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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 651 |
HI
651
Horizon Investments
Charlotte,
North Carolina
| $6.32B | +$2.96B | +88% | 11% | 89.1% | 1,142 | 27.32% | 2 |
|
| 652 |
HPC
652
HM Payson & Co
Portland,
Maine
| $6.31B | +$616M | +11% | 13% | 94.4% | 1,065 | 9.11% | 4.6 |
|
| 653 |
JSTA
653
Japan Science & Technology Agency
Tokyo,
Japan
| $6.3B | -$203M | -3% | 2.79% | 15.6% | 13 | 0% | 1.9 |
|
| 654 |
CIA
654
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $6.29B | +$148M | +2% | 18.2% | 4.24% | 18 | 27.78% | 3.9 |
|
| 655 |
EDRH
655
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $6.27B | +$600M | +11% | 9.18% | 66.5% | 603 | 10.61% | 4.7 |
|
| 656 |
NCM
656
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| $6.25B | +$2.74B | +78% | 21.9% | – | 124 | 45.16% | 0.3 |
|
| 657 |
CFG
657
Citizens Financial Group
Providence,
Rhode Island
| $6.22B | +$1.16B | +23% | 12.5% | 83.7% | 718 | 17.97% | 3.2 |
|
| 658 |
RP
658
Riverbridge Partners
Minneapolis,
Minnesota
| $6.22B | -$18.1M | -0.3% | 10.7% | 40.4% | 192 | 9.9% | 4.5 |
|
| 659 |
ASN
659
Advisory Services Network
Atlanta,
Georgia
| $6.21B | +$1.01B | +19% | 12.6% | 105% | 1,870 | 20.8% | 4.3 |
|
| 660 |
CGH
660
Crossmark Global Holdings
Houston,
Texas
| $6.19B | +$523M | +9% | 12.5% | 112% | 1,375 | 8.87% | 5.9 |
|
| 661 |
GLF
661
Groupe la Francaise
Paris,
France
| $6.19B | +$1.47B | +31% | 18.5% | – | 521 | 30.33% | 0.4 |
|
| 662 |
HFS
662
Hantz Financial Services
Southfield,
Michigan
| $6.18B | +$500M | +9% | 8.85% | 63.5% | 2,341 | 19.09% | 1.8 |
|
| 663 |
BF
663
BOK Financial
Tulsa,
Oklahoma
| $6.17B | +$519M | +9% | 9.82% | 91.8% | 1,369 | 22.64% | 4.9 |
|
| 664 |
JWBC
664
John W. Bristol & Co
New York
| $6.17B | +$318M | +5% | 12.2% | 82.5% | 63 | 11.11% | 6.9 |
|
| 665 |
SMFG
665
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $6.14B | +$680M | +12% | 13% | 55.6% | 254 | 38.58% | 3 |
|
| 666 |
CC
666
Centiva Capital
New York
| $6.12B | +$2.8B | +85% | 6.3% | 65.1% | 2,194 | 65.45% | 0.4 |
|
| 667 |
ACM
667
Abrams Capital Management
Boston,
Massachusetts
| $6.11B | +$478M | +8% | 18.4% | 81.6% | 14 | 14.29% | 5.1 |
|
| 668 |
CCM
668
Coldstream Capital Management
Bellevue,
Washington
| $6.11B | +$1.42B | +30% | 9.52% | 71% | 3,552 | 69.12% | 3.3 |
|
| 669 |
GAM
669
Groupama Asset Management
Paris,
France
| $6.04B | +$1.04B | +21% | 16.8% | – | 433 | 20.79% | 1 |
|
| 670 |
TSW
670
Thompson Siegel & Walmsley
Richmond,
Virginia
| $6.01B | +$58.9M | +1% | 4.19% | 32.4% | 423 | 15.6% | 5.3 |
|
| 671 |
OMC
671
Old Mission Capital
Chicago,
Illinois
| $6B | -$1.59B | -21% | 8.89% | 55.3% | 1,434 | 63.88% | 0.3 |
|
| 672 |
DPL
672
Danica Pension Livsforsikrings
Copenhagen V,
| $5.97B | +$922M | +18% | 15.4% | – | 85 | 8.24% | 1.1 |
|
| 673 |
NC
673
Nicholas Company
Milwaukee,
Wisconsin
| $5.97B | +$199M | +3% | 9.61% | 65.7% | 222 | 6.76% | 5.8 |
|
| 674 |
GCM
674
Geneva Capital Management
Milwaukee,
Wisconsin
| $5.97B | +$618M | +12% | 7.13% | 59.4% | 127 | 4.72% | 5.9 |
|
| 675 |
CCWA
675
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $5.96B | +$600M | +11% | 6.76% | 45.9% | 210 | 11.43% | 3 |
|