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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2651 |
TI
2651
tru Independence
Portland,
Oregon
| $528M | +$473M | +859% | 9.41% | 55.7% | 856 | 74.65% |
|
| 2652 |
CA
2652
Cornerstone Advisory
Hunt Valley,
Maryland
| $528M | +$34.3M | +7% | 5.36% | 53.5% | 216 | 11.11% |
|
| 2653 |
PRCP
2653
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $528M | +$119M | +29% | 29.1% | 149% | 128 | 8.59% |
|
| 2654 |
RIM
2654
Redwood Investment Management
Scottsdale,
Arizona
| $527M | -$75.3M | -13% | 10.1% | 62.5% | 328 | 51.52% |
|
| 2655 |
IFWM
2655
Institute for Wealth Management
Denver,
Colorado
| $526M | +$22.9M | +5% | 7.55% | 137% | 488 | 11.89% |
|
| 2656 |
DAC
2656
Dividend Assets Capital
Ridgeland,
South Carolina
| $526M | +$11.1M | +2% | 4.47% | 67.4% | 616 | 18.83% |
|
| 2657 |
BS
2657
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $525M | +$53.2M | +11% | 7.21% | 34.5% | 373 | 12.87% |
|
| 2658 |
CHC
2658
City Holding Co
Charleston,
West Virginia
| $525M | +$47.5M | +10% | 7.86% | 81.3% | 573 | 19.02% |
|
| 2659 |
OHA
2659
Oak Hill Advisors
New York
| $525M | +$99.9M | +24% | 17.1% | 42.4% | 16 | 6.25% |
|
| 2660 |
FFIC
2660
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $525M | -$9.55M | -2% | 7.23% | 48.1% | 64 | 7.81% |
|
| 2661 |
DSC
2661
Duncker Streett & Co
St. Louis,
Missouri
| $524M | +$7.55M | +1% | 5% | 90.9% | 562 | 12.46% |
|
| 2662 |
MIM
2662
Manitou Investment Management
Toronto,
Ontario, Canada
| $524M | +$59.3M | +13% | 13% | 57.2% | 49 | 14.29% |
|
| 2663 |
KW
2663
KWB Wealth
Redlands,
California
| $523M | +$42.8M | +9% | 5.79% | 49.1% | 89 | 16.85% |
|
| 2664 |
GWI
2664
Grace & White Inc
Ny,
New York
| $523M | +$51.6M | +11% | 17.2% | 61.5% | 135 | 7.41% |
|
| 2665 |
CI
2665
CPMG Inc
Dallas,
Texas
| $523M | -$126M | -19% | 10.7% | 878% | 18 | 83.33% |
|
| 2666 |
PDM
2666
Penn Davis McFarland
Dallas,
Texas
| $522M | +$56M | +12% | 10.4% | 86.8% | 50 | 12% |
|
| 2667 |
EF
2667
Empowered Funds
Havertown,
Pennsylvania
| $522M | $0 | 0% | 6.8% | 127% | 162 | 0% |
|
| 2668 |
ABG
2668
Ally Bridge Group
New York
| $522M | -$61.9M | -11% | 5.43% | 826% | 38 | 36.84% |
|
| 2669 |
HR
2669
Hardy Reed
Tupelo,
Mississippi
| $521M | +$42.8M | +9% | 5.6% | 69.7% | 111 | 17.12% |
|
| 2670 |
MC
2670
Minot Capital
Broomfield,
Colorado
| $521M | +$5.34M | +1% | 10% | 19.6% | 17 | 17.65% |
|
| 2671 |
LA
2671
LVW Advisors
Pittsford,
New York
| $521M | +$22.1M | +4% | 5.06% | 71.5% | 226 | 16.81% |
|
| 2672 |
UA
2672
Unison Advisors
Washington,
District of Columbia
| $520M | +$77.2M | +17% | 19.4% | 54.6% | 186 | 3.76% |
|
| 2673 |
LM
2673
Luminus Management
Houston,
Texas
| $520M | +$91M | +21% | 13.4% | 8.7% | 72 | 79.17% |
|
| 2674 |
ACM
2674
Academy Capital Management
Waco,
Texas
| $520M | +$52.5M | +11% | 6.51% | 71.2% | 34 | 17.65% |
|
| 2675 |
ES
2675
Equitec Specialists
Chicago,
Illinois
| $519M | -$1.14B | -69% | 2.86% | 65.4% | 316 | 53.16% |
|