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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3501 |
KM
3501
Kalos Management
Alpharetta,
Georgia
| $321M | +$87.1M | +37% | 7.51% | 48.5% | 333 | 34.53% |
|
| 3502 |
BC
3502
Bridgefront Capital
Austin,
Texas
| $321M | +$28.9M | +10% | 9.05% | 52.1% | 1,013 | 79.57% |
|
| 3503 |
LS
3503
Liquid Strategies
Atlanta,
Georgia
| $321M | +$1.33M | +0.4% | 1.52% | 46.8% | 8 | 12.5% |
|
| 3504 |
BFO
3504
Biltmore Family Office
Charlotte,
North Carolina
| $321M | -$11.9M | -4% | 0.32% | 78.1% | 193 | 11.4% |
|
| 3505 |
CM
3505
Columbus Macro
New Castle,
Pennsylvania
| $321M | -$4.75M | -1% | 4.82% | 46.8% | 178 | 20.79% |
|
| 3506 |
RPA
3506
Rock Point Advisors
Burlington,
Vermont
| $321M | +$30M | +10% | 14.4% | 82.8% | 100 | 12% |
|
| 3507 |
CAM
3507
Covenant Asset Management
Chester,
New Jersey
| $321M | +$17.2M | +6% | 3.37% | 158% | 158 | 25.32% |
|
| 3508 |
B
3508
Bellecapital
Zurich,
Switzerland
| $320M | +$20.4M | +7% | 3.4% | 128% | 205 | 22.44% |
|
| 3509 |
LC
3509
Lincoln Capital
Lincoln,
Nebraska
| $320M | +$12.4M | +4% | 5.04% | 63.8% | 91 | 4.4% |
|
| 3510 |
CIM
3510
Contravisory Investment Management
Norwell,
Massachusetts
| $320M | -$2.47M | -0.8% | 4.64% | 129% | 293 | 26.28% |
|
| 3511 |
SHJ
3511
Sharkey, Howes & Javer
Denver,
Colorado
| $320M | +$20.3M | +7% | 4.38% | 54.6% | 84 | 21.43% |
|
| 3512 |
RGC
3512
Roberts, Glore & Co
Deerfield,
Illinois
| $320M | +$13.7M | +4% | 6.29% | 72.3% | 197 | 7.61% |
|
| 3513 |
FCA
3513
FLC Capital Advisors
Palm Desert,
California
| $319M | +$18.5M | +6% | 3.84% | 59.3% | 165 | 15.15% |
|
| 3514 |
HI
3514
Hudock Inc
Williamsport,
Pennsylvania
| $319M | +$12.2M | +4% | 4.63% | 64.4% | 870 | 11.72% |
|
| 3515 |
LI
3515
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| $319M | +$48.4M | +18% | 10.1% | – | 2 | 50% |
|
| 3516 |
FCT
3516
Family Capital Trust
Peabody,
Massachusetts
| $319M | -$4.2M | -1% | 0.17% | 32.3% | 54 | 3.7% |
|
| 3517 |
CCM
3517
Compton Capital Management
Providence,
Rhode Island
| $319M | +$23.4M | +8% | 6.37% | 75.6% | 165 | 10.91% |
|
| 3518 |
OL
3518
Optas LLC
Austin,
Texas
| $319M | +$7.79M | +3% | 5.81% | 118% | 151 | 15.23% |
|
| 3519 |
BT
3519
Brandywine Trust
Hockessin,
Delaware
| $319M | +$31.9M | +11% | 6.31% | 32.7% | 32 | 3.13% |
|
| 3520 |
FIM
3520
Fruth Investment Management
Houston,
Texas
| $319M | +$31.4M | +11% | 12.1% | 71% | 228 | 7.46% |
|
| 3521 |
FM
3521
Family Management
New York
| $318M | +$26.4M | +9% | 4.3% | 69% | 193 | 26.42% |
|
| 3522 |
AMG
3522
Advisors Management Group
La Crosse,
Wisconsin
| $318M | +$73.1M | +30% | 6.52% | 125% | 133 | 21.05% |
|
| 3523 |
MMG
3523
Monetary Management Group
St Louis,
Missouri
| $318M | +$14.4M | +5% | 6.27% | 138% | 326 | 8.28% |
|
| 3524 |
OCM
3524
Orchard Capital Management
Chicago,
Illinois
| $318M | +$83.3M | +35% | 30.7% | 140% | 45 | 8.89% |
|
| 3525 |
PA
3525
Perennial Advisors
New York
| $318M | +$34M | +12% | 3.73% | – | 303 | 19.8% |
|