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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
SP
1251
SurgoCap Partners
New York
| $3.09B | +$98.7M | +3% | 39.1% | – | 17 | 41.18% | 3.7 |
|
| 1252 |
ZIC
1252
ZWJ Investment Counsel
Atlanta,
Georgia
| $3.09B | +$318M | +11% | 20.9% | 115% | 301 | 23.59% | 18.3 |
|
| 1253 |
WG
1253
Winton Group
London,
United Kingdom
| $3.09B | +$237M | +8% | 20.7% | 128% | 1,573 | 59.06% | 2.5 |
|
| 1254 |
PCM
1254
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.08B | +$382M | +14% | 24.7% | 95% | 313 | 17.25% | 12.5 |
|
| 1255 |
SAM
1255
Smartleaf Asset Management
Boston,
Massachusetts
| $3.08B | +$308M | +11% | 15.3% | – | 3,509 | 1.28% | 6.9 |
|
| 1256 |
DMIC
1256
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $3.07B | +$198M | +7% | 8.23% | 67.9% | 151 | 11.92% | 13.1 |
|
| 1257 |
HC
1257
Henshaw Capital
Woburn,
Massachusetts
| $3.07B | +$376M | +14% | 23.9% | 128% | 170 | 11.76% | 21.2 |
|
| 1258 |
CI
1258
Capital International
Los Angeles,
California
| $3.06B | +$366M | +14% | 22.9% | 147% | 159 | 13.84% | 18 |
|
| 1259 |
BAM
1259
Belpointe Asset Management
Reno,
Nevada
| $3.06B | +$321M | +12% | 15.7% | 80.1% | 1,246 | 24.48% | 10.8 |
|
| 1260 |
SFS
1260
Sowell Financial Services
North Little Rock,
Arkansas
| $3.06B | +$356M | +13% | 17.2% | 85.9% | 1,245 | 16.47% | 7.6 |
|
| 1261 |
WWM
1261
Western Wealth Management
Golden,
Colorado
| $3.06B | +$428M | +16% | 15.8% | 82.6% | 1,057 | 14.47% | 12.4 |
|
| 1262 |
SAG
1262
SageView Advisory Group
Newport Beach,
California
| $3.05B | +$315M | +12% | 11.4% | 52.3% | 637 | 11.77% | 7.6 |
|
| 1263 |
PCM
1263
Patient Capital Management
Baltimore,
Maryland
| $3.05B | +$315M | +12% | 17.7% | 131% | 42 | 9.52% | 10.8 |
|
| 1264 |
DT
1264
DV Trading
Chicago,
Illinois
| $3.05B | -$1.17B | -28% | 13.4% | – | 724 | 65.61% | 0.8 |
|
| 1265 |
CFM
1265
Comprehensive Financial Management
Los Gatos,
California
| $3.05B | +$32.2M | +1% | 6.8% | 33.7% | 41 | 12.2% | 15.9 |
|
| 1266 |
HCC
1266
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $3.04B | +$123M | +4% | 12.7% | 58.1% | 134 | 19.4% | 12.1 |
|
| 1267 |
SOAM
1267
SBI Okasan Asset Management
Tokyo,
Japan
| $3.04B | +$601M | +25% | 6.38% | – | 348 | 15.8% | 1.7 |
|
| 1268 |
JFGIW
1268
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $3.04B | +$279M | +10% | 12.6% | 58.1% | 968 | 23.66% | 17.7 |
|
| 1269 |
SL
1269
Summitry LLC
Foster City,
California
| $3.04B | +$205M | +7% | 9.55% | 68.1% | 380 | 34.47% | 7.9 |
|
| 1270 |
GFA
1270
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $3.04B | +$463M | +18% | 4.51% | 25.1% | 369 | 11.38% | 6.9 |
|
| 1271 |
CA
1271
Cornerstone Advisors
Asheville,
North Carolina
| $3.04B | +$318M | +12% | 25.4% | 108% | 123 | 28.46% | 10.6 |
|
| 1272 |
CPC
1272
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $3.04B | +$673M | +29% | 42.4% | 307% | 358 | 26.82% | 5.8 |
|
| 1273 |
BCM
1273
BlueCrest Capital Management
St Helier,
Jersey
| $3.04B | +$1.34B | +79% | 15.6% | 59.1% | 374 | 57.22% | 1.4 |
|
| 1274 |
SI
1274
Scharf Investments
Los Gatos,
California
| $3.03B | -$217M | -7% | 4.79% | 55% | 84 | 22.62% | 12 |
|
| 1275 |
ECP
1275
Empyrean Capital Partners
Los Angeles,
California
| $3.03B | -$44.1M | -1% | 16.8% | 131% | 163 | 46.01% | 3.7 |
|