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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 476 |
HFS
476
HL Financial Services
Louisville,
Kentucky
| $5.77B | +$129M | +2% | 2.18% | 42.6% | 724 | 12.29% | 2.7 |
|
| 477 |
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $5.76B | +$255M | +5% | 6.63% | 43.6% | 755 | 11.52% | 3.3 |
|
| 478 |
SCM
478
Scopia Capital Management
New York
| $5.72B | +$724M | +14% | 11.5% | 58.7% | 38 | 18.42% | 1.2 |
|
| 479 |
CIM
479
Confluence Investment Management
St. Louis,
Missouri
| $5.69B | +$278M | +5% | 2.32% | 37.7% | 320 | 31.56% | 2.4 |
|
| 480 |
PAMP
480
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $5.68B | -$380M | -6% | 2.48% | 102% | 446 | 44.17% | 0.6 |
|
| 481 |
NC
481
Northern Cross
Boston,
Massachusetts
| $5.66B | -$425M | -7% | 6.7% | 89.2% | 15 | 13.33% | 2.3 |
|
| 482 |
GXMC
482
Global X Management Company
New York
| $5.62B | +$600M | +12% | 8.38% | 33.3% | 1,228 | 11.73% | 2.4 |
|
| 483 |
SOADOR
483
State of Alaska Department of Revenue
Juneau,
Alaska
| $5.62B | +$811M | +17% | 4.49% | 118% | 1,688 | 7.05% | 1.5 |
|
| 484 |
MIH
484
Madison Investment Holdings
Madison,
Wisconsin
| $5.6B | -$17.5M | -0.3% | 2.89% | 48.7% | 266 | 12.41% | 3 |
|
| 485 |
CRM
485
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $5.57B | -$548M | -9% | 6.45% | 113% | 152 | 13.16% | 2.5 |
|
| 486 |
CB
486
Cooke & Bieler
Philadelphia,
Pennsylvania
| $5.57B | +$221M | +4% | 0.75% | 37% | 101 | 4.95% | 3.1 |
|
| 487 |
NIMC
487
NWQ Investment Management Company
Los Angeles,
California
| $5.55B | -$635M | -10% | 5.05% | 3.5% | 187 | 19.25% | 2.4 |
|
| 488 |
RP
488
Riverbridge Partners
Minneapolis,
Minnesota
| $5.55B | +$71.4M | +1% | 6.75% | 40.4% | 138 | 10.87% | 3.3 |
|
| 489 |
NEAM
489
New England Asset Management
Farmington,
Connecticut
| $5.54B | +$179M | +3% | 3.76% | 55.6% | 223 | 32.74% | 2.4 |
|
| 490 |
MSE
490
MUFG Securities EMEA
London,
United Kingdom
| $5.52B | +$808M | +17% | 7.49% | 114% | 631 | 71.95% | 0.2 |
|
| 491 |
PP
491
Paloma Partners
Greenwich,
Connecticut
| $5.47B | -$879M | -14% | 4.73% | 314% | 2,513 | 62.91% | 0.8 |
|
| 492 |
EIP
492
Energy Income Partners
Westport,
Connecticut
| $5.46B | +$326M | +6% | 8.54% | 66.9% | 60 | 11.67% | 3.4 |
|
| 493 |
MG
493
Markel Group
Glen Allen,
Virginia
| $5.45B | +$188M | +4% | 3.02% | 68% | 148 | 17.57% | 3.2 |
|
| 494 |
DGI
494
Disciplined Growth Investors
Minneapolis,
Minnesota
| $5.42B | +$329M | +6% | 9.06% | 186% | 86 | 2.33% | 3.9 |
|
| 495 |
KCM
495
Kennedy Capital Management
St Louis,
Missouri
| $5.36B | +$228M | +4% | 5.54% | 140% | 827 | 24.18% | 1.9 |
|
| 496 |
AIM
496
Assured Investment Management
New York
| $5.36B | +$992M | +23% | 8.78% | 18.3% | 1,426 | 38.29% | 0.5 |
|
| 497 |
SIM
497
SRS Investment Management
New York
| $5.36B | +$281M | +6% | 18.1% | 166% | 24 | 20.83% | 1.1 |
|
| 498 |
FQ
498
First Quadrant
Glendale,
California
| $5.34B | +$106M | +2% | 4.99% | 90.6% | 906 | 25.94% | 2.6 |
|
| 499 |
MIS
499
Morningstar Investment Services
Chicago,
Illinois
| $5.32B | +$180M | +4% | 2.06% | 22.4% | 207 | 7.25% | 2.6 |
|
| 500 |
AI
500
Advent International
Boston,
Massachusetts
| $5.31B | +$321M | +6% | 26.6% | 15.9% | 22 | 22.73% | 1.5 |
|