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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
JA
2401
JOYN Advisors
Atlanta,
Georgia
| $339M | +$32.5M | +11% | 3.04% | 0.77% | 25 | 4% |
|
| 2402 |
MCM
2402
MV Capital Management
Bethesda,
Maryland
| $339M | +$20.7M | +7% | 2.2% | 49.1% | 381 | 13.39% |
|
| 2403 |
UONDDL
2403
University of Notre Dame du Lac
South Bend,
Indiana
| $338M | -$61.7M | -15% | 6.88% | – | 94 | 47.87% |
|
| 2404 |
NC
2404
Northcape Capital
Sydney,
Australia
| $338M | -$1.62M | -0.5% | 5.83% | – | 14 | 14.29% |
|
| 2405 |
UAS
2405
United Asset Strategies
Garden City,
New York
| $337M | +$9.18M | +3% | 1.86% | 94.6% | 164 | 19.51% |
|
| 2406 |
PDM
2406
Penn Davis McFarland
Dallas,
Texas
| $337M | -$5.99M | -2% | 0.24% | 86.8% | 34 | 2.94% |
|
| 2407 |
CIM
2407
Chiron Investment Management
New York
| $337M | +$73.9M | +28% | 6.09% | 104% | 48 | 60.42% |
|
| 2408 |
PL
2408
Plancorp LLC
Saint Louis,
Missouri
| $337M | -$6.05M | -2% | 1.56% | 67.3% | 179 | 10.06% |
|
| 2409 |
I
2409
IberiaBank
Lafayette,
Louisiana
| $336M | +$18.6M | +6% | 1.92% | 39.6% | 186 | 15.05% |
|
| 2410 |
FWP
2410
FAS Wealth Partners
Leawood,
Kansas
| $336M | +$11.8M | +4% | 2.47% | 58% | 170 | 5.88% |
|
| 2411 |
OIA
2411
OneDigital Investment Advisors
Overland Park,
Kansas
| $335M | – | – | 1.8% | 46.5% | 1,256 | – |
|
| 2412 |
TCM
2412
TD Capital Management
Memphis,
Tennessee
| $335M | -$4.43M | -1% | 1.19% | 33.9% | 196 | 17.35% |
|
| 2413 |
YCM
2413
Yakira Capital Management
Westport,
Connecticut
| $335M | +$55.4M | +20% | 3.06% | 77.4% | 135 | 46.67% |
|
| 2414 |
CM
2414
Capital Management
Glen Allen,
Virginia
| $335M | +$12.3M | +4% | 3.01% | 40.9% | 99 | 12.12% |
|
| 2415 |
SGI
2415
Summit Global Investments
Bountiful,
Utah
| $334M | +$27M | +9% | 2.57% | 47.3% | 316 | 52.22% |
|
| 2416 |
FHC
2416
Forest Hill Capital
Little Rock,
Arkansas
| $333M | +$19.9M | +6% | 1.91% | 138% | 60 | 21.67% |
|
| 2417 |
LCM
2417
Lonestar Capital Management
San Francisco,
California
| $333M | -$8.41M | -2% | 11.2% | 237% | 17 | 52.94% |
|
| 2418 |
HS
2418
Huntington Steele
Oaks,
Pennsylvania
| $333M | +$10.6M | +3% | 3.08% | 69.8% | 74 | 6.76% |
|
| 2419 |
RPGK
2419
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $333M | +$4.03M | +1% | 2.48% | 39.9% | 52 | 5.77% |
|
| 2420 |
BBI
2420
Baxter Bros Inc
Riverside,
Connecticut
| $332M | +$12.5M | +4% | 2.71% | 68.8% | 117 | 5.98% |
|
| 2421 |
RR
2421
Robotti Robert
| $332M | -$6.59M | -2% | 0.8% | 149% | 54 | 14.81% |
|
| 2422 |
PP
2422
PagnatoKarp Partners
Reston,
Virginia
| $332M | -$14.5M | -4% | 1.9% | 2.06% | 125 | 8.8% |
|
| 2423 |
CCM
2423
Carlson Capital Management
Northfield,
Minnesota
| $331M | +$22.9M | +7% | 3% | 9.85% | 81 | 34.57% |
|
| 2424 |
FCM
2424
Freshford Capital Management
Rye Brook,
New York
| $331M | +$55.8M | +20% | 3.8% | 62.2% | 26 | 42.31% |
|
| 2425 |
SEM
2425
Suncoast Equity Management
Tampa,
Florida
| $330M | +$20.4M | +7% | 5.73% | 72.9% | 35 | 11.43% |
|