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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
40.89%
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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
HSA
876
HBK Sorce Advisory
Erie,
Pennsylvania
| $5.27B | +$229M | +5% | 10.7% | 58.2% | 715 | 13.15% | 18.3 |
|
| 877 |
WAP
877
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5.27B | +$132M | +3% | 13.1% | 60.4% | 1,165 | 14.85% | 13.4 |
|
| 878 |
OWM
878
Orgel Wealth Management
Altoona,
Wisconsin
| $5.27B | +$631M | +14% | 11% | 36.6% | 115 | 19.13% | 13.8 |
|
| 879 |
DDC
879
DF Dent & Co
Baltimore,
Maryland
| $5.27B | +$50M | +1% | 14.1% | 47.1% | 279 | 8.96% | 24.4 |
|
| 880 |
SMFG
880
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $5.27B | +$335M | +7% | 8.22% | 55.6% | 254 | 40.94% | 14 |
|
| 881 |
IUHSA
881
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $5.27B | +$958M | +22% | 9.86% | 105% | 502 | 49.2% | 4.6 |
|
| 882 |
FAMI
882
Fideuram Asset Management (Ireland)
Dublin 1,
| $5.26B | +$4.48B | +569% | 23.4% | – | 756 | 42.99% | 1.1 |
|
| 883 |
EIC
883
Equity Investment Corp
Atlanta,
Georgia
| $5.24B | +$136M | +3% | 3.43% | 43% | 79 | 13.92% | 15.5 |
|
| 884 |
DWM
884
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $5.24B | +$618M | +13% | 18% | 112% | 848 | 17.92% | 11.6 |
|
| 885 |
CFC
885
Cincinnati Financial Corp
Fairfield,
Ohio
| $5.23B | +$269M | +5% | 12.7% | 74.2% | 57 | 5.26% | 35.6 |
|
| 886 |
CG
886
Caprock Group
Boise,
Idaho
| $5.22B | +$1.1B | +27% | 24.6% | – | 1,341 | 25.28% | 10.1 |
|
| 887 |
DFO
887
Duquesne Family Office
New York
| $5.21B | +$1.83B | +54% | 40.2% | 345% | 118 | 60.17% | 1.9 |
|
| 888 |
LNWTC
888
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $5.21B | +$622M | +14% | 20.8% | 88.1% | 1,053 | 10.16% | 2.5 |
|
| 889 |
SFG
889
SNS Financial Group
Minneapolis,
Minnesota
| $5.2B | +$4.04B | +348% | 13.9% | 54.2% | 557 | 64.09% | 8.5 |
|
| 890 |
AA
890
Ancora Advisors
Cleveland,
Ohio
| $5.19B | +$490M | +10% | 12.7% | 74.2% | 2,586 | 24.13% | 15.6 |
|
| 891 |
KIM
891
Kestra Investment Management
Austin,
Texas
| $5.16B | -$636M | -11% | 11.2% | – | 561 | 29.23% | 3.8 |
|
| 892 |
CCM
892
Context Capital Management
Lajolla,
California
| $5.15B | +$821M | +19% | 0.8% | 3.38% | 457 | 20.79% | 2.8 |
|
| 893 |
SB
893
SIG Brokerage
New York
| $5.15B | +$1.36B | +36% | 45.8% | – | 1,146 | 53.93% | 1.6 |
|
| 894 |
SGM
894
Skye Global Management
West Palm Beach,
Florida
| $5.14B | +$136M | +3% | 11.9% | 77.8% | 47 | 36.17% | 11.2 |
|
| 895 |
BMO
895
Beck Mack & Oliver
New York
| $5.13B | +$279M | +6% | 9.53% | 68.2% | 209 | 10.53% | 28.6 |
|
| 896 |
ACM
896
AKRE Capital Management
Middleburg,
Virginia
| $5.12B | -$1.01B | -16% | 0.23% | 21.6% | 20 | 0% | 25.8 |
|
| 897 |
BPCE
897
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $5.12B | +$430M | +9% | 17.2% | 99.4% | 222 | 12.16% | 15.6 |
|
| 898 |
CFO
898
Callan Family Office
Radnor,
Pennsylvania
| $5.11B | +$708M | +16% | 20.9% | 93.4% | 1,262 | 13.23% | 4.4 |
|
| 899 |
MRCP
899
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $5.1B | +$2.03B | +66% | 53.8% | 602% | 55 | 27.27% | 3.9 |
|
| 900 |
KACA
900
Kayne Anderson Capital Advisors
Los Angeles,
California
| $5.1B | -$119M | -2% | 1.05% | 83% | 57 | 22.81% | 17.3 |
|