Kong
| $475M | -$79.3M | -14% | 18.1% | – | 6 | 66.67% |
|
| 2134 |
VCM
2134
V3 Capital Management
Dallas,
Texas
| $475M | -$93.1M | -16% | 10.5% | 20.5% | 22 | 63.64% |
|
| 2135 |
STCG
2135
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $475M | +$3.5M | +0.7% | 6.6% | 26.4% | 41 | 2.44% |
|
| 2136 |
MWM
2136
Modera Wealth Management
Westwood,
New Jersey
| $474M | -$7.64M | -2% | 0.51% | 57.5% | 138 | 7.25% |
|
| 2137 |
PFM
2137
Phillips Financial Management
Fort Wayne,
Indiana
| $474M | +$12M | +3% | 1.09% | 33.6% | 70 | 1.43% |
|
| 2138 |
OCA
2138
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $473M | -$273K | -0.1% | 3.72% | 173% | 94 | 60.64% |
|
| 2139 |
SAM
2139
Strategy Asset Managers
Pasadena,
California
| $473M | +$11.7M | +3% | 0.23% | 88.1% | 122 | 22.13% |
|
| 2140 |
FG
2140
Fiduciary Group
Savannah,
Georgia
| $473M | +$11.7M | +3% | 3.22% | 57.4% | 174 | 2.3% |
|
| 2141 |
JFA
2141
JNBA Financial Advisors
Bloomington,
Minnesota
| $473M | +$5.95M | +1% | 1.46% | 61.8% | 559 | 14.31% |
|
| 2142 |
ECM
2142
Everence Capital Management
Goshen,
Indiana
| $473M | +$21M | +5% | 5.16% | 80.4% | 451 | 10.86% |
|
| 2143 |
SFM
2143
Signature Financial Management
Norfolk,
Virginia
| $473M | -$7.73M | -2% | 0.52% | 20.8% | 180 | 18.89% |
|
| 2144 |
HCM
2144
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $473M | -$17M | -3% | 1.14% | 58.7% | 31 | 9.68% |
|
| 2145 |
CG
2145
Caprock Group
Boise,
Idaho
| $473M | +$4.35M | +0.9% | 3.36% | – | 496 | 20.97% |
|
| 2146 |
DBG
2146
De Burlo Group
Boston,
Massachusetts
| $472M | +$13.1M | +3% | 14.1% | 98.1% | 121 | 27.27% |
|
| 2147 |
YL
2147
YCG LLC
Austin,
Texas
| $472M | +$15.2M | +3% | 3.16% | 36.9% | 36 | 5.56% |
|
| 2148 |
HH
2148
Hilltop Holdings
Dallas,
Texas
| $472M | -$99.9M | -17% | 3.34% | 72.2% | 489 | 33.54% |
|
| 2149 |
CC
2149
Centiva Capital
New York
| $472M | +$52.8M | +13% | 4.09% | 47.5% | 131 | 83.97% |
|
| 2150 |
TIM
2150
Tikehau Investment Management
Paris,
France
| $471M | +$107M | +29% | 4.69% | 102% | 30 | 26.67% |
|