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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.91%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
BBI
2501
Baxter Bros Inc
Riverside,
Connecticut
| $690M | +$65.2M | +10% | 11.4% | 73.8% | 132 | 5.3% |
|
| 2502 |
DBG
2502
De Burlo Group
Boston,
Massachusetts
| $688M | +$71.5M | +12% | 17.2% | 147% | 99 | 13.13% |
|
| 2503 |
CC
2503
Callan Capital
La Jolla,
California
| $688M | +$86.5M | +14% | 6.24% | 20.1% | 134 | 35.82% |
|
| 2504 |
SM
2504
Sabby Management
Miami Beach,
Florida
| $688M | -$52M | -7% | 14.6% | 95.5% | 231 | 38.1% |
|
| 2505 |
NA
2505
Navellier & Associates
Reno,
Nevada
| $687M | +$24M | +4% | 13.7% | 361% | 362 | 27.62% |
|
| 2506 |
MCM
2506
MV Capital Management
Bethesda,
Maryland
| $687M | +$82.3M | +14% | 8.66% | 67.6% | 739 | 9.74% |
|
| 2507 |
BC
2507
Burleson & Co
Petaluma,
California
| $687M | +$13.5M | +2% | 7.61% | 49.1% | 419 | 13.13% |
|
| 2508 |
STB
2508
S&T Bank
Indiana,
Pennsylvania
| $685M | +$39.7M | +6% | 9.96% | 193% | 144 | 11.81% |
|
| 2509 |
BCC
2509
Bain Capital Credit
Boston,
Massachusetts
| $685M | +$138M | +25% | 0.97% | 14.4% | 21 | 9.52% |
|
| 2510 |
BMM
2510
Berkshire Money Management
Dalton,
Massachusetts
| $684M | +$53.7M | +9% | 8.27% | 56.5% | 31 | 25.81% |
|
| 2511 |
CEI
2511
Clark Estates Inc
New York
| $683M | -$17.2M | -2% | 3.3% | 34.5% | 101 | 19.8% |
|
| 2512 |
FFN
2512
Focus Financial Network
Minneapolis,
Minnesota
| $683M | -$66.1M | -9% | 9.74% | 95.5% | 456 | 34.87% |
|
| 2513 |
VWA
2513
V Wealth Advisors
Overland Park,
Kansas
| $682M | +$35.7M | +6% | 9.42% | 36.9% | 576 | 27.26% |
|
| 2514 |
FCFS
2514
First Command Financial Services
Fort Worth,
Texas
| $681M | +$98.3M | +17% | 8.55% | 34.4% | 507 | 23.47% |
|
| 2515 |
WC
2515
Whitney & Co
Rochester,
New York
| $681M | +$55.4M | +9% | 10.6% | 93.2% | 139 | 11.51% |
|
| 2516 |
AGM
2516
Alpine Global Management
New York
| $680M | +$240M | +54% | 7.35% | 149% | 890 | 79.78% |
|
| 2517 |
RIM
2517
Rockbridge Investment Management
Syracuse,
New York
| $679M | +$74.2M | +12% | 4.29% | 38.6% | 848 | 14.15% |
|
| 2518 |
TIP
2518
Torray Investment Partners
Bethesda,
Maryland
| $678M | +$24.6M | +4% | 7.96% | 82.4% | 114 | 20.18% |
|
| 2519 |
VCM
2519
Virtue Capital Management
Brentwood,
Tennessee
| $678M | +$113M | +20% | 8.51% | 91% | 450 | 25.78% |
|
| 2520 |
CNC
2520
Canandaigua National Corp
Canandaigua,
New York
| $678M | +$63.5M | +10% | 10.2% | – | 292 | 9.25% |
|
| 2521 |
MBTD
2521
Mechanics Bank - Trust Department
Walnut Creek,
California
| $677M | +$58.4M | +9% | 10.3% | 67.2% | 178 | 3.93% |
|
| 2522 |
NFG
2522
Nadler Financial Group
Deerfield,
Illinois
| $677M | +$63.9M | +10% | 9.38% | 72.4% | 135 | 8.89% |
|
| 2523 |
PCMF
2523
Private Capital Management (Florida)
Naples,
Florida
| $676M | -$3.82M | -0.6% | 5.39% | 118% | 93 | 56.99% |
|
| 2524 |
TWA
2524
TCI Wealth Advisors
Tucson,
Arizona
| $676M | +$21M | +3% | 7.34% | 65% | 2,658 | 19.04% |
|
| 2525 |
SCV
2525
Sands Capital Ventures
Arlington,
Virginia
| $675M | +$11.5M | +2% | 13.1% | 167% | 16 | 18.75% |
|