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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2676 |
LOPW
2676
Live Oak Private Wealth
Wilmington,
North Carolina
| $475M | -$41.7M | -8% | 13.4% | 65% | 180 | 10.56% |
|
| 2677 |
SAM
2677
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $475M | -$105M | -18% | 16.3% | – | 178 | 24.72% |
|
| 2678 |
LSPW
2678
Lake Street Private Wealth
Chicago,
Illinois
| $475M | -$82.1M | -15% | 14.1% | 92.5% | 347 | 21.04% |
|
| 2679 |
SPH
2679
Steel Partners Holdings
New York
| $474M | +$29.4M | +7% | 1.89% | – | 3 | 0% |
|
| 2680 |
DLCIG
2680
D.L. Carlson Investment Group
Concord,
New Hampshire
| $474M | -$128M | -21% | 15.5% | 113% | 156 | 19.23% |
|
| 2681 |
VNA
2681
Valley National Advisers
Bethlehem,
Pennsylvania
| $474M | -$48.2M | -9% | 13.4% | 79% | 1,008 | 7.54% |
|
| 2682 |
CC
2682
Commodore Capital
New York
| $473M | +$25.3M | +6% | 0.98% | 2,121% | 30 | 30% |
|
| 2683 |
SS
2683
Sunbelt Securities
Houston,
Texas
| $473M | -$73.4M | -13% | 13.6% | 83.5% | 489 | 18.4% |
|
| 2684 |
TA
2684
Teton Advisors
Rye,
New York
| $473M | -$107M | -18% | 9.17% | 139% | 311 | 6.75% |
|
| 2685 |
PE
2685
Point72 Europe
London,
United Kingdom
| $473M | -$112M | -19% | 12.2% | 95.4% | 66 | 54.55% |
|
| 2686 |
SFM
2686
Spartan Fund Management
Toronto, Ontario,
Canada
| $472M | -$139M | -23% | 0.85% | 25% | 509 | 25.34% |
|
| 2687 |
MIC
2687
Means Investment Company
Bangor,
Maine
| $472M | -$80.6M | -15% | 16.7% | 87.9% | 203 | 11.33% |
|
| 2688 |
FAG
2688
Financial Advisory Group
Houston,
Texas
| $471M | -$44.5M | -9% | 13.3% | 20.6% | 100 | 15% |
|
| 2689 |
HI
2689
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $471M | -$11M | -2% | 2.28% | 74.8% | 1 | 0% |
|
| 2690 |
CFA
2690
Cahill Financial Advisors
Edina,
Minnesota
| $470M | -$61.2M | -12% | 13.3% | 55.9% | 225 | 10.67% |
|
| 2691 |
CIM
2691
Cowen Investment Management
New York
| $470M | +$3.26M | +0.7% | 6.6% | 1.87% | 313 | 35.14% |
|
| 2692 |
BBL
2692
Beck Bode LLC
Dedham,
Massachusetts
| $470M | +$26.2M | +6% | 12.2% | 155% | 259 | 54.05% |
|
| 2693 |
CRCM
2693
Cat Rock Capital Management
Greenwich,
Connecticut
| $470M | -$492M | -51% | 25.1% | 66.7% | 10 | 20% |
|
| 2694 |
SAM
2694
Stansberry Asset Management
Westlake,
Texas
| $470M | -$146M | -24% | 13.3% | 79.6% | 120 | 24.17% |
|
| 2695 |
IF
2695
Intrua Financial
Houston,
Texas
| $470M | -$88.8M | -16% | 12.7% | 71% | 402 | 18.91% |
|
| 2696 |
CG
2696
Column Group
San Francisco,
California
| $470M | -$69.5M | -13% | 21.2% | 95.1% | 7 | 0% |
|
| 2697 |
T
2697
TCWP
Beachwood,
Ohio
| $470M | -$80.2M | -15% | 11.5% | – | 1,989 | 87.28% |
|
| 2698 |
QC
2698
Quent Capital
New York
| $468M | -$71.1M | -13% | 14.4% | 78.1% | 1,382 | 14.47% |
|
| 2699 |
AIA
2699
Arbor Investment Advisors
Winston Salem,
North Carolina
| $467M | -$56.9M | -11% | 12.4% | 44.3% | 118 | 12.71% |
|
| 2700 |
MB
2700
MUFG Bank
Tokyo 100-8388,,
Japan
| $467M | -$604M | -56% | 30.4% | 74% | 4 | 50% |
|