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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3126 |
MCAV
3126
Meritech Capital Associates V
Palo Alto,
California
| $418M | -$58.1M | -12% | 1.67% | 133% | 7 | 14.29% |
|
| 3127 |
CT
3127
Colonial Trust
Spartanburg,
South Carolina
| $417M | +$24M | +6% | 7.35% | 75.5% | 983 | 13.12% |
|
| 3128 |
CT
3128
Chicago Trust
Grayslake,
Illinois
| $417M | +$18.6M | +5% | 6.75% | 85.9% | 318 | 9.75% |
|
| 3129 |
LKIM
3129
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $417M | -$28.9M | -6% | 4.32% | 64.5% | 91 | 16.48% |
|
| 3130 |
TC
3130
Tetrad Corporation
Omaha,
Nebraska
| $417M | +$28.5M | +7% | 7.73% | 50.4% | 3 | 0% |
|
| 3131 |
MFS
3131
McNamara Financial Services
Marshfield,
Massachusetts
| $417M | +$15M | +4% | 2.88% | 42.6% | 66 | 4.55% |
|
| 3132 |
EA
3132
Emerald Advisors
Bellevue,
Washington
| $416M | +$28.5M | +7% | 8.01% | 78.4% | 81 | 4.94% |
|
| 3133 |
PWS
3133
Private Wealth Strategies
New Albany,
Ohio
| $416M | +$21.1M | +5% | 5.09% | 18.8% | 81 | 13.58% |
|
| 3134 |
HCM
3134
Huber Capital Management
El Segundo,
California
| $416M | +$12M | +3% | 4.03% | 70.4% | 88 | 7.95% |
|
| 3135 |
KLI
3135
Kelman-Lazarov Inc
Memphis,
Tennessee
| $416M | +$30.6M | +8% | 4.88% | 46.6% | 100 | 8% |
|
| 3136 |
TWM
3136
Tolleson Wealth Management
Dallas,
Texas
| $415M | +$27.9M | +7% | 5.26% | 56.2% | 83 | 15.66% |
|
| 3137 |
SI
3137
Squadra Investments
Rio De Janeiro,
Brazil
| $414M | +$56.6M | +16% | 34.6% | 1.55% | 7 | 57.14% |
|
| 3138 |
AC
3138
AWM Capital
Phoenix,
Arizona
| $414M | +$58.9M | +17% | 3.57% | 46.9% | 77 | 12.99% |
|
| 3139 |
BCA
3139
Bay Colony Advisors
Concord,
Massachusetts
| $414M | +$35.3M | +9% | 6.32% | 91.8% | 368 | 14.4% |
|
| 3140 |
LS
3140
Leelyn Smith
Geneva,
Illinois
| $414M | +$23.2M | +6% | 6.1% | 77.3% | 121 | 14.88% |
|
| 3141 |
GIPM
3141
G2 Investment Partners Management
New York
| $414M | +$57.1M | +16% | 27.9% | 1,145% | 124 | 58.06% |
|
| 3142 |
B
3142
Bellecapital
Zurich,
Switzerland
| $413M | +$11.4M | +3% | 8.11% | 128% | 202 | 25.74% |
|
| 3143 |
APG
3143
Abacus Planning Group
Columbia,
South Carolina
| $413M | +$25.3M | +7% | 6.09% | 59.1% | 206 | 8.74% |
|
| 3144 |
MWA
3144
Meridian Wealth Advisors
Austin,
Texas
| $413M | +$13.9M | +3% | 7.54% | 79.9% | 192 | 6.77% |
|
| 3145 |
VT
3145
Vise Technologies
New York
| $413M | +$33.5M | +9% | 5.3% | – | 377 | 22.55% |
|
| 3146 |
SPA
3146
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $413M | +$18.2M | +5% | 3.3% | 46.5% | 102 | 15.69% |
|
| 3147 |
UFM
3147
Ursa Fund Management
Danville,
California
| $413M | +$143M | +53% | 6.41% | 93.5% | 24 | 45.83% |
|
| 3148 |
ECM
3148
Engine Capital Management
New York
| $413M | +$73.6M | +22% | 7.62% | 21.1% | 44 | 27.27% |
|
| 3149 |
KNW
3149
Kesler Norman & Wride
Ogden,
Utah
| $412M | +$15.7M | +4% | 3.85% | 76% | 157 | 3.18% |
|
| 3150 |
MWA
3150
Martel Wealth Advisors
Vancouver,
Washington
| $412M | +$20.6M | +5% | 3.81% | 39.7% | 54 | 9.26% |
|