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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
PCM
3076
Permanent Capital Management
Chicago,
Illinois
| $747M | +$104M | +16% | 12% | – | 221 | 34.39% | 0.7 |
|
| 3077 |
ECM
3077
EagleClaw Capital Management
Boston,
Massachusetts
| $745M | +$31.3M | +4% | 8.83% | 104% | 154 | 11.69% | 7.1 |
|
| 3078 |
AAM
3078
Auxier Asset Management
Aurora,
Oregon
| $745M | +$48.9M | +7% | 13.1% | 71.7% | 186 | 6.45% | 8.3 |
|
| 3079 |
IWP
3079
Insight Wealth Partners
Plano,
Texas
| $745M | +$31.8M | +4% | 15.8% | 63.2% | 143 | 21.68% | 2.4 |
|
| 3080 |
CCME
3080
CIBC Capital Markets (Europe)
Luxembourg
| $745M | – | – | 15.5% | – | 10 | – | 1.5 |
|
| 3081 |
HIG
3081
Heritage Investment Group
Pompano Beach,
Florida
| $744M | +$83.6M | +13% | 12.1% | 51.2% | 138 | 13.04% | 2.8 |
|
| 3082 |
CFS
3082
Commonwealth Financial Services
Vienna,
West Virginia
| $744M | +$113M | +18% | 15.3% | 58.2% | 345 | 27.54% | 2.9 |
|
| 3083 |
HPM
3083
Helix Partners Management
New York
| $744M | +$370M | +99% | 28% | – | 21 | 66.67% | 0.6 |
|
| 3084 |
RCG
3084
Regatta Capital Group
El Segundo,
California
| $744M | +$82.9M | +13% | 12.3% | 69.1% | 239 | 16.74% | 2.8 |
|
| 3085 |
WDL
3085
Well Done LLC
Holland,
Michigan
| $743M | +$62.6M | +9% | 13.1% | 77% | 219 | 17.81% | 4.5 |
|
| 3086 |
SAM
3086
Southernsun Asset Management
Memphis,
Tennessee
| $743M | +$52.9M | +8% | 15.4% | 54.7% | 31 | 6.45% | 5.3 |
|
| 3087 |
CG
3087
CFO4Life Group
Coppell,
Texas
| $743M | +$86.8M | +13% | 14.8% | 56.7% | 245 | 17.55% | 3.7 |
|
| 3088 |
WIC
3088
Wilkins Investment Counsel
Boston,
Massachusetts
| $742M | +$43.8M | +6% | 9.17% | 56.2% | 122 | 4.92% | 6.5 |
|
| 3089 |
TWM
3089
Tolleson Wealth Management
Dallas,
Texas
| $742M | +$56.9M | +8% | 11% | 56.2% | 99 | 10.1% | 4.2 |
|
| 3090 |
NC
3090
Northcape Capital
Sydney,
Australia
| $742M | -$125M | -14% | 1.41% | – | 8 | 0% | 9.2 |
|
| 3091 |
CPC
3091
Consolidated Planning Corp
Atlanta,
Georgia
| $742M | +$125M | +20% | 13.3% | 82.3% | 165 | 16.36% | 2.6 |
|
| 3092 |
SIC
3092
SFE Investment Counsel
Los Angeles,
California
| $742M | +$107M | +17% | 24.7% | 105% | 158 | 13.29% | 5.3 |
|
| 3093 |
LGA
3093
Lebenthal Global Advisors
Hauppauge,
New York
| $741M | +$53.7M | +8% | 15.3% | 50.8% | 222 | 21.62% | 2.1 |
|
| 3094 |
TIP
3094
Torray Investment Partners
Bethesda,
Maryland
| $741M | +$59.6M | +9% | 11.4% | 82.4% | 94 | 9.57% | 4.4 |
|
| 3095 |
NCA
3095
Newbrook Capital Advisors
New York
| $741M | +$180M | +32% | 37.2% | 299% | 22 | 63.64% | 0.9 |
|
| 3096 |
TPM
3096
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $740M | +$78.9M | +12% | 23.5% | 210% | 156 | 30.77% | 1.3 |
|
| 3097 |
BPC
3097
Bearing Point Capital
Bloomington,
Minnesota
| $740M | +$102M | +16% | 18.1% | – | 208 | 22.6% | 1 |
|
| 3098 |
CC
3098
Copos Capital
Luxembourg,
| $740M | – | – | 27.1% | – | 42 | – | 0.4 |
|
| 3099 |
ECM
3099
Estabrook Capital Management
New York
| $739M | +$53.4M | +8% | 12.9% | 87.2% | 392 | 15.31% | 7.9 |
|
| 3100 |
EFG
3100
Everest Financial Group
Minneapolis,
Minnesota
| $738M | +$131M | +22% | 35.3% | – | 221 | 15.84% | 0.3 |
|