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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2801 |
LWM
2801
Lenox Wealth Management
Cincinnati,
Ohio
| $327M | +$36.5M | +13% | 8.91% | 24.7% | 869 | 20.14% |
|
| 2802 |
TM
2802
Tikvah Management
Charlotte,
North Carolina
| $327M | +$74.4M | +29% | 24.7% | 169% | 19 | 10.53% |
|
| 2803 |
LIM
2803
Longfellow Investment Management
Boston,
Massachusetts
| $327M | +$34.9M | +12% | 14.9% | 45.9% | 153 | 36.6% |
|
| 2804 |
CAS
2804
Cascadia Advisory Services
Portland,
Oregon
| $327M | – | – | 14.5% | – | 169 | – |
|
| 2805 |
MC
2805
Minot Capital
Broomfield,
Colorado
| $327M | +$74.9M | +30% | 20.8% | 19.6% | 14 | 21.43% |
|
| 2806 |
OCG
2806
Opus Capital Group
Cincinnati,
Ohio
| $327M | +$44M | +16% | 13.6% | 49.7% | 120 | 17.5% |
|
| 2807 |
SWA
2807
Stratos Wealth Advisors
Beachwood,
Ohio
| $326M | +$185M | +131% | 17.6% | 65.7% | 384 | 55.21% |
|
| 2808 |
CIA
2808
Covington Investment Advisors
Ligonier,
Pennsylvania
| $326M | +$62.7M | +24% | 18.6% | 100% | 86 | 5.81% |
|
| 2809 |
FRM
2809
Foundation Resource Management
Little Rock,
Arkansas
| $325M | +$45.1M | +16% | 25% | 67.8% | 54 | 5.56% |
|
| 2810 |
MW
2810
Marcum Wealth
Cleveland,
Ohio
| $325M | +$66.8M | +26% | 18.3% | 20% | 124 | 26.61% |
|
| 2811 |
EFS
2811
Essex Financial Services
Essex,
Connecticut
| $324M | +$43.8M | +16% | 20.5% | 87.7% | 268 | 18.28% |
|
| 2812 |
TCMI
2812
Technology Crossover Management IX
Menlo Park,
California
| $324M | +$126M | +63% | 71% | 13% | 4 | 0% |
|
| 2813 |
GA
2813
GFS Advisors
Houston,
Texas
| $324M | +$3.97M | +1% | 17.7% | 97.9% | 130 | 16.15% |
|
| 2814 |
PAM
2814
Paradigm Asset Management
New York
| $324M | +$65.5M | +25% | 13.4% | 73.8% | 430 | 30.93% |
|
| 2815 |
DDSF
2815
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $324M | +$14.5M | +5% | 4.74% | 13.4% | 3 | 0% |
|
| 2816 |
VCP
2816
Vestar Capital Partners
New York
| $324M | +$46.9M | +17% | 16.9% | – | 1 | 0% |
|
| 2817 |
SAM
2817
Sandbar Asset Management
London,
United Kingdom
| $324M | +$177M | +120% | 23.7% | 128% | 53 | 62.26% |
|
| 2818 |
TF
2818
TimeScale Financial
Danvers,
Massachusetts
| $323M | +$2.07M | +0.6% | 17.3% | 31.3% | 497 | 9.66% |
|
| 2819 |
CG
2819
Compass Group
New York
| $323M | +$97.1M | +43% | 56.8% | 64.6% | 17 | 17.65% |
|
| 2820 |
RA
2820
RR Advisors
Dallas,
Texas
| $323M | +$92.1M | +40% | 60.3% | 115% | 26 | 50% |
|
| 2821 |
AIA
2821
Ally Invest Advisors
Charlotte,
North Carolina
| $323M | +$56.9M | +21% | 13.5% | 41.1% | 17 | 5.88% |
|
| 2822 |
ODCM
2822
Old Dominion Capital Management
Charlottesville,
Virginia
| $323M | +$80.4M | +33% | 14.8% | 45.9% | 152 | 19.08% |
|
| 2823 |
PA
2823
Probity Advisors
Dallas,
Texas
| $323M | +$50.6M | +19% | 15.6% | 55.8% | 174 | 10.34% |
|
| 2824 |
GFP
2824
Gryphon Financial Partners
Columbus,
Ohio
| $323M | +$51.1M | +19% | 20.9% | 93.7% | 159 | 23.9% |
|
| 2825 |
MC
2825
Martin & Co
Knoxville,
Tennessee
| $322M | +$43M | +15% | 21.5% | 67.8% | 122 | 5.74% |
|