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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2201 |
FBT
2201
First Bankers Trust
Louisville,
Kentucky
| $384M | +$174M | +83% | 8.39% | 78.9% | 165 | 21.21% |
|
| 2202 |
SG
2202
Swarthmore Group
Philadelphia,
Pennsylvania
| $384M | -$62.2M | -14% | 12% | 44.2% | 36 | 27.78% |
|
| 2203 |
MRCM
2203
M&R Capital Management
Summit,
New Jersey
| $383M | -$74.7M | -16% | 11.5% | 52.6% | 573 | 9.77% |
|
| 2204 |
LCM
2204
LVM Capital Management
Portage,
Michigan
| $382M | -$56.2M | -13% | 10.1% | 107% | 115 | 10.43% |
|
| 2205 |
GCA
2205
Greenwood Capital Associates
Greenwood,
South Carolina
| $381M | -$77.6M | -17% | 11.4% | 81.3% | 226 | 46.02% |
|
| 2206 |
CA
2206
Cornerstone Advisory
Hunt Valley,
Maryland
| $381M | +$43.9M | +13% | 13.5% | 43.8% | 156 | 15.38% |
|
| 2207 |
AIM
2207
Atlantic Investment Management
New York
| $381M | -$215M | -36% | 24% | 34% | 28 | 50% |
|
| 2208 |
RC
2208
RBO & Co
Saint Helena,
California
| $380M | -$38.2M | -9% | 7.86% | 29.1% | 62 | 17.74% |
|
| 2209 |
BO
2209
Bach Option
Wanchai,
Hong Kong
| $380M | +$68.6M | +22% | 12.4% | 30.6% | 177 | 50.28% |
|
| 2210 |
GGPE
2210
Golden Gate Private Equity
San Francisco,
California
| $380M | +$74.5M | +24% | 32.8% | 8.72% | 25 | 12% |
|
| 2211 |
SEM
2211
Suncoast Equity Management
Tampa,
Florida
| $380M | -$49.5M | -12% | 12.9% | 72.9% | 43 | 11.63% |
|
| 2212 |
BCM
2212
BHZ Capital Management
San Jose,
California
| $379M | -$20.5M | -5% | 18.3% | 3.24% | 142 | 14.08% |
|
| 2213 |
LSGA
2213
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $379M | -$272M | -42% | 40.6% | 380% | 2 | 0% |
|
| 2214 |
IAM
2214
Ion Asset Management
Herzliya,
Israel
| $378M | -$43.4M | -10% | 4.61% | 125% | 13 | 38.46% |
|
| 2215 |
LIA
2215
LSP Investment Advisors
New York
| $377M | -$19.4M | -5% | 25% | 104% | 28 | 32.14% |
|
| 2216 |
SI
2216
Sensato Investors
San Francisco,
California
| $377M | -$202M | -35% | 9.57% | 75.8% | 116 | 48.28% |
|
| 2217 |
HPC
2217
Hill Path Capital
New York
| $377M | -$150M | -28% | 30.3% | 34.7% | 2 | 0% |
|
| 2218 |
GS
2218
Gagnon Securities
New York
| $376M | -$59.1M | -14% | 14.3% | 89.9% | 108 | 20.37% |
|
| 2219 |
QCG
2219
Quadrant Capital Group
Cincinnati,
Ohio
| $375M | +$25.3M | +7% | 9.73% | 77.7% | 2,472 | 16.55% |
|
| 2220 |
BIM
2220
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $375M | -$128M | -25% | 16.8% | 48.4% | 117 | 12.82% |
|
| 2221 |
VCAM
2221
Van Cleef Asset Management
Beachwood,
Ohio
| $374M | -$73.7M | -16% | 14.5% | 81.1% | 122 | 11.48% |
|
| 2222 |
RPGK
2222
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $374M | -$14.1M | -4% | 9.66% | 39.9% | 70 | 27.14% |
|
| 2223 |
WCM
2223
Woodson Capital Management
Greenwich,
Connecticut
| $374M | -$2.68M | -0.7% | 18% | 195% | 40 | 45% |
|
| 2224 |
VV
2224
Verity & Verity
Beaufort,
South Carolina
| $374M | -$41M | -10% | 10.5% | 76.4% | 113 | 14.16% |
|
| 2225 |
GA
2225
GFS Advisors
Houston,
Texas
| $374M | -$18.1M | -5% | 14.6% | 74.3% | 142 | 22.54% |
|