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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2276 |
SW
2276
SlateStone Wealth
Jupiter,
Florida
| $770M | +$82.9M | +12% | 10.6% | 79.1% | 252 | 13.89% |
|
| 2277 |
WIA
2277
World Investment Advisors
Santa Barbara,
California
| $770M | +$265M | +52% | 9.73% | 55.4% | 406 | 41.63% |
|
| 2278 |
IP
2278
Isthmus Partners
Madison,
Wisconsin
| $769M | +$75.8M | +11% | 12.3% | 61.1% | 203 | 20.2% |
|
| 2279 |
CCG
2279
Cypress Capital Group
Palm Beach,
Florida
| $769M | +$76.4M | +11% | 9.94% | 83.9% | 306 | 7.84% |
|
| 2280 |
AO
2280
Advisor OS
Chicago,
Illinois
| $768M | +$101M | +15% | 9.07% | 51.1% | 354 | 23.45% |
|
| 2281 |
CB
2281
Community Bank
Dewitt,
New York
| $766M | +$52.5M | +7% | 9.81% | 58.7% | 445 | 11.69% |
|
| 2282 |
LCM
2282
Legato Capital Management
San Francisco,
California
| $766M | +$75.4M | +11% | 14.9% | 177% | 639 | 24.73% |
|
| 2283 |
AF
2283
Ally Financial
Detroit,
Michigan
| $765M | +$85M | +12% | 11.8% | 8.82% | 115 | 20.87% |
|
| 2284 |
AIA
2284
Alera Investment Advisors
Deerfield,
Illinois
| $765M | +$158M | +26% | 10.4% | 28.9% | 176 | 14.2% |
|
| 2285 |
MAM
2285
Mark Asset Management
New York
| $764M | +$211M | +38% | 20.9% | 234% | 62 | 38.71% |
|
| 2286 |
MFG
2286
Magnus Financial Group
New York
| $763M | +$77.1M | +11% | 9.36% | 70.8% | 301 | 16.61% |
|
| 2287 |
TCM
2287
Twin Capital Management
Mcmurray,
Pennsylvania
| $763M | +$67.1M | +10% | 12.3% | 101% | 297 | 15.15% |
|
| 2288 |
BIM
2288
Barton Investment Management
West Conshohocken,
Pennsylvania
| $763M | +$143M | +23% | 23.1% | 80.3% | 47 | 4.26% |
|
| 2289 |
MPMG
2289
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $762M | +$86.2M | +13% | 13.9% | 140% | 31 | 12.9% |
|
| 2290 |
WCF
2290
West Coast Financial
Santa Barbara,
California
| $762M | +$91.7M | +14% | 11% | 22.2% | 163 | 15.34% |
|
| 2291 |
PIA
2291
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $762M | +$59.1M | +8% | 12.6% | 144% | 98 | 5.1% |
|
| 2292 |
ST
2292
Sentinel Trust
Houston,
Texas
| $761M | +$55.7M | +8% | 9.29% | 79.2% | 138 | 7.97% |
|
| 2293 |
RA
2293
Resolute Advisors
San Francisco,
California
| $761M | +$101M | +15% | 28.1% | 38.3% | 74 | 16.22% |
|
| 2294 |
AIC
2294
AWM Investment Company
New York
| $760M | +$82.6M | +12% | 16.3% | 488% | 123 | 22.76% |
|
| 2295 |
JWM
2295
Jackson Wealth Management
Lake Mary,
Florida
| $760M | +$60.3M | +9% | 9.01% | 64% | 171 | 22.22% |
|
| 2296 |
MP
2296
Makaira Partners
La Jolla,
California
| $759M | -$8.03M | -1% | 11.8% | 22% | 11 | 18.18% |
|
| 2297 |
GAB
2297
German American Bancorp
Jasper,
Indiana
| $759M | +$71.3M | +10% | 10.2% | 67.6% | 124 | 16.13% |
|
| 2298 |
LF
2298
Lannebo Fonder
Stockholm,
Sweden
| $758M | +$84.3M | +13% | 15.5% | 49.8% | 36 | 25% |
|
| 2299 |
LP
2299
Linonia Partnership
New York
| $758M | – | – | 11.7% | – | 10 | – |
|
| 2300 |
SEM
2300
Suncoast Equity Management
Tampa,
Florida
| $757M | +$95.8M | +14% | 12.8% | 72.9% | 78 | 14.1% |
|