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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2976 |
JWM
2976
JGP Wealth Management
Bend,
Oregon
| $242M | -$8.15M | -3% | 9.86% | 78.2% | 126 | 14.29% |
|
| 2977 |
SCM
2977
Stadium Capital Management
New Canaan,
Connecticut
| $242M | -$18.7M | -7% | 19.4% | 10.9% | 16 | 31.25% |
|
| 2978 |
RG
2978
Rikoon Group
Santa Fe,
New Mexico
| $241M | -$41M | -15% | 11% | 63.3% | 213 | 10.8% |
|
| 2979 |
TFO
2979
Tarbox Family Office
Newport Beach,
California
| $241M | -$35M | -13% | 13.8% | 60.5% | 674 | 12.31% |
|
| 2980 |
TC
2980
Tavio Capital
New York
| $241M | -$15.6M | -6% | 15.9% | 81.4% | 20 | 35% |
|
| 2981 |
SCM
2981
Symons Capital Management
Pittsburgh,
Pennsylvania
| $241M | -$60.4M | -20% | 8.79% | 25.4% | 93 | 41.94% |
|
| 2982 |
PI
2982
Pennant Investors
Summit,
New Jersey
| $241M | -$27.3M | -10% | 22.7% | 372% | 19 | 26.32% |
|
| 2983 |
HI
2983
Hudock Inc
Williamsport,
Pennsylvania
| $241M | -$17.2M | -7% | 7.84% | 64.4% | 745 | 13.02% |
|
| 2984 |
GAM
2984
Gould Asset Management
Claremont,
California
| $241M | -$10.1M | -4% | 8.97% | 42.8% | 155 | 25.81% |
|
| 2985 |
GIPM
2985
G2 Investment Partners Management
New York
| $240M | -$34.2M | -12% | 16.7% | 1,145% | 91 | 53.85% |
|
| 2986 |
NSRI
2986
New Silk Road Investment
Singapore
| $240M | -$26.6M | -10% | 13.4% | 21.2% | 13 | 30.77% |
|
| 2987 |
TCM
2987
Traynor Capital Management
Malvern,
Pennsylvania
| $240M | -$67.9M | -22% | 19% | 225% | 202 | 26.73% |
|
| 2988 |
HI
2988
Human Investing
Lake Oswego,
Oregon
| $240M | – | – | 10% | 52% | 420 | – |
|
| 2989 |
RSVP
2989
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $240M | -$34.5M | -13% | 10.1% | 64.3% | 59 | 5.08% |
|
| 2990 |
LWM
2990
Lyell Wealth Management
Menlo Park,
California
| $240M | -$57.5M | -19% | 13.8% | 128% | 124 | 16.13% |
|
| 2991 |
FC
2991
Forte Capital
Rochester,
New York
| $239M | -$38.7M | -14% | 12% | 98.3% | 91 | 8.79% |
|
| 2992 |
QCI
2992
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $239M | -$70.3M | -23% | 17.5% | 107% | 25 | 12% |
|
| 2993 |
AFG
2993
Arkansas Financial Group
Little Rock,
Arkansas
| $239M | -$13.2M | -5% | 8.9% | 39.1% | 27 | 11.11% |
|
| 2994 |
TAT
2994
TD Ameritrade Trust
Denver,
Colorado
| $239M | -$33.7M | -12% | 11.8% | 21.7% | 23 | 13.04% |
|
| 2995 |
GA
2995
Gateway Advisory
Westfield,
New Jersey
| $239M | -$142M | -37% | 4.03% | 26% | 82 | 41.46% |
|
| 2996 |
FM
2996
Family Management
New York
| $239M | +$67.5M | +39% | 11.3% | 69% | 139 | 58.99% |
|
| 2997 |
IPC
2997
Invesco Private Capital
New York
| $239M | -$31.3M | -12% | 19.1% | 41.9% | 10 | 60% |
|
| 2998 |
AIM
2998
Alambic Investment Management
Belvedere,
California
| $238M | +$112M | +88% | 22.4% | 47.6% | 433 | 66.51% |
|
| 2999 |
DM
2999
Diker Management
New York
| $238M | -$43.6M | -16% | 18.6% | 210% | 67 | 41.79% |
|
| 3000 |
GHAM
3000
Gilman Hill Asset Management
New Canaan,
Connecticut
| $238M | -$17.3M | -7% | 13% | 50.7% | 199 | 22.11% |
|