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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2726 |
CIA
2726
Covington Investment Advisors
Ligonier,
Pennsylvania
| $623M | +$9.92M | +2% | 5.27% | 100% | 76 | 11.84% |
|
| 2727 |
SCM
2727
SKBA Capital Management
San Francisco,
California
| $623M | -$16.4M | -3% | 1.25% | 53.9% | 78 | 8.97% |
|
| 2728 |
CG
2728
Cynosure Group
Salt Lake City,
Utah
| $623M | +$66.3M | +12% | 1.8% | 56.8% | 347 | 13.54% |
|
| 2729 |
GBT
2729
Grove Bank & Trust
Miami,
Florida
| $623M | +$29.3M | +5% | 2.77% | 71.8% | 594 | 10.27% |
|
| 2730 |
MFWP
2730
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $622M | +$14.5M | +2% | 1.73% | 67.5% | 209 | 12.44% |
|
| 2731 |
IC
2731
Inscription Capital
Houston,
Texas
| $621M | +$14.1M | +2% | 2.78% | – | 371 | 14.29% |
|
| 2732 |
PSCM
2732
Per Stirling Capital Management
Austin,
Texas
| $621M | +$21.7M | +4% | 1.84% | 63.1% | 253 | 17.79% |
|
| 2733 |
FEG
2733
Financial Enhancement Group
Anderson,
Indiana
| $621M | +$12.3M | +2% | 0.85% | 57.5% | 125 | 17.6% |
|
| 2734 |
GA
2734
GFS Advisors
Houston,
Texas
| $620M | +$16.9M | +3% | 0.43% | 97.9% | 203 | 29.06% |
|
| 2735 |
SRFM
2735
Shannon River Fund Management
New York
| $620M | +$171M | +38% | 8.17% | 554% | 27 | 51.85% |
|
| 2736 |
SHJ
2736
Sharkey, Howes & Javer
Denver,
Colorado
| $619M | +$8.04M | +1% | 2.43% | 54.6% | 126 | 10.32% |
|
| 2737 |
FSA
2737
Fort Sheridan Advisors
Highland Park,
Illinois
| $619M | +$88.1M | +17% | 4.9% | 109% | 241 | 17.01% |
|
| 2738 |
FAM
2738
Formidable Asset Management
Cincinnati,
Ohio
| $618M | +$5.1M | +0.8% | 1.95% | 52.2% | 443 | 23.02% |
|
| 2739 |
AGA
2739
Arkos Global Advisors
Houston,
Texas
| $618M | +$18.4M | +3% | 0.71% | 43.6% | 149 | 16.11% |
|
| 2740 |
SC
2740
Slow Capital
Greenbrae,
California
| $618M | -$6.32M | -1% | 5.32% | 124% | 125 | 6.4% |
|
| 2741 |
PA
2741
Planning Alternatives
Birmingham,
Michigan
| $618M | +$9.11M | +1% | 1.33% | 69.6% | 59 | 18.64% |
|
| 2742 |
NRD
2742
Nebula Research & Development
New York
| $618M | +$153M | +33% | 3.36% | – | 1,094 | 64.53% |
|
| 2743 |
ZAM
2743
Zevin Asset Management
Boston,
Massachusetts
| $618M | +$16.3M | +3% | 5.48% | 71.7% | 88 | 15.91% |
|
| 2744 |
ACS
2744
Archford Capital Strategies
Swansea,
Illinois
| $617M | +$21.4M | +4% | 2.15% | 76.2% | 279 | 14.7% |
|
| 2745 |
VSQM
2745
V-Square Quantitative Management
Chicago,
Illinois
| $617M | -$97.7M | -14% | 3.91% | 99.3% | 618 | 11.81% |
|
| 2746 |
TS
2746
Tamar Securities
Woodland Hills,
California
| $617M | +$24.2M | +4% | 2.19% | 84.8% | 81 | 9.88% |
|
| 2747 |
SPM
2747
Sycamore Partners Management
New York
| $617M | +$215M | +53% | 53.5% | 31.8% | 1 | 0% |
|
| 2748 |
CCM
2748
Corsair Capital Management
New York
| $617M | +$261M | +73% | 20.1% | 435% | 119 | 31.09% |
|
| 2749 |
UFF
2749
USA Financial Formulas
Ada,
Michigan
| $617M | -$57.2K | -0% | 3.16% | 98.9% | 391 | 47.31% |
|
| 2750 |
FA
2750
Fiduciary Alliance
Greenville,
South Carolina
| $616M | +$49.6M | +9% | 2.6% | 94.3% | 231 | 22.94% |
|