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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1001 |
MWM
1001
Modern Wealth Management
Lenexa,
Kansas
| $3.13B | +$450M | +17% | 1.25% | – | 704 | 21.45% |
|
| 1002 |
SCA
1002
Snowden Capital Advisors
New York
| $3.13B | -$92.9M | -3% | 2.25% | 100% | 1,267 | 11.92% |
|
| 1003 |
SWM
1003
Spire Wealth Management
Mclean,
Virginia
| $3.12B | -$96.2M | -3% | 2.07% | 101% | 2,609 | 12.07% |
|
| 1004 |
BJL
1004
Brighton Jones LLC
Seattle,
Washington
| $3.12B | -$344M | -10% | 5.33% | 97.9% | 755 | 15.23% |
|
| 1005 |
BFG
1005
Bleakley Financial Group
Fairfield,
New Jersey
| $3.12B | -$208M | -6% | 0.23% | 93.8% | 1,053 | 53.66% |
|
| 1006 |
VBA
1006
Van Berkom & Associates
Montreal,
Quebec, Canada
| $3.11B | -$253M | -8% | 6.9% | 45% | 70 | 17.14% |
|
| 1007 |
FI
1007
Focused Investors
Los Angeles,
California
| $3.11B | -$52.2M | -2% | 0.85% | 51.3% | 24 | 0% |
|
| 1008 |
JRP
1008
Jasper Ridge Partners
Menlo Park,
California
| $3.11B | -$46.1M | -1% | 0.9% | 84.2% | 149 | 4.03% |
|
| 1009 |
MSL
1009
Mackay Shields LLC
New York
| $3.11B | -$283M | -8% | 0.36% | 9.51% | 147 | 4.76% |
|
| 1010 |
LNC
1010
Lincoln National Corp
Radnor,
Pennsylvania
| $3.1B | -$4.41M | -0.1% | 0.3% | 42.9% | 21 | 0% |
|
| 1011 |
WBA
1011
Walgreens Boots Alliance
Deerfield,
Illinois
| $3.09B | -$1.79B | -37% | 22.6% | – | 2 | 0% |
|
| 1012 |
DTC
1012
Deep Track Capital
Greenwich,
Connecticut
| $3.09B | +$407M | +15% | 2.69% | 440% | 79 | 32.91% |
|
| 1013 |
KIM
1013
Karpus Investment Management
Pittsford,
New York
| $3.09B | -$296M | -9% | 0.3% | 24.7% | 228 | 21.49% |
|
| 1014 |
CS
1014
CapitalatWork SA
Auderghem,
| $3.08B | -$8.62M | -0.3% | 1.51% | – | 85 | 8.24% |
|
| 1015 |
SCTC
1015
Sanibel Captiva Trust Company
Sanibel,
Florida
| $3.08B | -$51.3M | -2% | 0.9% | – | 404 | 7.43% |
|
| 1016 |
HW
1016
Hancock Whitney
Gulfport,
Mississippi
| $3.06B | -$95.1M | -3% | 2.06% | 100% | 676 | 10.95% |
|
| 1017 |
DFO
1017
Duquesne Family Office
New York
| $3.06B | -$663M | -18% | 4.67% | 345% | 90 | 55.56% |
|
| 1018 |
AF
1018
Avanza Fonder
Stockholm,
Sweden
| $3.05B | -$320M | -9% | 4.89% | – | 468 | 8.33% |
|
| 1019 |
ISL
1019
Ingalls & Snyder LLC
New York
| $3.04B | +$491M | +19% | 38.1% | 217% | 476 | 10.08% |
|
| 1020 |
GFA
1020
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $3.04B | +$2.53B | +495% | 0.24% | 25.1% | 338 | 22.19% |
|
| 1021 |
DAS
1021
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.03B | +$723M | +31% | 1.18% | 64% | 891 | 31.76% |
|
| 1022 |
BCM
1022
Becker Capital Management
Portland,
Oregon
| $3.03B | -$28.6M | -0.9% | 0.11% | 89.2% | 283 | 7.07% |
|
| 1023 |
STA
1023
Summit Trail Advisors
New York
| $3.03B | +$322M | +12% | 1.83% | 74.8% | 469 | 26.65% |
|
| 1024 |
IAA
1024
Independent Advisor Alliance
Charlotte,
North Carolina
| $3.03B | -$4.52B | -60% | 2.86% | 135% | 1,407 | 46.48% |
|
| 1025 |
PCM
1025
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.01B | -$366M | -11% | 7.74% | 95% | 347 | 10.66% |
|