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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
MGB
3201
Mass General Brigham
Somerville,
Massachusetts
| $175M | -$54M | -24% | 3.88% | – | 1 | 0% | 0.3 |
|
| 3202 |
NI
3202
Nepsis Inc
Minneapolis,
Minnesota
| $175M | -$9.02M | -5% | 3.64% | 131% | 41 | 14.63% | 1.4 |
|
| 3203 |
CM
3203
Cornerstone Management
Duluth,
Georgia
| $174M | +$2.66M | +2% | 0.69% | 40% | 45 | 26.67% | 1.7 |
|
| 3204 |
TFO
3204
Tarbox Family Office
Newport Beach,
California
| $174M | +$19M | +12% | 3.25% | 60.5% | 591 | 4.57% | 2.4 |
|
| 3205 |
WA
3205
WealthTrust-Arizona
Scottsdale,
Arizona
| $174M | +$7.91M | +5% | 2.71% | 20.2% | 669 | 12.56% | 2.2 |
|
| 3206 |
GPC
3206
Glacier Peak Capital
Bellevue,
Washington
| $174M | +$115M | +193% | 2.87% | 11.8% | 101 | 80.2% | 0.3 |
|
| 3207 |
C
3207
CVentures
Denver,
Colorado
| $174M | – | – | 9.63% | – | 1 | – | 3 |
|
| 3208 |
PVWM
3208
Point View Wealth Management
Summit,
New Jersey
| $174M | +$5.11M | +3% | 4.35% | 27% | 258 | 12.4% | 2.1 |
|
| 3209 |
CCA
3209
Covey Capital Advisors
Atlanta,
Georgia
| $174M | -$11.8M | -6% | 8.01% | 118% | 44 | 20.45% | 1.7 |
|
| 3210 |
FNB
3210
Farmers National Bank
Danville,
Kentucky
| $174M | -$157M | -48% | 0.56% | – | 157 | 10.83% | 1.3 |
|
| 3211 |
SXM
3211
SC XII Management
Menlo Park,
California
| $174M | +$9.24M | +6% | 7.84% | 73.4% | 3 | 0% | 2.3 |
|
| 3212 |
FCT
3212
Family Capital Trust
Peabody,
Massachusetts
| $173M | -$3.11M | -2% | 0.64% | 32.3% | 67 | 2.99% | 2.7 |
|
| 3213 |
P8IP
3213
Pier 88 Investment Partners
San Francisco,
California
| $173M | – | – | 0.23% | 36.1% | 86 | – | 0 |
|
| 3214 |
FFM
3214
Fullerton Fund Management
Singapore
| $173M | -$32.9M | -16% | 13% | 412% | 26 | 23.08% | 0.6 |
|
| 3215 |
GACM
3215
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $173M | +$5.63M | +3% | 9.64% | 80.4% | 37 | 8.11% | 1.6 |
|
| 3216 |
PBO
3216
Peoples Bank (Ohio)
Marietta,
Ohio
| $173M | +$11.5M | +7% | 9.58% | 71.7% | 102 | 10.78% | 0.9 |
|
| 3217 |
BFA
3217
Benedict Financial Advisors
Atlanta,
Georgia
| $173M | +$1.62M | +0.9% | 0.55% | 72.4% | 102 | 4.9% | 1.7 |
|
| 3218 |
RCS
3218
Retirement Capital Strategies
San Jose,
California
| $173M | -$885K | -0.5% | 0.16% | 59% | 16 | 0% | 2.1 |
|
| 3219 |
FA
3219
Fagan Associates
Troy,
New York
| $173M | +$9.59M | +6% | 4.73% | 127% | 105 | 20% | 1.7 |
|
| 3220 |
SFSIG
3220
San Francisco Sentry Investment Group
San Francisco,
California
| $173M | +$3.88M | +2% | 3.47% | 436% | 194 | 18.56% | 2.2 |
|
| 3221 |
MJP
3221
Michael J. Puzo
| $173M | -$576K | -0.3% | 1.89% | 90.3% | 76 | 2.63% | 2.8 |
|
| 3222 |
GHA
3222
Garcia Hamilton & Associates
Houston,
Texas
| $173M | +$2.71M | +2% | 0.67% | 39.1% | 75 | 10.67% | 2.1 |
|
| 3223 |
UIM
3223
Underhill Investment Management
Greenbrae,
California
| $173M | -$8.15M | -5% | 3.98% | 59.8% | 22 | 13.64% | 2 |
|
| 3224 |
FCE
3224
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| $172M | +$2.72M | +2% | 0.46% | 41.3% | 46 | 23.91% | 1.5 |
|
| 3225 |
ADL
3225
Asset Dedication LLC
San Francisco,
California
| $172M | +$14M | +9% | 2.47% | 67.8% | 448 | 22.32% | 0.8 |
|