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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.91%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2176 |
PP
2176
PDS Planning
Dublin,
Ohio
| $725M | +$99.6M | +16% | 5.11% | 62.7% | 309 | 28.16% |
|
| 2177 |
BHB
2177
Bank Hapoalim BM
Tel Aviv,
Israel
| $724M | -$78M | -10% | 7.25% | 76.6% | 173 | 15.61% |
|
| 2178 |
HBT
2178
Hills Bank & Trust
North Liberty,
Iowa
| $723M | +$45.6M | +7% | 6.94% | 52.8% | 255 | 6.67% |
|
| 2179 |
AI
2179
Aperture Investors
New York
| $723M | +$109M | +18% | 12.4% | 211% | 93 | 38.71% |
|
| 2180 |
CPI
2180
Crestview Partners II
New York
| $722M | -$45.3M | -6% | 6.97% | 157% | 3 | 0% |
|
| 2181 |
JVBC
2181
J.V. Bruni & Co
Colorado Springs,
Colorado
| $722M | +$8.39M | +1% | 5.1% | 97.9% | 32 | 3.13% |
|
| 2182 |
LCM
2182
LVM Capital Management
Portage,
Michigan
| $721M | +$30.7M | +4% | 5.75% | 107% | 154 | 18.83% |
|
| 2183 |
COCM
2183
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $721M | +$53.1M | +8% | 6.06% | 39.2% | 174 | 8.05% |
|
| 2184 |
CT
2184
Caldwell Trust
Venice,
Florida
| $721M | +$13.6M | +2% | 5.75% | 87% | 753 | 6.91% |
|
| 2185 |
SCM
2185
Somerset Capital Management
London,
United Kingdom
| $720M | +$119M | +20% | 17.2% | 7.5% | 12 | 25% |
|
| 2186 |
CAM
2186
Carret Asset Management
New York
| $720M | -$3.77M | -0.5% | 6.76% | 94.4% | 282 | 6.38% |
|
| 2187 |
PP
2187
Prospector Partners
Guilford,
Connecticut
| $719M | -$12.3M | -2% | 2.51% | 53.6% | 120 | 22.5% |
|
| 2188 |
BCC
2188
Biglari Capital Corp
San Antonio,
Texas
| $718M | +$135M | +23% | 22% | 72.7% | 12 | 0% |
|
| 2189 |
LC
2189
L1 Capital
Melbourne VIC 3000,
Australia
| $718M | +$69.9M | +11% | 0.9% | 127% | 15 | 40% |
|
| 2190 |
OPFM
2190
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $718M | -$109M | -13% | 18.1% | 94.5% | 47 | 46.81% |
|
| 2191 |
LCG
2191
Lisanti Capital Growth
New York
| $717M | -$15.7M | -2% | 27.7% | 1,490% | 164 | 59.76% |
|
| 2192 |
BFG
2192
Beacon Financial Group
Dallas,
Texas
| $717M | -$16.1M | -2% | 2.49% | 60.3% | 233 | 10.3% |
|
| 2193 |
TCM
2193
Telos Capital Management
San Diego,
California
| $717M | +$29.7M | +4% | 5.72% | 71.1% | 201 | 8.46% |
|
| 2194 |
GAM
2194
Griffin Asset Management
New York
| $716M | +$52.6M | +8% | 10.1% | 80.7% | 217 | 8.76% |
|
| 2195 |
HVIA
2195
Hudson Valley Investment Advisors
Goshen,
New York
| $715M | +$54M | +8% | 6.64% | 94.6% | 227 | 10.13% |
|
| 2196 |
LWM
2196
Lyell Wealth Management
Menlo Park,
California
| $714M | +$81.2M | +13% | 14.6% | 128% | 205 | 9.76% |
|
| 2197 |
LSA
2197
L & S Advisors
Los Angeles,
California
| $714M | +$174M | +32% | 10.5% | 231% | 342 | 38.89% |
|
| 2198 |
VIM
2198
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $713M | +$45.8M | +7% | 11.8% | – | 71 | 28.17% |
|
| 2199 |
MCM
2199
MV Capital Management
Bethesda,
Maryland
| $712M | +$64.5M | +10% | 4.17% | 67.6% | 708 | 7.2% |
|
| 2200 |
FM
2200
Freemont Management
Vaud,
Switzerland
| $712M | +$74.2M | +12% | 6.42% | 113% | 108 | 17.59% |
|