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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
MWM
576
Modera Wealth Management
Westwood,
New Jersey
| $6.57B | +$521M | +9% | 7.54% | 68.2% | 582 | 12.03% | 2.7 |
|
| 577 |
BG
577
Bellevue Group
Kuesnacht,
Switzerland
| $6.56B | +$19.4M | +0.3% | 7.64% | 159% | 183 | 19.67% | 3.5 |
|
| 578 |
IMRF
578
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $6.54B | +$565M | +9% | 11.4% | 104% | 1,412 | 7.22% | 2 |
|
| 579 |
FT
579
Fiduciary Trust
Boston,
Massachusetts
| $6.52B | +$532M | +9% | 8.5% | 76.6% | 660 | 8.48% | 5.7 |
|
| 580 |
CIM
580
CCLA Investment Management
London,
United Kingdom
| $6.51B | +$394M | +6% | 7.85% | – | 71 | 4.23% | 3 |
|
| 581 |
ACM
581
Altimeter Capital Management
Boston,
Massachusetts
| $6.51B | +$486M | +8% | 18.5% | 187% | 17 | 35.29% | 1.7 |
|
| 582 |
TSW
582
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.5B | +$319M | +5% | 6.64% | 32.4% | 553 | 39.78% | 5.8 |
|
| 583 |
BCWM
583
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $6.5B | +$339M | +6% | 8.01% | 62.3% | 1,312 | 18.06% | 2.7 |
|
| 584 |
SI
584
Stephens Inc
Little Rock,
Arkansas
| $6.45B | +$651M | +11% | 9.15% | 76.1% | 1,373 | 13.69% | 4.6 |
|
| 585 |
RCG
585
Ruane, Cunniff & Goldfarb
New York
| $6.44B | +$185M | +3% | 9.76% | 79.3% | 34 | 2.94% | 5.1 |
|
| 586 |
SCM
586
Smead Capital Management
Phoenix,
Arizona
| $6.41B | +$825M | +15% | 11.7% | 72.5% | 33 | 3.03% | 5 |
|
| 587 |
LNC
587
Lincoln National Corp
Radnor,
Pennsylvania
| $6.41B | +$718M | +13% | 6.42% | 42.9% | 1,250 | 15.76% | 3.2 |
|
| 588 |
PGFC
588
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $6.4B | +$455M | +8% | 8.33% | 77.4% | 723 | 7.88% | 5.1 |
|
| 589 |
EWM
589
Evercore Wealth Management
New York
| $6.38B | +$415M | +7% | 10.5% | 84.8% | 452 | 11.06% | 6.4 |
|
| 590 |
EAM
590
Eventide Asset Management
Boston,
Massachusetts
| $6.38B | +$250M | +4% | 10.9% | 313% | 176 | 25% | 2.1 |
|
| 591 |
OIA
591
OneDigital Investment Advisors
Overland Park,
Kansas
| $6.36B | +$651M | +11% | 6.67% | 57.3% | 1,175 | 13.45% | 2.7 |
|
| 592 |
OCM
592
Oaktree Capital Management
Los Angeles,
California
| $6.36B | -$521M | -8% | 8.95% | 88% | 194 | 19.59% | 1.6 |
|
| 593 |
PA
593
Pinnacle Associates
New York
| $6.34B | +$402M | +7% | 9.25% | 139% | 857 | 7.12% | 5.5 |
|
| 594 |
MG
594
Mather Group
Chicago,
Illinois
| $6.34B | -$36.8M | -0.6% | 5.42% | 48.5% | 1,750 | 68.29% | 0.8 |
|
| 595 |
CG
595
Carmignac Gestion
Paris,
France
| $6.32B | +$368M | +6% | 18.9% | 85.1% | 171 | 29.24% | 2.3 |
|
| 596 |
UB
596
UMB Bank
Kansas City,
Missouri
| $6.31B | -$527M | -8% | 10.7% | 97.8% | 2,211 | 30.3% | 2.3 |
|
| 597 |
PAM
597
PineStone Asset Management
Montreal,
Quebec, Canada
| $6.29B | -$3.02B | -32% | 8.25% | 78.6% | 44 | 0% | 1 |
|
| 598 |
TCM
598
Tenor Capital Management
New York
| $6.27B | +$649M | +12% | 0.12% | 4.73% | 372 | 10.48% | 1.5 |
|
| 599 |
MCM
599
Moore Capital Management
New York
| $6.26B | +$461M | +8% | 19.1% | 195% | 583 | 53.52% | 0.8 |
|
| 600 |
MIFH
600
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $6.25B | +$1.28B | +26% | 13.1% | 174% | 531 | 36.16% | 3.3 |
|