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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 826 |
BPWM
826
Badgley Phelps Wealth Managers
Seattle,
Washington
| $4.51B | +$373M | +9% | 11.4% | 88.7% | 306 | 5.56% |
|
| 827 |
GVAG
827
Great Valley Advisor Group
Wilmington,
Delaware
| $4.51B | -$131M | -3% | 9.84% | 73.9% | 952 | 15.13% |
|
| 828 |
WHRC
828
W.H. Reaves & Co
Jersey City,
New Jersey
| $4.51B | +$581M | +15% | 17.7% | 111% | 81 | 7.41% |
|
| 829 |
MCCA
829
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $4.51B | +$381M | +9% | 9.41% | 50.3% | 276 | 13.77% |
|
| 830 |
DT
830
Diversified Trust
Memphis,
Tennessee
| $4.51B | +$464M | +11% | 8.04% | 81.5% | 1,029 | 18.66% |
|
| 831 |
CIC
831
Chilton Investment Company
Stamford,
Connecticut
| $4.5B | +$405M | +10% | 9.13% | 55.1% | 241 | 24.07% |
|
| 832 |
NSLI
832
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.5B | +$259M | +6% | 6.9% | 41% | 120 | 10% |
|
| 833 |
F
833
Folketrygdfondet
Oslo Norway,
Norway
| $4.49B | -$4.79M | -0.1% | 2.85% | 30.6% | 10 | 0% |
|
| 834 |
AOI
834
Auto-Owners Insurance
Lansing,
Michigan
| $4.48B | +$705M | +19% | 10.4% | 76.5% | 108 | 0.93% |
|
| 835 |
VDI
835
Vaughan David Investments
Peoria,
Illinois
| $4.47B | +$201M | +5% | 7.12% | 69.5% | 234 | 9.4% |
|
| 836 |
FFB
836
First Financial Bankshares
Abilene,
Texas
| $4.46B | -$170M | -4% | 10.4% | – | 218 | 27.06% |
|
| 837 |
CTB
837
Country Trust Bank
Bloomington,
Illinois
| $4.46B | +$487M | +12% | 10.7% | 76.2% | 582 | 41.92% |
|
| 838 |
EWM
838
Empirical Wealth Management
Seattle,
Washington
| $4.43B | +$542M | +14% | 10% | 78.8% | 736 | 18.21% |
|
| 839 |
SF
839
Summit Financial
Parsippany,
New Jersey
| $4.42B | +$856M | +24% | 10% | 81.8% | 837 | 19% |
|
| 840 |
DS
840
DRW Securities
Chicago,
Illinois
| $4.42B | +$835M | +23% | 10.6% | 96.2% | 1,313 | 72.89% |
|
| 841 |
AWS
841
Atria Wealth Solutions
New York
| $4.42B | -$3.89B | -47% | 9.87% | 63.8% | 1,968 | 31.66% |
|
| 842 |
TC
842
TwinBeech Capital
Purchase,
New York
| $4.41B | -$1.1B | -20% | 6.3% | 5.7% | 1,031 | 75.75% |
|
| 843 |
WTC
843
WhitTier Trust Company
Reno,
Nevada
| $4.41B | +$450M | +11% | 13.1% | 96.9% | 1,485 | 7.41% |
|
| 844 |
WIA
844
World Investment Advisors
Santa Barbara,
California
| $4.41B | +$557M | +14% | 9.01% | 65.4% | 1,208 | 18.71% |
|
| 845 |
FWI
845
Facet Wealth Inc
Baltimore,
Maryland
| $4.4B | +$538M | +14% | 7.37% | 48.1% | 177 | 24.29% |
|
| 846 |
GAM
846
Generali Asset Management
Trieste,
Italy
| $4.39B | +$330M | +8% | 14.3% | – | 527 | 11.76% |
|
| 847 |
WAP
847
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $4.38B | +$656M | +18% | 8.36% | 60.4% | 1,009 | 14.47% |
|
| 848 |
AUB
848
Atlantic Union Bankshares
Glen Allen,
Virginia
| $4.38B | +$2.73B | +165% | 10.1% | 78.9% | 1,237 | 75.99% |
|
| 849 |
BG
849
Bollard Group
Boston,
Massachusetts
| $4.37B | +$566M | +15% | 6.36% | 64.4% | 311 | 13.83% |
|
| 850 |
EW
850
Evoke Wealth
Los Angeles,
California
| $4.37B | +$539M | +14% | 8.18% | 65.2% | 622 | 31.35% |
|