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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 726 |
CCM
726
Causeway Capital Management
Los Angeles,
California
| $4.55B | +$105M | +2% | 2.16% | 72.8% | 91 | 20.88% | 2.8 |
|
| 727 |
HKAM
727
Horizon Kinetics Asset Management
New York
| $4.54B | +$262M | +6% | 5.88% | 192% | 357 | 7.84% | 2.2 |
|
| 728 |
WANY
728
Wealthspire Advisors (New York)
New York
| $4.52B | -$299M | -6% | 7.55% | 59% | 646 | 28.02% | 1.1 |
|
| 729 |
SWP
729
Stratos Wealth Partners
Beachwood,
Ohio
| $4.52B | +$589M | +15% | 8.49% | 83.3% | 1,323 | 15.87% | 3.1 |
|
| 730 |
CWP
730
Capital Wealth Planning
Naples,
Florida
| $4.51B | +$876M | +24% | 12.8% | 73.9% | 135 | 42.22% | 2.1 |
|
| 731 |
ROIC
731
Route One Investment Company
San Francisco,
California
| $4.51B | +$623M | +16% | 3.27% | 80.9% | 18 | 22.22% | 3.5 |
|
| 732 |
SWM
732
Spire Wealth Management
Mclean,
Virginia
| $4.51B | +$732M | +19% | 9.07% | 101% | 3,057 | 20.74% | 0.6 |
|
| 733 |
FAM
733
Fenimore Asset Management
Cobleskill,
New York
| $4.5B | +$434M | +11% | 12.2% | 54.8% | 126 | 12.7% | 3.8 |
|
| 734 |
RMDI
734
R.M. Davis Inc
Portland,
Maine
| $4.49B | +$454M | +11% | 12.1% | 85.2% | 276 | 7.97% | 4.9 |
|
| 735 |
WPL
735
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $4.49B | +$1.02M | +0% | 5.03% | 98.4% | 13 | 38.46% | 1.7 |
|
| 736 |
DWA
736
Douglass Winthrop Advisors
New York
| $4.46B | +$379M | +9% | 9.9% | 64.4% | 285 | 7.72% | 4.6 |
|
| 737 |
WL
737
WIT LLC
District Of Columbia,
District of Columbia
| $4.46B | -$557M | -11% | 1.03% | 48% | 14 | 21.43% | 0.8 |
|
| 738 |
AIM
738
Alphinity Investment Management
Sydney,
Australia
| $4.45B | +$1.76B | +65% | 17.6% | 151% | 37 | 45.95% | 1 |
|
| 739 |
WMSA
739
Weiss Multi-Strategy Advisers
New York
| $4.43B | -$216M | -5% | 9.86% | 78.9% | 856 | 49.3% | 0.9 |
|
| 740 |
RG
740
Redmile Group
San Francisco,
California
| $4.4B | -$1.33B | -23% | 4.24% | 777% | 82 | 21.95% | 1.8 |
|
| 741 |
HA
741
Homestead Advisers
Arlington,
Virginia
| $4.35B | +$234M | +6% | 9.38% | 92.1% | 142 | 5.63% | 2.4 |
|
| 742 |
HIMCH
742
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $4.33B | +$703M | +19% | 12.3% | 132% | 549 | 2.73% | 6.6 |
|
| 743 |
IAIM
743
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $4.33B | – | – | 11.3% | 81.5% | 393 | – | 0 |
|
| 744 |
RSCM
744
Rock Springs Capital Management
Baltimore,
Maryland
| $4.33B | -$428M | -9% | 2.98% | 342% | 157 | 15.92% | 2.7 |
|
| 745 |
IC
745
IEQ Capital
Foster City,
California
| $4.32B | +$559M | +15% | 6.24% | 236% | 772 | 17.36% | 0.8 |
|
| 746 |
ACB
746
Aristotle Capital Boston
Boston,
Massachusetts
| $4.27B | +$3.84M | +0.1% | 7.15% | 72.2% | 138 | 4.35% | 4.7 |
|
| 747 |
TAM
747
Trillium Asset Management
Boston,
Massachusetts
| $4.26B | +$476M | +13% | 10.1% | 81.7% | 257 | 9.73% | 4.7 |
|
| 748 |
SIA
748
Sit Investment Associates
Minneapolis,
Minnesota
| $4.26B | +$394M | +10% | 6.11% | 49.6% | 549 | 19.85% | 3.8 |
|
| 749 |
BFM
749
Boothbay Fund Management
New York
| $4.25B | +$636M | +18% | 3.85% | 328% | 2,498 | 53.76% | 0.5 |
|
| 750 |
SHCM
750
Sachem Head Capital Management
New York
| $4.25B | +$195M | +5% | 3.79% | 172% | 28 | 46.43% | 0.8 |
|