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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
GW
951
GW & Wade
Wellesley,
Massachusetts
| $2.75B | +$150M | +6% | 5.77% | 32.2% | 404 | 12.62% | 4.3 |
|
| 952 |
JGC
952
J. Goldman & Co
New York
| $2.75B | +$282M | +11% | 9.16% | 106% | 537 | 67.23% | 0.4 |
|
| 953 |
CFG
953
Citizens Financial Group
Providence,
Rhode Island
| $2.75B | +$15.7M | +0.6% | 6.42% | 83.7% | 477 | 25.79% | 4.1 |
|
| 954 |
DT
954
Diversified Trust
Memphis,
Tennessee
| $2.74B | +$171M | +7% | 6.66% | 81.5% | 916 | 20.31% | 2.7 |
|
| 955 |
SFFS
955
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $2.74B | +$1.17B | +75% | 10.6% | 74.9% | 243 | 45.68% | 2.4 |
|
| 956 |
VI
956
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $2.74B | -$576K | -0% | 6.35% | 101% | 1,259 | 18.11% | 2.3 |
|
| 957 |
SYBT
957
Stock Yards Bank & Trust
Louisville,
Kentucky
| $2.74B | +$128M | +5% | 7.07% | 82.8% | 408 | 4.17% | 4.5 |
|
| 958 |
SFI
958
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $2.74B | -$1.55B | -36% | 8.02% | – | 941 | 32.84% | 1.5 |
|
| 959 |
SPC
959
Slate Path Capital
New York
| $2.73B | +$605M | +28% | 5.97% | 394% | 51 | 19.61% | 1.4 |
|
| 960 |
FPCG
960
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $2.72B | +$121M | +5% | 9.33% | 42.1% | 123 | 7.32% | 5.2 |
|
| 961 |
WHRC
961
W.H. Reaves & Co
Jersey City,
New Jersey
| $2.71B | -$65.2M | -2% | 0.88% | 111% | 69 | 5.8% | 5.1 |
|
| 962 |
SSM
962
Sound Shore Management
Greenwich,
Connecticut
| $2.71B | +$55.7M | +2% | 5.63% | 91.4% | 39 | 15.38% | 1.9 |
|
| 963 |
JF
963
Jump Financial
Chicago,
Illinois
| $2.71B | +$256M | +10% | 5.93% | 125% | 2,298 | 58.09% | 0.4 |
|
| 964 |
SWM
964
Spire Wealth Management
Mclean,
Virginia
| $2.71B | +$141M | +5% | 6.84% | 101% | 2,579 | 11.83% | 1.7 |
|
| 965 |
CIC
965
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $2.7B | +$195M | +8% | 9.25% | 101% | 518 | 6.95% | 4.8 |
|
| 966 |
SPPAM
966
Summit Partners Public Asset Management
Boston,
Massachusetts
| $2.7B | +$269M | +11% | 17.9% | 1,167% | 179 | 68.16% | 0.5 |
|
| 967 |
EI
967
Ethic Inc
New York
| $2.7B | +$232M | +9% | 8.88% | 130% | 1,040 | 14.71% | 1.7 |
|
| 968 |
EAM
968
EULAV Asset Management
Sarasota,
Florida
| $2.68B | +$147M | +6% | 8.65% | 90.7% | 195 | 5.64% | 5.7 |
|
| 969 |
PRO
969
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $2.68B | +$94.3M | +4% | 4.47% | 16.9% | 37 | 0% | 6.8 |
|
| 970 |
DWM
970
Destination Wealth Management
Walnut Creek,
California
| $2.68B | +$43.3M | +2% | 4.83% | 52.7% | 230 | 12.61% | 4.8 |
|
| 971 |
MWM
971
Moran Wealth Management
Naples,
Florida
| $2.66B | +$21.2M | +0.8% | 3.99% | 107% | 431 | 29.47% | 0.4 |
|
| 972 |
PCM
972
Polaris Capital Management
Boston,
Massachusetts
| $2.66B | -$17.1M | -0.6% | 1.26% | 94.3% | 97 | 7.22% | 4.1 |
|
| 973 |
HIMCH
973
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $2.66B | -$277M | -9% | 9.98% | 132% | 519 | 2.12% | 8.1 |
|
| 974 |
AAI
974
Aequim Alternative Investments
Mill Valley,
California
| $2.66B | -$487M | -15% | 4.08% | 32.3% | 113 | 11.5% | 0.8 |
|
| 975 |
AIP
975
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.66B | +$133M | +5% | 8.64% | 120% | 3,322 | 15.89% | 5.1 |
|