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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 |
HT
2301
Heritage Trust
Oklahoma City,
Oklahoma
| $656M | +$38.5M | +6% | 7.13% | – | 238 | 8.4% |
|
| 2302 |
HS
2302
Hazelview Securities
Toronto,
Ontario, Canada
| $656M | +$96.6M | +17% | 9.37% | – | 36 | 47.22% |
|
| 2303 |
PCC
2303
Perry Creek Capital
New York
| $655M | +$19.9M | +3% | 15.8% | 25.5% | 27 | 29.63% |
|
| 2304 |
BDWM
2304
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $655M | +$60.5M | +10% | 4.84% | 47.8% | 328 | 17.38% |
|
| 2305 |
WJA
2305
Willis Johnson & Associates
Houston,
Texas
| $653M | +$54M | +9% | 6.01% | 41.9% | 98 | 23.47% |
|
| 2306 |
PAS
2306
Professional Advisory Services
Vero Beach,
Florida
| $653M | +$30.9M | +5% | 6.73% | 61.8% | 73 | 6.85% |
|
| 2307 |
II
2307
Inspire Investing
Meridian,
Idaho
| $652M | +$200M | +44% | 11.9% | 77.1% | 766 | 40.86% |
|
| 2308 |
BCP
2308
Blue Chip Partners
Farmington Hills,
Michigan
| $651M | +$12.4M | +2% | 7.82% | 60.3% | 168 | 19.05% |
|
| 2309 |
MIM
2309
Monashee Investment Management
Boston,
Massachusetts
| $650M | -$107M | -14% | 0.64% | 447% | 529 | 76.37% |
|
| 2310 |
RI
2310
RWWM Inc
Rocklin,
California
| $650M | +$26.8M | +4% | 15.1% | 37% | 13 | 0% |
|
| 2311 |
WP
2311
Wedgewood Partners
St Louis,
Missouri
| $650M | -$22.8M | -3% | 6.22% | 71.7% | 40 | 10% |
|
| 2312 |
ECM
2312
Estabrook Capital Management
New York
| $649M | +$45.9M | +8% | 9.66% | 76.2% | 345 | 7.25% |
|
| 2313 |
RVM
2313
RiverVest Venture Management
St. Louis,
Missouri
| $649M | -$261M | -29% | 16.8% | 16.5% | 5 | 20% |
|
| 2314 |
OCMI
2314
Oaktop Capital Management II
Chatham,
New Jersey
| $648M | +$80.9M | +14% | 19.1% | 224% | 19 | 15.79% |
|
| 2315 |
BCM
2315
Basso Capital Management
Stamford,
Connecticut
| $648M | +$252M | +64% | 2.57% | 85.5% | 488 | 80.74% |
|
| 2316 |
GM
2316
Granger Management
New York
| $648M | -$146M | -18% | 8.78% | 63.5% | 42 | 28.57% |
|
| 2317 |
FC
2317
Forte Capital
Rochester,
New York
| $648M | -$698K | -0.1% | 2.5% | 98.3% | 209 | 8.13% |
|
| 2318 |
FG
2318
Foster Group
West Des Moines,
Iowa
| $647M | +$107M | +20% | 8.07% | 50.2% | 132 | 18.94% |
|
| 2319 |
AL
2319
AIP LLC
New York
| $647M | +$350M | +117% | 117% | 86.8% | 1 | 0% |
|
| 2320 |
KJHP
2320
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $647M | +$32M | +5% | 10.7% | 122% | 402 | 47.01% |
|
| 2321 |
LI
2321
LVZ Inc
Holland,
Michigan
| $647M | +$48.6M | +8% | 6.78% | 47.1% | 121 | 27.27% |
|
| 2322 |
BIM
2322
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $646M | -$12.3M | -2% | 0.28% | 48.4% | 105 | 9.52% |
|
| 2323 |
QSS
2323
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $646M | -$60.2M | -9% | 9.71% | 133% | 826 | 56.78% |
|
| 2324 |
FFW
2324
Fusion Family Wealth
Woodbury,
New York
| $646M | +$80.2M | +14% | 8.56% | 45.4% | 107 | 7.48% |
|
| 2325 |
KBG
2325
Kahn Brothers Group
New York
| $646M | +$72.8M | +13% | 22.4% | 38.1% | 42 | 0% |
|