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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 376 |
IC
376
IEQ Capital
Foster City,
California
| $12.6B | +$2.23B | +22% | 4.15% | 236% | 1,766 | 33.92% | 1.7 |
|
| 377 |
PI
377
PineBridge Investments
New York
| $12.6B | -$711M | -5% | 3.51% | 110% | 843 | 31.67% | 2.6 |
|
| 378 |
EWA
378
EP Wealth Advisors
Torrance,
California
| $12.5B | +$264M | +2% | 2.07% | – | 1,383 | 18.08% | 2.1 |
|
| 379 |
DADC
379
D.A. Davidson & Co
Great Falls,
Montana
| $12.5B | +$163M | +1% | 0.83% | 70.7% | 1,515 | 13.47% | 5.5 |
|
| 380 |
OSAM
380
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $12.5B | +$661M | +6% | 0.44% | 131% | 2,421 | 14.37% | 2.6 |
|
| 381 |
LP
381
Longview Partners
St Peter Port,
Guernsey
| $12.4B | -$963M | -7% | 1.43% | 35.8% | 25 | 4% | 4.9 |
|
| 382 |
BPC
382
Banque Pictet & Cie
Geneva 73,
Switzerland
| $12.4B | -$2.58B | -17% | 3.8% | 74.8% | 423 | 30.26% | 3.9 |
|
| 383 |
EIG
383
EdgePoint Investment Group
Toronto,
Ontario, Canada
| $12.3B | -$315M | -2% | 1.46% | 57.9% | 46 | 26.09% | 3 |
|
| 384 |
ZIG
384
Zurich Insurance Group
Zurich,
Switzerland
| $12.3B | +$81.3M | +0.7% | 0.47% | 258% | 302 | 39.07% | 1.7 |
|
| 385 |
TI
385
Tidal Investments
Milwaukee,
Wisconsin
| $12.3B | -$426M | -3% | 3.94% | 208% | 2,093 | 24.65% | 1.9 |
|
| 386 |
TWC
386
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $12.2B | -$179M | -1% | 0.01% | 98% | 2,102 | 13.37% | 2.2 |
|
| 387 |
HHII
387
H&H International Investment
Palo Alto,
California
| $12B | -$2.51B | -17% | 1.01% | 52.7% | 11 | 27.27% | 3 |
|
| 388 |
GAM
388
Gotham Asset Management
New York
| $12B | +$1.44B | +14% | 2.92% | 98% | 1,689 | 24.63% | 2.7 |
|
| 389 |
HWM
389
HB Wealth Management
Atlanta,
Georgia
| $11.9B | +$2.16B | +22% | 2.35% | 70.1% | 1,290 | 21.4% | 1.7 |
|
| 390 |
PSCM
390
Pershing Square Capital Management
New York
| $11.9B | -$730M | -6% | 2.82% | 50.8% | 12 | 16.67% | 4.1 |
|
| 391 |
PCM
391
Pentwater Capital Management
Naples,
Florida
| $11.9B | +$2.85B | +31% | 13.6% | 213% | 140 | 62.14% | 0.7 |
|
| 392 |
AWM
392
AE Wealth Management
Topeka,
Kansas
| $11.9B | +$103M | +0.9% | 1.4% | 72.5% | 2,310 | 15.41% | 2.4 |
|
| 393 |
SC
393
Savant Capital
Rockford,
Illinois
| $11.8B | -$912M | -7% | 0.42% | 61.2% | 1,480 | 31.15% | 3.7 |
|
| 394 |
UCFA
394
United Capital Financial Advisors
Irving,
Texas
| $11.7B | -$159M | -1% | 1.32% | 64.4% | 1,121 | 10.7% | 5.7 |
|
| 395 |
AB
395
Amalgamated Bank
New York
| $11.7B | -$497M | -4% | 3.12% | 132% | 2,998 | 1.27% | 5.4 |
|
| 396 |
VMPIC
396
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $11.6B | -$1.54B | -12% | 2.58% | 97.2% | 326 | 4.29% | 1.8 |
|
| 397 |
LPC
397
Lone Pine Capital
Greenwich,
Connecticut
| $11.6B | -$1.89B | -14% | 6.22% | 352% | 36 | 50% | 1.4 |
|
| 398 |
CWP
398
Capital Wealth Planning
Naples,
Florida
| $11.5B | +$721M | +7% | 2.6% | 73.9% | 162 | 30.86% | 2.3 |
|
| 399 |
UE
399
Unisphere Establishment
Vaduz,
Liechtenstein
| $11.5B | -$18.3M | -0.2% | 2.18% | – | 72 | 27.78% | 0.9 |
|
| 400 |
OAC
400
OMERS Administration Corp
Toronto,
Ontario, Canada
| $11.4B | -$5.94M | -0.1% | 2.69% | 106% | 1,167 | 30.25% | 0.9 |
|