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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2526 |
KI
2526
Koch Industries
Wichita,
Kansas
| $245M | +$10.6M | +5% | 4.13% | 56.9% | 6 | 16.67% |
|
| 2527 |
SIC
2527
SFE Investment Counsel
Los Angeles,
California
| $245M | +$14.4M | +6% | 4.74% | 105% | 89 | 5.62% |
|
| 2528 |
WM
2528
WCG Management
New York
| $244M | -$15.4M | -6% | 9.69% | 29.5% | 35 | 40% |
|
| 2529 |
CCM
2529
Carlson Capital Management
Northfield,
Minnesota
| $244M | +$7.85M | +3% | 3.51% | 9.85% | 49 | 0% |
|
| 2530 |
CWM
2530
CIBC World Markets
New York
| $244M | +$115M | +89% | 16.5% | – | 61 | 57.38% |
|
| 2531 |
NEPWA
2531
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $244M | +$5.45M | +2% | 3.32% | 51.3% | 107 | 9.35% |
|
| 2532 |
UPA
2532
Union Point Advisors
San Mateo,
California
| $243M | +$24.9M | +11% | 8.14% | – | 46 | 67.39% |
|
| 2533 |
BBI
2533
Baxter Bros Inc
Riverside,
Connecticut
| $243M | +$22.5M | +10% | 4.5% | 73.8% | 110 | 13.64% |
|
| 2534 |
SAM
2534
Shikiar Asset Management
New York
| $242M | +$14.2M | +6% | 6.51% | 97.8% | 130 | 24.62% |
|
| 2535 |
EVC
2535
Eidelman Virant Capital
Saint Louis,
Missouri
| $242M | +$25.6M | +12% | 7.65% | 46.2% | 209 | 25.84% |
|
| 2536 |
JCM
2536
Jasinkiewicz Capital Management
Summit,
New Jersey
| $242M | -$35M | -13% | 20.4% | – | 76 | 63.16% |
|
| 2537 |
MIP
2537
Marietta Investment Partners
Milwaukee,
Wisconsin
| $241M | -$17M | -7% | 7.69% | 160% | 131 | 21.37% |
|
| 2538 |
EWM
2538
Edge Wealth Management
New York
| $241M | +$1.64M | +0.7% | 4.61% | 61.6% | 463 | 30.89% |
|
| 2539 |
WA
2539
Waverly Advisors
Birmingham,
Alabama
| $240M | +$19.2M | +9% | 4.39% | 67.6% | 785 | 17.71% |
|
| 2540 |
CCT
2540
Capital City Trust
Tallahassee,
Florida
| $240M | +$9.75M | +4% | 5.13% | 86.1% | 97 | 3.09% |
|
| 2541 |
NPGCU
2541
Napier Park Global Capital (US)
New York
| $240M | -$90.7M | -27% | 11.6% | 237% | 64 | 54.69% |
|
| 2542 |
HBT
2542
Hills Bank & Trust
North Liberty,
Iowa
| $240M | +$5.62M | +2% | 3.31% | 52.8% | 80 | 3.75% |
|
| 2543 |
MBE
2543
Michael B. Elefante
| $240M | +$8.34M | +4% | 4.37% | – | 156 | 13.46% |
|
| 2544 |
TIM
2544
Tortoise Investment Management
White Plains,
New York
| $240M | +$23M | +11% | 4.04% | 40.2% | 454 | 22.69% |
|
| 2545 |
TI
2545
Trigran Investments
Northbrook,
Illinois
| $239M | +$11.2M | +5% | 3.1% | 30.2% | 31 | 38.71% |
|
| 2546 |
RP
2546
Realm Partners
New York
| $239M | +$65.4M | +38% | 10.7% | – | 56 | 69.64% |
|
| 2547 |
AIC
2547
Argus Investors Counsel
New York
| $239M | -$4.38M | -2% | 4.5% | 124% | 52 | 0% |
|
| 2548 |
BO
2548
BRR OpCo
Columbus,
Ohio
| $239M | +$9.68M | +4% | 3.2% | 23.6% | 109 | 14.68% |
|
| 2549 |
I2I
2549
Insight 2811 Inc
Chicago,
Illinois
| $239M | +$2.88M | +1% | 3.88% | 30.8% | 120 | 10.83% |
|
| 2550 |
GIP
2550
Greatmark Investment Partners
Columbus,
Georgia
| $239M | +$14.3M | +6% | 3.88% | 62% | 90 | 10% |
|