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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 |
AC
2526
Avestar Capital
New York
| $561M | +$8.05M | +1% | 9.79% | 101% | 359 | 27.3% |
|
| 2527 |
FAM
2527
Flaharty Asset Management
Clearwater,
Florida
| $560M | +$26M | +5% | 3.32% | 33.4% | 120 | 10% |
|
| 2528 |
LPAM
2528
Lodestar Private Asset Management
Alamo,
California
| $560M | +$38.8M | +7% | 6.88% | 58.3% | 197 | 7.11% |
|
| 2529 |
DCC
2529
Dow Chemical Company
Midland,
Michigan
| $560M | +$149M | +36% | 3.95% | 29.4% | 7 | 42.86% |
|
| 2530 |
OA
2530
Oxbow Advisors
Austin,
Texas
| $559M | +$28.7M | +5% | 4.61% | 66.3% | 226 | 19.03% |
|
| 2531 |
RIA
2531
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $559M | +$404M | +262% | 6.17% | – | 73 | 43.84% |
|
| 2532 |
BEAM
2532
Baker Ellis Asset Management
Vancouver,
Washington
| $559M | +$42.5M | +8% | 5.57% | 89.2% | 221 | 11.76% |
|
| 2533 |
1SP
2533
140 Summer Partners
New York
| $558M | +$43.5M | +8% | 4.22% | 202% | 15 | 40% |
|
| 2534 |
TIP
2534
Torray Investment Partners
Bethesda,
Maryland
| $557M | +$2.08M | +0.4% | 4.5% | 82.4% | 106 | 7.55% |
|
| 2535 |
BHWM
2535
Beaird Harris Wealth Management
Dallas,
Texas
| $557M | +$22.1M | +4% | 3.6% | 41.3% | 779 | 42.36% |
|
| 2536 |
IDA
2536
Intelligence Driven Advisers
Carlsbad,
California
| $556M | +$10.9M | +2% | 3.84% | 58.5% | 106 | 19.81% |
|
| 2537 |
CHC
2537
City Holding Co
Charleston,
West Virginia
| $556M | +$20.6M | +4% | 5.47% | 81.3% | 539 | 7.61% |
|
| 2538 |
CA
2538
Cornerstone Advisory
Hunt Valley,
Maryland
| $555M | +$47.8M | +9% | 4.91% | 53.5% | 215 | 10.7% |
|
| 2539 |
CIM
2539
Chiron Investment Management
New York
| $555M | +$129M | +30% | 15.1% | 104% | 180 | 61.67% |
|
| 2540 |
AT
2540
Arden Trust
Wilmington,
Delaware
| $554M | +$61.7M | +13% | 4.55% | 22.5% | 302 | 20.86% |
|
| 2541 |
STB
2541
S&T Bank
Indiana,
Pennsylvania
| $554M | +$12M | +2% | 5.01% | 193% | 113 | 13.27% |
|
| 2542 |
JCM
2542
JS Capital Management
New York
| $554M | +$174M | +46% | 14.5% | 52.4% | 30 | 53.33% |
|
| 2543 |
RWA
2543
Ropes Wealth Advisors
Boston,
Massachusetts
| $553M | -$3.51M | -0.6% | 6.76% | 71% | 274 | 7.3% |
|
| 2544 |
SIA
2544
Strategic Investment Advisors
Farmington Hills,
Michigan
| $553M | +$70.5M | +15% | 6.29% | 66.1% | 253 | 17.39% |
|
| 2545 |
MC
2545
Minot Capital
Broomfield,
Colorado
| $552M | +$54.1M | +11% | 9.61% | 19.6% | 21 | 4.76% |
|
| 2546 |
TAMH
2546
Taikang Asset Management (HK)
Hong Kong
| $552M | +$78M | +16% | 15.2% | 172% | 67 | 10.45% |
|
| 2547 |
AG
2547
Arctis Global
San Juan,
Puerto Rico
| $552M | +$496M | +882% | 5% | 69.5% | 24 | 91.67% |
|
| 2548 |
FCP
2548
Fine Capital Partners
New York
| $552M | -$1.46M | -0.3% | 2.55% | 95.5% | 2 | 0% |
|
| 2549 |
VCM
2549
Vision Capital Management
Portland,
Oregon
| $552M | +$28.2M | +5% | 8% | 67.4% | 103 | 9.71% |
|
| 2550 |
KC
2550
Keenan Capital
Burlingame,
California
| $551M | +$52.2M | +10% | 10% | 110% | 13 | 15.38% |
|