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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
SAM
3051
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $757M | +$93.1M | +14% | 26.5% | 96.6% | 222 | 26.13% | 2.6 |
|
| 3052 |
MAM
3052
McLean Asset Management
Tysons,
Virginia
| $757M | +$185M | +32% | 11% | 64.3% | 182 | 9.89% | 3.3 |
|
| 3053 |
M
3053
MATAURO
New York
| $756M | +$64.4M | +9% | 5.52% | – | 172 | 23.84% | 0.9 |
|
| 3054 |
ACM
3054
Academy Capital Management
Waco,
Texas
| $756M | +$56.8M | +8% | 12.7% | 71.2% | 42 | 26.19% | 3.9 |
|
| 3055 |
PCM
3055
Polymer Capital Management
New York
| $755M | -$232M | -24% | 28.5% | – | 1,058 | 66.73% | 0.4 |
|
| 3056 |
PC
3056
Pier Capital
Stamford,
Connecticut
| $755M | +$148M | +24% | 41.9% | 223% | 150 | 32.67% | 1.7 |
|
| 3057 |
HFS
3057
Hughes Financial Services
Herndon,
Virginia
| $755M | +$104M | +16% | 13.5% | – | 1,961 | 18.51% | 0.7 |
|
| 3058 |
FFA
3058
Founders Financial Alliance
Raleigh,
North Carolina
| $754M | +$200M | +36% | 14.8% | 84.9% | 825 | 16.48% | 2.7 |
|
| 3059 |
KCG
3059
Kinsale Capital Group
Richmond,
Virginia
| $754M | +$131M | +21% | 11.4% | 70.9% | 45 | 17.78% | 2.5 |
|
| 3060 |
SCM
3060
Stanley Capital Management
Houston,
Texas
| $754M | +$156M | +26% | 44% | 158% | 43 | 20.93% | 4.3 |
|
| 3061 |
FAC
3061
Financial Advisory Corporation
Grand Rapids,
Michigan
| $754M | +$34.4M | +5% | 8.18% | – | 59 | 15.25% | 1.1 |
|
| 3062 |
SHFA
3062
SC&H Financial Advisors
Sparks,
Maryland
| $754M | +$90.6M | +14% | 12% | 60.1% | 162 | 5.56% | 3.3 |
|
| 3063 |
AFAS
3063
Acorn Financial Advisory Services
Reston,
Virginia
| $753M | +$23.7M | +3% | 18.9% | 96.9% | 232 | 11.21% | 3.5 |
|
| 3064 |
SHIM
3064
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $752M | +$194M | +35% | 12.8% | 53.1% | 1,439 | 32.66% | 0.6 |
|
| 3065 |
NFA
3065
Northwest Financial Advisors
Herndon,
Virginia
| $752M | +$700M | +1,351% | 8.52% | – | 93 | 33.33% | 1.3 |
|
| 3066 |
PFA
3066
Perryman Financial Advisory
Dallas,
Texas
| $751M | +$84.3M | +13% | 12.2% | – | 201 | 17.91% | 0.4 |
|
| 3067 |
TWM
3067
TRB Wealth Management
Houston,
Texas
| $751M | +$47.7M | +7% | 14.5% | – | 327 | 22.32% | 0.2 |
|
| 3068 |
FIS
3068
FCPM III Services
Naarden,
Netherlands
| $750M | +$28.2M | +4% | 17% | – | 11 | 9.09% | 1.5 |
|
| 3069 |
CM
3069
Cercano Management
Bellevue,
Washington
| $750M | -$1.57B | -68% | 14.9% | 101% | 164 | 32.93% | 1.5 |
|
| 3070 |
BCM
3070
Bienville Capital Management
New York
| $750M | +$200M | +36% | 17.7% | 36.3% | 106 | 40.57% | 2.6 |
|
| 3071 |
QI
3071
Qtron Investments
Boston,
Massachusetts
| $750M | +$12M | +2% | 24.3% | 139% | 492 | 23.17% | 2.7 |
|
| 3072 |
VCM
3072
Virtue Capital Management
Brentwood,
Tennessee
| $749M | +$91.7M | +14% | 23.8% | 91% | 393 | 30.79% | 2.1 |
|
| 3073 |
JA
3073
JLB & Associates
Plymouth,
Michigan
| $748M | +$51.9M | +7% | 15.8% | 69.5% | 80 | 27.5% | 7.1 |
|
| 3074 |
DCM
3074
Defilade Capital Management
Emeryville,
California
| $747M | +$34.8M | +5% | 5.84% | – | 50 | 60% | 0.2 |
|
| 3075 |
BG
3075
BDF Gestion
Paris,
France
| $747M | -$1.78M | -0.2% | 36.5% | – | 152 | 11.18% | 1.5 |
|