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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
40.91%
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 801 |
AUB
801
Atlantic Union Bankshares
Glen Allen,
Virginia
| $5.33B | +$21.9M | +0.4% | 2.48% | 78.9% | 1,797 | 14.3% |
|
| 802 |
GCM
802
Geneva Capital Management
Milwaukee,
Wisconsin
| $5.32B | -$507M | -9% | 1.22% | 59.4% | 125 | 4.8% |
|
| 803 |
RA
803
RFG Advisory
Birmingham,
Alabama
| $5.31B | +$476M | +10% | 1.7% | 52.3% | 1,048 | 15.84% |
|
| 804 |
BSL
804
Blue Sparrow LLC
Dover,
Delaware
| $5.31B | – | – | 6.37% | – | 96 | – |
|
| 805 |
FMWA
805
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $5.3B | +$261M | +5% | 2.69% | 61.6% | 420 | 7.86% |
|
| 806 |
SV
806
Starboard Value
New York
| $5.28B | -$35.1M | -0.7% | 0.33% | 56% | 23 | 17.39% |
|
| 807 |
BG
807
Baupost Group
Boston,
Massachusetts
| $5.28B | +$488M | +10% | 4.24% | 47.9% | 23 | 17.39% |
|
| 808 |
BG
808
Bellevue Group
Kuesnacht,
Switzerland
| $5.28B | +$464M | +10% | 23.6% | 159% | 185 | 24.86% |
|
| 809 |
SP
809
SIH Partners
Wilmington,
Delaware
| $5.28B | +$1.76B | +50% | 4.45% | – | 304 | 56.91% |
|
| 810 |
SDIC
810
South Dakota Investment Council
Sioux Falls,
South Dakota
| $5.25B | +$109M | +2% | 3.25% | 76.5% | 627 | 6.7% |
|
| 811 |
AAS
811
Annex Advisory Services
Brookfield,
Wisconsin
| $5.24B | +$537M | +11% | 1.71% | 77.9% | 378 | 22.49% |
|
| 812 |
DRZID
812
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $5.23B | +$241M | +5% | 4.11% | 60.4% | 199 | 16.08% |
|
| 813 |
DGI
813
Disciplined Growth Investors
Minneapolis,
Minnesota
| $5.22B | -$295M | -5% | 4.35% | 186% | 65 | 7.69% |
|
| 814 |
CIA
814
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $5.22B | -$936M | -15% | 9.28% | 4.24% | 19 | 31.58% |
|
| 815 |
GVAG
815
Great Valley Advisor Group
Wilmington,
Delaware
| $5.2B | +$217M | +4% | 2.36% | 73.9% | 992 | 11.79% |
|
| 816 |
MMA
816
Mizuho Markets Americas
New York
| $5.18B | -$137M | -3% | 2.31% | 121% | 258 | 53.49% |
|
| 817 |
EI
817
EFG International
Zurich,
| $5.17B | – | – | 3.31% | – | 869 | – |
|
| 818 |
AWA
818
Arkadios Wealth Advisors
Atlanta,
Georgia
| $5.16B | +$990M | +24% | 2.91% | 91.1% | 1,670 | 18.02% |
|
| 819 |
TAM
819
Todd Asset Management
Louisville,
Kentucky
| $5.13B | +$190M | +4% | 6.35% | 120% | 188 | 13.3% |
|
| 820 |
ASC
820
Atalanta Sosnoff Capital
New York
| $5.13B | -$89.2M | -2% | 6.55% | 206% | 110 | 11.82% |
|
| 821 |
CFC
821
Cincinnati Financial Corp
Fairfield,
Ohio
| $5.12B | +$70.7M | +1% | 1.75% | 74.2% | 56 | 5.36% |
|
| 822 |
CAU
822
Caxton Associates (UK)
London,
| $5.11B | +$874M | +21% | 10.6% | – | 1,006 | 58.25% |
|
| 823 |
CTC
823
Central Trust Company
Jefferson City,
Missouri
| $5.1B | +$321M | +7% | 4.98% | 84% | 1,631 | 18.45% |
|
| 824 |
VT
824
Vise Technologies
New York
| $5.1B | +$2.42B | +90% | 2.83% | – | 1,536 | 27.99% |
|
| 825 |
AP
825
Altarock Partners
West Palm Beach,
Florida
| $5.1B | -$369M | -7% | 1.95% | 58.1% | 9 | 11.11% |
|