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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
SCM
776
SCS Capital Management
Boston,
Massachusetts
| $2.23B | +$125M | +6% | 3.04% | 53.1% | 21 | 33.33% | 1.4 |
|
| 777 |
SGI
777
Swan Global Investments
Durango,
Colorado
| $2.23B | +$180M | +9% | 5.29% | 62.5% | 26 | 7.69% | 1.2 |
|
| 778 |
KIM
778
Karpus Investment Management
Pittsford,
New York
| $2.23B | +$73M | +3% | 2.68% | 24.7% | 222 | 17.12% | 1.5 |
|
| 779 |
TBC
779
Three Bays Capital
Boston,
Massachusetts
| $2.23B | +$228M | +11% | 7.18% | 63.2% | 30 | 50% | 0.5 |
|
| 780 |
MCMC
780
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $2.22B | +$65.3M | +3% | 7.95% | 245% | 21 | 33.33% | 1.5 |
|
| 781 |
DIA
781
Denver Investment Advisors
Denver,
Colorado
| $2.22B | -$80.7M | -4% | 4.12% | 31.8% | 562 | 17.79% | 1.6 |
|
| 782 |
CAM
782
Cortina Asset Management
Milwaukee,
Wisconsin
| $2.21B | +$36.1M | +2% | 7.36% | 115% | 263 | 24.71% | 1.3 |
|
| 783 |
WT
783
Whittier Trust
South Pasadena,
California
| $2.2B | +$148M | +7% | 6.34% | 110% | 1,301 | 13.99% | 1.9 |
|
| 784 |
MFS
784
MSI Financial Services
Springfield,
Massachusetts
| $2.2B | +$925M | +72% | 4.6% | 19.4% | 4,193 | 21.97% | 1.4 |
|
| 785 |
FA
785
FDx Advisors
Chicago,
Illinois
| $2.2B | +$1.04B | +89% | 3.17% | 66.2% | 941 | 31.03% | 1.3 |
|
| 786 |
CIM
786
Calvert Investment Management
Bethesda,
Maryland
| $2.19B | +$188M | +9% | 5.2% | 30.9% | 779 | 32.73% | 1.1 |
|
| 787 |
WJA
787
Williams Jones & Associates
New York
| $2.19B | -$36.1M | -2% | 6.53% | 72.1% | 383 | 12.79% | 1.9 |
|
| 788 |
BFS
788
Bradley Foster & Sargent
Hartford,
Connecticut
| $2.18B | +$155M | +8% | 7.37% | 83.7% | 348 | 10.34% | 2.1 |
|
| 789 |
CRC
789
Curi RMB Capital
Chicago,
Illinois
| $2.17B | +$663M | +44% | 5.42% | 81.4% | 606 | 52.15% | 1 |
|
| 790 |
SIM
790
Sentry Investment Management
Stevens Point,
Wisconsin
| $2.17B | +$141M | +7% | 5.66% | 103% | 553 | 15.37% | 2.1 |
|
| 791 |
LPC
791
Long Pond Capital
New York
| $2.17B | -$140M | -6% | 3.67% | 13.5% | 42 | 50% | 0.8 |
|
| 792 |
HP
792
Hosking Partners
London,
United Kingdom
| $2.16B | +$108M | +5% | 8.52% | 192% | 146 | 5.48% | 0.2 |
|
| 793 |
MCM
793
McKinley Capital Management
Anchorage,
Alaska
| $2.16B | +$102M | +5% | 8.54% | 63.3% | 386 | 25.13% | 1.2 |
|
| 794 |
NM
794
Nokota Management
New York
| $2.16B | -$147M | -6% | 11.9% | – | 69 | 49.28% | 0.7 |
|
| 795 |
EWM
795
Evercore Wealth Management
New York
| $2.15B | +$61.1M | +3% | 5.88% | 84.8% | 1,124 | 24.47% | 1.5 |
|
| 796 |
SCA
796
Southpoint Capital Advisors
New York
| $2.15B | -$79M | -4% | 4.61% | 124% | 37 | 32.43% | 0.8 |
|
| 797 |
NMVA
797
New Mountain Vantage Advisers
New York
| $2.15B | -$420M | -16% | 3.42% | 2.05% | 46 | 17.39% | 1.3 |
|
| 798 |
ACM
798
Argent Capital Management
St Louis,
Missouri
| $2.15B | +$144M | +7% | 9.14% | 123% | 236 | 44.07% | 1.1 |
|
| 799 |
HAM
799
HHR Asset Management
Berkeley Heights,
New Jersey
| $2.15B | -$212M | -9% | 9.5% | 76.3% | 35 | 25.71% | 1.7 |
|
| 800 |
AT
800
Alliance Trust
Dundee, Scotland,
United Kingdom
| $2.14B | +$17.6M | +0.8% | 6.18% | 12.6% | 29 | 13.79% | 0.3 |
|