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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2426 |
EAM
2426
Evanson Asset Management
Carmel,
California
| $258M | +$30.6M | +13% | 5.83% | 66.6% | 194 | 11.34% |
|
| 2427 |
SWM
2427
Segment Wealth Management
Houston,
Texas
| $258M | +$43.2M | +20% | 5.9% | 102% | 175 | 14.29% |
|
| 2428 |
IIM
2428
Ipswich Investment Management
Beverly,
Massachusetts
| $258M | +$25.8M | +11% | 5.37% | 92.8% | 151 | 17.88% |
|
| 2429 |
MAA
2429
Mraz Amerine & Associates
Modesto,
California
| $258M | +$19M | +8% | 5.79% | 69.8% | 149 | 6.71% |
|
| 2430 |
WCP
2430
Waterfront Capital Partners
New York
| $258M | +$28.2M | +12% | 4.71% | 88.3% | 58 | 44.83% |
|
| 2431 |
GA
2431
Giralda Advisors
New York
| $258M | +$1.56M | +0.6% | 4.85% | 36.8% | 10 | 0% |
|
| 2432 |
SIPS
2432
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $258M | +$4.48M | +2% | 4.86% | – | 45 | 2.22% |
|
| 2433 |
AIA
2433
AGF Investments America
Toronto,
Ontario, Canada
| $258M | -$18K | -0% | 5.48% | 72.1% | 86 | 17.44% |
|
| 2434 |
MCO
2434
MAK Capital One
New York
| $257M | -$209M | -45% | 2.76% | 86% | 21 | 57.14% |
|
| 2435 |
RCP
2435
Rho Capital Partners
New York
| $257M | +$1.21M | +0.5% | 5.54% | – | 6 | 0% |
|
| 2436 |
FC
2436
FIC Capital
New York
| $257M | +$11.9M | +5% | 6.61% | 49.7% | 149 | 12.08% |
|
| 2437 |
KFS
2437
Kurt F. Somerville
| $257M | +$5.27M | +2% | 4.77% | 62.7% | 105 | 5.71% |
|
| 2438 |
SNT
2438
Security National Trust
Wheeling,
West Virginia
| $256M | +$9.36M | +4% | 4.59% | 58.3% | 556 | 8.63% |
|
| 2439 |
GAM
2439
Guinness Asset Management
London,
United Kingdom
| $256M | +$92.3M | +56% | 13.2% | 57.8% | 64 | 6.25% |
|
| 2440 |
PCM
2440
Piermont Capital Management
St. Louis,
Missouri
| $256M | +$48.6M | +23% | 2.99% | 33.2% | 186 | 44.62% |
|
| 2441 |
ACP
2441
Aviance Capital Partners
Naples,
Florida
| $256M | +$19.6M | +8% | 5.47% | 83.6% | 238 | 14.29% |
|
| 2442 |
BIM
2442
Barton Investment Management
West Conshohocken,
Pennsylvania
| $256M | +$11.4M | +5% | 6.7% | 80.3% | 47 | 6.38% |
|
| 2443 |
CCM
2443
Cutler Capital Management
Worcester,
Massachusetts
| $256M | -$3.05M | -1% | 2.85% | 34% | 111 | 17.12% |
|
| 2444 |
PJSIMP
2444
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $256M | +$2.86M | +1% | 4.48% | 58.1% | 155 | 12.26% |
|
| 2445 |
RR
2445
Robotti Robert
| $255M | -$6.55M | -3% | 4.31% | 149% | 63 | 3.17% |
|
| 2446 |
CCG
2446
Chatham Capital Group
Savannah,
Georgia
| $255M | +$13.7M | +6% | 3.43% | 89.9% | 109 | 5.5% |
|
| 2447 |
FSA
2447
Financial Sense Advisors
San Diego,
California
| $255M | +$23.7M | +10% | 7.41% | 149% | 145 | 33.1% |
|
| 2448 |
PBT
2448
Pictet Bank & Trust
Nassau,
Bahamas
| $255M | +$10M | +4% | 2.36% | 66.3% | 111 | 27.03% |
|
| 2449 |
DCCA
2449
D.C. Capital Advisors
New York
| $255M | +$1.87M | +0.7% | 3.33% | 59.9% | 19 | 10.53% |
|
| 2450 |
ST
2450
Semper Trust
King Of Prussia,
Pennsylvania
| $255M | +$9.17M | +4% | 5.02% | – | 161 | 8.07% |
|