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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
PF
526
Phoenix Financial
Givatayim,
Israel
| $9.23B | +$1.02B | +12% | 14.1% | 144% | 509 | 17.68% | 7.3 |
|
| 527 |
ECU
527
Egerton Capital (UK)
London,
United Kingdom
| $9.2B | -$281M | -3% | 4.55% | 137% | 32 | 53.13% | 6.7 |
|
| 528 |
CLOS
528
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $9.2B | +$135M | +1% | 3.85% | 109% | 474 | 17.72% | 19.6 |
|
| 529 |
LGF
529
LGT Group Foundation
Vaduz,
Liechtenstein
| $9.17B | +$446M | +5% | 5.85% | 107% | 307 | 13.03% | 10.2 |
|
| 530 |
BHCM
530
Brevan Howard Capital Management
St. Helier,
Jersey
| $9.16B | -$13.2B | -59% | 6.05% | 148% | 2,371 | 46.73% | 2.1 |
|
| 531 |
CCM
531
Cullen Capital Management
New York
| $9.16B | +$15.2M | +0.2% | 3.76% | 60% | 236 | 12.71% | 15.4 |
|
| 532 |
RWP
532
RWA Wealth Partners
Newton,
Massachusetts
| $9.15B | +$346M | +4% | 2.4% | 58.4% | 636 | 10.53% | 12.8 |
|
| 533 |
YCM
533
Yousif Capital Management
Bloomfield Hills,
Michigan
| $9.12B | -$247M | -3% | 4.18% | 119% | 1,930 | 4.92% | 14.1 |
|
| 534 |
HRCM
534
Hood River Capital Management
Palm Beach Gardens,
Florida
| $9.12B | +$652M | +8% | 16.7% | 696% | 198 | 34.34% | 4.1 |
|
| 535 |
ACM
535
AKRE Capital Management
Middleburg,
Virginia
| $9.12B | -$910M | -9% | 1.64% | 21.6% | 19 | 5.26% | 31.9 |
|
| 536 |
RRAM
536
River Road Asset Management
Louisville,
Kentucky
| $9.12B | +$192M | +2% | 1.71% | 50.8% | 191 | 16.23% | 12.3 |
|
| 537 |
FMI
537
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $9.09B | -$789M | -8% | 0.64% | 57.6% | 75 | 20% | 16.7 |
|
| 538 |
CFB
538
Cullen/Frost Bankers
San Antonio,
Texas
| $9.09B | +$483M | +6% | 2.88% | 91.1% | 1,552 | 21.33% | 15.1 |
|
| 539 |
BEI
539
Benjamin Edwards Inc
Clayton,
Missouri
| $9.04B | +$189M | +2% | 0.76% | 66.5% | 1,388 | 12.18% | 8.6 |
|
| 540 |
AIM
540
Allen Investment Management
New York
| $9.03B | +$21.6M | +0.2% | 1.75% | 92.4% | 233 | 18.88% | 20.2 |
|
| 541 |
QCM
541
QRG Capital Management
Chicago,
Illinois
| $8.98B | +$726M | +9% | 4.6% | 142% | 1,114 | 10.77% | 7 |
|
| 542 |
NW
542
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $8.85B | +$1.88B | +27% | 2.43% | 98.9% | 1,214 | 18.29% | 7.9 |
|
| 543 |
WJWM
543
Williams Jones Wealth Management
New York
| $8.85B | +$112M | +1% | 3.66% | 79.1% | 542 | 10.33% | 16.4 |
|
| 544 |
BTI
544
Blue Trust Inc
Alpharetta,
Georgia
| $8.85B | -$57.3M | -0.6% | 1.78% | 48.7% | 2,765 | 15.7% | 9.4 |
|
| 545 |
SWP
545
Stratos Wealth Partners
Beachwood,
Ohio
| $8.85B | +$366M | +4% | 2.14% | 83.3% | 1,668 | 12.41% | 17.2 |
|
| 546 |
MERSOM
546
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $8.84B | +$205M | +2% | 1.55% | 34.6% | 45 | 20% | 15.6 |
|
| 547 |
DPIM
547
Duff & Phelps Investment Management
Chicago,
Illinois
| $8.82B | +$131K | +0% | 2.14% | 48.1% | 153 | 5.88% | 23.9 |
|
| 548 |
AI
548
Atria Investments
Charlotte,
North Carolina
| $8.8B | +$47.9M | +0.5% | 2.51% | 76.3% | 2,149 | 12.89% | 9.8 |
|
| 549 |
FT
549
Fiduciary Trust
Boston,
Massachusetts
| $8.8B | -$31.1M | -0.4% | 2.53% | 76.6% | 895 | 9.61% | 21 |
|
| 550 |
CIA
550
Concurrent Investment Advisors
Tampa,
Florida
| $8.78B | +$2.95B | +51% | 3.15% | – | 1,873 | 25.15% | 4.3 |
|