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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
VCM
2701
Violich Capital Management
San Francisco,
California
| $919M | +$63.9M | +7% | 17.4% | 111% | 125 | 8% | 26.3 |
|
| 2702 |
TWP
2702
TFO Wealth Partners
Maumee,
Ohio
| $919M | +$184M | +25% | 11.5% | 63.6% | 77 | 22.08% | 5.6 |
|
| 2703 |
SIC
2703
SJS Investment Consulting
Sylvania,
Ohio
| $919M | +$100M | +12% | 12.8% | 63.8% | 3,000 | 21.57% | 7.6 |
|
| 2704 |
SPG
2704
Strategic Planning Group
Bountiful,
Utah
| $918M | +$203M | +28% | 20.7% | – | 76 | 6.58% | 5.9 |
|
| 2705 |
HIC
2705
Harvey Investment Company
Louisville,
Kentucky
| $918M | +$8.34M | +0.9% | 5.84% | 48.4% | 101 | 4.95% | 36.2 |
|
| 2706 |
QIM
2706
Quantitative Investment Management
Charlottesville,
Virginia
| $917M | -$45.1M | -5% | 3.53% | 24.6% | 547 | 70.38% | 0.8 |
|
| 2707 |
AGAM
2707
Avalon Global Asset Management
San Francisco,
California
| $917M | +$193M | +27% | 58.7% | 278% | 50 | 42% | 16.3 |
|
| 2708 |
RFA
2708
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $917M | +$103M | +13% | 12.3% | 51.5% | 122 | 8.2% | 13.6 |
|
| 2709 |
TCM
2709
Twin Capital Management
Mcmurray,
Pennsylvania
| $916M | +$141M | +18% | 26.7% | 132% | 292 | 15.07% | 17 |
|
| 2710 |
DLP
2710
De Lisle Partners
Poole,
United Kingdom
| $916M | +$80.3M | +10% | 16.8% | – | 192 | 16.67% | 6.3 |
|
| 2711 |
GC
2711
Greenvale Capital
London,
United Kingdom
| $916M | +$3.44M | +0.4% | 21.3% | 101% | 16 | 56.25% | 6.1 |
|
| 2712 |
ACM
2712
Agave Capital Management
London,
| $915M | +$293M | +47% | 15% | – | 18 | 88.89% | 0.3 |
|
| 2713 |
KWMG
2713
King Wealth Management Group
Naples,
Florida
| $914M | +$115M | +14% | 15.5% | 86% | 177 | 11.3% | 23.4 |
|
| 2714 |
SF
2714
Symphony Financial
Houston,
Texas
| $914M | +$159M | +21% | 15.3% | 85.7% | 390 | 24.1% | 5 |
|
| 2715 |
MA
2715
MJP Associates
Farmington,
Connecticut
| $914M | +$90.6M | +11% | 13.1% | 60.9% | 255 | 18.82% | 9.3 |
|
| 2716 |
ACA
2716
Atlas Capital Advisors
Jackson,
Wyoming
| $914M | +$39.2M | +4% | 22.1% | – | 1,122 | 18.36% | 13.2 |
|
| 2717 |
IPAM
2717
ICICI Prudential Asset Management
Mumbai,
India
| $913M | +$80.6M | +10% | 24.1% | 62.1% | 167 | 13.17% | 13 |
|
| 2718 |
PWA
2718
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| $913M | -$174M | -16% | 13.1% | – | 317 | 25.87% | 1.7 |
|
| 2719 |
WCM
2719
Wallace Capital Management
Dallas,
Texas
| $912M | +$41.3M | +5% | 3.32% | 62.3% | 78 | 5.13% | 22.7 |
|
| 2720 |
CG
2720
Castellan Group
Louisville,
Kentucky
| $912M | +$186M | +26% | 27.5% | 196% | 47 | 36.17% | 6 |
|
| 2721 |
JSL
2721
JT Stratford LLC
Gainesville,
Georgia
| $912M | +$126M | +16% | 18.9% | 103% | 345 | 20.87% | 11.8 |
|
| 2722 |
NCM
2722
Nelson Capital Management
Menlo Park,
California
| $912M | +$92.4M | +11% | 13.6% | 121% | 123 | 14.63% | 22.7 |
|
| 2723 |
PIP
2723
Permian Investment Partners
Dallas,
Texas
| $911M | +$6.62M | +0.7% | 8.93% | 78.6% | 15 | 26.67% | 5.9 |
|
| 2724 |
PLFA
2724
Pacific Life Fund Advisors
Newport Beach,
California
| $910M | +$39.1M | +4% | 11.3% | 47.6% | 35 | 62.86% | 4.1 |
|
| 2725 |
FWA
2725
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $909M | +$55.7M | +7% | 12.6% | – | 62 | 8.06% | 4.4 |
|