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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
40.89%
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
SOCM
2501
SR One Capital Management
Wayne,
Pennsylvania
| $1.04B | +$124M | +13% | 38.8% | 656% | 17 | 29.41% | 7 |
|
| 2502 |
HTIM
2502
Harbour Trust & Investment Management
Michigan City,
Indiana
| $1.04B | +$96M | +10% | 18.4% | – | 168 | 12.5% | 8.4 |
|
| 2503 |
PWAM
2503
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $1.04B | +$102M | +11% | 13.7% | – | 977 | 10.44% | 4.2 |
|
| 2504 |
CWMK
2504
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $1.04B | +$122M | +13% | 13.5% | – | 314 | 18.47% | 3.7 |
|
| 2505 |
NEPWA
2505
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $1.04B | +$169M | +20% | 11.2% | 51.3% | 208 | 8.17% | 16.6 |
|
| 2506 |
OTL
2506
Oak Thistle LLC
New York
| $1.03B | +$4.79M | +0.5% | 14.5% | 59% | 667 | 62.37% | 1.4 |
|
| 2507 |
IGGA
2507
Iron Gate Global Advisors
Nsl,
Utah
| $1.03B | +$88.2M | +9% | 11.3% | 106% | 115 | 13.91% | 13.9 |
|
| 2508 |
AIA
2508
Absolute Investment Advisers
Rosemary Beach,
Florida
| $1.03B | +$183M | +21% | 0.03% | 0.22% | 145 | 38.62% | 4 |
|
| 2509 |
SC
2509
Sierra Capital
Miami,
Florida
| $1.03B | +$117M | +13% | 6.76% | 32.4% | 242 | 16.53% | 11.5 |
|
| 2510 |
IP
2510
Isthmus Partners
Madison,
Wisconsin
| $1.03B | +$80.9M | +8% | 12.6% | 61.1% | 235 | 11.49% | 12.1 |
|
| 2511 |
BIM
2511
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $1.03B | +$178M | +21% | 14.6% | 74.8% | 238 | 14.71% | 22.1 |
|
| 2512 |
LWANC
2512
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $1.03B | +$22.2M | +2% | 9.09% | 63.3% | 203 | 6.9% | 21.4 |
|
| 2513 |
AIA
2513
AssuredPartners Investment Advisors
Tampa,
Florida
| $1.03B | +$114M | +12% | 19.2% | – | 441 | 14.51% | 3.5 |
|
| 2514 |
HHAA
2514
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.03B | +$51.2M | +5% | 6.13% | 70% | 65 | 7.69% | 30.3 |
|
| 2515 |
OCG
2515
Opus Capital Group
Cincinnati,
Ohio
| $1.03B | +$102M | +11% | 11% | 49.7% | 154 | 12.34% | 18.3 |
|
| 2516 |
PO
2516
Paradigm Operations
San Francisco,
California
| $1.03B | +$77.3M | +8% | 14% | 230% | 4 | 25% | 6 |
|
| 2517 |
LJAC
2517
L.J. Altfest & Co
New York
| $1.03B | +$96.1M | +10% | 17.3% | 90.3% | 362 | 24.03% | 17 |
|
| 2518 |
RB
2518
Rodgers Brothers
Harmony,
Pennsylvania
| $1.03B | +$165M | +19% | 25.6% | 108% | 255 | 8.24% | 26.6 |
|
| 2519 |
PIM
2519
Provident Investment Management
Novi,
Michigan
| $1.03B | +$22.1M | +2% | 16.1% | 69.5% | 95 | 20% | 16.5 |
|
| 2520 |
QWM
2520
Quadcap Wealth Management
Frisco,
Texas
| $1.03B | +$150M | +17% | 15.9% | – | 451 | 15.96% | 6.8 |
|
| 2521 |
IPW
2521
Impact Partnership Wealth
Marietta,
Georgia
| $1.03B | +$219M | +27% | 9.22% | 47.3% | 499 | 39.28% | 3.4 |
|
| 2522 |
MCM
2522
Massar Capital Management
Stamford,
Connecticut
| $1.03B | +$94.3M | +10% | 35.9% | – | 416 | 77.16% | 0.8 |
|
| 2523 |
CM
2523
Columbus Macro
New Castle,
Pennsylvania
| $1.03B | +$92.1M | +10% | 8.84% | 46.8% | 217 | 12.44% | 14.1 |
|
| 2524 |
ECM
2524
Engine Capital Management
New York
| $1.03B | +$199M | +24% | 6.65% | 21.1% | 35 | 42.86% | 5 |
|
| 2525 |
CHCM
2525
Columbus Hill Capital Management
Short Hills,
New Jersey
| $1.03B | +$355M | +53% | 52.2% | 151% | 34 | 44.12% | 8.2 |
|