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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2301 |
SAS
2301
Spectrum Advisory Services
Atlanta,
Georgia
| $276M | -$13.3M | -5% | 2.11% | 35.6% | 172 | 4.65% |
|
| 2302 |
EWM
2302
Essex Woodlands Management
The Woodlands,
Texas
| $275M | -$206M | -43% | 23.3% | 203% | 11 | 9.09% |
|
| 2303 |
CA
2303
Claar Advisors
New York
| $274M | -$16.6M | -6% | 2.91% | 63% | 34 | 47.06% |
|
| 2304 |
CDIA
2304
Capital Directions Investment Advisors
Atlanta,
Georgia
| $274M | +$5.26M | +2% | 2.83% | 7.53% | 79 | 27.85% |
|
| 2305 |
ECM
2305
Everence Capital Management
Goshen,
Indiana
| $274M | +$4.31M | +2% | 1.62% | 80.4% | 279 | 5.38% |
|
| 2306 |
CL
2306
CPWM LLC
Seattle,
Washington
| $274M | -$3.88M | -1% | 2.63% | 36.6% | 149 | 12.08% |
|
| 2307 |
MBT
2307
Monroe Bank & Trust
Monroe,
Michigan
| $274M | -$28.9M | -10% | 1.93% | 24.7% | 312 | 58.97% |
|
| 2308 |
PIM
2308
Partner Investment Management
San Francisco,
California
| $274M | -$226M | -45% | 4.68% | 168% | 77 | 37.66% |
|
| 2309 |
ASN
2309
Advisory Services Network
Atlanta,
Georgia
| $273M | +$37.2M | +16% | 0.05% | 80.5% | 287 | 23.69% |
|
| 2310 |
OIM
2310
Oceanic Investment Management
Douglas,
Isle Of Man
| $273M | -$143M | -34% | 7.43% | – | 22 | 45.45% |
|
| 2311 |
GA
2311
Giralda Advisors
New York
| $273M | +$15.1M | +6% | 0.37% | 36.8% | 10 | 0% |
|
| 2312 |
JIP
2312
Jaffetilchin Investment Partners
Tampa,
Florida
| $273M | -$7.71M | -3% | 0.68% | 78.5% | 258 | 45.74% |
|
| 2313 |
ST
2313
Sageworth Trust
Lancaster,
Pennsylvania
| $273M | -$4.41M | -2% | 2.44% | 52.1% | 26 | 3.85% |
|
| 2314 |
FSC
2314
Fiduciary Services Corp
Savannah,
Georgia
| $272M | +$5.88M | +2% | 0.47% | – | 172 | 10.47% |
|
| 2315 |
SCC
2315
Second Curve Capital
Radnor,
Pennsylvania
| $272M | -$61.2M | -18% | 9.63% | 160% | 28 | 17.86% |
|
| 2316 |
LCM
2316
Leonard Capital Management
Vero Beach,
Florida
| $272M | -$23.6M | -8% | 4.56% | – | 158 | 27.22% |
|
| 2317 |
FA
2317
FMA Advisory
Harrisburg,
Pennsylvania
| $272M | +$134K | +0% | 0.74% | 46.7% | 130 | 7.69% |
|
| 2318 |
TI
2318
Trigran Investments
Northbrook,
Illinois
| $272M | +$32.4M | +14% | 4.04% | 11.2% | 25 | 8% |
|
| 2319 |
RO
2319
Reservoir Operations
New York
| $272M | -$29.4M | -10% | 8.22% | 12.4% | 33 | 0% |
|
| 2320 |
CCM
2320
Clovis Capital Management
New York
| $271M | -$52.3M | -16% | 6.2% | 37.4% | 30 | 53.33% |
|
| 2321 |
WAM
2321
Wood Asset Management
Sarasota,
Florida
| $271M | -$22.7M | -8% | 0.46% | – | 64 | 26.56% |
|
| 2322 |
BAS
2322
Brown Advisory Securities
Baltimore,
Maryland
| $271M | -$6.65M | -2% | 0.47% | 51.2% | 332 | 12.65% |
|
| 2323 |
WCM
2323
Wisconsin Capital Management
Madison,
Wisconsin
| $270M | -$2.51M | -0.9% | 0.13% | 153% | 121 | 7.44% |
|
| 2324 |
FCM
2324
FJ Capital Management
Mclean,
Virginia
| $270M | +$8.73M | +3% | 3.55% | 63.9% | 86 | 16.28% |
|
| 2325 |
FG
2325
FSI Group
Cincinnati,
Ohio
| $270M | -$40M | -13% | 0.85% | 17.7% | 90 | 41.11% |
|