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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 |
SFM
2426
Signet Financial Management
Parsippany,
New Jersey
| $511M | -$14.2M | -3% | 4.66% | 65.2% | 259 | 9.65% |
|
| 2427 |
SG
2427
Standard General
New York
| $511M | -$6.86M | -1% | 3.36% | 112% | 6 | 0% |
|
| 2428 |
NIM
2428
Needham Investment Management
New York
| $510M | -$24.6M | -5% | 2.76% | 267% | 124 | 7.26% |
|
| 2429 |
CI
2429
CPMG Inc
Dallas,
Texas
| $510M | +$12.1M | +2% | 19.8% | 878% | 5 | 20% |
|
| 2430 |
JWBC
2430
J.W. Burns & Co
Dewitt,
New York
| $509M | -$18.9M | -4% | 3.98% | 78.5% | 174 | 8.05% |
|
| 2431 |
NC
2431
Nightview Capital
Austin,
Texas
| $509M | +$122M | +31% | 15.1% | 142% | 18 | 22.22% |
|
| 2432 |
IL
2432
Investure LLC
Charlottesville,
Virginia
| $509M | -$143M | -22% | 4.11% | 46.1% | 22 | 4.55% |
|
| 2433 |
CJL
2433
Cyrus J. Lawrence
New York
| $509M | +$162M | +47% | 6.53% | – | 263 | 31.18% |
|
| 2434 |
AACA
2434
American Assets Capital Advisers
San Diego,
California
| $509M | -$156M | -23% | 11.5% | 73.5% | 35 | 14.29% |
|
| 2435 |
TAM
2435
Third Avenue Management
New York
| $508M | -$53.5M | -10% | 4.61% | 111% | 56 | 5.36% |
|
| 2436 |
RTS
2436
Round Table Services
Westfield,
New Jersey
| $508M | -$42.5M | -8% | 4.57% | 16.1% | 172 | 16.86% |
|
| 2437 |
JWM
2437
Jackson Wealth Management
Lake Mary,
Florida
| $508M | +$292M | +135% | 3.79% | 64% | 106 | 22.64% |
|
| 2438 |
SAM
2438
Sectoral Asset Management
Montreal,
Quebec, Canada
| $508M | +$11.3M | +2% | 7.69% | 166% | 122 | 18.85% |
|
| 2439 |
WC
2439
Wealthspring Capital
West Harrison,
New York
| $507M | -$25.4M | -5% | 0.2% | 24.1% | 516 | 14.15% |
|
| 2440 |
WA
2440
Wealth Alliance
Mellville,
New York
| $507M | -$14.4M | -3% | 4.15% | 65.1% | 488 | 17.83% |
|
| 2441 |
EC
2441
Engaged Capital
Newport Beach,
California
| $506M | -$146M | -22% | 1.87% | 16.3% | 9 | 22.22% |
|
| 2442 |
AIP
2442
Atlas Infrastructure Partners
London,
United Kingdom
| $505M | -$83.9M | -14% | 5.09% | 18.3% | 5 | 0% |
|
| 2443 |
AWM
2443
Angeles Wealth Management
Santa Monica,
California
| $505M | +$4.48M | +0.9% | 5.07% | 70.4% | 232 | 23.71% |
|
| 2444 |
OP
2444
Oldfield Partners
London,
United Kingdom
| $505M | -$192M | -28% | 7.97% | 90.3% | 28 | 25% |
|
| 2445 |
CHC
2445
City Holding Co
Charleston,
West Virginia
| $504M | -$26.7M | -5% | 3.03% | 81.3% | 539 | 8.91% |
|
| 2446 |
WP
2446
WealthShield Partners
Cary,
North Carolina
| $504M | -$396K | -0.1% | 5.6% | 53.5% | 309 | 12.94% |
|
| 2447 |
RC
2447
RBO & Co
Saint Helena,
California
| $503M | -$42.2M | -8% | 6.99% | 29.1% | 57 | 3.51% |
|
| 2448 |
LIP
2448
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $503M | +$216M | +75% | 2.43% | 78.5% | 88 | 63.64% |
|
| 2449 |
EWM
2449
Evermay Wealth Management
Arlington,
Virginia
| $503M | -$12.3M | -2% | 3.83% | 56.2% | 578 | 12.63% |
|
| 2450 |
TIP
2450
Torray Investment Partners
Bethesda,
Maryland
| $502M | -$22.3M | -4% | 3.55% | 82.4% | 104 | 8.65% |
|