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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
WF
576
Welch & Forbes
Boston,
Massachusetts
| $8.25B | -$49M | -0.6% | 2.43% | 73.7% | 390 | 5.9% | 31.1 |
|
| 577 |
PEA
577
Platinum Equity Advisors
Beverly Hills,
California
| $8.23B | +$79.5M | +1% | 9.03% | 7.18% | 5 | 0% | 12.8 |
|
| 578 |
MAM
578
Magellan Asset Management
Sydney,
Australia
| $8.23B | -$217M | -3% | 0.68% | 50.1% | 82 | 2.44% | 33.3 |
|
| 579 |
OAM
579
OP Asset Management
Helsinki,
| $8.22B | +$629M | +8% | 4.34% | – | 834 | 12.95% | 2.6 |
|
| 580 |
PCIA
580
Prime Capital Investment Advisors
Overland Park,
Kansas
| $8.21B | +$246M | +3% | 2.41% | 71.3% | 1,118 | 14.94% | 11.1 |
|
| 581 |
AM
581
Atreides Management
Boston,
Massachusetts
| $8.18B | +$3.05B | +59% | 13.4% | 229% | 73 | 43.84% | 3.7 |
|
| 582 |
FPAS
582
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $8.15B | -$665M | -8% | 3.33% | 63.9% | 1,293 | 28.38% | 5.8 |
|
| 583 |
JF
583
Jump Financial
Chicago,
Illinois
| $8.14B | -$242M | -3% | 1.29% | 125% | 2,383 | 47.34% | 2.6 |
|
| 584 |
OAM
584
Oppenheimer Asset Management
New York
| $8.13B | -$958M | -11% | 3.2% | 85% | 1,213 | 17.23% | 19 |
|
| 585 |
VA
585
Valmark Advisers
Akron,
Ohio
| $8.11B | +$375M | +5% | 1.5% | 43.2% | 689 | 11.03% | 15.9 |
|
| 586 |
AAF
586
Andra AP-fonden
Goteborg,
Sweden
| $8.09B | +$269M | +3% | 3.28% | 105% | 478 | 31.38% | 9.9 |
|
| 587 |
KPWS
587
Kestra Private Wealth Services
Austin,
Texas
| $8.06B | +$389M | +5% | 2.74% | 91.9% | 1,824 | 13.98% | 9.9 |
|
| 588 |
SI
588
Stephens Inc
Little Rock,
Arkansas
| $8.04B | +$192M | +2% | 2.86% | 76.1% | 1,393 | 11.84% | 21.3 |
|
| 589 |
MBI
589
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $8.03B | -$567M | -7% | 1.9% | 88.9% | 83 | 18.07% | 16 |
|
| 590 |
VIM
590
Vinva Investment Management
Sydney,
Australia
| $8.02B | +$2.91B | +57% | 4.92% | 142% | 479 | 29.44% | 6.4 |
|
| 591 |
MT
591
Midwest Trust
Overland Park,
Kansas
| $8.01B | +$330M | +4% | 3.19% | – | 604 | 6.46% | 1.9 |
|
| 592 |
IMRF
592
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $7.98B | +$152M | +2% | 3.48% | 104% | 1,226 | 10.03% | 12.4 |
|
| 593 |
PGFC
593
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $7.94B | +$261M | +3% | 3.53% | 77.4% | 701 | 11.27% | 25.5 |
|
| 594 |
CA
594
Clearstead Advisors
Cleveland,
Ohio
| $7.93B | +$314M | +4% | 2.37% | 71.4% | 3,334 | 25.16% | 10.1 |
|
| 595 |
TIM
595
Thornburg Investment Management
Santa Fe,
New Mexico
| $7.93B | +$259M | +3% | 3.57% | 117% | 186 | 10.75% | 15.7 |
|
| 596 |
HI
596
Horizon Investments
Charlotte,
North Carolina
| $7.89B | +$283M | +4% | 3.86% | 89.1% | 1,402 | 23.54% | 8.2 |
|
| 597 |
VF
597
Vest Financial
Mclean,
Virginia
| $7.88B | +$228M | +3% | 3.26% | 61.9% | 447 | 14.09% | 6.8 |
|
| 598 |
BIM
598
Bridges Investment Management
Omaha,
Nebraska
| $7.88B | +$60.8M | +0.8% | 2.51% | 77.9% | 439 | 13.9% | 18.6 |
|
| 599 |
PAMP
599
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $7.88B | -$1.02B | -11% | 6.84% | 102% | 915 | 53.66% | 2.6 |
|
| 600 |
OPERF
600
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $7.86B | +$182M | +2% | 3.9% | 124% | 1,534 | 3.13% | 33 |
|