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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3051 |
IA
3051
IFG Advisors
St. Louis,
Missouri
| $595M | +$76.1M | +15% | 9% | 71.6% | 163 | 9.82% |
|
| 3052 |
RR
3052
Robotti Robert
| $595M | +$96M | +19% | 8.06% | 107% | 67 | 8.96% |
|
| 3053 |
SCM
3053
Stanley Capital Management
Houston,
Texas
| $594M | +$86M | +17% | 13.1% | 158% | 39 | 7.69% |
|
| 3054 |
SPA
3054
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $594M | +$50.7M | +9% | 7.4% | 46.5% | 127 | 16.54% |
|
| 3055 |
KFS
3055
Kurt F. Somerville
| $594M | +$19.1M | +3% | 8.12% | 92.9% | 115 | 6.96% |
|
| 3056 |
WI
3056
Walmart Inc
Bentonville,
Arkansas
| $593M | +$282M | +91% | 91.1% | – | 2 | 0% |
|
| 3057 |
BFO
3057
Biltmore Family Office
Charlotte,
North Carolina
| $592M | +$5.26M | +0.9% | 4.88% | 78.1% | 288 | 9.03% |
|
| 3058 |
WSCM
3058
Wellington Shields Capital Management
New York
| $591M | +$39.6M | +7% | 15.2% | 137% | 340 | 13.24% |
|
| 3059 |
BBL
3059
Beck Bode LLC
Dedham,
Massachusetts
| $591M | +$54.6M | +10% | 16.9% | 155% | 133 | 49.62% |
|
| 3060 |
SWA
3060
Serenus Wealth Advisors
Santa Monica,
California
| $591M | -$12M | -2% | 6.22% | – | 69 | 20.29% |
|
| 3061 |
WPI
3061
Walter Public Investments
Westmount,
Canada
| $590M | +$54.1M | +10% | 8.84% | 72.7% | 44 | 4.55% |
|
| 3062 |
SC
3062
Soundwatch Capital
Rowayton,
Connecticut
| $588M | +$369M | +168% | 9.25% | 68.6% | 147 | 80.27% |
|
| 3063 |
AGC
3063
Aspen Grove Capital
Avon,
Colorado
| $588M | +$68.3M | +13% | 15% | 90% | 272 | 28.31% |
|
| 3064 |
BCM
3064
Brasada Capital Management
Houston,
Texas
| $588M | +$85.8M | +17% | 10.4% | 76.5% | 152 | 26.97% |
|
| 3065 |
SP
3065
Stablepoint Partners
Braintree,
Massachusetts
| $588M | +$35.9M | +7% | 7.97% | – | 252 | 5.16% |
|
| 3066 |
HCM
3066
Huber Capital Management
El Segundo,
California
| $588M | +$56.9M | +11% | 7.94% | 70.4% | 112 | 10.71% |
|
| 3067 |
CI
3067
Cigna Investments
Bloomfield,
Connecticut
| $588M | +$49.4M | +9% | 15.1% | 138% | 471 | 9.77% |
|
| 3068 |
BFC
3068
Blue Fin Capital
Warren,
Rhode Island
| $587M | +$71.8M | +14% | 16.5% | 125% | 146 | 6.85% |
|
| 3069 |
PCTC
3069
Perkins Coie Trust Company
Seattle,
Washington
| $587M | +$146M | +33% | 9.77% | 70.8% | 482 | 44.4% |
|
| 3070 |
FCMC
3070
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $587M | +$43.4M | +8% | 9.85% | 88.9% | 79 | 5.06% |
|
| 3071 |
CM
3071
Capital Management
Glen Allen,
Virginia
| $587M | +$9.64M | +2% | 0.9% | 52.5% | 83 | 9.64% |
|
| 3072 |
UFF
3072
USA Financial Formulas
Ada,
Michigan
| $586M | -$19.7M | -3% | 9.5% | 98.9% | 372 | 61.83% |
|
| 3073 |
SHFA
3073
SC&H Financial Advisors
Sparks,
Maryland
| $586M | +$77.2M | +15% | 8.8% | 60.1% | 159 | 6.92% |
|
| 3074 |
BA
3074
Bellwether Advisors
Lincoln,
Nebraska
| $585M | +$107M | +22% | 19.2% | 115% | 617 | 19.61% |
|
| 3075 |
TWM
3075
Tolleson Wealth Management
Dallas,
Texas
| $585M | +$66.5M | +13% | 9.05% | 56.2% | 89 | 8.99% |
|