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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
CLOS
526
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $9.06B | +$1.48B | +19% | 8.92% | 109% | 471 | 15.5% | 4.6 |
|
| 527 |
AIM
527
Allen Investment Management
New York
| $9B | -$168M | -2% | 5.45% | 92.4% | 208 | 7.21% | 5.4 |
|
| 528 |
TP
528
Third Point
New York
| $8.99B | +$1.37B | +18% | 9.59% | 159% | 62 | 43.55% | 1.2 |
|
| 529 |
NPT
529
National Philanthropic Trust
Jenkintown,
Pennsylvania
| $8.94B | +$1.48B | +20% | 12.4% | – | 344 | 22.97% | 1.2 |
|
| 530 |
RRAM
530
River Road Asset Management
Louisville,
Kentucky
| $8.93B | +$1.05B | +13% | 3.51% | 50.8% | 189 | 10.58% | 3.1 |
|
| 531 |
BTI
531
Blue Trust Inc
Alpharetta,
Georgia
| $8.91B | +$428M | +5% | 5.37% | 48.7% | 2,703 | 15.13% | 2.2 |
|
| 532 |
PAMP
532
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $8.9B | +$2.5B | +39% | 10.6% | 102% | 869 | 53.28% | 0.7 |
|
| 533 |
RCMNY
533
Rubric Capital Management (New York)
New York
| $8.86B | +$2.24B | +34% | 25.9% | 251% | 84 | 35.71% | 1.6 |
|
| 534 |
BEI
534
Benjamin Edwards Inc
Clayton,
Missouri
| $8.85B | +$994M | +13% | 5.81% | 66.5% | 1,337 | 17.13% | 2 |
|
| 535 |
FT
535
Fiduciary Trust
Boston,
Massachusetts
| $8.83B | +$699M | +9% | 8.8% | 76.6% | 884 | 10.63% | 5.1 |
|
| 536 |
DPIM
536
Duff & Phelps Investment Management
Chicago,
Illinois
| $8.82B | +$314M | +4% | 4.73% | 48.1% | 156 | 4.49% | 5.8 |
|
| 537 |
FPAS
537
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $8.82B | +$1.33B | +18% | 7.15% | 63.9% | 1,310 | 29.77% | 1.3 |
|
| 538 |
RWP
538
RWA Wealth Partners
Newton,
Massachusetts
| $8.8B | +$811M | +10% | 6.43% | 58.4% | 631 | 10.78% | 3 |
|
| 539 |
WT
539
Whittier Trust
South Pasadena,
California
| $8.79B | +$492M | +6% | 9.6% | 110% | 1,639 | 23.73% | 6.6 |
|
| 540 |
AI
540
Atria Investments
Charlotte,
North Carolina
| $8.75B | +$282M | +3% | 7.26% | 76.3% | 2,175 | 16.78% | 2.3 |
|
| 541 |
SF
541
Synovus Financial
Columbus,
Georgia
| $8.74B | +$569M | +7% | 6.37% | 68.4% | 974 | 10.47% | 5.7 |
|
| 542 |
WJWM
542
Williams Jones Wealth Management
New York
| $8.74B | +$377M | +5% | 6.71% | 79.1% | 537 | 10.06% | 4 |
|
| 543 |
EGM
543
Engineers Gate Manager
New York
| $8.73B | +$696M | +9% | 5.5% | 51.9% | 2,617 | 38.56% | 1 |
|
| 544 |
LGF
544
LGT Group Foundation
Vaduz,
Liechtenstein
| $8.73B | +$749M | +9% | 8.91% | 107% | 301 | 9.3% | 2.5 |
|
| 545 |
DCP
545
D1 Capital Partners
New York
| $8.71B | +$1.5B | +21% | 8.72% | 66.9% | 46 | 45.65% | 0.5 |
|
| 546 |
WAM
546
Weiss Asset Management
Boston,
Massachusetts
| $8.67B | -$124M | -1% | 13.2% | 138% | 840 | 79.88% | 0.2 |
|
| 547 |
MERSOM
547
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $8.64B | +$326M | +4% | 4.74% | 34.6% | 45 | 0% | 3.4 |
|
| 548 |
MWM
548
Modera Wealth Management
Westwood,
New Jersey
| $8.63B | +$553M | +7% | 7.63% | 68.2% | 673 | 8.02% | 3.6 |
|
| 549 |
CFB
549
Cullen/Frost Bankers
San Antonio,
Texas
| $8.61B | +$630M | +8% | 8.3% | 91.1% | 1,473 | 22.34% | 4 |
|
| 550 |
MBI
550
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $8.59B | -$422M | -5% | 7.15% | 101% | 80 | 8.75% | 3.9 |
|