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 |
CLOS
576
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $8.13B | -$1.06B | -12% | 4.87% | 109% | 448 | 10.49% | 5 |
|
| 577 |
CCM
577
Coldstream Capital Management
Bellevue,
Washington
| $8.12B | +$359M | +5% | 1.81% | 71% | 1,277 | 15.74% | 3.5 |
|
| 578 |
KPWS
578
Kestra Private Wealth Services
Austin,
Texas
| $8.11B | +$52.5M | +0.7% | 0.93% | 91.9% | 1,898 | 16.23% | 2.6 |
|
| 579 |
WT
579
Wellcome Trust
London,
United Kingdom
| $8.09B | -$1.22B | -13% | 8.91% | 59.7% | 22 | 9.09% | 7.3 |
|
| 580 |
AIM
580
Allen Investment Management
New York
| $8.09B | -$937M | -10% | 6.14% | 92.4% | 229 | 7.42% | 5.2 |
|
| 581 |
FIA
581
Foundations Investment Advisors
Phoenix,
Arizona
| $8.07B | +$441M | +6% | 0.12% | 80.9% | 1,276 | 22.57% | 2 |
|
| 582 |
VIM
582
Vinva Investment Management
Sydney,
Australia
| $8.07B | +$44.2M | +0.6% | 2.89% | 142% | 508 | 36.42% | 1.5 |
|
| 583 |
MAM
583
Madison Asset Management
Madison,
Wisconsin
| $8.06B | -$633M | -7% | 1.36% | 54.2% | 364 | 10.16% | 3.6 |
|
| 584 |
FMI
584
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $8.06B | -$1.04B | -11% | 3.87% | 57.6% | 71 | 18.31% | 4.3 |
|
| 585 |
MT
585
Midwest Trust
Overland Park,
Kansas
| $8.02B | +$3.15M | +0% | 0.23% | – | 623 | 10.43% | 0.7 |
|
| 586 |
EGM
586
Engineers Gate Manager
New York
| $8B | -$432M | -5% | 0.48% | 51.9% | 2,669 | 43.09% | 1 |
|
| 587 |
SI
587
Stephens Inc
Little Rock,
Arkansas
| $7.99B | -$44.3M | -0.6% | 0.16% | 76.1% | 1,409 | 14.69% | 5.4 |
|
| 588 |
CMTU
588
Capital Markets Trading (UK)
London,
United Kingdom
| $7.95B | +$1.12B | +16% | 1.19% | 216% | 362 | 29.56% | 2.8 |
|
| 589 |
PC
589
PointState Capital
New York
| $7.9B | +$1.11B | +16% | 0.61% | 158% | 73 | 57.53% | 0.8 |
|
| 590 |
CIP
590
Champlain Investment Partners
Burlington,
Vermont
| $7.88B | -$2B | -20% | 4.83% | 48.5% | 147 | 24.49% | 3.1 |
|
| 591 |
IMRF
591
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $7.86B | -$120M | -2% | 1.27% | 104% | 1,204 | 10.8% | 3.2 |
|
| 592 |
SF
592
Summit Financial
Parsippany,
New Jersey
| $7.85B | +$1.04B | +15% | 0.61% | 81.8% | 1,480 | 19.05% | 1.4 |
|
| 593 |
BCWM
593
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.82B | +$181M | +2% | 2.41% | 62.3% | 1,373 | 18.14% | 3.7 |
|
| 594 |
PGFC
594
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $7.82B | -$122M | -2% | 0.07% | 77.4% | 681 | 9.4% | 6.5 |
|
| 595 |
PA
595
Pinnacle Associates
New York
| $7.78B | -$12.7M | -0.2% | 4.41% | 139% | 998 | 11.02% | 5.9 |
|
| 596 |
EHC
596
Everett Harris & Co
Los Angeles,
California
| $7.77B | -$499M | -6% | 3.78% | 55.6% | 345 | 9.57% | 6.4 |
|
| 597 |
IMCOOI
597
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $7.76B | +$249M | +3% | 1.43% | 241% | 687 | 5.97% | 1.6 |
|
| 598 |
WRCM
598
Whale Rock Capital Management
Boston,
Massachusetts
| $7.74B | -$78M | -1% | 20.4% | 1,326% | 43 | 44.19% | 1.1 |
|
| 599 |
WF
599
Welch & Forbes
Boston,
Massachusetts
| $7.73B | -$519M | -6% | 3.05% | 73.7% | 383 | 6.27% | 8.1 |
|
| 600 |
SIAU
600
SB Investment Advisers (UK)
London,
United Kingdom
| $7.73B | -$2.27B | -23% | 18.6% | 42.4% | 10 | 0% | 4.5 |
|