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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 601 |
TCA
601
Tortoise Capital Advisors
Overland Park,
Kansas
| $7.86B | +$105M | +1% | 0.22% | 102% | 92 | 19.57% | 4 |
|
| 602 |
CL
602
Choreo LLC
Rockford,
Illinois
| $7.85B | +$174M | +2% | 2.51% | 74.7% | 1,678 | 12.63% | 2.2 |
|
| 603 |
IGAM
603
iA Global Asset Management
Quebec,
Quebec, Canada
| $7.84B | +$536M | +7% | 3.83% | 149% | 466 | 28.54% | 1.6 |
|
| 604 |
FPP
604
Findlay Park Partners
London,
United Kingdom
| $7.84B | -$1.68B | -18% | 1.11% | 80.6% | 57 | 0% | 4.3 |
|
| 605 |
DM
605
Deerfield Management
New York
| $7.83B | +$1.28B | +20% | 42.3% | 277% | 183 | 34.43% | 1.3 |
|
| 606 |
WRCM
606
Whale Rock Capital Management
Boston,
Massachusetts
| $7.82B | -$672M | -8% | 14% | 1,326% | 39 | 25.64% | 1.5 |
|
| 607 |
PA
607
Pinnacle Associates
New York
| $7.79B | +$258M | +3% | 6.9% | 139% | 956 | 12.34% | 5.9 |
|
| 608 |
RBI
608
Raiffeisen Bank International
Vienna,
Austria
| $7.77B | +$224M | +3% | 3.55% | – | 848 | 10.26% | 0.6 |
|
| 609 |
A
609
Allianz
Munich,
Germany
| $7.77B | +$3.06B | +65% | 3.49% | – | 457 | 24.29% | 1.2 |
|
| 610 |
CCM
610
Coldstream Capital Management
Bellevue,
Washington
| $7.76B | +$333M | +4% | 2.49% | 71% | 1,280 | 14.53% | 3.4 |
|
| 611 |
HCM
611
Howard Capital Management
Roswell,
Georgia
| $7.72B | +$158M | +2% | 2.46% | 129% | 443 | 8.58% | 1.3 |
|
| 612 |
MNA
612
Manning & Napier Advisors
Fairport,
New York
| $7.7B | -$140M | -2% | 6.3% | – | 610 | 36.07% | 2 |
|
| 613 |
FFM
613
Forum Financial Management
Lombard,
Illinois
| $7.69B | +$379M | +5% | 2.52% | 53.1% | 1,064 | 10.15% | 2.1 |
|
| 614 |
SIMG
614
Stephens Investment Management Group
Houston,
Texas
| $7.68B | -$34.9M | -0.5% | 2.29% | 160% | 186 | 11.29% | 4.9 |
|
| 615 |
LAM
615
Lyrical Asset Management
New York
| $7.65B | +$551M | +8% | 2.93% | 125% | 41 | 17.07% | 4 |
|
| 616 |
BCWM
616
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.64B | +$84.5M | +1% | 3.14% | 62.3% | 1,276 | 10.27% | 3.7 |
|
| 617 |
FIA
617
Foundations Investment Advisors
Phoenix,
Arizona
| $7.63B | +$748M | +11% | 2.11% | 80.9% | 1,211 | 23.04% | 1.9 |
|
| 618 |
FPA
618
First Pacific Advisors
El Segundo,
California
| $7.6B | +$362M | +5% | 5.26% | 85.4% | 66 | 9.09% | 4.8 |
|
| 619 |
WAM
619
Weiss Asset Management
Boston,
Massachusetts
| $7.58B | -$1.09B | -13% | 2.65% | 138% | 931 | 74.33% | 0.3 |
|
| 620 |
SC
620
Saturna Capital
Bellingham,
Washington
| $7.54B | -$218M | -3% | 6.13% | 117% | 165 | 13.94% | 6.1 |
|
| 621 |
UB
621
UMB Bank
Kansas City,
Missouri
| $7.52B | +$723M | +11% | 2.35% | 97.8% | 2,338 | 10.48% | 3.4 |
|
| 622 |
IMCOOI
622
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $7.51B | +$923M | +14% | 3.13% | 241% | 680 | 7.65% | 1.4 |
|
| 623 |
CFG
623
Citizens Financial Group
Providence,
Rhode Island
| $7.46B | +$159M | +2% | 3.15% | 83.7% | 864 | 13.77% | 3.1 |
|
| 624 |
SPC
624
Slate Path Capital
New York
| $7.41B | +$951M | +15% | 9.73% | 394% | 66 | 45.45% | 1 |
|
| 625 |
VAS
625
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $7.41B | +$2.16B | +41% | 2.43% | 74.8% | 1,293 | 33.8% | 1.5 |
|